Alert Message when customer discount formula exists
  • JeffG
    Joined:Sat Aug 31, 2013 6:50 pm
    Alert Message when customer discount formula exists

    by JeffG » Tue Aug 30, 2016 11:55 am


    I need to be able to flash a warning message that if there is a formula in the Customer Discount Formula area, that a warning message flashes on the screen so that no further discount is applied. (Very easy for us to be selling below cost).

    This alert needs to flash on both the Sales Order and Invoice Entry edit modes.

    Any guidance would be greatly appreciated.
  • COBS Tech Support
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Mon Sep 05, 2016 5:15 pm

    Possibly you want to check the CUSTREC-> field is not blank and then display a warning message inside the R-INVOPN.MAC hook. (But there isn't a sales order equivalent.)

    You could also assign minimum margins to your product groups. (Stock Control, Toolbox|Stock Groups, Lowest Margin)

    Or develop a script to sweep your product items before saving and warn if any items are below cost or have very low margins. I.e., using the R-ITOTAL.MAC hook and R-ORDTOT.MAC hooks.

    Although, the system already has a below costs warning message in the Customize area under Alerts. However, this may be only if the entire transaction is at or below cost rather than individual items on it.

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