Is there a way to block Sales Orders to BILLTO customers when National Accounts are enabled?

I have a single parent BILLTO and multiple children SOLDTOs setup.  This customer is coming from an older system where they were using a former method of multiple ship tos.

We are currently using National Accounts now in SAGE ERP 100 2018.

Since BILLTO s will never order items, is there a way to BLOCK BILLTOs from the Sales Order Entry?

  • 0

    Yes, you could have a script that after a customer is selected, if it is a Bill To then to issue an error message and prevent the customer number from being written out.

  • 0 in reply to BigLouie

    So, I would need to read \AR_BillToSoldTo.M4T looking for a match on the BILLTO customer.  Note, this file primary key is SOLDTO, but there is an alternate key to BILLTO.

  • 0 in reply to TRSI

    Yes. Here is a sample the Elliott sent out some time ago in where is an attempt to change the term limit. This is a  Pre_Validate which is where you put your script on the customer number field.  So first you would check to see if the Customer is a BillTo then retval = oScript.SetError("Sorry you have selected a BillToCustomer. Nice try!")
    end if

    if oSession.ASObject(oSession.Security).IsMember("admin") <> 1 then
    retval = oScript.SetError("Sorry you are not authorized to change the credit limit. Nice try!")
    end if