New Customer & Order Entry

We are using XE Update 4. Is there any way JDE can prevent entry of orders for new customers, until Accounts Receivable receives the customer's credit information?

Thanks for any suggestions,

Mike

You can generate a hard error several ways:

1. Change the Billing Address type in the Billing Instructions to be N =
New. The system won't recongize that as a valid address type.
2. Set the Include/Exclude flag in the Billing Instructions to I (Include),
and then setup no items that the customer is allowed to buy. Again, a hard
error will result.

Andy Klee
www.JDETips.com

Hi Mike

Another option is to put a default hold code in the billing instructions. It will not prevent orders from being entered, but does put the orders on hold for further processing.

Rgds,

I would agree with Sef's idea. You'll probably find that your "new" customers won't be around long when they call up and they can't place an order. Better to get their order in the system then let the A/R group do their research.