Hi All,
We want to compare order lines of a new order from a customer and check if there is a near match of line items and quantities from the same customer within the last month.
What should be my approach?
I guess the first question is the desired output. Dashboard? Printed report? Pop-Up window in Order Entry?
Are you trying to PREVENT a duplicate order line?
A dashboard would be great.
It is just going be a visual check and sales can act on it if needed.
My first thought would be a pretty simple BAQ against OrderDtl, including OrderHed so you can identify the customer info. Pull in all OrderDtl line information you need.
Then I would add a BAQ DataView to OrderEntry to pull in that BAQ.
A Button on the Order Line Detail page could open a slide out and present a grid displaying any order/lines that are:
- For the same Customer
- with the same part number
- within the previous 30 days from this new order’s Order Date.
If you want to look at the whole order all at once (which could have multiple line items) it would get more complex. You’d have to figure out a way to pass a list of Part Numbers to the BAQ… which, I’m sure can be done, but would be more complex.
Doing it line-by-line would at least be an easy 1-to-1 evaluation against the BAQ.
So… not really a dashboard… more of an in-process tool when entering a line item, you can quickly see details for similar orders.