Question

BPM or Data Directive for Duplicate PO on Sales Order

  • 1 March 2022
  • 2 replies
  • 355 views

  • Anonymous
  • 0 replies

We are wanting to resolve an issue in which sales orders are entered twice with the same PO Numbers. Sometimes it is OK to have duplicate PO numbers. The salesperson needs to be aware if there is the same PO on a different order via a message box.

Has anyone created a data directive or BPM to check for duplicate PO’s and if so, can you please share?


2 replies

Userlevel 3

There is already a check built into the customer master:

 

We have a BPM to address this very issue.  We couldn’t use the Customer Master checkbox because, like you, we are sometimes okay with a duplicate PO number.  I’m afraid I can’t share the BPM, but the premise is not too complicated.  It’s a Method Directive on SalesOrder.MasterUpdate that looks for duplicate POs.  If a duplicate is found, it calls a BPM Data form asking the user if the duplicate PO is okay.  If yes, nothing happens.  If no, an exception is thrown so the order isn’t saved.

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