Our credit department has asked to have a BPM that alerts them when specific jobs are released. I’ve got a basic Data Directive triggering when I hard-code the job number, but I’d like to make it easier in the future for folks to self-serve. It’ll be changed to an email group instead of a message box.
My first thought was to enter the job numbers in UserCodes, but that’s still on IT to maintain. Would adding a DataTag ‘NotifyCredit’ on the job be an efficient solution? Seems like it’d be a slog to crawl through all the open jobs to see if it’s got a tag that requires notification, though…
We’ve got a specific credit hold code, as well as the order being on credit hold.
For this alert, it’s a handful of large orders that go through the process. Either the sales rep or the credit rep on the order would flag it for alert.
As John said if you are make to order.
If you remove condition #3 on you first condition. Could you Hang a second condition off the True side “Number of rows in the “query” is not less than 1”. linking job head >> job prod >> order rel>> orderdetail>>orderhed. Put table criteria on Order head for your specific credit hold code and credit hold.
This alert would not be used for 99% of the ‘make to order’ orders, so I’m reluctant to add more screen real-estate to order entry by adding another hold field. It’s specific to a handful of jobs at a time.
I haven’t explored BPM Holds, though. I’ll look into that. Thanks!
I was not saying to add more fields, instead create a BPM that when whatever field that puts it on hold is turned on, it creates the BPM Hold on the Job record.
