Hi everyone,
I want to continually remind salespersons that they must fill out the Reference field in their SO Entry. But, since I can’t enforce it, I’d like to set a warning message to pop up when this field is not entered.
I think this feature could be created via BPM, but I don’t know specifically how to set it up.
Could you specifically tell me how to set this up?
Thanks in advance!
Why can’t you enforce it?
Create a Data Directive on SO update with a condition where if the reference field is not populated, you raise an exception so the record cannot to be saved.
I do the same thing with product group on OrderDtl (screen shots below).
Try creating an In-Transaction Data Directive on OrderHed.Update.
Add a condition:
The ttOrderHed.Reference field of the updated row is equal to the String.Empty expression.
If true: Raise Exception based on the xxxxx template.
In that template, type in whatever “error message” you want to pop up. In my example, I just said this:
Now, if they try to save an Order with an empty reference field… they’ll get an error and they won’t be able to move on until they enter something.
Hi,
With your help I successfully created BPM and I thought that was the end of this issue. But one issue arose.
We create SO by importing Intercompany PO. When loading ICPO from Incoming ICPO Suggestions, this warning pop-up appears and prevents further processing.
What should I do? Please help me.
My first thought is to disable the BPM and bring in an ICPO, and trace it. See what BO methods its using. It may or may not use the same methods as a typical SO update.
A Data Directive, like you created, is triggered by any SO update (i think).
If the ICPO used a different business method, then i would recreate the Data Directive as a BPM instead. That way you could target the standard SO update method but not have it triggered by the ICPO method.
… this is all theoretical… i have no idea if they use different methods or not. But hopefully that may be a way out, for you.
Sorry, I don’t know how to see this.
