Inactivate a customer (Vantage 8.03.305K)

Yahoo Archive
1
We had this problem yesterday, we shipped to an inactive customer.
This morning I added a check box to the customer screen CheckBox01.
and a BPM with the following condition on SalesOrder.ChangeCustomer:

number of rows in the query is equal to 1

The query is:
FOR EACH ttOrderHed WHERE (ttOrderHed.RowMod = 'A' or
ttOrderHed.RowMod = 'U') , EACH Customer WHERE Customer.Company
= 'ICC' AND Customer.CustNum = ttOrderHed.CustNum AND
Customer.CheckBox01 = TRUE

and an action to raise an exception based on the message template

- Dan



--- In vantage@yahoogroups.com, Lisa Buell <sedwick16@...> wrote:
>
> Thank you Steve. Another great work around suggestion.
>
> Lisa
>
>
>
> ----- Original Message ----
> From: "Ashton, Steve" <Steve.Ashton@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, March 27, 2008 11:48:48 AM
> Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)
>
> We have our config set to orders-warn, shipments-stop, yet we use
the
> credit hold method and simply set the credit limit to $1.00.
>
> Steve Ashton
> Database Specialist
> Decoustics Limited
> 65 Disco Road
> Toronto, Ontario
> Canada M9W 1M2
> T (647) 259-4260
> F (416) 679-8838
>
> sashton@decoustics. com <mailto:sashton@decoustics. com>
> Steve.Ashton@ saint-gobain. com <mailto:Steve.Ashton2@ saint-
gobain. com>
>
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
> Of Carey S
> Sent: Wednesday, March 26, 2008 5:29 PM
> To: vantage@yahoogroups .com
> Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)
>
> I know that you can specifically INACTIVATE a contact under a
customer
> record.
> If you want to prevent orders, you can simply set the credit hold
flag
> in their billing record.
>
> Under your company config, you can set how you want to process
credit
> issues, where you can disallow an order, or still place an order
but not
> ship, etc.
>
> Carey
>
> To: vantage@yahoogroups .comFrom <mailto:vantage% 40yahoogroups.
comFrom> :
> sedwick16@yahoo. comDate <mailto:sedwick16% 40yahoo.comDate> : Wed,
26 Mar
> 2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer (Vantage
> 8.03.305K)
>
> Can anyone tell me how to inactivate a customer?? I am ready to
believe
> there is no way to do that in Vantage. I know you can select "No
> contact" but it still lets our customer service department enter an
> order for that customer with no apparent warning.Thank you.Lisa
>
> ____________ _________ _________ _________ _________ _________ _
> Test your Star IQ
> http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_
HMTAGMAR
> <http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_
HMTAGMAR>
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
______________________________________________________________________
______________
> Be a better friend, newshound, and
> know-it-all with Yahoo! Mobile. Try it now.
http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
>
> [Non-text portions of this message have been removed]
>
2
Can anyone tell me how to inactivate a customer?? I am ready to
believe there is no way to do that in Vantage. I know you can
select "No contact" but it still lets our customer service department
enter an order for that customer with no apparent warning.

Thank you.

Lisa
3
I know that you can specifically INACTIVATE a contact under a customer record.
If you want to prevent orders, you can simply set the credit hold flag in their billing record.

Under your company config, you can set how you want to process credit issues, where you can disallow an order, or still place an order but not ship, etc.

Carey


To: vantage@yahoogroups.comFrom: sedwick16@...: Wed, 26 Mar 2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer (Vantage 8.03.305K)




Can anyone tell me how to inactivate a customer?? I am ready to believe there is no way to do that in Vantage. I know you can select "No contact" but it still lets our customer service department enter an order for that customer with no apparent warning.Thank you.Lisa






_________________________________________________________________
Test your Star IQ
http://club.live.com/red_carpet_reveal.aspx?icid=redcarpet_HMTAGMAR

[Non-text portions of this message have been removed]
4
Thank you Carey. I cannot believe there isn't an "Inactive" button on the whole customer but placing the customer on credit hold sounds like the most plausible solution.

Thank you for your quick reply.

Lisa



----- Original Message ----
From: Carey S <rotary1@...>
To: vantage@yahoogroups.com
Sent: Wednesday, March 26, 2008 1:29:25 PM
Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)

I know that you can specifically INACTIVATE a contact under a customer record.
If you want to prevent orders, you can simply set the credit hold flag in their billing record.

Under your company config, you can set how you want to process credit issues, where you can disallow an order, or still place an order but not ship, etc.

Carey

To: vantage@yahoogroups .comFrom: sedwick16@yahoo. comDate: Wed, 26 Mar 2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer (Vantage 8.03.305K)

Can anyone tell me how to inactivate a customer?? I am ready to believe there is no way to do that in Vantage. I know you can select "No contact" but it still lets our customer service department enter an order for that customer with no apparent warning.Thank you.Lisa

____________ _________ _________ _________ _________ _________ _
Test your Star IQ
http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_ HMTAGMAR

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





____________________________________________________________________________________
Never miss a thing. Make Yahoo your home page.
http://www.yahoo.com/r/hs

[Non-text portions of this message have been removed]
5
I agree with you Lisa, I can't believe there isn't one either. We're
still on 6.1 at this point, but I created a user defined checkbox (VB
Form field in my version) to indentify those inactive. We also type
Inactive at the end of the customer name. The check box won't
prevent the type of action your concerned about, but can be used as a
filter in reports. Perhaps you could create a BPM that wouldn't
allow you to enter an order for a customer with the box checked.

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, Lisa Buell <sedwick16@...> wrote:
>
> Thank you Carey. I cannot believe there isn't an "Inactive" button
on the whole customer but placing the customer on credit hold sounds
like the most plausible solution.
>
> Thank you for your quick reply.
>
> Lisa
>
>
>
> ----- Original Message ----
> From: Carey S <rotary1@...>
> To: vantage@yahoogroups.com
> Sent: Wednesday, March 26, 2008 1:29:25 PM
> Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)
>
> I know that you can specifically INACTIVATE a contact under a
customer record.
> If you want to prevent orders, you can simply set the credit hold
flag in their billing record.
>
> Under your company config, you can set how you want to process
credit issues, where you can disallow an order, or still place an
order but not ship, etc.
>
> Carey
>
> To: vantage@yahoogroups .comFrom: sedwick16@yahoo. comDate: Wed, 26
Mar 2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer
(Vantage 8.03.305K)
>
> Can anyone tell me how to inactivate a customer?? I am ready to
believe there is no way to do that in Vantage. I know you can
select "No contact" but it still lets our customer service department
enter an order for that customer with no apparent warning.Thank
you.Lisa
>
> ____________ _________ _________ _________ _________ _________ _
> Test your Star IQ
> http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_
HMTAGMAR
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
______________________________________________________________________
______________
> Never miss a thing. Make Yahoo your home page.
> http://www.yahoo.com/r/hs
>
> [Non-text portions of this message have been removed]
>
6
Thank you Brian.

That sounds like a good route to take. We just went live last month and we are finding a lot of potholes like this one. We are just learning as we go plug along.

Lisa


----- Original Message ----
From: Brian Stenglein <bstenglein@...>
To: vantage@yahoogroups.com
Sent: Thursday, March 27, 2008 6:11:59 AM
Subject: [Vantage] Re: Inactivate a customer (Vantage 8.03.305K)

I agree with you Lisa, I can't believe there isn't one either. We're
still on 6.1 at this point, but I created a user defined checkbox (VB
Form field in my version) to indentify those inactive. We also type
Inactive at the end of the customer name. The check box won't
prevent the type of action your concerned about, but can be used as a
filter in reports. Perhaps you could create a BPM that wouldn't
allow you to enter an order for a customer with the box checked.

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups .com, Lisa Buell <sedwick16@. ..> wrote:
>
> Thank you Carey. I cannot believe there isn't an "Inactive" button
on the whole customer but placing the customer on credit hold sounds
like the most plausible solution.
>
> Thank you for your quick reply.
>
> Lisa
>
>
>
> ----- Original Message ----
> From: Carey S <rotary1@... >
> To: vantage@yahoogroups .com
> Sent: Wednesday, March 26, 2008 1:29:25 PM
> Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)
>
> I know that you can specifically INACTIVATE a contact under a
customer record.
> If you want to prevent orders, you can simply set the credit hold
flag in their billing record.
>
> Under your company config, you can set how you want to process
credit issues, where you can disallow an order, or still place an
order but not ship, etc.
>
> Carey
>
> To: vantage@yahoogroups .comFrom: sedwick16@yahoo. comDate: Wed, 26
Mar 2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer
(Vantage 8.03.305K)
>
> Can anyone tell me how to inactivate a customer?? I am ready to
believe there is no way to do that in Vantage. I know you can
select "No contact" but it still lets our customer service department
enter an order for that customer with no apparent warning.Thank
you.Lisa
>
> ____________ _________ _________ _________ _________ _________ _
> Test your Star IQ
> http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_
HMTAGMAR
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
____________ _________ _________ _________ _________ _________ _
____________ __
> Never miss a thing. Make Yahoo your home page.
> http://www.yahoo. com/r/hs
>
> [Non-text portions of this message have been removed]
>





____________________________________________________________________________________
Never miss a thing. Make Yahoo your home page.
http://www.yahoo.com/r/hs

[Non-text portions of this message have been removed]
7
We have our config set to orders-warn, shipments-stop, yet we use the
credit hold method and simply set the credit limit to $1.00.



Steve Ashton
Database Specialist
Decoustics Limited
65 Disco Road
Toronto, Ontario
Canada M9W 1M2
T (647) 259-4260
F (416) 679-8838

sashton@... <mailto:sashton@...>
Steve.Ashton@... <mailto:Steve.Ashton2@...>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Carey S
Sent: Wednesday, March 26, 2008 5:29 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)



I know that you can specifically INACTIVATE a contact under a customer
record.
If you want to prevent orders, you can simply set the credit hold flag
in their billing record.

Under your company config, you can set how you want to process credit
issues, where you can disallow an order, or still place an order but not
ship, etc.

Carey

To: vantage@yahoogroups.comFrom <mailto:vantage%40yahoogroups.comFrom> :
sedwick16@... <mailto:sedwick16%40yahoo.comDate> : Wed, 26 Mar
2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer (Vantage
8.03.305K)

Can anyone tell me how to inactivate a customer?? I am ready to believe
there is no way to do that in Vantage. I know you can select "No
contact" but it still lets our customer service department enter an
order for that customer with no apparent warning.Thank you.Lisa

__________________________________________________________
Test your Star IQ
http://club.live.com/red_carpet_reveal.aspx?icid=redcarpet_HMTAGMAR
<http://club.live.com/red_carpet_reveal.aspx?icid=redcarpet_HMTAGMAR>

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





[Non-text portions of this message have been removed]
8
Thank you Steve. Another great work around suggestion.

Lisa



----- Original Message ----
From: "Ashton, Steve" <Steve.Ashton@...>
To: vantage@yahoogroups.com
Sent: Thursday, March 27, 2008 11:48:48 AM
Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)

We have our config set to orders-warn, shipments-stop, yet we use the
credit hold method and simply set the credit limit to $1.00.

Steve Ashton
Database Specialist
Decoustics Limited
65 Disco Road
Toronto, Ontario
Canada M9W 1M2
T (647) 259-4260
F (416) 679-8838

sashton@decoustics. com <mailto:sashton@decoustics. com>
Steve.Ashton@ saint-gobain. com <mailto:Steve.Ashton2@ saint-gobain. com>


____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Carey S
Sent: Wednesday, March 26, 2008 5:29 PM
To: vantage@yahoogroups .com
Subject: RE: [Vantage] Inactivate a customer (Vantage 8.03.305K)

I know that you can specifically INACTIVATE a contact under a customer
record.
If you want to prevent orders, you can simply set the credit hold flag
in their billing record.

Under your company config, you can set how you want to process credit
issues, where you can disallow an order, or still place an order but not
ship, etc.

Carey

To: vantage@yahoogroups .comFrom <mailto:vantage% 40yahoogroups. comFrom> :
sedwick16@yahoo. comDate <mailto:sedwick16% 40yahoo.comDate> : Wed, 26 Mar
2008 21:17:37 +0000Subject: [Vantage] Inactivate a customer (Vantage
8.03.305K)

Can anyone tell me how to inactivate a customer?? I am ready to believe
there is no way to do that in Vantage. I know you can select "No
contact" but it still lets our customer service department enter an
order for that customer with no apparent warning.Thank you.Lisa

____________ _________ _________ _________ _________ _________ _
Test your Star IQ
http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_ HMTAGMAR
<http://club. live.com/ red_carpet_ reveal.aspx? icid=redcarpet_ HMTAGMAR>

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

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





____________________________________________________________________________________
Be a better friend, newshound, and
know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ

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