How to tell if an order is on credit hold?

This is a great idea. I may have to take this route.

The only “issue” for me is that I would rather filter these records out at the BAQ level rather than the dashboard level.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of adamfeu
Sent: Wednesday, November 17, 2010 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How to tell if an order is on credit hold?





We use this calculated field in our BAQ

(IF Customer.CreditHold = TRUE and OrderHed.CreditOverride = False then "CREDIT HOLD" else "")

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Joe Rojas <jrojas@...> wrote:
>
> Thanks Steve!
>
>
>
> I was hoping that wasn’t going to be the answer. It’s going to add a level of complexity to my BAQ that I don’t even think is possible.
>
> I don’t think it’s possible to write a BAQ that has a criteria that uses two tables at the same time.
>
> For example: …AND (Customer.CreditHold = TRUE AND OrderHeld.CreditOverride = TRUE) AND…
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
> Sent: Wednesday, November 17, 2010 4:36 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] How to tell if an order is on credit hold?
>
>
>
>
>
> I can tell you how it works in 8.03. Orders don't go on credit hold, customers
> go on credit hold. So you have to check the customer to see if they are on
> credit hold and then check the order to see if the credit hold override is
> true. If the override is true then the order is NOT on credit hold, but if the
> customer is on credit hold and the override is false, then the order is on
> credit hold.
>
>
>
>
>
>
>
>
>
>
>
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring
>
>
> This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
>
>
>
>










Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



________________________________

>
> From: Joe Rojas <jrojas@... <mailto:jrojas%40matsinc.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Sent: Wed, November 17, 2010 4:31:04 PM
> Subject: [Vantage] How to tell if an order is on credit hold?
>
>
> E9.04.506a
>
> Is there are way to determine if a Sale Order is on credit hold?
>
> I've scanned OrderHed but I can't find a field that would indicate this
> status.
>
> Thanks.
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <mailto:jrojas%40matsinc.com> | www.matsinc.com Ask us about our clean, green and beautiful
> matting and flooring
>
> This message is intended only for the individual named. If you are not the named
> addressee you should not disseminate, distribute or copy this e-mail. Please
> notify the sender immediately by e-mail if you have received this e-mail by
> mistake. Please note that any views or opinions presented in this email are
> solely those of the author and do not necessarily represent those of the
> company.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
> [Non-text portions of this message have been removed]
>




[Non-text portions of this message have been removed]
E9.04.506a



Is there are way to determine if a Sale Order is on credit hold?

I've scanned OrderHed but I can't find a field that would indicate this
status.



Thanks.










Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.


[Non-text portions of this message have been removed]
I can tell you how it works in 8.03. Orders don't go on credit hold, customers
go on credit hold. So you have to check the customer to see if they are on
credit hold and then check the order to see if the credit hold override is
true. If the override is true then the order is NOT on credit hold, but if the
customer is on credit hold and the override is false, then the order is on
credit hold.




________________________________
From: Joe Rojas <jrojas@...>
To: vantage@yahoogroups.com
Sent: Wed, November 17, 2010 4:31:04 PM
Subject: [Vantage] How to tell if an order is on credit hold?

Â
E9.04.506a

Is there are way to determine if a Sale Order is on credit hold?

I've scanned OrderHed but I can't find a field that would indicate this
status.

Thanks.







Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful
matting and flooring

This message is intended only for the individual named. If you are not the named
addressee you should not disseminate, distribute or copy this e-mail. Please
notify the sender immediately by e-mail if you have received this e-mail by
mistake. Please note that any views or opinions presented in this email are
solely those of the author and do not necessarily represent those of the
company.

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
Thanks Steve!



I was hoping that wasn’t going to be the answer. It’s going to add a level of complexity to my BAQ that I don’t even think is possible.

I don’t think it’s possible to write a BAQ that has a criteria that uses two tables at the same time.

For example: …AND (Customer.CreditHold = TRUE AND OrderHeld.CreditOverride = TRUE) AND…



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Wednesday, November 17, 2010 4:36 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] How to tell if an order is on credit hold?





I can tell you how it works in 8.03. Orders don't go on credit hold, customers
go on credit hold. So you have to check the customer to see if they are on
credit hold and then check the order to see if the credit hold override is
true. If the override is true then the order is NOT on credit hold, but if the
customer is on credit hold and the override is false, then the order is on
credit hold.












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



________________________________

From: Joe Rojas <jrojas@... <mailto:jrojas%40matsinc.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Wed, November 17, 2010 4:31:04 PM
Subject: [Vantage] How to tell if an order is on credit hold?


E9.04.506a

Is there are way to determine if a Sale Order is on credit hold?

I've scanned OrderHed but I can't find a field that would indicate this
status.

Thanks.

Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... <mailto:jrojas%40matsinc.com> | www.matsinc.com Ask us about our clean, green and beautiful
matting and flooring

This message is intended only for the individual named. If you are not the named
addressee you should not disseminate, distribute or copy this e-mail. Please
notify the sender immediately by e-mail if you have received this e-mail by
mistake. Please note that any views or opinions presented in this email are
solely those of the author and do not necessarily represent those of the
company.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
We use this calculated field in our BAQ

(IF Customer.CreditHold = TRUE and OrderHed.CreditOverride = False then "CREDIT HOLD" else "")


--- In vantage@yahoogroups.com, Joe Rojas <jrojas@...> wrote:
>
> Thanks Steve!
>
>
>
> I was hoping that wasn’t going to be the answer. It’s going to add a level of complexity to my BAQ that I don’t even think is possible.
>
> I don’t think it’s possible to write a BAQ that has a criteria that uses two tables at the same time.
>
> For example: …AND (Customer.CreditHold = TRUE AND OrderHeld.CreditOverride = TRUE) AND…
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
> Sent: Wednesday, November 17, 2010 4:36 PM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] How to tell if an order is on credit hold?
>
>
>
>
>
> I can tell you how it works in 8.03. Orders don't go on credit hold, customers
> go on credit hold. So you have to check the customer to see if they are on
> credit hold and then check the order to see if the credit hold override is
> true. If the override is true then the order is NOT on credit hold, but if the
> customer is on credit hold and the override is false, then the order is on
> credit hold.
>
>
>
>
>
>
>
>
>
>
>
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring
>
>
> This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.
>
>
>
> ________________________________
>
> From: Joe Rojas <jrojas@... <mailto:jrojas%40matsinc.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Wed, November 17, 2010 4:31:04 PM
> Subject: [Vantage] How to tell if an order is on credit hold?
>
>
> E9.04.506a
>
> Is there are way to determine if a Sale Order is on credit hold?
>
> I've scanned OrderHed but I can't find a field that would indicate this
> status.
>
> Thanks.
>
> Joe Rojas | Director of Information Technology | Mats Inc
> dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
> jrojas@... <mailto:jrojas%40matsinc.com> | www.matsinc.com Ask us about our clean, green and beautiful
> matting and flooring
>
> This message is intended only for the individual named. If you are not the named
> addressee you should not disseminate, distribute or copy this e-mail. Please
> notify the sender immediately by e-mail if you have received this e-mail by
> mistake. Please note that any views or opinions presented in this email are
> solely those of the author and do not necessarily represent those of the
> company.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
> [Non-text portions of this message have been removed]
>