No receipt allowed if PO is not Confirmed

Yahoo Archive
1
I KNEW there was more complexity to the query than I was expecting. It always make sense once I see it, but I can never come up with that kind of thing on my own. Thank you for your help with this!

Cheryl

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karl Dash
Sent: Friday, April 15, 2011 11:26 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] No receipt allowed if PO is not Confirmed

Cheryl,
I received the following once upon a time:

BPM for Receipt.Update

Preprocessing Condition:
The number of rows in the <conditions> query is not less than 1

<conditions query>:
for each ttRcvHead where (ttRcvHead.RowMod = 'A' OR
      ttRcvHead.RowMod = 'U') no-lock ,
each POHeader where (POHeader.Approve <> TRUE OR
      POHeader.ApprovalStatus <> 'A') and
      (ttRcvHead.Company = POHeader.Company and
      ttRcvHead.PONum = POHeader.PONum) no-lock


Preprocessing Action:
Raise exception based on the <PONotApprovedMsg> template

<PONotApprovedMsg>:
Cannot receive against this PO, it is not approved
Contact buyer
Â
Â
-Karl


________________________________
From: Cheryl Elliott <celliott@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Fri, April 15, 2011 8:38:14 AM
Subject: RE: [Vantage] No receipt allowed if PO is not Confirmed

Â
This did not appear to work-I'm no programmer, but if the POHead table doesn't
show up on the list of possible table/fields in the dropdowns to hang the Method
Directive on, how is the receipt-table-related query going to be correctly
associated with that table? And I want to point out (just because I'm picky)
it's the Confirmed checkbox, not the Approved checkbox that is the target for
this, so the approval process logic can't be affecting my result...

Cheryl

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Waffqle
Sent: Friday, April 15, 2011 10:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] No receipt allowed if PO is not Confirmed

Just put a BPM on Reciept.Update.
You should be able to create a query that will look for associated POs that
are not approved. Use the 'if specified query returns more than 0 rows'
condition.
Set your action to 'raise exception based on template'. This will cause it
to raise an exception and prevent processing if the PO is not approved.

On Fri, Apr 15, 2011 at 11:07 AM, cheryl1762ben
<celliott@...>wrote:

>
>
> I'm trying to prevent employees from receiving off purchase orders that
> have not had the confirmed checkbox set to true. I found the data was
> captured in POHead.Confirmed but since the POHead table is not already in
> the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I
> could go no further there. Next I tried to simply add the that field to the
> Receipt Entry screen. I added POHead as a foreign key, but the data doesn't
> pull in---perhaps because of the Receipt entry logic sequence??? I'm at a
> loss-any suggestions on how to achieve our goal?
>
>
>

[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]



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

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
2
I'm trying to prevent employees from receiving off purchase orders that have not had the confirmed checkbox set to true. I found the data was captured in POHead.Confirmed but since the POHead table is not already in the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I could go no further there. Next I tried to simply add the that field to the Receipt Entry screen. I added POHead as a foreign key, but the data doesn't pull in---perhaps because of the Receipt entry logic sequence??? I'm at a loss-any suggestions on how to achieve our goal?
3
Just put a BPM on Reciept.Update.
You should be able to create a query that will look for associated POs that
are not approved. Use the 'if specified query returns more than 0 rows'
condition.
Set your action to 'raise exception based on template'. This will cause it
to raise an exception and prevent processing if the PO is not approved.

On Fri, Apr 15, 2011 at 11:07 AM, cheryl1762ben
<celliott@...>wrote:

>
>
> I'm trying to prevent employees from receiving off purchase orders that
> have not had the confirmed checkbox set to true. I found the data was
> captured in POHead.Confirmed but since the POHead table is not already in
> the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I
> could go no further there. Next I tried to simply add the that field to the
> Receipt Entry screen. I added POHead as a foreign key, but the data doesn't
> pull in---perhaps because of the Receipt entry logic sequence??? I'm at a
> loss-any suggestions on how to achieve our goal?
>
>
>


[Non-text portions of this message have been removed]
4
Hi Cheryl,

> I'm trying to prevent employees from receiving off purchase orders that have not had the confirmed checkbox set to true. I found the data was captured in POHead.Confirmed but since the POHead table is not already in the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I could go no further there. Next I tried to simply add the that field to the Receipt Entry screen. I added POHead as a foreign key, but the data doesn't pull in---perhaps because of the Receipt entry logic sequence??? I'm at a loss-any suggestions on how to achieve our goal?
>

This might be a place where you could use (the poorly named) BPM Hold
functionality. Upon new orders, have a BPM add a "hold" flag to the
purchase order. Once the PO is confirmed, have a BPM remove the "hold"
flag. Add a third BPM to look for the "hold" flag and prevent
receiving if the flag exists.

Mark W.
5
This did not appear to work-I'm no programmer, but if the POHead table doesn't show up on the list of possible table/fields in the dropdowns to hang the Method Directive on, how is the receipt-table-related query going to be correctly associated with that table? And I want to point out (just because I'm picky) it's the Confirmed checkbox, not the Approved checkbox that is the target for this, so the approval process logic can't be affecting my result...

Cheryl

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Waffqle
Sent: Friday, April 15, 2011 10:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] No receipt allowed if PO is not Confirmed

Just put a BPM on Reciept.Update.
You should be able to create a query that will look for associated POs that
are not approved. Use the 'if specified query returns more than 0 rows'
condition.
Set your action to 'raise exception based on template'. This will cause it
to raise an exception and prevent processing if the PO is not approved.

On Fri, Apr 15, 2011 at 11:07 AM, cheryl1762ben
<celliott@...>wrote:

>
>
> I'm trying to prevent employees from receiving off purchase orders that
> have not had the confirmed checkbox set to true. I found the data was
> captured in POHead.Confirmed but since the POHead table is not already in
> the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I
> could go no further there. Next I tried to simply add the that field to the
> Receipt Entry screen. I added POHead as a foreign key, but the data doesn't
> pull in---perhaps because of the Receipt entry logic sequence??? I'm at a
> loss-any suggestions on how to achieve our goal?
>
>
>


[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
6
Cheryl,
I received the following once upon a time:

BPM for Receipt.Update

Preprocessing Condition:
The number of rows in the <conditions> query is not less than 1

<conditions query>:
for each ttRcvHead where (ttRcvHead.RowMod = 'A' OR
      ttRcvHead.RowMod = 'U') no-lock ,
each POHeader where (POHeader.Approve <> TRUE OR
      POHeader.ApprovalStatus <> 'A') and
      (ttRcvHead.Company = POHeader.Company and
      ttRcvHead.PONum = POHeader.PONum) no-lock


Preprocessing Action:
Raise exception based on the <PONotApprovedMsg> template

<PONotApprovedMsg>:
Cannot receive against this PO, it is not approved
Contact buyer
Â
Â
-Karl


________________________________
From: Cheryl Elliott <celliott@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Fri, April 15, 2011 8:38:14 AM
Subject: RE: [Vantage] No receipt allowed if PO is not Confirmed

Â
This did not appear to work-I'm no programmer, but if the POHead table doesn't
show up on the list of possible table/fields in the dropdowns to hang the Method
Directive on, how is the receipt-table-related query going to be correctly
associated with that table? And I want to point out (just because I'm picky)
it's the Confirmed checkbox, not the Approved checkbox that is the target for
this, so the approval process logic can't be affecting my result...

Cheryl

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Waffqle
Sent: Friday, April 15, 2011 10:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] No receipt allowed if PO is not Confirmed

Just put a BPM on Reciept.Update.
You should be able to create a query that will look for associated POs that
are not approved. Use the 'if specified query returns more than 0 rows'
condition.
Set your action to 'raise exception based on template'. This will cause it
to raise an exception and prevent processing if the PO is not approved.

On Fri, Apr 15, 2011 at 11:07 AM, cheryl1762ben
<celliott@...>wrote:

>
>
> I'm trying to prevent employees from receiving off purchase orders that
> have not had the confirmed checkbox set to true. I found the data was
> captured in POHead.Confirmed but since the POHead table is not already in
> the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I
> could go no further there. Next I tried to simply add the that field to the
> Receipt Entry screen. I added POHead as a foreign key, but the data doesn't
> pull in---perhaps because of the Receipt entry logic sequence??? I'm at a
> loss-any suggestions on how to achieve our goal?
>
>
>

[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]
7
WOW. My very first foray into Holds! THAT IS SO COOL!!! Thank you for the suggestion-it works!

Cheryl

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mark Wonsil
Sent: Friday, April 15, 2011 10:30 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] No receipt allowed if PO is not Confirmed

Hi Cheryl,

> I'm trying to prevent employees from receiving off purchase orders that have not had the confirmed checkbox set to true. I found the data was captured in POHead.Confirmed but since the POHead table is not already in the dropdown for the Method Directive, Preprocessing, on Receipt.Update, I could go no further there. Next I tried to simply add the that field to the Receipt Entry screen. I added POHead as a foreign key, but the data doesn't pull in---perhaps because of the Receipt entry logic sequence??? I'm at a loss-any suggestions on how to achieve our goal?
>

This might be a place where you could use (the poorly named) BPM Hold
functionality. Upon new orders, have a BPM add a "hold" flag to the
purchase order. Once the PO is confirmed, have a BPM remove the "hold"
flag. Add a third BPM to look for the "hold" flag and prevent
receiving if the flag exists.

Mark W.


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

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
8
Hi Cheryl,

>
> WOW. My very first foray into Holds! THAT IS SO COOL!!! Thank you for the suggestion-it works!
>

I'm glad you like it. In retrospect though, I think Karl's and
Waffqle's solutions are more elegant. OTOH, it's always cool to pick
up some knowledge in case you need it in other situations.

Mark W.