All,
Is their a built-in way to create a duplicate (or warn) on Sales Order Generation to prevent a second Order or will I need our developer to create a check at the time of generation from quote?
TIA
Ha! Full circle on this - I created this a while back, knowing it was going to be a problem when we went LIVE - lo, and behold, we had it happen today.
Anybody figured out a solution to this yet, native? If not, I’m going to have our developer look at it. I will also put it in as an idea.
Thanks all.
I don’t know of any native solution. I believe, by design, the ability to create multiple orders from the same quote is acceptable.
Companies could want that functionality so they don’t have to requote every time. If a customer orders again, you could pull up the old quote and, if acceptable, just convert it to a new order again.
So, by default, quote to sales order can be a one-to-many deal.
It even displays correctly (based on a quick test in my PILOT):
You would need to develop a directive to warn/block this functionality. Something against the ERP.BO.QuoteSvc, CreateOrderFromQuote.
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In your directive you could check to see if an OrderDtl record exists with the quote number and line in OrderDtl.QuoteNum and OrderDtl.QuoteLine. If one exists, pop an error message.
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We saw the same on our quote, oddly the order doesn’t show a sibling relationship between the orders, but I assume that is by design as well.
Yep, that’s what we will do. Thanks all for checking and checking-in.