M9-SO-1018 Enhanced Promise Date by Line Item

From BlythecoDev Wiki

Jump to: navigation, search

Contents

Synopsis

This Extended Solution adds additional functionality to the Promise Date field in the lines section of Sales Orders and Sales Order Invoices.

  • You can refresh existing lines with a change to the header Ship Date
  • The Promise Date is added to the S/O Invoice grid in the same manner as Order Entry
  • Picking Sheet selection has been modified with a range of Promise Dates


Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Extended Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Extended Solution.

Setup

Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.

SO-1018 Setup Options
Figure 1


Answer the following prompt:

SKIP CLEARING OF PICKING SHEET PRINT FLAG: If you check this box and enter a starting and ending promise date range (other than the default) during Picking Sheet Printing Selection, the clearing process will be skipped after the Picking Sheets have been printed.

You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.

Operation

Sales Order and Sales Order Invoice Data Entry
During Sales Order and Sales Order Invoice data entry, after a change is made to the standard Ship Date, a new prompt will appear asking if you want to update the line item Promise Date with the new Ship Date (Figure 2). You may select Yes, No, or Match. If you select ‘Yes,’ all line item Promise dates will be updated. If you answer ‘No,’ no line items update will occur. If you answer ‘Match,’ then only those lines items which had a date matching the old ship date will be updated.

SO-1018 Update Promise Date
Figure 2


In Sales Order Invoice Data Entry, the Promise Date will now be available in the grid for invoice lines (in Customizer). For new lines, the Promise Date will default in the same manner as it does in Sales Order Entry lines.

Picking Sheet Printing
With this Extended Solution, Sales Order Picking Sheets can be selected by a range of Line Item Promise Dates (Figure 3).

SO-1018 Picking Sheet Printing
Figure 3


Only lines with a Promise Date within the selected range will print on the Picking Sheets. If you selected to Skip Clearing of Picking Sheet Print flag in Setup, the Print Picking Sheets flags will remain checked for the selected orders.

What’s New

With the 06-7-11 release:

  • Removed setup option Default Display in Inventory Sales Order Inquiry
  • Removed the following from Inventory Sales Order Inquiry:
- Sort button
- Promise Date sort option in Search window

With the 11-7-06 release:

  • Converted to Business Framework
  • Changed title to ‘Enhanced Promise Date by Line Item’
  • Removed the following setup options:
- Auto Skip Tab Stop
- Enter Promise Date In Header
- Default Promise Date From Previous Line
  • Removed the following reports:
- On Time Promise Report
- Promise Date Report


Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.


Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

Personal tools
MediaWiki Appliance - Powered by TurnKey Linux