Re: Replacement Credit Check

Konrad, Credit Checking is one of the "canned" alerts that I have defined
for Presence. In the base-alert we start at the point where COM places the
order on credit hold and then give credit managers an e-mail-driven way to
clear credit holds and / or notify customers and salesreps when an order is
rejected.

Several customers have asked if it is feasible to use Presence to improve on
the MAPICS credit checking routine (e.g. exclude customer orders entered for
planning purposes). The answer to this is yes! Presence uses SQL to access
and update MAPICS databases. So having SQL queries that determine if an
order should be on credit hold and then adding an order hold record is very
doable.

Presence is also very good at jumping environments (or accessing non-MAPICS
databases). You have a series of cascading SQL queries that let you put
together data from multiple environments, make a credit decision, and then
update environments as needed. Two caveats: (1) You need watch out for
customer number inconsistencies between environments; and (2) If the the
environments have different base currencies, you must convert your data to a
common currency.

Presence is not the only game in town. For example, you might use a series
of interdependent AS/400 queries to accomplish the same thing and then have
an SQL query that updates the credit hold info in MAPICS. Getting these
queries to automatically run at scheduled intervals would be a challenge.



Bob Tenney
Bob Tenney Solutions, LLC
MAPICS - FRx - Presence - Crystal Reports
828-526-8976

Visit www.tenneypubs.com for books about
IFM, COM, G/L Interfaces
Info WorkPlace, Cost Accounting,
FRx, and PRESENCE
----- Original Message ----- 
From: "Konrad Underkofler" <kdunderk@xxxxxxxxxxxxx>
To: <mapics-l@xxxxxxxxxxxx>
Sent: Wednesday, September 03, 2003 1:44 PM
Subject: Replacement Credit Check


We are looking at merging credit checking between two environments. For
example  total open orders + total due < merged credit limit or other
criteria (overdue in either environment) would stop and order in either
environment from picking.

Anyone attempt this yet? The source is really messy especially since the
open orders amount appears to be calculated on the fly and not passed to
the API that MAPICS provides. You would think this would be pretty
simple but...

Thanks in advance for any help or suggestions :)

Regards

Konrad
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