Does anyone use RF-Smart and also enforce credit h...
# generalt
Tim Chapman
02/21/2025, 6:03 PMDoes anyone use RF-Smart and also enforce credit holds?
r
raghav
02/21/2025, 6:52 PMhere, but we have a custom credit hold logic in place instead.
t
Tim Chapman
02/21/2025, 6:53 PMHow do you prevent SO w/ credit holds from being picked in the RF-Smart UI?
Tim Chapman
02/21/2025, 6:53 PMThey can't be submitted in RF-Smart obviously because they pull an error on IF.
r
raghav
02/23/2025, 2:03 PMI am not sure which UI you are talking about.
But we have our own custom monitors / searches that drives the picking operations for each of our location.
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virtualEncoreTremor
02/24/2025, 4:59 PMWe print a watermark on the pick ticket for on hold orders so if it does manage to get to a picker somehow they know to either not pick it or start asking questions.
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Tim Chapman
02/24/2025, 5:00 PMInteresting.
Tim Chapman
02/24/2025, 5:02 PMThe issue that we have is that in general, a credit hold will not allow a order to be approved and therefore no picking ticket will be created. However, we have a type of order where we will fulfill a week or two after the Sales Order is created. This window of time is where credit holds are then enforced occasionally as someone misses a payment on a Net30 etc and then will cause the IF issue.
Tim Chapman
02/24/2025, 5:02 PMI do agree that a watermark is a cool idea. For us though, the order would be printed only if there wasn't a credit hold at the time of printing which doesn't reflect the credit hold status a week or two later.
v
virtualEncoreTremor
02/24/2025, 5:06 PMIt's not possible to only print it when it's time to pick it? We never went as far as configuring rfsmart to honor our holds. If an order is on hold we don't display it in the saved searches pickers use to pick orders from and they only print pick tickets when it's time to pick it.
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Tim Chapman
02/24/2025, 5:07 PMDo you use Pick manager/pick planner?
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virtualEncoreTremor
02/24/2025, 5:07 PMNot that I'm aware of
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Tim Chapman
02/24/2025, 5:07 PMThere's no saved search functionality for the basic SO Pick function
Tim Chapman
02/24/2025, 5:08 PMWithin RF-Smart.
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virtualEncoreTremor
02/24/2025, 5:09 PMWe just display a saved search of orders that meet the criteria to be picked. A picker then opens the order from the search and prints the ticket. If it's not on the saved search they won't print it. It sounds like our process is more simple/less automated than yours may be.
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Tim Chapman
02/24/2025, 5:10 PMInteresting idea.
Tim Chapman
02/24/2025, 5:10 PMThanks for sharing.
👍 1
v
virtualEncoreTremor
02/24/2025, 5:12 PMfeel free to let me know if you want the watermark code snippet though
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t
Tim Chapman
02/24/2025, 5:19 PMIf you don't mind sharing, I would love to see it.
v
virtualEncoreTremor
02/24/2025, 5:23 PM Copy code
<#if record.your_custom_field><#list 0..20 as x>
<div style="text-align: center; width: 100%; position: absolute; top: ${35*x}; left: 20">
<h3 style="color: alpha(20%, #FF0000);">SHIPMENT ON HOLD - SHIPMENT ON HOLD - SHIPMENT ON HOLD</h3>
</div>
</#list></#if>❤️ 1