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ERP Converting a Credit Sales Customer to HPA

Owned by Melchor Idang (Unlicensed)
Last updated: Feb 12, 2022
1 min read

In order to convert customer from Credit Sale to HPA.

Go to Settings --> Batches locate Audit Phase 3 convert all credit sales:

Edit each individual script to add Arguments which are as following:

1. Company ID
2. List of Application ids

Batches BBOXX(1).png

Run Scripts in the following order:

  1. Convert Package into product line
  2. Convert To HPA cancel part only
  • Might require to open closed period
  • If fails try to cancel sale order and rerun again (Sale order can be canceled from Bboxx Customer views)
    3. Convert To HPA recreate part only
  • Might require to open closed period

Batches BBOXX.png

Notes:
These scripts are super old so might need some adjustments
Martin has to approve before running and you need to communicate which periods will be affected.
From previous discussion Martin Ashelfordsaid that we are not allowed to change anything on 2016 records which in this case for this customer we are hitting closed period of 01/2016. 
However Martin Ashelford suggested that it's ok if it would hit current date period however to achieve that we would need to adjust scripts in order to run on specific or todays period

BBOXX