Limiting sales of products to certain cusstomers

Yahoo Archive
1
Thanks to all for the suggestions. The check box on part and customer makes sense for us as we want to allow entry of the order, just block it at shipment. Maybe even, in our case, check box on Part Class

But I had wondered how the price list would work as well. Now I know.

I never cease to be amazed at the range and depth of knowledge in this group can offer.

And for background, ours is a medical product where the sales guys are anxious to book orders but shipments must wait for FDA approval, but the product can be sold to non-US customers.


--- In vantage@yahoogroups.com, "Kevin Simon" <ksimon@...> wrote:
>
> Carl,
>
>
>
> If you want a KISS method that's handled procedurally, you could just put
> the order on HOLD as they're entered - a simple pre-processing BPM on added
> OrderHed records would default this. Then, you could just have the
> "approver" take them off HOLD as they verify.
>
>
>
> For a more structured and safer approach, you'd need to provide a little
> more info. One approach may be to have a checkbox on the part master or
> product group that indicates the part or group of parts are "restricted
> parts". Then, you'd have a checkbox on the customer that indicates they're
> allowed to ship restricted parts. When a part is added to a sales order, a
> BPM would check the customer and the part master/product group, and throw an
> error if the combination is not correct.
>
>
>
> Finally, you may have a more dynamic situation, where the parts that can go
> to customers is more dynamic - parts A, B, and C can go to customers 1, 2,
> and 3; Part C can also go to customer 4; parts D, E and F can go to
> customers 4 and 5; etc. If this is the case, you'll have to go the UD
> table route, where it either contains valid customer numbers and is a child
> to the part table, or it contains valid part numbers and is a child to the
> customer table.
>
>
>
> Kevin Simon
>
>
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> CarlH
> Sent: Thursday, May 05, 2011 4:15 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Limiting sales of products to certain cusstomers
>
>
>
>
>
> I'm intrested in techniques in Vantage for limiting sales (or shipments) to
> certain customers.
>
> Some of our products can only be sold to certain customers and we want to
> limit this via system. Ideally we would enter the sales order but not allow
> it to ship unless it is approved.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
I'm intrested in techniques in Vantage for limiting sales (or shipments) to certain customers.

Some of our products can only be sold to certain customers and we want to limit this via system. Ideally we would enter the sales order but not allow it to ship unless it is approved.
3
Carl,



If you want a KISS method that's handled procedurally, you could just put
the order on HOLD as they're entered - a simple pre-processing BPM on added
OrderHed records would default this. Then, you could just have the
"approver" take them off HOLD as they verify.



For a more structured and safer approach, you'd need to provide a little
more info. One approach may be to have a checkbox on the part master or
product group that indicates the part or group of parts are "restricted
parts". Then, you'd have a checkbox on the customer that indicates they're
allowed to ship restricted parts. When a part is added to a sales order, a
BPM would check the customer and the part master/product group, and throw an
error if the combination is not correct.



Finally, you may have a more dynamic situation, where the parts that can go
to customers is more dynamic - parts A, B, and C can go to customers 1, 2,
and 3; Part C can also go to customer 4; parts D, E and F can go to
customers 4 and 5; etc. If this is the case, you'll have to go the UD
table route, where it either contains valid customer numbers and is a child
to the part table, or it contains valid part numbers and is a child to the
customer table.



Kevin Simon





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
CarlH
Sent: Thursday, May 05, 2011 4:15 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Limiting sales of products to certain cusstomers





I'm intrested in techniques in Vantage for limiting sales (or shipments) to
certain customers.

Some of our products can only be sold to certain customers and we want to
limit this via system. Ideally we would enter the sales order but not allow
it to ship unless it is approved.





[Non-text portions of this message have been removed]
4
A more complicated but more flexible way is to create price list(s) that represents your restricted parts and then assign the list or lists to each customer who are allowed to purchase them. Then have a BPM check the price list(s) against the customer on the sales order.

From: Kevin Simon <ksimon@...>
To: vantage@yahoogroups.com
Sent: Friday, May 6, 2011 8:43 AM
Subject: RE: [Vantage] Limiting sales of products to certain cusstomers


Â
Carl,

If you want a KISS method that's handled procedurally, you could just put
the order on HOLD as they're entered - a simple pre-processing BPM on added
OrderHed records would default this. Then, you could just have the
"approver" take them off HOLD as they verify.

For a more structured and safer approach, you'd need to provide a little
more info. One approach may be to have a checkbox on the part master or
product group that indicates the part or group of parts are "restricted
parts". Then, you'd have a checkbox on the customer that indicates they're
allowed to ship restricted parts. When a part is added to a sales order, a
BPM would check the customer and the part master/product group, and throw an
error if the combination is not correct.

Finally, you may have a more dynamic situation, where the parts that can go
to customers is more dynamic - parts A, B, and C can go to customers 1, 2,
and 3; Part C can also go to customer 4; parts D, E and F can go to
customers 4 and 5; etc. If this is the case, you'll have to go the UD
table route, where it either contains valid customer numbers and is a child
to the part table, or it contains valid part numbers and is a child to the
customer table.

Kevin Simon

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
CarlH
Sent: Thursday, May 05, 2011 4:15 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Limiting sales of products to certain cusstomers

I'm intrested in techniques in Vantage for limiting sales (or shipments) to
certain customers.

Some of our products can only be sold to certain customers and we want to
limit this via system. Ideally we would enter the sales order but not allow
it to ship unless it is approved.

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




[Non-text portions of this message have been removed]
5
We have the same requirements, the majority of our parts are for certain
customers only. We choose to handle it via price lists. The part
master selling price is zero for all parts, and we set up price lists
for all customers that include only the parts they can purchase. When a
sales order is entered, a zero price (meaning no price list price is
available) is an error. This is basically the same as the "more
dynamic" UD table method in the email below, using the price lists
tables instead.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kevin Simon
Sent: Friday, May 06, 2011 8:43 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Limiting sales of products to certain cusstomers





Carl,

If you want a KISS method that's handled procedurally, you could just
put
the order on HOLD as they're entered - a simple pre-processing BPM on
added
OrderHed records would default this. Then, you could just have the
"approver" take them off HOLD as they verify.

For a more structured and safer approach, you'd need to provide a little
more info. One approach may be to have a checkbox on the part master or
product group that indicates the part or group of parts are "restricted
parts". Then, you'd have a checkbox on the customer that indicates
they're
allowed to ship restricted parts. When a part is added to a sales order,
a
BPM would check the customer and the part master/product group, and
throw an
error if the combination is not correct.

Finally, you may have a more dynamic situation, where the parts that can
go
to customers is more dynamic - parts A, B, and C can go to customers 1,
2,
and 3; Part C can also go to customer 4; parts D, E and F can go to
customers 4 and 5; etc. If this is the case, you'll have to go the UD
table route, where it either contains valid customer numbers and is a
child
to the part table, or it contains valid part numbers and is a child to
the
customer table.

Kevin Simon

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
CarlH
Sent: Thursday, May 05, 2011 4:15 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Limiting sales of products to certain cusstomers

I'm intrested in techniques in Vantage for limiting sales (or shipments)
to
certain customers.

Some of our products can only be sold to certain customers and we want
to
limit this via system. Ideally we would enter the sales order but not
allow
it to ship unless it is approved.






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