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Kredietlimietbewaking

In SmartTrade is het nu mogelijk om zelf statuscodes te maken en te koppelen aan documenten en basistabellen zoals artikelen, leveranciers, klanten en lotnummers.

Tip

The SmartTrade Masterdata Status functionality works differently then the standard Business Central Block fields on several masterdata records. They can work simultaneously but this might be confusing

Masterdata Status

Use the Tell me what you want to do function (Ctrl + Q) searching for SmartTrade master data status list and click related link.

Clicking the new button will enter a new record. Enter a Code, select a Table No. and enter a Description. The SmartTrade master data status functionality is only available for the following tables:

  • 18 - Customer
  • 23 - Vendor
  • 27 - Item
  • 5404 - Variant

With checking the Sales / Purchase Document fields you can select the documents records having Status can be used on. Following document types and functions can be selected.

  • Purchase Quote
  • Purchase Order
  • Blanket Purchase Order
  • Purchase Price Proposal
  • Sales Quote
  • Sample Order
  • Sales Order
  • Blanket Sales Order
  • Sales Price Proposal
  • Production Order

 

Masterdata Records

Depending of the chosen Table No. you can select the Master data status on the corresponding card page under the SmartTrade tab.
So when you have created a Master data status for table 18 (Customer) use the Tell me what you want to do function (Ctrl + Q) searching for Customers and click related link.

Select a Customer and on the Customer card scroll down to the SmartTrade tab and select the Master data status code in the Customer Status field. The list you can choose from is filtered on the Customers table no.

Status Warning

The SmartTrade master data status list can be setup with a Sales and/or Purchase Warning text. On these fields you can enter the Warning text users will see when entering the masterdata record (Customer, Vendor, Item) on a Sales or Purchase document which has an Master Data Status containing a warning text and has the Show Purchase and/or Show Sales Warning flag set True.

This warning text is shown directly after validating the record field on the Purchase and/or Sales document.

 

Links

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