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

Cancel Pick Tickets From OE

Cancel pick tickets from shipment tab in Order Entry.

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.

Set Default 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

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_processingscreenshot_order_processing

Prepopulate Items/Dialogs

Edit/Prepopulate items such as Email dialog box pop-up

Supress Message Box

Able to prevent specific messagebox items from popping up. Can also choose a default answer/response to the messagebox.

More Features To Come!

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.

Prompt to Re-enter Value
Validation for value entered

Pop-up a box to have the user reenter a value on certain fields. This helps ensure certain items are entered properly.

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