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Apps9: Automatic release orders from credit hold - Event needed

  • September 29, 2020
  • 1 reply
  • 177 views

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Could use some help creating an event that will automatically release customer orders where ‘OBJSTATE = 'CreditBlocked' for specific company or site

 

We have a situation where credit control is handled separately for certain companies within our IFS setup and need to switch off the credit checking for customer orders created for specific companies (We could also do at site level).

I am thinking that an event could be fired that ran the 'Customer_Order_API.Start_Release_credit_Blocked' procedure where company = X but not quite sure how to handle?

The problem I have is that we have a shared customer base so cant just use payment terms, or switch it off at customer level.

1 reply

COVJAMIEB
Hero (Partner)
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  • Hero (Partner)
  • 203 replies
  • September 29, 2020

Hi Bruce,

 

What if you had a custom tab on the customer record? The custom tab could show column 1 as company ID and columns 2 as a check box (yes/no).

 

The event could then be triggered based on the company the order was against and if the box was checked against the same company on the custom tab?


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