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.
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.
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.