Why a customer with the valid sold-to box “unchecked” still pulls up when entering a service call or an RMA? Anyone knows and can help? Thanks.
I think that only impact order entry and even if someone is no longer a valid sold to it seems reasonable they would still be available for RMA. Perhaps you need to uncheck Valid Payer to remove those other two?
Thank you Joshua. We also unchecked Valid Payer. Still doesn’t work. The Valid Payer is for Cash receipts not for RMA and Service calls, right? Thanks.
Possibly. You may have to create a BPM to control that level of security built in further than it is.
I wonder this myself. We have had a service call created, a job completed and all the way to invoicing before it is caught that the customer is not a valid sold to. At that time the repair job was already on its way to the invalid sold to customer.
I see the need for this to be controlled in either customer setup or company config since each of us could have different definitions on how we want to proceed. I do struggle a bit with having to create a BPM for Case Entry, Field Service Call entry, Service Job Entry, RMA entry and so forth to control this behavior. It would limit additional BPMs created to control active/inactive records.
It could be put at the Customer GetList level, if it’s not a valid soldto and the bpm is not fired from customer entry don’t show those customers. Mod the whereclause. If they don’t use the search, well… then your other option would be to do as you say add BPMs to each BO.