Removing "Customer "x" is on credit hold message"

Yahoo Archive
1
We are on 8.03.408A and this is the BPM we use to suppress the credit hold message.

SalesOrder.CheckCustomerCreditLimit - Post Processing BPM

No Conditions

Actions
set the cCreditLimitMessage argument to the "" value False
set the lContinue argument to the TRUE value False

Do the same for SalesOrder.CheckCustOnCreditHold and SalesOrder.OnChangeofSoldToCreditCheck

Steven G.
On Tuesday, April 1, 2014 1:25 PM, "m.hermes@..." <m.hermes@...> wrote:
  
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  <div>Thanks Jose, we will give it a shot in test.</div>

</div>
 


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2
Hi,
I was wondering if there is a way to remove the message that pops up on SO entry/tracker that warns a customer is on credit hold. We don't really have a need for it as we have the shipments already held if a Customer is on CH and the message pops up multiple times a day for users that do not need to see it, I imagine we spend at least 40 hours as a company per year clicking "ok" on that message. I couldn't find anything in the company config on it other than the warn/stop toggle for shipments.

Any info would be great, is anyone else annoyed with that message? Is there something we can change in our process to mitigate the number of times this message shows?

Bonus quest, the other message we could do without is the "order has make direct releases without job links" same issue for us.

Thanks,
Mitch Hermes
3
Do you utilize the credit limit function to determine if they are on credit hold? That is what is providing the warning messages because their open invoice balance and the sales order exceed that limit. If you leave it at zero, they will have no limit and the only time that message will come up is for new customer if the hold has not been removed or a customer is manually put on hold.

Hope this helps.

Deirdre Sykes | Finance Supervisor
GSI Technologies, LLC | 311 Shore Drive | Burr Ridge, IL 60527
dsykes@...<mailto:dsykes@...> | Phone: 630.590.8112 | Fax: 630.325.8197

Like us on Facebook: [facebook] <https://www.facebook.com/pages/GSI-Technologies/624368870969219> Click: [linkedin] <http://www.linkedin.com/company/2690732?trk=vsrp_companies_cluster_name&trkInfo=VSRPsearchId%3A176974291386194698817%2CVSRPtargetId%3A2690732%2CVSRPcmpt%3Acompanies_cluster> and [followlinkedin] <http://www.linkedin.com/company/gsi-technologies?trk=company_name> us on Linked-In


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of m.hermes@...
Sent: Tuesday, April 01, 2014 11:09 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Removing "Customer "x" is on credit hold message"



Hi,
I was wondering if there is a way to remove the message that pops up on SO entry/tracker that warns a customer is on credit hold. We don't really have a need for it as we have the shipments already held if a Customer is on CH and the message pops up multiple times a day for users that do not need to see it, I imagine we spend at least 40 hours as a company per year clicking "ok" on that message. I couldn't find anything in the company config on it other than the warn/stop toggle for shipments.

Any info would be great, is anyone else annoyed with that message? Is there something we can change in our process to mitigate the number of times this message shows?

Bonus quest, the other message we could do without is the "order has make direct releases without job links" same issue for us.

Thanks,
Mitch Hermes


CONFIDENTIALITY: The information contained in this email message, including any attachment(s), may be privileged and confidential and protected from disclosure. The email is not intended for transmission to, or receipt by, any unauthorized persons. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication or use of the information contained herein is strictly prohibited. If you have received this electronic mail transmission in error, please delete it from your system without copying or disseminating, and notify the sender by Reply email, so that our address record can be corrected.


[Non-text portions of this message have been removed]
4
Run a Trace when this happens you'll see a method which has a parameter usually called MESSAGE or OUT Message. If you look at it you'll see that this message parameter contains that "CRDIT HOLD" message after the method runs, so with a simple BPM you can set that Parameter to empty and it would get rid of the massage. Be aware that this parameter may be used for other things too so ensure that in your Condition on the BPM you specify to only clear the credit hold one.


Jose C Gomez
Software Engineer



T: 904.469.1524 mobile


Quis custodiet ipsos custodes?


On Tue, Apr 1, 2014 at 12:14 PM, Deirdre Sykes <dsykes@...> wrote:

  
<div>
  
  
  <p>Do you utilize the credit limit function to determine if they are on credit hold? That is what is providing the warning messages because their open invoice balance and the sales order exceed that limit. If you leave it at zero, they will have no limit and the only time that message will come up is for new customer if the hold has not been removed or a customer is manually put on hold.


Hope this helps.

Deirdre Sykes | Finance Supervisor
GSI Technologies, LLC | 311 Shore Drive | Burr Ridge, IL 60527
dsykes@...<mailto:dsykes@...> | Phone: 630.590.8112 | Fax: 630.325.8197

Like us on Facebook: [facebook] <https://www.facebook.com/pages/GSI-Technologies/624368870969219> Click: [linkedin] <http://www.linkedin.com/company/2690732?trk=vsrp_companies_cluster_name&trkInfo=VSRPsearchId%3A176974291386194698817%2CVSRPtargetId%3A2690732%2CVSRPcmpt%3Acompanies_cluster> and [followlinkedin] <http://www.linkedin.com/company/gsi-technologies?trk=company_name> us on Linked-In


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of m.hermes@...
Sent: Tuesday, April 01, 2014 11:09 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Removing "Customer "x" is on credit hold message"




Hi,
I was wondering if there is a way to remove the message that pops up on SO entry/tracker that warns a customer is on credit hold. We don't really have a need for it as we have the shipments already held if a Customer is on CH and the message pops up multiple times a day for users that do not need to see it, I imagine we spend at least 40 hours as a company per year clicking "ok" on that message. I couldn't find anything in the company config on it other than the warn/stop toggle for shipments.

Any info would be great, is anyone else annoyed with that message? Is there something we can change in our process to mitigate the number of times this message shows?

Bonus quest, the other message we could do without is the "order has make direct releases without job links" same issue for us.

Thanks,
Mitch Hermes



CONFIDENTIALITY: The information contained in this email message, including any attachment(s), may be privileged and confidential and protected from disclosure. The email is not intended for transmission to, or receipt by, any unauthorized persons. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication or use of the information contained herein is strictly prohibited. If you have received this electronic mail transmission in error, please delete it from your system without copying or disseminating, and notify the sender by Reply email, so that our address record can be corrected.




[Non-text portions of this message have been removed]


</div>
 


<div style="color:#fff;min-height:0;"></div>

5
Thanks Jose, we will give it a shot in test.
6
We utilize both manual holds and limit holds, we want to continue using them we just don't want the message to show on the order entry/tracker screens. I think Jose's reply will give us what we need. Thanks though!