BPM to prevent Quote or Order Deletion

Yahoo Archive
1
How did you have this setup? I created one but I don't think my condition is correct. Thanks
Jen



--- In vantage@yahoogroups.com, "Calvin Krusen" <ckrusen@...> wrote:
>
> I'm trying to setup a BPM (or an other way) to prevent people who
> create quotes and sales oreders from accidentally deleting them.
>
> It seems that they've checked-off the "Don't ask me agian" in the
> confirm deletion dialog bog. That combined with the fact that the
> Delete tool bar button is right next to the Save button, has caused
> several quotes to "disappear".
>
> I've read the thread 'laidig.systems' started when he/she wanted to
> prevent people from deleting parts from the Part Master, but seems
> most people reccomended changing laidig.systems' people processes.
>
>
> Any way, the quote and order entry people need to be able to have
> full access to quotes and orders, but without being able to delete
> them.
>
> I setup a BPM (bo.Quote.DeleteByID) which worked nicely untill we
> found out it prevents deleting individual lines too.
>
> Thanks in advance,
>
> Calvin Krusen
>
2
I'm trying to setup a BPM (or an other way) to prevent people who
create quotes and sales oreders from accidentally deleting them.

It seems that they've checked-off the "Don't ask me agian" in the
confirm deletion dialog bog. That combined with the fact that the
Delete tool bar button is right next to the Save button, has caused
several quotes to "disappear".

I've read the thread 'laidig.systems' started when he/she wanted to
prevent people from deleting parts from the Part Master, but seems
most people reccomended changing laidig.systems' people processes.


Any way, the quote and order entry people need to be able to have
full access to quotes and orders, but without being able to delete
them.

I setup a BPM (bo.Quote.DeleteByID) which worked nicely untill we
found out it prevents deleting individual lines too.

Thanks in advance,

Calvin Krusen
3
You can use BPM to prevent this. I use the method Quote.Update with a
preprocessing rule. Your condition would be:

There is at least one deleted row in the ttQuoteHed table



Your action would just be and exception message. Hope this helps.



Daniel Laidig
Laidig Systems, Inc.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Calvin Krusen
Sent: Wednesday, October 29, 2008 11:38 AM
To: vantage@yahoogroups.com
Subject: [Vantage] BPM to prevent Quote or Order Deletion



I'm trying to setup a BPM (or an other way) to prevent people who
create quotes and sales oreders from accidentally deleting them.

It seems that they've checked-off the "Don't ask me agian" in the
confirm deletion dialog bog. That combined with the fact that the
Delete tool bar button is right next to the Save button, has caused
several quotes to "disappear".

I've read the thread 'laidig.systems' started when he/she wanted to
prevent people from deleting parts from the Part Master, but seems
most people reccomended changing laidig.systems' people processes.

Any way, the quote and order entry people need to be able to have
full access to quotes and orders, but without being able to delete
them.

I setup a BPM (bo.Quote.DeleteByID) which worked nicely untill we
found out it prevents deleting individual lines too.

Thanks in advance,

Calvin Krusen





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