Enter Drop Ship PO Line for Customer on Credit Hold

Hey there,

The company wants to ignore the fact that a customer might be on credit hold when entering a PO for the item. The vast bulk of drop-ship POs are internal to sister plants.

I don’t see anything in the company configuration that would affect this issue. Setting the shipping flag to “Warn” instead of “Stop” doesn’t seem to have any effect on the drop-ship PO entry.

I’m about to start a messy customization/BPM combination to temporarily override the credit hold on the order unless there’s a clean way to do it.

Any ideas?

Thanks,

Joe

Not as messy as I thought. It’s all done in the customization using the Customer and SalesOrder adapters. It use a control event, “Leave,” to catch the SO number entry before the credit check, and a BeforeFieldChange to set it back after the credit check.

Doesn’t work if you enter the sales order from the search button. Oh, well.

Will entertain a better idea. :slight_smile:

Joe

  1. if you want to disable individual customer you can do in customer entry by entering zero amount

Or

  1. Override(write your own logic) following bpm method as needed
    1. SalesOrder.CheckCustomerCreditLimit
    2. SalesOrder.CheckCustomerCreditRelease
    3. SalesOrder.CheckCustOnCreditHold

Hi, thanks for your response.

I don’t think I was clear. I have settings to Warn on sales orders and Stop on shipping. I need to keep those in place. The only component I need to give a pass on is a drop shipment PO. We’ll go ahead and order the item from (in this case) the other plant posing as a separate company, even if the customer on the sales order has a status of credit hold.

I’ve gotten the PO Entry part done in a customization. The PO Suggestions part is proving a challenge now.

Forging ahead.

Thanks,

Joe

And when I say drop-ship orders, I really mean Buy To Order (local terminology).

I found a workaround to temporarily set the order credit override field via a data directive on SugPoDtl.

Joe

Hello!

Can you please vote for this Epicor Idea related to this post?
https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4314