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Complex SOP stages

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Posted on by James McCullough

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Hey Everyone:

I'm looking for a solution for a client that has a complicated sales ordering process. Specifically I need different stages to SOP documents than just the out of the box ones, with the ability to make changes to the status based on event triggers. Let's say for the sake of example, I have 9 stage gates, where the majority of them are triggered by events in another system.

I'd rather not have to go through complex workflows that require direct human intervention.

Other than a custom-build, does anyone have any suggestions as to a 3rd party plugin that can be used for this purpose?

Thanks.

-J

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Microsoft Dynamics GP

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David Musgrave MVP ... 14,157 Most Valuable Professional on at

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Hi

I have seen something along these lines implemented using the "Holds" system in SOP.

They had holds set up for different stages and then used some custom code (implemented by GP Power Tools) to apply the next hold once the previous hold was removed.

Hope this idea helps

Regards

David
James McCullough 397 on at

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Ha! Well, at least I know I'm on the right track, David - thank you! I basically have designed the same kind of thing in my head, but I figured there HAD to be a better way. But... alas, it doesn't seem that there is, not without home-rolling a ton of scaffolding...
David Musgrave MVP ... 14,157 Most Valuable Professional on at

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Hi James

The code to add and remove holds as needed for your process flow is not that hard to implement.

We just need the business rules and "hold flow" defined.

Regards

David
Devon Southall 160 on at

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Have you looked at Cavallos Salespad Desktop's workflow? works by using the batch field in GP (with or without the SOP Process Holds). But that is a 3rd party plugin especially with the Automation Agent that applies the rules "automatically".

We have a bunch of clients doing exactly what you are talking about with the combination of Process Holds and the GP batch field... either applied by Salespad or direct SQL via SQL jobs.

I have a few other clients that use calculated fields (generally in SQL views) visible in SmartLists to determine the "status".

Options!

Best,

Devon