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Customer expiration

  • Apr 19, 2022 12:46 PM UTC
  • 4 replies
  • 343 views

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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

 

Best answer by Ralph Gericke

Hi,

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

Regards

Ralph

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4 replies

william.klotz
Superhero (Customer)
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  • Superhero (Customer)
  • Apr 19, 2022 11:09 PM UTC

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


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  • Author
  • Do Gooder (Partner)
  • Apr 20, 2022 8:47 AM UTC

Hi William,

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

regards,

Martin


Ralph Gericke
Superhero (Employee)
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  • Superhero (Employee)
  • Answer
  • Apr 20, 2022 9:06 AM UTC

Hi,

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

Regards

Ralph


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  • Author
  • Do Gooder (Partner)
  • Apr 25, 2022 11:22 AM UTC

Hi Ralph,

Thanks for your reply. Your suggestion works fine!

Thx!

regards,

Martin