General Description of the Feature
Currently there is a field in the Contact Person / Business Partner called Type. This field can contain the values Lead, Customer, or Vendor. When a Salesperson creates a contact person it is used to select the type “Lead” and then creates a Lead or an Opportunity etc.
In OD DSW currently exists an external function “ODP_ConvertBPToCustomer Change Business Partner Card Type to Customer” as product feature to convert the BP Type from Lead to a Customer when the user selects the transition step on the workflow “Create Order” or wherever this external function is set in the Workflow. The type changes to “Customer” when the user selects the save button. For the purpose of the Proaxia project, this action is a bit too late for the DMS to convert the Contact Person / Business Partner to a Customer.
Now with the validation “CheckForCustomerType” (Check if BP is not the type "Customer"), when the user selects the workflow transition “Create Order” (or wherever this validation is set in the Workflow) the system checks if the CP/BP’s Type is “Customer”.
If the validation identifies that the BP is not the type "Customer", the user will get an information-message, that he needs to convert this BP to a "Customer".
If the validation identified that the BP is the type "Customer", the user will be able to proceed with the order.
Example:
- BP with type Lead
- Create Lead for the BP with type Lead
- Create Offer for this Lead (BP with type Lead) apply and save
- Create Order (BP with type Lead)
In order to continue with this Lead the User needs to convert the BP from Lead to Customer and then return back to the Lead to continue with the process
- Return back to the Lead to continue with the process
Business Benefit
With this validation the system prevents the User to continue with the workflow (i.e., Order) in case the Contact Person / Business Partner is not type “Customer”. The user will be able to convert the Contact Person / Business Partner to a Customer before applying the Order.
Configuration
Workflow:
Workflow Validations
Validation “CheckForCustomerType” (Check if BP is not the type "Customer") must exist in the List of Workflow Validations
Workflow Adjustment
Add under each transition “Create Order” (or wherever this validation is required) the Validation “CheckForCustomerType”
Example:
Transition Required Views
External Functions
Approvals
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