Is there a simple way to warn when closing a sales order with BTO releases w/open POs?

Kinetic ERP
1

Surprisingly, if you close a sales order where one or more BTO releases is linked to an open PO, Epicor doesn’t seem to provide any warning.

This has bitten us a couple of times so I’m looking for a simple way to warn customer service, hey open POs 123, 456 are linked to this sales order, follow up with purchasing after closing the sales order. Is there an easy way to do this? I can write a post processing BPM on the close order method, however I don’t know how to iterate through to capture the PO numbers from each OrderRel line and show that to the user.

2

Does the CloseOrder method in turn call the CloseLine first? That might have the PO# linked… Our you could force CloseOrder to not allow closing if there are open lines, which makes the salesperson go through each line first.

Logic could be ‘If it’s an open line, BTO, with PO#, warning message if trying to close’.

3

Yeah it was simple enough to pop up a warning that there ARE linked POs (PONum is on the order rel). The warning just doesn’t say WHICH POs. Good enough for now.