While creating an order and we select a customer which has discounts applicable based on (Customer Type in the price list) and then select line items, enter quantities and it calculates the prices and discounts. After that I go to the header and change the customer to any other customer which has no discounts applicable, but the system keeps the same prices and discounts of the customer which has discounts which is a major issue and any sales person can go ahead and do the same which will result in wrong sales.
Why don’t we disable the customer field as soon as any line item is selected in the detail line, so the user cannot change the customer once they choose the products to be sold.
by: Faraz A. | over a year ago | Operations Management
Comments
A serious flaw in OE
Same issue below
The issue is as follows: When creating a new sales order or quotation, after selecting the customer and going on to select the items for the order which are priced according to the selected customer's contract pricing or discount policy, it is possible to change the customer associated with the Order before posting, thereby fraudulently circumventing the system by assigning one customer's pricing to another. The system does not refresh the assigned pricing of the selected items to reflect pricing for the reassigned customer for the transaction. This flaw has been severely utilized by unscrupulous staff to under price items (gasoline, diesel and lubricants) for some Customers they are in league with. SOLUTION: Once a Customer has been selected when creating an OE Orders, the customer number field should be greyed out or disabled to prevent it from being altered before posting the Order. This is the ideal solution. I believe a quick hot fix can be provided to address this issue asap. I know it was an issue with 2017 and now the client is using 2019 and facing the same issue.