Orders On Credit Hold

I logged a call with Epicor last year –



This is the logic they sent to me –



If the Customer.CreditHold = True

And OrderHed.CreditOverride = False

And OrderHed.OpenOrder = True



We use Customer Credit Manager in Accounts Receivable > General Operations.



I just changed the default search – with the logic above. Instead of searching for all customers - it searches by the criteria.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scott Litzau
Sent: Monday, May 20, 2013 7:44 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Orders On Credit Hold





I created a Dashboard for my AR person to show all Ord3ers on Credit Hold the Query is

for each OrderHed where ( OrderHed.CreditOverride = False And OrderHed.OpenOrder = True) no-lock , each Customer where ( Customer.CreditHold = True) and (OrderHed.CustNum = Customer.CustNum) no-lock , each SalesRep outer-join where (OrderHed.SalesRepList = SalesRep.SalesRepCode) no-lock by OrderHed.NeedByDate.


Scott

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Vic Drecchio
Sent: Monday, May 20, 2013 9:36 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Orders On Credit Hold


BPM? Create a BPM specifically for *Credit* hold and flag a UD field on OrderHed.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 10:32 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Orders On Credit Hold

We set orders on hold by default, because we don't always completely enter orders when they involve custom product and it might be entered and updated over the course of several days. So unfortunately I can't use that as a trigger :(

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 9:22:54 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld is system set at the time of assigning a Customer to the OrderHed. If Customer.CreditHold = TRUE then OrderHed.OrderHeld = TRUE

AFAIK, OrderHed.OrderHeld is only used for Credit Holds.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 9:56 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Orders On Credit Hold

I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" < vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

[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]

[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]





[Non-text portions of this message have been removed]
How does one find where an order is marked as on Credit Hold. Not a customer but specific orders? Looking to build a custom dashboard with that information.
OrderHed.OrderHeld



Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Orders On Credit Hold





How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.





[Non-text portions of this message have been removed]
I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.



Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@...>
To: vantage@yahoogroups.com
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold



OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com [mailto: vantage@yahoogroups.com ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

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





[Non-text portions of this message have been removed]
OrderHed.OrderHeld is system set at the time of assigning a Customer to the OrderHed. If Customer.CreditHold = TRUE then OrderHed.OrderHeld = TRUE



AFAIK, OrderHed.OrderHeld is only used for Credit Holds.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 9:56 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Orders On Credit Hold





I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

[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]
We set orders on hold by default, because we don't always completely enter orders when they involve custom product and it might be entered and updated over the course of several days. So unfortunately I can't use that as a trigger :(



Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@...>
To: vantage@yahoogroups.com
Sent: Monday, May 20, 2013 9:22:54 AM
Subject: RE: [Vantage] Orders On Credit Hold



OrderHed.OrderHeld is system set at the time of assigning a Customer to the OrderHed. If Customer.CreditHold = TRUE then OrderHed.OrderHeld = TRUE

AFAIK, OrderHed.OrderHeld is only used for Credit Holds.

From: vantage@yahoogroups.com [mailto: vantage@yahoogroups.com ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 9:56 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Orders On Credit Hold

I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" < vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

[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]





[Non-text portions of this message have been removed]
BPM? Create a BPM specifically for *Credit* hold and flag a UD field on OrderHed.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 10:32 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Orders On Credit Hold





We set orders on hold by default, because we don't always completely enter orders when they involve custom product and it might be entered and updated over the course of several days. So unfortunately I can't use that as a trigger :(

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 9:22:54 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld is system set at the time of assigning a Customer to the OrderHed. If Customer.CreditHold = TRUE then OrderHed.OrderHeld = TRUE

AFAIK, OrderHed.OrderHeld is only used for Credit Holds.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 9:56 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Orders On Credit Hold

I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" < vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

[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]

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





[Non-text portions of this message have been removed]
I created a Dashboard for my AR person to show all Ord3ers on Credit Hold the Query is

for each OrderHed where ( OrderHed.CreditOverride = False And OrderHed.OpenOrder = True) no-lock , each Customer where ( Customer.CreditHold = True) and (OrderHed.CustNum = Customer.CustNum) no-lock , each SalesRep outer-join where (OrderHed.SalesRepList = SalesRep.SalesRepCode) no-lock by OrderHed.NeedByDate.


Scott

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
Sent: Monday, May 20, 2013 9:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Orders On Credit Hold


BPM? Create a BPM specifically for *Credit* hold and flag a UD field on OrderHed.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 10:32 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Orders On Credit Hold

We set orders on hold by default, because we don't always completely enter orders when they involve custom product and it might be entered and updated over the course of several days. So unfortunately I can't use that as a trigger :(

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" <vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 9:22:54 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld is system set at the time of assigning a Customer to the OrderHed. If Customer.CreditHold = TRUE then OrderHed.OrderHeld = TRUE

AFAIK, OrderHed.OrderHeld is only used for Credit Holds.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of Joshua Giese
Sent: Monday, May 20, 2013 9:56 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Orders On Credit Hold

I saw the CreditOverride fields, but can't seem to find an easy way to tell if an order is on hold because of a credit issue. The ultimate goal is to display the orders just like in "Customer Credit Manager" on the "Orders" tab, but not for a single customer, for all customers. It makes it easier for our AR person to just look at a master list and take the orders with a zero order total off hold in one swoop.

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Vic Drecchio" < vic.drecchio@... <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> <mailto:vic.drecchio%40swepcotube.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, May 20, 2013 8:49:32 AM
Subject: RE: [Vantage] Orders On Credit Hold

OrderHed.OrderHeld

Also consider including CreditOverride, CreditOverrideDate and
CreditOverrideUserID

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> [mailto: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On Behalf Of
jgiese1988
Sent: Monday, May 20, 2013 9:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Orders On Credit Hold

How does one find where an order is marked as on Credit Hold. Not a customer
but specific orders? Looking to build a custom dashboard with that
information.

[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]

[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]