Consolidation - warnings?

Question

Hi all,
Am testing out delivery consolidation, but have run across an issue:
The Head office pays for all the deliveries sent to their branches - they do not want their branches to see prices etc - so invoices all must go to Head Office.
However, B1 does not flag up any kind of error message, or warn the user if they are about to generate an invoice for the branch based on a sales order or delivery.
Is this normal? I noticed that at least for payment consolidation that there was a warning generated in the Incoming Payments screen if you selected the branch by mistake. The only workaround I can think of is to set a credit limit of zero of a penny for all the branches, but this seems a bit clumsy!
Thanks
Rajiv
Edited by: Rui Pereira on Jul 8, 2008 6:18 PM

Answer 1

Rajiv Agarwalla,
You can apply formatted search using a query in
BP Code of AR invoice for listing customers linked to
head offices,for this you should codify bp code with
-H or H.O in BP Name,So that only customer/BP codes with
head office will appear in list.
SELECT T0.[CardCode], T0.[CardName], T0.[Balance] FROM OCRD T0 WHERE T0.[CardCode] LIKE '%/H%' ORDER BY T0.[CardCode]
save the above query,open query generator,execute
it click pencil icon in left,remove the query select *,
paste the above query,execute and see the results,
Click save button right side of screen,select a
category general,save the query with a name.
Procedure for defining formatted search in BP code of
AR invoice.
1.Open AR invoice,Select BP code.
2.Go to Tools>Search Function>Define search.
3.Select option search by saved query.
4.Double click rectangle box below,select the
required query,update it.
5.Press Shift+F2 in BP Code.
Now BP codes linked to head offices will only appear.
Apply this tool-formatted search only users
creating ar invoice.
By this you can avoid doing invoice for branch customers.
Hope above answer will solve your problem.
Jeyakanthan.