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Business Rules when releases Sales Orders

  • 1.  Business Rules when releases Sales Orders

    Posted Jan 03, 2019 10:42 AM
    Is it possilbe to setup a business rule in NAV that you can't release a Sales Order if there is a discount greater then 25%?

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    Nancy Pijut
    Weber-Stephen
    Palatine IL
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  • 2.  RE: Business Rules when releases Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 04, 2019 08:09 AM
    Edited by Jason Wilder Jan 07, 2019 08:03 AM
    If by "Business Rule" you mean a code modification then absolutely.  This would be pretty basic and shouldn't take a long time to do.  I don't know of any out of the box way to do this.

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    Jason Wilder
    Senior Application Developer
    Stonewall Kitchen
    York ME
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  • 3.  RE: Business Rules when releases Sales Orders

    SILVER CONTRIBUTOR
    Posted Jan 07, 2019 09:01 AM
    If you are using Workflows, you can set a filter for any line discount % > 25.   Then the workflow will require an approval before releasing.

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    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
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  • 4.  RE: Business Rules when releases Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 09, 2019 09:43 AM
    ​Both answers are correct. I would try what @Patti Parrish suggested as this keeps you from customizing code.​​​

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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
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