Suppressing "Credit Limit" Warning in Sales Order Processing

A few days aback, I was asked how to keep the "This transaction exceeds the customer's credit limit" message box from popping up when entering a Sales Order. At first I thought it was a strange request, since the warning serves its purpose, but then the user explained that they had their own credit management system which takes into consideration a lot more information that GP does not manage beyond the aging buckets and the limit itself. In addition, they already had a customization in place to check the customer's credit limit against their credit system and automatically set the order on hold if limit was exceeded. In summary, the message was an inconvenience since it appeared each time a line item was entered.
















To resolve this issue, I created a small VBA script that would automatically respond to the modal dialog without the user even noticing a blink on the screen, as follows:

1) Add the Sales Transaction Entry window to Visual Basic.

2) Open the Visual Basic Editor and locate the SalesTransactionEntry (Window) object. Double-click on it to bring up the editor.

3) Copy/paste the following script to the editor


Private Sub Window_BeforeModalDialog(ByVal DlgType As DialogType, PromptString As String, Control1String As String, Control2String As String, Control3String As String, Answer As DialogCtrl)

  If PromptString = "This transaction exceeds the customer's credit limit. Do you want to continue?" Then

    'Click the first button, the Continue button
    Answer = dcButton1
  End If
End Sub


Until next post!

MG.-
Mariano Gomez, MIS, MVP, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/

Comments

Steve Crowell said…
I thought this would have to be turned on to a specific User Class ID in Alternate/Modified Forms and Reports but it seems to be available to all. Is there a way to limit this change to one User Class?
September 16, 2011 at 2:14 PM
Olvey said…
HELLO, I`m new using Dynamics GP, I have experience using another ERPs, but I need help no. I need to add a function that sends a notification by e-mail to the user when a pending PO is active, please I need help...
August 19, 2012 at 11:24 PM
Mariano Gomez said…
@Olvey,
Not sure what you mean by "pending PO is active". However, have a look at Business Alerts. This should help you with what you are trying to achieve.
August 20, 2012 at 4:22 PM
Post a Comment

Popular posts from this blog

DBMS: 12 Microsoft Dynamics GP: 0 error when updating to Microsoft Dynamics GP 2013 R2

Image
Hello all! It's been quite a while since I've actually written anything of remote interest to anyone who follows my blog, but at the same time, you will be pleased to know that I've been quite busy in the consulting front, with upgrades, server migrations, complex multi-instance postings involving 10's of thousands of transactions, wrapping up some Field Service Automation projects, and the list goes on and on. This time around I want to bring to the forefront, an issue I encountered updating  from Microsoft Dynamics GP 2013 SP2 to Microsoft Dynamics GP 2013 R2 plus the latest service pack. Background My client requested a server migration to a new environment where they wanted to deploy Dynamics GP 2013 R2 web client (plus the latest service pack) and upgrade their relational database management system to Microsoft SQL Server 2014. This is something I'm absolutely comfortable with (for the most part) given also that my client was sitting at Microsoft Dynamics
Read more

Cannot insert the value NULL into column 'CONTACT' error when clicking on Items List in Navigation Pane

Image
Moving on from my previous article on a similar subject - see Cannot insert the value NULL into column 'BASEUOFM' error when clicking on Items List in Navigation Pane , I recently came across this error,  Cannot insert the value NULL into column 'CONTACT' when clicking on the All Purchasing Transactions list under the Purchasing Navigation Pane option, after performing an upgrade from Microsoft Dynamics GP 9.0 to Microsoft Dynamics GP 2010 R2. All Purchasing Transactions list error - Purchasing Navigation List The name of the global temp table - in this case, tempdb.dbo.##2093338- varies in almost all cases, but the end result of the error is the same. The issue has been identified running Microsoft Dynamics GP 2010 RTM, SP1 or SP2. Upon further review, the issue is due to bad data in the Vendor ID (VENDORID) column in the Purchasing Receipt History table (POP30300). In summary, if you have a purchasing receipt with a blank vendor ID or a vendor ID that doe
Read more

How to uninstall Microsoft Dynamics GP 10.0 if you cannot uninstall it by using the "Add or Remove Programs" feature

INTRODUCTION This article describes how to uninstall an existing Microsoft Dynamics GP v10 system if you cannot uninstall it by using the Add or Remove Programs feature (or Programs and Features in Windows Vista) in Control Panel. It is recommended that you verify that you cannot uninstall by using Add or Remove Programs first. MORE INFORMATION First, verify that you cannot uninstall Microsoft Dynamics GP by using Add or Remove Programs (or Programs and Features) To verify that you cannot uninstall Microsoft Dynamics GP by using Add or Remove Programs (or Programs and Features in Windows Vista), follow these steps. For Windows XP or Windows Server 2003: 1. Click Start, click Run, type control appwiz.cpl in the Open box, and then press ENTER. 2. Click to select Microsoft Dynamics GP 10.0 product from the application list, and then click Remove. For Windows Vista: 1. Click Start, type Programs and Features in the Search box, and then press ENTER. 2. Click to select the product to be un
Read more