RE: Maintaining Open Order Total for Customers

Bud,

You're apparently putting in line items on these orders (we used to call
them "dummy" orders until *new* upper management put a stop to them! ;-) ),
so how about entering an off-setting Credit Memo for the same date, but for
just the dollar amount (no line items)!

Lo-tech, but it might work without all the mucking about in the logic!

    LOLuck - Joan

Joan McCready, IS Manager      phone:  636-479-4499
MetalTek International         fax:  636-479-3399
The Carondelet Division        www.metaltekint.com
8600 Commercial Blvd
Pevely, MO  63070


-----Original Message-----
From: Bud Roble [mailto:BRoble@CharlesRobleConsulting.com]
Sent: Tuesday, November 05, 2002 4:16 PM
To: 'mapics-l@midrange.com'
Subject: RE: Maintaining Open Order Total for Customers


Dale,

Thanks for the input.   You first example wouldn't work in our case as we
don't want to deal with multiple customer numbers.   Here is the exact
situation.....   We have certain orders we key into the system that have an
"undefined" due date.   We really have no idea when they will be shipped and
in some cases, they never do.   We call these orders "Hold for release"
orders (HFR's).    These orders have been keyed into the system with a
special due date 01/01/39.   I know you're going to ask "what happens when
you get to the year 2039"  ;-)  What can I say.... I inherited this, but I
have to deal with it now.  We want the credit checking procedure to ignore
any open orders having this special due date.   In an ideal world, the
credit checking would occur in a single program somewhere and I would go in
and modify the code to ignore the 01/01/39 dates when it's figuring out the
value of the open orders in the system.    I've found an API (UMBCLC1R) that
is for Customer Credit Checking but the Mapics support line told me this is
a shell program and I would need to write a whole credit checking routine
from scratch myself.   In addition, if I was to put my own routine in this
API, they say I would need to turn off the Mapics credit checking.  I don't
really want to do that.    The mod I need to make seems pretty simple on the
surface; I just need to figure out where to make it and hopefully only in
one place.

Bud

-----Original Message-----
From: DaleGindlesperger@fft-inc.com [mailto:DaleGindlesperger@fft-inc.com]
Sent: Tuesday, November 05, 2002 1:37 PM
To: mapics-l@midrange.com
Subject: Re: Maintaining Open Order Total for Customers

This is a multipart message in MIME format.
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We have what may be a similar situation.  Our dealers have multiple credit
limits, depending on the product they purchase.  We gave each dealer a
unique customer number for each product line.  To make it easier, we broke
the customer number in to a 6 and 2 format.  For example:

Campers:   12332110
Parts:          12332111
Trailers:      12332130

The common customer number in this instance would be 123321.  You can set a
different credit limit on each of the 8 digit customer numbers.

You can also do it in user exits.  We do some terms code overrides and
automatic credit approvals in the end-of-order user exits for certain orders
(promotional items and so on).  That's especially useful if you use COM_Net,
which doesn't allow for terms code entry and other special stuff.

Dale Gindlesperger
Fleetwood Folding Trailers, Inc.





Bud Roble <BRoble@CharlesRobleConsulting.com>
Sent by: mapics-l-admin@midrange.com
11/05/02 03:06 PM
Please respond to mapics-l


        To:     "'Mapics Mailing List (mapics-l@midrange.com)'"
<mapics-l@midrange.com>
        cc:
        Subject:        Maintaining Open Order Total for Customers


This message is in MIME format. Since your mail reader does not understand
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I have a need to filter out certain orders from being included in the Open
Order Totals for Customers.    Basically, I don't want certain orders to
be
counted against the customer's credit limit.     Can anyone tell me where
I
would look to make this modification?    I'm hoping Mapics had the
foresight
to place the logic in a single program somewhere.    I would love to be
able
to use a user exit, but that's probably pushing the envelope.   :-) Any
assistance would be greatly appreciated.

Bud Roble
(805)794-3027

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_______________________________________________
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