I created a solution you can try to use. I first created a customization on the Customer Entry and added a checkbox that was bound to Customer.CheckBox02. A true value (or being checked) meant the order couldn't be shipped until the order was paid in full.
Then I created BPM's that forced the Orders to be marked PrePaid for terms (it wouldn't allow them to save anything else, so they couldn't accidentally give the customer terms when printing the order confirmation).
I lastly created a BPM on the CustShip.GetOrderLineInfo that when a order line is added to a customer shipment entry, it totals up all the invoices tied to the order and compares it to the total of the order itself. If the value is less than the order total, it's not paid in full and stops the line from being added to the customer shipment and throws an error to the shipping person that they need to speak to finance, etc.
Send me an email directly and I'll send you the BPM definitions and the code and you can see if you can get it working in E8, it should work. You'd also need to add the checkbox - or come up with some value to check if you're hesitant to perform the customizations.
Our sales team also recently had me add another BPM to set the Order on hold when it's created based on the customer being prepaid so they can see it on the shipping pick list - therefore they avoid pulling it all together and attempt to ship it when it's all on hold anyways.
Then I created BPM's that forced the Orders to be marked PrePaid for terms (it wouldn't allow them to save anything else, so they couldn't accidentally give the customer terms when printing the order confirmation).
I lastly created a BPM on the CustShip.GetOrderLineInfo that when a order line is added to a customer shipment entry, it totals up all the invoices tied to the order and compares it to the total of the order itself. If the value is less than the order total, it's not paid in full and stops the line from being added to the customer shipment and throws an error to the shipping person that they need to speak to finance, etc.
Send me an email directly and I'll send you the BPM definitions and the code and you can see if you can get it working in E8, it should work. You'd also need to add the checkbox - or come up with some value to check if you're hesitant to perform the customizations.
Our sales team also recently had me add another BPM to set the Order on hold when it's created based on the customer being prepaid so they can see it on the shipping pick list - therefore they avoid pulling it all together and attempt to ship it when it's all on hold anyways.
--- In vantage@yahoogroups.com, Tony Hughes <thughes281@...> wrote:
>
> If you have a customer who must pre-pay before shipment, what is best way to deal with this?
> I don't see a way to allow sales order creation, but prevent shipping.
>
> Does anyone else have this situation? How do you solve it?
> we use 8.03.409a.
>