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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Reviewing
Categories Sales Documents
Created by Mark Adkinson
Created on Jul 27, 2021

Restrict Ticketing After Quantity Exceeded by Customer

We have certain customers (usually counties) that are firm in not paying for any tonnage over the amount on a PO. I know this can be restricted systemwide as well as on an individual order by unchecking the "Allow Ticket After Order Quantity Exceeded", but it would be helpful to be able to do it by customer so the order taker doesn't have to uncheck the box each time a new order is created.

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  • Chris Miranti
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    Jul 27, 2021

    Mark, you could do this today by adding the selection using our User Types or User Classes, which copy from Customer to Order. Based on the value copied to the Order from the Customer, 'After Quantity Exceeded' could be automatically unchecked using our Value Change System (For example, if UFType1=A, then set AllowExceedQuantity=N).