Credit hold data - 9.05.700C

Thanks for this.  Much appreciated.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, 15 April 2015 9:18 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Credit hold data - 9.05.700C

 

 

I know you're placing it on a report, but this is the answer from yesterday for a BAQ: 

 

Order-credit hold is tied to both the Sold To and Bill To customer id's.  If either of those are on Credit Hold, the 

corresponding Order will be on hold.  The OrderHed table has a Credit Override that gets set if you want the specific order released. 

 

1) In your BAQ have OrderHed and Customer.  Add Customer a second time to the BAQ (comes in as Customer1). 

2) Create a calculated field called OrderCreditHold, with this as the calculation: 

 

"if OrderHed.BTCustNum = Customer1.CustNum and Customer1.CreditHold = True and OrderHed.CreditOverride = True then False else 

if OrderHed.BTCustNum = Customer.CustNum and Customer.CreditHold = True and OrderHed.CreditOverride = True then False else 

if OrderHed.BTCustNum = Customer1.CustNum and Customer1.CreditHold = True and OrderHed.CreditOverride = False then True else 

if OrderHed.BTCustNum = Customer.CustNum and Customer.CreditHold = True and OrderHed.CreditOverride = True then True else False"

 

 

Customer is joined to OrderHed on CustNum.  Customer1 is joined to OrderHed on BTCustNum

 


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Hello,


Can any one tell me where the flag is written that indicates that a sales order is on credit hold?


I want to include that flag in a report...


Thanks,


 - Neil

I know you're placing it on a report, but this is the answer from yesterday for a BAQ: 

Order-credit hold is tied to both the Sold To and Bill To customer id's.  If either of those are on Credit Hold, the 
corresponding Order will be on hold.  The OrderHed table has a Credit Override that gets set if you want the specific order released. 

1) In your BAQ have OrderHed and Customer.  Add Customer a second time to the BAQ (comes in as Customer1). 
2) Create a calculated field called OrderCreditHold, with this as the calculation: 

"if OrderHed.BTCustNum = Customer1.CustNum and Customer1.CreditHold = True and OrderHed.CreditOverride = True then False else 
if OrderHed.BTCustNum = Customer.CustNum and Customer.CreditHold = True and OrderHed.CreditOverride = True then False else 
if OrderHed.BTCustNum = Customer1.CustNum and Customer1.CreditHold = True and OrderHed.CreditOverride = False then True else 
if OrderHed.BTCustNum = Customer.CustNum and Customer.CreditHold = True and OrderHed.CreditOverride = True then True else False"


Customer is joined to OrderHed on CustNum.  Customer1 is joined to OrderHed on BTCustNum