Unchecking the firm release checkbox on the release tab will prevent
the release from creating material demand, etc.
You could have a BPM that sets this by default to false when orders
are created, disable the checkbox for your sales order entry folks, have
a dashboard showing open orders with unfirm releases/etc. and someone
with access to a screen to modify the SOs so they can be firmed up.
-bws
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of dardelano
Sent: Thursday, September 09, 2010 8:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Prevent Sales Order line from being Manufactured
Suggestions on this are appreciated. Our manufacturing group would like
a way to not manufacture a line item from a sales order (the item should
never have been sold to customer as it is not yet launched). If the
part exists in the part master file, we can use the Hold checkbox to
prevent order entry. However, we do a lot of custom work and the Sales
dept is allowed to enter lines for items without part masters.
Operations would like to know how to prevent jobs and purchase orders
being created for this not-yet-ready-to-sell line item.
Is there a best practice for this? Epicor suggested a BPM to make all
items without part masters go through an approval process, but that
seems like overkill.
We are on 803.305
Thanks,
Darlene
------------------------------------
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
the release from creating material demand, etc.
You could have a BPM that sets this by default to false when orders
are created, disable the checkbox for your sales order entry folks, have
a dashboard showing open orders with unfirm releases/etc. and someone
with access to a screen to modify the SOs so they can be firmed up.
-bws
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of dardelano
Sent: Thursday, September 09, 2010 8:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Prevent Sales Order line from being Manufactured
Suggestions on this are appreciated. Our manufacturing group would like
a way to not manufacture a line item from a sales order (the item should
never have been sold to customer as it is not yet launched). If the
part exists in the part master file, we can use the Hold checkbox to
prevent order entry. However, we do a lot of custom work and the Sales
dept is allowed to enter lines for items without part masters.
Operations would like to know how to prevent jobs and purchase orders
being created for this not-yet-ready-to-sell line item.
Is there a best practice for this? Epicor suggested a BPM to make all
items without part masters go through an approval process, but that
seems like overkill.
We are on 803.305
Thanks,
Darlene
------------------------------------
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