Inactive Customer

That's perfect and easy...thanks!

On Thu, Feb 7, 2013 at 3:33 PM, brad_boes <bboes@...> wrote:

> **
>
>
> To inactivate a customer we uncheck the Valid Sold To checkbox on the
> customer master.
>
> Brad Boes
> Metalworks
>
>
> --- In vantage@yahoogroups.com, Mark Wagner wrote:
> >
> > You could either change the customer search screen to not allow "no
> contact" customers to appear or, flag the customer as no-contact then write
> a BPM to show an exception message at the time of get new order header if
> customer no contact = True
> >
> >
> >
> > ________________________________
> > From: "Harner, CJ"
> > To: vantage@yahoogroups.com
> > Sent: Thursday, February 7, 2013 2:00 PM
> > Subject: Re: [Vantage] Inactive Customer
> >
> > I tried that and it still let me enter a sales order. (we are on
> 9.05.700A)
> >
> > On Thu, Feb 7, 2013 at 1:41 PM, Mark Wagner wrote:
> >
> > > **
> > >
> > >
> > > Use the no contact checkbox on customer maintenance. As I recall it was
> > > also there in Vantage as well as in E9
> > >
> > > ________________________________
> > > From: "Chang, Chia" cchang@...>
>
> > > To: vantage@yahoogroups.com
> > > Sent: Wednesday, February 6, 2013 5:46 PM
> > > Subject: [Vantage] Inactive Customer
> > >
> > >
> > > Is there a way to have a Customer as "inactive" in Customer Maintenance
> > > and not allow the Customer to be entered on an order? What have
> > > companies done with Customers that are no longer active?
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> >
> >
> >
> > --
> > C. J. (Carole Jo) Harner
> > Cost/Inventory Control Analyst
> > 780 Keezletown Road
> > Weyers Cave, VA 24486
> > Work: 540-437-2126
> > Cell: 540-435-2040
> > Fax: 540-234-9768
> >
> > ITAR NOTICE
> >
> > This email and/or attachments may contain technical data as defined in
> the
> > U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. �
> > 120.10. The technical data may not be exported, disclosed or transferred
> to
> > any foreign person (including employees, consultants, or agents,
> > corporation or business association), as defined in the ITAR section 22
> > C.F.R. �120.16 whether in the United States or abroad, without the prior
> > written approval of the U.S. Department of State
> >
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> > (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>



--
C. J. (Carole Jo) Harner
Cost/Inventory Control Analyst
780 Keezletown Road
Weyers Cave, VA 24486
Work: 540-437-2126
Cell: 540-435-2040
Fax: 540-234-9768

ITAR NOTICE

This email and/or attachments may contain technical data as defined in the
U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. �
120.10. The technical data may not be exported, disclosed or transferred to
any foreign person (including employees, consultants, or agents,
corporation or business association), as defined in the ITAR section 22
C.F.R. �120.16 whether in the United States or abroad, without the prior
written approval of the U.S. Department of State


[Non-text portions of this message have been removed]
Is there such a thing? The issue is we have a customer that restructured into a new company, but we would love to see the history in the system as the old customer and the new one at the same time. Changing the customer ID in 9.05 updates everything in the system which is ok, but if we have something come in under the old name, how do we know to look it up under the new name.

Hope that all made sense.
Why can't you just create a new customer?



M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jgiese1988
Sent: Wednesday, November 07, 2012 11:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer ID XRef



Is there such a thing? The issue is we have a customer that restructured into a new company, but we would love to see the history in the system as the old customer and the new one at the same time. Changing the customer ID in 9.05 updates everything in the system which is ok, but if we have something come in under the old name, how do we know to look it up under the new name.

Hope that all made sense.



[Non-text portions of this message have been removed]
OK ignore my last email....had to reread it again to understand...



M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Manasa Reddy
Sent: Wednesday, November 07, 2012 11:46 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer ID XRef



Why can't you just create a new customer?

M. Manasa Reddy
manasa@...<mailto:manasa%40weldcoa.com><mailto:manasa@...<mailto:manasa%40weldcoa.com>>
630.806.2000 x1515

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of jgiese1988
Sent: Wednesday, November 07, 2012 11:44 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customer ID XRef

Is there such a thing? The issue is we have a customer that restructured into a new company, but we would love to see the history in the system as the old customer and the new one at the same time. Changing the customer ID in 9.05 updates everything in the system which is ok, but if we have something come in under the old name, how do we know to look it up under the new name.

Hope that all made sense.

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



[Non-text portions of this message have been removed]
we have to create a new one no doubt, but it would be nice if there were a link between the two, that if we enter one ID we can see everything related to the old one mostly for reporting purposes. Also in the case where a distributor changes names, but one of their end users returns something to them, that is maybe a year old or so that was purchased under the old name, i can see things getting really messy.

--- In vantage@yahoogroups.com, Manasa Reddy <manasa@...> wrote:
>
> Why can't you just create a new customer?
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jgiese1988
> Sent: Wednesday, November 07, 2012 11:44 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Customer ID XRef
>
>
>
> Is there such a thing? The issue is we have a customer that restructured into a new company, but we would love to see the history in the system as the old customer and the new one at the same time. Changing the customer ID in 9.05 updates everything in the system which is ok, but if we have something come in under the old name, how do we know to look it up under the new name.
>
> Hope that all made sense.
>
>
>
> [Non-text portions of this message have been removed]
>
I'd use a custom field on the customer...if it is truly for reporting purposes, then maybe a character field can be used on the customer screen...just thinking out loud here...



M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jgiese1988
Sent: Wednesday, November 07, 2012 11:51 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer ID XRef



we have to create a new one no doubt, but it would be nice if there were a link between the two, that if we enter one ID we can see everything related to the old one mostly for reporting purposes. Also in the case where a distributor changes names, but one of their end users returns something to them, that is maybe a year old or so that was purchased under the old name, i can see things getting really messy.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Manasa Reddy <manasa@...<mailto:manasa@...>> wrote:
>
> Why can't you just create a new customer?
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@<mailto:manasa@...%3cmailto:manasa@>...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of jgiese1988
> Sent: Wednesday, November 07, 2012 11:44 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer ID XRef
>
>
>
> Is there such a thing? The issue is we have a customer that restructured into a new company, but we would love to see the history in the system as the old customer and the new one at the same time. Changing the customer ID in 9.05 updates everything in the system which is ok, but if we have something come in under the old name, how do we know to look it up under the new name.
>
> Hope that all made sense.
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
You might be able to set up a sales kit that's one-to-one.

Mark W.

On Nov 7, 2012, at 2:31 PM, Manasa Reddy <manasa@...> wrote:



I'd use a custom field on the customer...if it is truly for reporting
purposes, then maybe a character field can be used on the customer
screen...just thinking out loud here...

M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
jgiese1988
Sent: Wednesday, November 07, 2012 11:51 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer ID XRef

we have to create a new one no doubt, but it would be nice if there were a
link between the two, that if we enter one ID we can see everything related
to the old one mostly for reporting purposes. Also in the case where a
distributor changes names, but one of their end users returns something to
them, that is maybe a year old or so that was purchased under the old name,
i can see things getting really messy.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Manasa
Reddy <manasa@...<mailto:manasa@...>> wrote:
>
> Why can't you just create a new customer?
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@<mailto:manasa@...%3cmailto:manasa@>...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:
vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
jgiese1988
> Sent: Wednesday, November 07, 2012 11:44 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer ID XRef
>
>
>
> Is there such a thing? The issue is we have a customer that restructured
into a new company, but we would love to see the history in the system as
the old customer and the new one at the same time. Changing the customer ID
in 9.05 updates everything in the system which is ok, but if we have
something come in under the old name, how do we know to look it up under
the new name.
>
> Hope that all made sense.
>
>
>
> [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]
Going through old emails here, but wanted to give my two cents.



It sounds to me like the easiest way to accomplish this is to change the
existing customer ID to the new customer. That way you don't have to do
anything special to keep the history together, that sounds like a huge
chore.



For orders that come in under the old customer name, perhaps just create a
customer with that old name, something like "OLD CUST - DO NOT USE, USE ABCD
INSTEAD". Then, when someone enters an order/quote, hopefully they'll see
the name and realize they need to use the new name. If not, a bit of
programming could help - add a UD checkbox to the customer for "DO NOT USE",
and put a BPM on quotes/orders that don't allow a new one to be created if
that checkbox is on.



Hope that helps.

Kevin Simon



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
jgiese1988
Sent: Wednesday, November 07, 2012 12:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer ID XRef





we have to create a new one no doubt, but it would be nice if there were a
link between the two, that if we enter one ID we can see everything related
to the old one mostly for reporting purposes. Also in the case where a
distributor changes names, but one of their end users returns something to
them, that is maybe a year old or so that was purchased under the old name,
i can see things getting really messy.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Manasa
Reddy <manasa@...> wrote:
>
> Why can't you just create a new customer?
>
>
>
> M. Manasa Reddy
> manasa@... <mailto:manasa@...%3cmailto:manasa@> <mailto:manasa@...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of jgiese1988
> Sent: Wednesday, November 07, 2012 11:44 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer ID XRef
>
>
>
> Is there such a thing? The issue is we have a customer that restructured
into a new company, but we would love to see the history in the system as
the old customer and the new one at the same time. Changing the customer ID
in 9.05 updates everything in the system which is ok, but if we have
something come in under the old name, how do we know to look it up under the
new name.
>
> Hope that all made sense.
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
Is there a way to have a Customer as "inactive" in Customer Maintenance
and not allow the Customer to be entered on an order? What have
companies done with Customers that are no longer active?



[Non-text portions of this message have been removed]
You could write a pre-processing BPM on the Order.Update method that prevents update if the customer is inactive. You would filter on Rowmod = "A" so that existing orders are not affected.

Jim Kinneman
Encompass Solutions, Inc.

--- In vantage@yahoogroups.com, "Chang, Chia" wrote:
>
> Is there a way to have a Customer as "inactive" in Customer Maintenance
> and not allow the Customer to be entered on an order? What have
> companies done with Customers that are no longer active?
>
>
>
> [Non-text portions of this message have been removed]
>
What would enable the Customer to become "inactive" so that the BPM can
call against it? Would a custom field need to be created for the
inactive customers in Customer Maintenance?



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jckinneman
Sent: Wednesday, February 06, 2013 5:49 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Inactive Customer





You could write a pre-processing BPM on the Order.Update method that
prevents update if the customer is inactive. You would filter on Rowmod
= "A" so that existing orders are not affected.

Jim Kinneman
Encompass Solutions, Inc.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Chang, Chia" wrote:
>
> Is there a way to have a Customer as "inactive" in Customer
Maintenance
> and not allow the Customer to be entered on an order? What have
> companies done with Customers that are no longer active?
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
In customer maintenance mark the customer as No Contact, you can then trigger your BPM to fire when this checkbox is true.

Mark

--- In vantage@yahoogroups.com, "Chang, Chia" wrote:
>
> What would enable the Customer to become "inactive" so that the BPM can
> call against it? Would a custom field need to be created for the
> inactive customers in Customer Maintenance?
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of jckinneman
> Sent: Wednesday, February 06, 2013 5:49 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Inactive Customer
>
>
>
>
>
> You could write a pre-processing BPM on the Order.Update method that
> prevents update if the customer is inactive. You would filter on Rowmod
> = "A" so that existing orders are not affected.
>
> Jim Kinneman
> Encompass Solutions, Inc.
>
> --- In vantage@yahoogroups.com ,
> "Chang, Chia" wrote:
> >
> > Is there a way to have a Customer as "inactive" in Customer
> Maintenance
> > and not allow the Customer to be entered on an order? What have
> > companies done with Customers that are no longer active?
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Use the no contact checkbox on customer maintenance. As I recall it was also there in Vantage as well as in E9



________________________________
From: "Chang, Chia" <cchang@...>
To: vantage@yahoogroups.com
Sent: Wednesday, February 6, 2013 5:46 PM
Subject: [Vantage] Inactive Customer

Â
Is there a way to have a Customer as "inactive" in Customer Maintenance
and not allow the Customer to be entered on an order? What have
companies done with Customers that are no longer active?

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




[Non-text portions of this message have been removed]
I tried that and it still let me enter a sales order. (we are on 9.05.700A)

On Thu, Feb 7, 2013 at 1:41 PM, Mark Wagner <mjfw2003@...> wrote:

> **
>
>
> Use the no contact checkbox on customer maintenance. As I recall it was
> also there in Vantage as well as in E9
>
> ________________________________
> From: "Chang, Chia" cchang@...>
> To: vantage@yahoogroups.com
> Sent: Wednesday, February 6, 2013 5:46 PM
> Subject: [Vantage] Inactive Customer
>
>
> Is there a way to have a Customer as "inactive" in Customer Maintenance
> and not allow the Customer to be entered on an order? What have
> companies done with Customers that are no longer active?
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>



--
C. J. (Carole Jo) Harner
Cost/Inventory Control Analyst
780 Keezletown Road
Weyers Cave, VA 24486
Work: 540-437-2126
Cell: 540-435-2040
Fax: 540-234-9768

ITAR NOTICE

This email and/or attachments may contain technical data as defined in the
U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. �
120.10. The technical data may not be exported, disclosed or transferred to
any foreign person (including employees, consultants, or agents,
corporation or business association), as defined in the ITAR section 22
C.F.R. �120.16 whether in the United States or abroad, without the prior
written approval of the U.S. Department of State


[Non-text portions of this message have been removed]
You could either change the customer search screen to not allow "no contact" customers to appear or, flag the customer as no-contact then write a BPM to show an exception message at the time of get new order header if customer no contact = True



________________________________
From: "Harner, CJ" <cjharner@...>
To: vantage@yahoogroups.com
Sent: Thursday, February 7, 2013 2:00 PM
Subject: Re: [Vantage] Inactive Customer

I tried that and it still let me enter a sales order. (we are on 9.05.700A)

On Thu, Feb 7, 2013 at 1:41 PM, Mark Wagner <mjfw2003@...> wrote:

> **
>
>
> Use the no contact checkbox on customer maintenance. As I recall it was
> also there in Vantage as well as in E9
>
> ________________________________
> From: "Chang, Chia" cchang@...>
> To: vantage@yahoogroups.com
> Sent: Wednesday, February 6, 2013 5:46 PM
> Subject: [Vantage] Inactive Customer
>
>
> Is there a way to have a Customer as "inactive" in Customer Maintenance
> and not allow the Customer to be entered on an order? What have
> companies done with Customers that are no longer active?
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>

>



--
C. J. (Carole Jo) Harner
Cost/Inventory Control Analyst
780 Keezletown Road
Weyers Cave, VAÂ 24486
Work:Â 540-437-2126
Cell:Â 540-435-2040
Fax:Â 540-234-9768

ITAR NOTICE

This email and/or attachments may contain technical data as defined in the
U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. §
120.10. The technical data may not be exported, disclosed or transferred to
any foreign person (including employees, consultants, or agents,
corporation or business association), as defined in the ITAR section 22
C.F.R. §120.16 whether in the United States or abroad, without the prior
written approval of the U.S. Department of State


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



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.%c2%a0
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links



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

On Thu, Feb 7, 2013 at 2:13 PM, Mark Wagner <mjfw2003@...> wrote:

> **
>
>
> You could either change the customer search screen to not allow "no
> contact" customers to appear or, flag the customer as no-contact then write
> a BPM to show an exception message at the time of get new order header if
> customer no contact = True
>
> ________________________________
> From: "Harner, CJ" cjharner@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, February 7, 2013 2:00 PM
> Subject: Re: [Vantage] Inactive Customer
>
>
> I tried that and it still let me enter a sales order. (we are on
> 9.05.700A)
>
> On Thu, Feb 7, 2013 at 1:41 PM, Mark Wagner mjfw2003@...> wrote:
>
> > **
>
> >
> >
> > Use the no contact checkbox on customer maintenance. As I recall it was
> > also there in Vantage as well as in E9
> >
> > ________________________________
> > From: "Chang, Chia" cchang@...>
> > To: vantage@yahoogroups.com
> > Sent: Wednesday, February 6, 2013 5:46 PM
> > Subject: [Vantage] Inactive Customer
> >
> >
> > Is there a way to have a Customer as "inactive" in Customer Maintenance
> > and not allow the Customer to be entered on an order? What have
> > companies done with Customers that are no longer active?
> >
> > [Non-text portions of this message have been removed]
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
>
> --
> C. J. (Carole Jo) Harner
> Cost/Inventory Control Analyst
> 780 Keezletown Road
> Weyers Cave, VA 24486
> Work: 540-437-2126
> Cell: 540-435-2040
> Fax: 540-234-9768
>
> ITAR NOTICE
>
> This email and/or attachments may contain technical data as defined in the
> U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. �
> 120.10. The technical data may not be exported, disclosed or transferred to
> any foreign person (including employees, consultants, or agents,
> corporation or business association), as defined in the ITAR section 22
> C.F.R. �120.16 whether in the United States or abroad, without the prior
> written approval of the U.S. Department of State
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
> [Non-text portions of this message have been removed]
>
>
>



--
C. J. (Carole Jo) Harner
Cost/Inventory Control Analyst
780 Keezletown Road
Weyers Cave, VA 24486
Work: 540-437-2126
Cell: 540-435-2040
Fax: 540-234-9768

ITAR NOTICE

This email and/or attachments may contain technical data as defined in the
U.S. international traffic in arms regulations (ITAR) section 22 C.F.R. �
120.10. The technical data may not be exported, disclosed or transferred to
any foreign person (including employees, consultants, or agents,
corporation or business association), as defined in the ITAR section 22
C.F.R. �120.16 whether in the United States or abroad, without the prior
written approval of the U.S. Department of State


[Non-text portions of this message have been removed]
To inactivate a customer we uncheck the Valid Sold To checkbox on the customer master.

Brad Boes
Metalworks


--- In vantage@yahoogroups.com, Mark Wagner wrote:
>
> You could either change the customer search screen to not allow "no contact" customers to appear or, flag the customer as no-contact then write a BPM to show an exception message at the time of get new order header if customer no contact = True
>
>
>
> ________________________________
> From: "Harner, CJ"
> To: vantage@yahoogroups.com
> Sent: Thursday, February 7, 2013 2:00 PM
> Subject: Re: [Vantage] Inactive Customer
>
> I tried that and it still let me enter a sales order. (we are on 9.05.700A)
>
> On Thu, Feb 7, 2013 at 1:41 PM, Mark Wagner wrote:
>
> > **
> >
> >
> > Use the no contact checkbox on customer maintenance. As I recall it was
> > also there in Vantage as well as in E9
> >
> > ________________________________
> > From: "Chang, Chia" cchang@...>
> > To: vantage@yahoogroups.com
> > Sent: Wednesday, February 6, 2013 5:46 PM
> > Subject: [Vantage] Inactive Customer
> >
> >
> > Is there a way to have a Customer as "inactive" in Customer Maintenance
> > and not allow the Customer to be entered on an order? What have
> > companies done with Customers that are no longer active?
> >
> > [Non-text portions of this message have been removed]
> >
> > [Non-text portions of this message have been removed]
> >
> >Â
> >
>
>
>
> --
> C. J. (Carole Jo) Harner
> Cost/Inventory Control Analyst
> 780 Keezletown Road
> Weyers Cave, VAÂ 24486
> Work:Â 540-437-2126
> Cell:Â 540-435-2040
> Fax:Â 540-234-9768
>
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> corporation or business association), as defined in the ITAR section 22
> C.F.R. §120.16 whether in the United States or abroad, without the prior
> written approval of the U.S. Department of State
>
>
> [Non-text portions of this message have been removed]
>
>
>
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