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.
Cancel pick tickets from shipment tab in Order Entry.
Rule gives the ability to automatically alter the system calculated price in Order Entry.
Notify the user if the selected customer is over their credit limit and/or past due.
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.
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.
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.
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.
Ask the user if they want to continue shipping even though there is a $0 amount set for freight.
Use a Screen Only Column to automatically open the Pick Ticket Report Window for the current order after the order is saved.
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
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.
Do not allow users to continue or save without having a value in certain fields.
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.
When creating a new customer, automatically open the Ship To Maintenance window for that Ship to ID to populate the Tax Group ID.
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.
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.
Causes a pop-up box requiring the user to give a reason for editing the price in Order Entry.
Ability to Print, Email, or Export to PDF custom Crystal Report forms with ability to pass Report parameter values from on-screen values.
Set default values for a screen that normally has the same information to avoid repetitive typing.
Example 1: Set sales rep, branch, freight code, etc.
Example 2: Set freight amount based on Pick Ticket Value and carrier if freight is $0
Able to add rows into grid view areas inside of P21.
Example: Adding items in Order Entry
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.
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.
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.
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.
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.
Able to edit rows in grid views inside of P21.
Example: Change quantity on lines in Order Entry
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.
Edit/Prepopulate items such as Email dialog box pop-up
Able to prevent specific messagebox items from popping up. Can also choose a default answer/response to the messagebox.
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.
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.
Ability to print labels easily from transaction screens. This integrates with Seagull's Bartender software.
Pop-up a box to have the user reenter a value on certain fields. This helps ensure certain items are entered properly.