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
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.
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