M9-SO-1179 Standard Order from Master Order Enhancement

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Contents

Synopsis

This Extended Solution to the Sales Order module:

  • Allows the user to set the quantity to zero while creating Standard Orders from Master Orders.
  • Modifies the prompt line while on the ‘Quantity Ordered’ field to display: the Master Order’s ‘Original’ quantity and ‘Balance’ quantity, this standard Sales Order’s ‘Quantity Ordered’ and the ‘Qty Available’ for the warehouse referenced.
  • Has an option to delete item lines from Standard and Back Order type Sales Orders if the ‘Quantity Ordered’ and ‘Quantity Back Ordered’ fields equal zero, and the order’s header references a Master Order Number.
  • Has an option to refresh the Master Order’s ‘Ordered Quantity’ and ‘Balance Quantity’ from Sales Order Invoicing.


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-1179 Setup Options
Figure 1


Answer the following prompts:

DELETE ZERO QUANTITY LINES: Check this box to be prompted to ‘Delete Zero Quantity Lines?’ when you are exiting the lines section of a Standard or Back Order type Sales Order that references a Master Order Number. Leave it blank if you do not want to use this option.
DEFAULT RESPONSE: Select ‘Yes’ or ‘No’ for the default response to ‘Delete Zero Quantity Lines?’
REFRESH MASTER ORDER QUANTITIES DURING INVOICE ENTRY: Check this box to refresh Master Order Quantities during Invoice Entry.

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


Role Maintenance
The following Tasks have been added to Sales Order, Setup Options:

  • Extended Solutions Setup
  • Remove Zero Quantity Ordered Lines

Please review your security setup in Role Maintenance and make appropriate changes.

Operation

When creating Standard Orders from Master Orders the prompt, ‘Ship Balance of Order Complete’ is presented (Figure 2). If you answer ‘Yes’ the standard process continues. If you answer ‘No,’ all Lines from the Master Order will be transferred to the Standard Order, except the lines will have a Quantity Ordered of zero.

SO-1179 Ship Balance of Order Complete?
Figure 2


While the quantity Ordered field is selected, a line is displayed in blue at the bottom of the screen with the Master Orders Original quantity and Available balance quantity (Figure 3). Quantities are displayed in the Master Order’s unit of measure. They are not converted.

SO-1179 SO Entry
Figure 3


Delete Zero Quantities
This option is available if you checked the ‘Delete Zero Quantity Lines’ box in Setup. As you exit the lines section of a Standard or Back Order type Sales Order referencing a Master Order Number and the program detects that there is at least one line with zero Quantity Ordered, the following prompt will appear (Figure 4):

SO-1179 Delete line items
Figure 4


The ‘Delete line items with zero quantity ordered?’ prompt will appear with the default answer you specified in setup selected. Choose ‘Yes’ to delete item lines from the Standard or Back Order type Sales Order where the Quantity Ordered and Quantity Back Ordered for the line equals zero. If you answer ‘No,’ no changes are made to the Sales Order. This prompt will appear for Standard and Back Order type Sales Orders only.

Refresh Master Order Quantities During Invoice Entry
When the ‘Refresh Master Order Quantities During Invoice Entry’ Setup question has been checked, Sales Order Invoice Data Entry will adjust any Master Order’s ‘Ordered Quantity’ and ‘Balance Quantity’ using the difference between the Standard Order’s ‘Qty Ordered’ and ‘Qty Shipped.’

If you fill in a ‘Quantity Shipped’ on the Invoice that is less than the ‘Quantity Ordered,’ then the Master Order’s ‘Ordered Quantity’ will decrease and the ‘Balance Quantity’ will increase.

No changes will be made to the Master Order if the ‘Quantity Shipped’ is greater than the ‘Quantity Ordered’ on the Invoice. No changes in functionality are made to a ‘B’ type order that references a Master Order.

A new ‘S’ type order cannot be created from an ‘M’ type order when an existing Sales Order that references the same Master Order number is being invoiced.


Remove Zero Quantity Ordered Lines Utility
After you access this utility, select the range of Sales Order Numbers and Sales Order Dates for which you want to remove zero quantity ordered lines (Figure 5). All lines, within the ranges entered, with zero Quantity Ordered and zero Quantity Back Ordered will be removed from Standard Orders and Back Orders which reference a Master Order.

In ES Setup, Delete Zero Quantity Lines needs to be checked, and Default Response needs to be set to Yes in order for lines to be deleted.


SO-1179 Remove Zero Qty Ordered Lines
Figure 5


If this utility deleted all of the lines you will be prompted to delete the Sales Order (Figure 6).

SO-1179 Delete SO Msg
Figure 6


What’s New

With the 05-06-08 release:

  • Converted to the Business Framework


What’s New

With the 05-06-08 release:

  • Converted to the Business Framework


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

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