Restrict Ordering Based on Existing Request for Primary Contact's Account in Configurable Workspace
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05-13-2025 01:21 AM
In the configurable workspace, we need to enforce a restriction for agents trying to place orders for a customer (primary contact) who already has an existing request in the system. The logic should be implemented as follows:
On Primary Contact Change:
When the primary contact is changed, retrieve the associated account for the primary contact.
Search for Existing Request:
Query the RITM table (Request Item table) and check if there's already an existing request with the same catalog item and account linked to the primary contact.
Enforce Restriction:
If an existing record is found for the same catalog item and customer, prevent the agent from proceeding with the order.
Display Alert:
Display an alert message saying: "You are not allowed to order as there is an existing request for this customer."

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05-13-2025 07:56 AM