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Hiding Obsolete and Discontinued Products
Posted: 22 May 08 12:15 PM
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We are having a problem where reps are using obsolete and discontinued products in opportunities. Is there anyway from within the Sales Client or Administrator to restrict a user from seeing Obsolete or Discontinued products?
Thanks,
John G. |
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Re: Hiding Obsolete and Discontinued Products
Posted: 23 May 08 1:00 AM
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| I don't believe there is a way to accomplish this with just a setting in the sales client or administrator. There is a filter on the Insert Opportunity Product screen (or whatever it is called) that let's a user show only those products marked as "Available." So, this should be a pretty easy customization that you can do through the Architect. On the AXFormOpen or AXFormChange event (can't remember which is used), set the field automatically to "Available," and on the UI part of the form, hide that filter field so the user can't change it. |
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Re: Hiding Obsolete and Discontinued Products
Posted: 25 May 08 10:54 AM
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Try adding a seccodeid field to the products table.
When something goes obsolete - change it from Everyone to something more restricted.
The only downside is that it might also make those products invisible on old opportunities - so you would have to make sure that opportunity products does not join against the product table.
Note: I have not tried this....
ws |
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Re: Hiding Obsolete and Discontinued Products
Posted: 29 May 08 8:54 AM
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Modifying the filters was my first thought. I do like the seccodeid approach but as mentioned, it might have ill-effects for those products that are on older quotes which I would rather avoid. Perhaps an experiment is in order.
Thanks all!
John G. |
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Re: Hiding Obsolete and Discontinued Products
Posted: 29 May 08 2:02 PM
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This was easier than expected. Instead of doing anything in the AXFormOpen or AXFormChange event which do not exist in the form, I changed two lines in the LoadUserOptions sub that initiate the Status checkbox and combobox. The lines changed are as follow
chkStatus.Text = .GetAsString("chkStatus", "OpportunityDefaults") 'DNL
cboStatus.ItemIndex = GetItemIndex(cboStatus, .GetAsString("cboStatus", "OpportunityDefaults")) 'DNL
Changed to
chkStatus.Text = "T"
cboStatus.ItemIndex = 0
I unchecked the Visible property for each Status control and all worked exactly as desired and will make a Sales Manager very happy.
Thanks!
John G.
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