Sales Orders and AR aging, alert? BPM?

Yahoo Archive
1
We do something quite similar but at pre update for the sales order.

On mew sales order header, we do a find first on customer invoices where the invoice is more than x days overdue. If any are found, we raise a warning message and post a warning to the order header. We also fire an email to the sales rep informing him/her of this situation.

For other reasons, we have also built in an approval process and are debating blocking approval if this condition persists.

--- In vantage@yahoogroups.com, "Scott Litzau" <scott.litzau@...> wrote:
>
> I have a Post Process BPM for the SalesOrder.ChangeCustomer Method that uses
> the following Condition
>
>
>
> Condition: number of rows in the 'PastDue' query is not less than 1
>
>
>
> And Query
>
> ----------
>
> for each ttOrderHed ,
>
>
>
> first Customer where (ttOrderHed.Company = Customer.Company and
> ttOrderHed.CustNum = Customer.CustNum) ,
>
>
>
> each InvcHead where (InvcHead.DueDate < TODAY - 30 AND InvcHead.OpenInvoice
> = TRUE AND InvcHead.CreditMemo = FALSE) and (Customer.Company =
> InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock
>
> -------------
>
>
>
> Then does an Informational Message to inform the Sales Rep that an Invoice
> is Past Due.
>
>
>
> Scott
>
>
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> cooner_55421
> Sent: Thursday, December 01, 2011 1:18 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales Orders and AR aging, alert? BPM?
>
>
>
>
>
> Hi,
>
> I wonder if anybody has encountered this.
> There are cases where a customer is not on Credit Hold (yet) but has aged
> invoice(s). Currently, new Sales Orders are being permitted.
>
> Accounting is asking for special handling for new sales orders in cases
> where an invoice has past a certain period of time.
>
> Just wondering what others might have done and...
> I like to check that I haven't missed some built-in functionality -
> 8.03.409C.
>
> I'm thinking a BPM for an alert, and maybe putting the order on hold.
>
> Thanks
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
Hi,

I wonder if anybody has encountered this.
There are cases where a customer is not on Credit Hold (yet) but has aged invoice(s). Currently, new Sales Orders are being permitted.

Accounting is asking for special handling for new sales orders in cases where an invoice has past a certain period of time.

Just wondering what others might have done and...
I like to check that I haven't missed some built-in functionality - 8.03.409C.

I'm thinking a BPM for an alert, and maybe putting the order on hold.


Thanks
3
I have a Post Process BPM for the SalesOrder.ChangeCustomer Method that uses
the following Condition



Condition: number of rows in the 'PastDue' query is not less than 1



And Query

----------

for each ttOrderHed ,



first Customer where (ttOrderHed.Company = Customer.Company and
ttOrderHed.CustNum = Customer.CustNum) ,



each InvcHead where (InvcHead.DueDate < TODAY - 30 AND InvcHead.OpenInvoice
= TRUE AND InvcHead.CreditMemo = FALSE) and (Customer.Company =
InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock

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



Then does an Informational Message to inform the Sales Rep that an Invoice
is Past Due.



Scott





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
cooner_55421
Sent: Thursday, December 01, 2011 1:18 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Orders and AR aging, alert? BPM?





Hi,

I wonder if anybody has encountered this.
There are cases where a customer is not on Credit Hold (yet) but has aged
invoice(s). Currently, new Sales Orders are being permitted.

Accounting is asking for special handling for new sales orders in cases
where an invoice has past a certain period of time.

Just wondering what others might have done and...
I like to check that I haven't missed some built-in functionality -
8.03.409C.

I'm thinking a BPM for an alert, and maybe putting the order on hold.

Thanks





[Non-text portions of this message have been removed]
4
> I have a Post Process BPM
Thanks Scott, this helps a lot.

I'm working on a migrated Dataflo system and the users remember this as being a built-in feature. They've been searching the Vantage manuals for corresponding settings.

--- In vantage@yahoogroups.com, "Scott Litzau" <scott.litzau@...> wrote:
>
> I have a Post Process BPM for the SalesOrder.ChangeCustomer Method that uses
> the following Condition
>
>
>
> Condition: number of rows in the 'PastDue' query is not less than 1
>
>
>
> And Query
>
> ----------
>
> for each ttOrderHed ,
>
>
>
> first Customer where (ttOrderHed.Company = Customer.Company and
> ttOrderHed.CustNum = Customer.CustNum) ,
>
>
>
> each InvcHead where (InvcHead.DueDate < TODAY - 30 AND InvcHead.OpenInvoice
> = TRUE AND InvcHead.CreditMemo = FALSE) and (Customer.Company =
> InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock
>
> -------------
>
>
>
> Then does an Informational Message to inform the Sales Rep that an Invoice
> is Past Due.
>
>
>
> Scott
>
>
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> cooner_55421
> Sent: Thursday, December 01, 2011 1:18 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales Orders and AR aging, alert? BPM?
>
>
>
>
>
> Hi,
>
> I wonder if anybody has encountered this.
> There are cases where a customer is not on Credit Hold (yet) but has aged
> invoice(s). Currently, new Sales Orders are being permitted.
>
> Accounting is asking for special handling for new sales orders in cases
> where an invoice has past a certain period of time.
>
> Just wondering what others might have done and...
> I like to check that I haven't missed some built-in functionality -
> 8.03.409C.
>
> I'm thinking a BPM for an alert, and maybe putting the order on hold.
>
> Thanks
>
>
>
>
>
> [Non-text portions of this message have been removed]
>