Require Approval for Items Based on Price

[ChrisP520]

Greetings:

We have a customer that has hundreds of locations that have the ability to order products on their own based on the needs of that location. The mother ship, however, wants to require approval from the main office on any item that has pricing of $200 or more.

The problem here is that they do not have a way to police their locations so they are asking that we do this. Is there any way to alert our sales people to the fact that an item needs approval before letting the item onto an order?

We are running Progression SQL 7.6.300C on SQL 2000/Win2K3

Regards,

Chris

 

[dgillz]

It sounds like Flexibility would work. You could have a messgae box that pops us if a line item exceeds $200, or you could place the entire order on hold.

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[abaldwin]

I would suggest a solution that is a combination of Flex to put the order on hold as Don suggested, and Event manager to do notifications of these orders.

I am assuming that each of the locations uses one centralized Macola instance say over TS or Citrix or something, correct?


Andy Baldwin

"Testing is the most overlooked programming language on the books!"

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[ChrisP520]

Hello Andy:

Thanks for the reply. The locations that I speak of are customer locations so they do not have access to our Macola system. I have customers that have a central billing location but many field locations (hospitality industry). They basically want to restrict their individual locations from purchasing certain items that require approval due to price or some other reason.

We have one single location running Macola. What I want is to have some sort of pop-up (putting the order on hold would be good, too) when one of those items is entered on an order.

It seems that I should be able to do this based on customer number, price and/or some sort of code entered into a user defined field in the IM Master.

Chris

 

[abaldwin]

So if I understand this:
1 CUSTOMER (mothership) has many many locations that order directly from the Macola user based on their location needs.

2 Each location needs to be restricted by their parent company to the items they can order.

Question. Does each of the customers sites have a customer number in your macola system?

If so then I would suggest FLEX and an ACCESS db (would recommend SQL but you are not on SQL) It would be much simpler on SQL.
A. Tables in Access would be customer number and another field for Denied items.

B. Flex would need to be written to query this table and decide what to do with the order and to notify the Mother company contact if necessary.

If the customer site does not have separate numbers then I am assuming a separate ship to or bill to address. In this case the Acces would need to hold the customer num and the bill to or ship to and the denied part and work the same way.

In essence your customer is asking YOU to regulate their sites for them. I would charge them a premium for this if it were me.

If you would like to look into this as a flex project I would suggest that you contact a good flex programmer off line gain focus dot biz (remove the space and replace the word dot with a . ) unless of course you are a vb programmer yourself.



Andy Baldwin

"Testing is the most overlooked programming language on the books!"

Ask a great question, get a great answer. Ask a vague question, get a vague answer.
Find out how to get great answers FAQ219-2884.

 

[ChrisP520]

Hello Andy:

Thanks for the reply. We are, in fact running SQL.

The customer has a single customer number and many locations. Another thing that makes this a bit easier is that the items being restricted are being restriced across ALL locations. I believe that this will allow me to keep this all within Macola without having to add a separate table.

I figure that I can use a user defined field to mark the restricted items as well as the customer number. This should take are of all of my needs.

Thanks for the brainstorming.

Chris

 

[abaldwin]

Your welcome.


Andy Baldwin

"Testing is the most overlooked programming language on the books!"

Ask a great question, get a great answer. Ask a vague question, get a vague answer.
Find out how to get great answers FAQ219-2884.