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Customer expiration

  • 19 April 2022
  • 4 replies
  • 173 views

Userlevel 4
Badge +6

Hi all,

For customer masterdata it's possible to fill in an expire date on the order tab. When entering a Customer Order you will get an error message that the customer is expired. 

However when entering a Sales Quotation for the same customer no error message appears .

Is there a possibility for a expire date for the quotation as well?

thx !

Regards,

Martin Broekman

 

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Best answer by Ralph Gericke 20 April 2022, 11:06

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4 replies

Userlevel 7
Badge +21

Hi @eqmartib ,

 

You may have to create a custom event and action which is triggered from the sales quotation when the quotation is created.  You could use throw an error and popup a dialog box with a message saying the customer has an expiration date set.   

 

BEGIN
Error_SYS.Record_General('OrderQuotation', 'Sorry, you cannot add a new Sale Quotation.');
END;

 

Regards,

William Klotz

Userlevel 4
Badge +6

Hi William,

To be honest I was expecting a more simple solution for this, but thanks anyway :-)

regards,

Martin

Userlevel 5
Badge +11

Hi,

have you tried to invalidate the (default) addresses for delivery and/or document?

Regards

Ralph

Userlevel 4
Badge +6

Hi Ralph,

Thanks for your reply. Your suggestion works fine!

Thx!

regards,

Martin

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