Business Rules
A Business Rule is code that is built in a .net language, such as C# or VB, to add functionality to your ERP system. This code can run when a user opens a window, alters a value in a field, clicks the save button or clicks a user created button. Rules can alter data on many of the fields shown, validate data, display messages, run outside programs and many more tasks. Below are a list of some of the rules that we have created. Please feel free to contact us about these rules or any others your business might need.
Multi-Use Rule
Capability to pop-up a box asking the user to continue, change/set fields, and much more
Change System Calculated Price
Rule gives the ability to automatically alter the system calculated price in Order Entry.
Check Credit Limit
Notify the user if the selected customer is over their credit limit and/or past due.
Check PO Receipt Location
Ensure the user receiving a PO is in the same location the PO was intended for so it doesn't get received to the wrong location.
Check Stock at Other Locations in OE
When an item is added to an order, the business rule will check to see if there is enough stock in the current source location. If there is not enough stock in the current location, the rule will check other locations to see if there is enough available stock and display a message if the item can be sourced from another location without having to buy additional stock.
This can help move items that might not be moving in other locations.
May also consider the Item Search Rule which contains some of these features in a more robust view.
Based on changing order quantity in order entry.
Check Stock at Other Locations in PO Entry & PORG
When an item is added to a Purchase Order, the business rule will check to see if there is enough stock at other locations that would fulfill the requested amount. If there is stock at other locations, the rule will display a message showing stock at other locations without having to buy additional stock.
This can help move items that might not be moving in other locations and keep from ordering extra stock that may already be available without purchasing more.
Based on changing order quantity in Purchase Order Entry and in PORG.
Closer Ship From Location
Notify the user that you have a location closer to the customer. If you have multiple locations across the country, save on shipping costs by shipping items from a location that may be closer to the customer.
Confirm $0 Freight Amount
Ask the user if they want to continue shipping even though there is a $0 amount set for freight.
Direct User to Pick Ticket Report Window
Use a Screen Only Column to automatically open the Pick Ticket Report Window for the current order after the order is saved.
Duplicate Contacts
When a user tried to create a new contact in Order Entry, the system will check to see if the first and last name already exist as a contact for that customer/ship-to. If the name already exists, the user will get a message on the screen showing the existing contact(s), allowing them to pick one that is already there or allow them to continue creating the new contact.
This cuts down on the number of duplicate contacts created.
Based on changing/populating the first and last name of a new contact in Order Entry
Force Order of Items Entered
Ensure the user enters a value in a specific field before proceeding to the next item. Example: enter a ship-to id before editing the ship-to name.
Force Required Fields
Do not allow users to continue or save without having a value in certain fields.
Item Exists on Open Order
Check if an item already exists on an open order for a customer and notify Order Taker to prevent possible duplicates of items entered that may result in an RMA.
New Customer Ship To Entry
When creating a new customer, automatically open the Ship To Maintenance window for that Ship to ID to populate the Tax Group ID.
PO Qty Approval
Require approval or a certain user enter a PO if the quantity is above a certain stock amount. Easily combine this with the YDBC Item Usage History for comparing to 6, 12, etc. months worth of stock.
PO Receipt $0 Validation
Don't allow the receipt of a PO with a $0 item. Can show a list in a pop-up box of which items have a $0 amount.
Price Edit Validation
Causes a pop-up box requiring the user to give a reason for editing the price in Order Entry.
Print/Email/Export to PDF Custom Crystal Reports
Ability to Print, Email, or Export to PDF custom Crystal Report forms with ability to pass Report parameter values from on-screen values.
Master Multi-Row Rule
Capability to change/set fields, and much more for multirow areas
Add Rows to grid view
Able to add rows into grid view areas inside of P21.
Example: Adding items in Order Entry
Copy Order to Order
Button in Order Entry to display a grid view with ability to edit items and select rows to copy an Order Header and Order Lines.
Copy Order to RMA
Button in RMA Entry to display a grid view with ability to edit items and select rows to copy Order Header and Order Lines to an RMA.
Copy PO to PO
Button in PO Entry to display a grid view with ability to edit items and select rows to copy a PO Header and PO Lines.
Copy PO to Inventory Return
Button in Inventory Return window to display a grid view with ability to edit items and select rows to copy a PO Header and PO Lines to the Inventory Return.
Display Messageboxes
Able to apply logic to items and display an information, Yes/No, or OK Only messagebox that allows the user to continue or prevent the user from continuing.
Example: Go through all lines on an order at time of save and display a messagebox if there is a labor item or item below a certain profit %, etc.
Edit/Update Rows to grid view
Able to edit rows in grid views inside of P21.
Example: Change quantity on lines in Order Entry
Import Files
Create template files for Cash Receipts by Corp ID, Budget Maintenance by Period, Journal Entries, etc. and import into the window. Can be used to add rows into the windows or to compare data in the file with data on screen and update values such as Budget 1,2,3 or Debit/Credit values.
Order Processing Required Date Checkbox Default
Ability to automatically have specific checkboxes selected when the Order Processing window appears from changing required date in Order Entry Header.
screenshot_order_processing
Search Rules
Powerful search tools to search a number of different areas like a web search engine for your ERP system.
Based on a user created question mark button added to the intended window for the search.
Multi-Search
Search for relative fields depending on the screen opened. Gives a list of search results to view before choosing item to return to main window.
AR Drill Down by Corporate ID
Allows searching by numerous fields like Bill To Name, Ship To Name, Contact Email Address, Contact Name, Customer PO Number, Customer ID, Pick Ticket Number, Invoice Number, Order Number, Item ID, etc. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a customer with the word "fire" in their name that purchased an item containing "amp" in the name.
AR Drill Down by Customer ID
Allows searching by numerous fields like Bill To Name, Ship To Name, Contact Name, Customer PO Number, Customer ID, Pick Ticket Number, Invoice Number, Phone Number, Item ID, etc. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a customer with the word "fire" in their name that purchased an item containing "amp" in the name.
AR Drill Down by Invoice
Allows searching by numerous fields like Bill To Name, Ship To Name, Contact Email Address, Customer PO Number, Customer ID, Pick Ticket Number, Invoice Number, Order Number, Item ID, etc. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a customer with the word "fire" in their name that purchased an item containing "amp" in the name.
Customer Master Inquiry
Allows searching by numerous fields like Customer Name, Ship To Name, Contact Email Address, Contact Name, City, State, etc. All fields can be combined in one search.
Example: Search Text "fire memphis" could return results for a customer with the word "fire" in their name that has a physical or mailing address in the city of "Memphis".
Order Entry
Allows searching by numerous fields like Customer Name, Ship To Name, Contact Name, Customer PO Number, Customer ID, Phone Number, Item ID, etc. within a specific date range. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a customer with the word "fire" in their name that purchased an item containing "amp" in the name.
Purchase Order Entry
Allows searching by numerous fields like Supplier Name, Ship To Name, Supplier Email Address, Buyer Name, External PO Number, Sales Order Number, Item ID, Supplier Part Number, etc. within a specific date range. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a supplier with the word "fire" in their name and an item containing "amp" in the name.
Service Order Entry
Allows searching by numerous fields like Customer Name, Ship To Name, Contact Name, Customer PO Number, Customer ID, Phone Number, Item ID, etc. within a specific date range. All fields can be combined in one search.
Example: Search Text "fire amp" could return results for a customer with the word "fire" in their name that purchased an item containing "amp" in the name.
Item Search
Search for relative fields depending on the screen opened. Gives a list of search results including Quantity On Hand to view before choosing item to return to main window.
Item Maintenance
Allows searching by numerous fields like Item ID, Item and Extended Descriptions, Alternate Code, Supplier Name, Supplier Part Number, UPC Code, etc. Can also include items based on stockable, items with POs, etc. All fields can be combined in one search.
Example: Search Text "g24 amp" could return results for an item ID with the text "g24" in the name and a Supplier Name containing "amp" in their name.
Item Master Inquiry
Allows searching by numerous fields like Item ID, Item and Extended Descriptions, Alternate Code, Supplier Name, Supplier Part Number, UPC Code, etc. Able to include items based on Company ID selected in the IMI screen. Can also limit based on stockable, items with POs, etc. All fields can be combined in one search.
Example: Search Text "g24 amp" could return results for an item ID with the text "g24" in the name and a Supplier Name containing "amp" in their name.
Order Entry
Allows searching by numerous fields like Item ID, Item and Extended Descriptions, Alternate Code, Supplier Name, Supplier Part Number, UPC Code, etc. Able to include items based on Company ID, Location ID, and Customer ID selected for the order. Can also limit based on stockable, items with POs, etc. All fields can be combined in one search.
Example: Search Text "g24 amp" could return results for an item ID with the text "g24" in the name and a Supplier Name containing "amp" in their name.
Adding Rows
Add rows in multiple areas
Ability to add rows to GL entries, Orders, POs, etc. from a basic import file. When a button is clicked, gives a pop-up with a grid view and allows the user to paste in data from Excel or import a text file with the data to import. No more keying in hundreds of rows manually. Example: an assembly order needs 30 different items added to the order each time. Create a file that lists those items with a qty of 1 or however many are needed, then import that file to add all of the items at once.
Copy Users
Copy one user to another
Added a button to the User Maintenance screen. When the button is pressed, it gives a list of all active users in the database with their role. Select a user from the list and all user settings will be copied to a new user.
Label Printing
Print labels from P21
Ability to print labels easily from transaction screens. This integrates with Seagull's Bartender software.