The samples and information below is provided without a warranty of any kind. This post is for informational purposes and coresystems ag assumes no responsibility for errors or omissions in the information provided.
Attached is two customize optimizer rule that will block Invoices with base document Sales Quotation or Sales Order in order to ensure that the process of doing a delivery note first is properly made -> more reliable reporting possible without considering a lot of different cases.
The templates require coresuite Version 3.50 or higher, and SAP Business One 8.8 or higher.
Procedure to use these templates
1. Download the attached FAQ_10178_Block_I... file
2. Import in SAP Business One via > Administration > Add-Ons > coresuite customize > Import / Export > Import rules. In the message box, select “All Active”. Click on “Import”.
To check the rule in action:
Every time you press COPY TO and select invoice on an order or a quote it will not create the document and give you this message.
Procedure to adjust these templates
If other marketing documents are needed just add the form ID on the ItemUID on the Trigger area in the Optimizer window.
Preview Sample (Optimizer Rule C#):
Matrix mtr = Matrix.GetFromUID(pVal.Form, "38");
for(int i = 0; i < mtr.Rows.Count - 1; i++)
if(mtr.GetValue("43", i).ToString() == "17")
MessageBox.Show("Direct Copy from Sales Order to A/R Invoice or A/R Reserve Invoice is not allowed. Please book a Delivery first.", "OK");
if(mtr.GetValue("43", i).ToString() == "23")
MessageBox.Show("Direct Copy from Sales Quotation to A/R Invoice or A/R Reserve Invoice is not allowed. Please book Sales Order and Delivery first.", "OK");