Our sales team would like to have an alert raised if they are creating a new sales order and type in a PO# that has been used on a previous sales order for that same customer.
Was thinking of using the “Number of rows in the designed query is not less than 1” condition in the BPM, but not sure how to compare the just entered PO# to PO#s that already exist in the OrderHed table for the CustID.
Under Customer form, there is an option to verify duplicates already…
Pierre
Thank you. That’s much easier than I was trying to make it.
That is a hard stop. If you want just a warning, it would need to be a BPM or screen customization.
Hi,
Would like to have only warning. How to handle it through BPM or Customization? Please give me some insight.
Thanks
Subha
Were you able to get this done? I am in the same boat and would like for a warning to pop up.
yes! I created the BPM in the Data Directives for the orderhed table
Appreciate you responding. Would you mind sharing? I am at a loss. Step by step details as I am new at creating data directives. We have accidently added a few duplicate orders recently and this would help immensely.
Thanks,
Lee
@subha THANK YOU KIND SIR!
This works and I have tested it! Appreciate it so much. Extremely helpful.
For me, the message box pops up three times every time. Does that do that for you too? I don’t mind clicking three times, I can update that in the message box. This is a huge help and no Coding necessary.
you are welcome!! 
Glad it worked for you.
but for me it pops up only one time. May be try creating it fresh in the Pilot and test it.
Thanks
Subha
Works now… but change of logic…
I did manually create it in Pilot, but ran into the same issues and then worked through the logic. What you have is spot-on - obviously nothing wrong with the BPM - thought maybe another BPM was interfering but don’t think that is the case, so I began to think of the flow.
In order for this BPM to work with ease, sales will need to copy from quote or copy a sales order and leave the PO field blank and then save the sales order. Then, they can populate the PO field, hit tab and then the message box will come up with the warning if there is a duplicate.
My next step will be to put a search on the PO Field so they can right-click and do a search for Orders with that same PO#.
BTW, there is also the ability to search for a PO# when searching for customer when creating the order so I will need to add that in the instructions.
I feel this will resolve duplicate PO’s on orders without having them come to a hard stop!
Awesome you dogged further and find your way. Thanks for sharing!
Thanks
Subha
How do I open your file to view the design of the BPM?
Download the file and import the BPM.
I do not see a place for me to be able to import this BPM. Do you have a screenshot where to click to import?
'Directive import" under Business Process Management
After importing, how do I view? Sorry, new to BPM still
What was causing it to popup multiple times, and how did you fix it? I am having the same issue
