Re: Maintaining Open Order Total for Customers

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Bud,

Do you use Quotes?  You might want to really consider using Quotes for Hold for
Release orders.  We did that when I was a customer of MAPICS and it worked
great!  Once the orders were approved and were to be planned, we used the copy
function to copy it into an valid order with a "true ship date".  That way you
wouldn't have to do any coding at all, just a little retraining.

If you can't get your user's to buy into this idea, you might want to ask MAPICS
support if you can write a program in the shell User Exit to total the value of
the orders with your special date and return it to the MAPICS program as a
negative to Current order value and Total Open Order Value so it is deducted?
Not sure you can do this, but I think you can.

Hope this helps, but you really need to consider using Quotes to seperate your
orders - it's a great feature of COM that many customers to not utilize to their
advantage.

Paola Groeber
MAPICS Consultant
770-591-1497


Bud Roble wrote:

> 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.
> --
> [ Picked text/plain from multipart/alternative ]
> 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
> this format, some or all of this message may not be legible.
> --
> [ Picked text/plain from multipart/alternative ]
> 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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