Sage 100

I have been asked to review some of the processes and make recommendations.  When an customer order is received anyone in the front office can take the order.  They write the order on a 2-part paper order form (seriously).  Then, the 2-part order form is used as the source document to enter the Sage 100 sales order.  If a part number does not exist in Sage 100 then the 2-part order form is given to Laura who creates the inventory item in Sage 100 then enters the item on the order.

What are the options for entering new inventory item numbers in Sage 100?  Should anyone with sales order entry rights be able to also create new inventory items?  If not, what is the best method of communicating and expediting the creation of sales orders that have new inventory items?  Besides the obvious duplication of effort using a paper order form, there seems to be additional inefficiencies in getting orders processed when someone else is responsible for creating inventory items.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

Jeff - Good point.  I want to try and create efficiencies and eliminate paper and duplication of effort, but not at the expense of accuracy.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-29-2019 14:30
From: Jeff Schwenk
Subject: Creating Inventory Items / Segregation of Duties

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Jeff - If we limit the rights to create new inventory items to one or two people, how should these people be notified when a new item needs to be created?  Should there be a formal "item creation" source document, or will an informal email suffice?

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-29-2019 14:30
From: Jeff Schwenk
Subject: Creating Inventory Items / Segregation of Duties

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

If they use a work ticket system (like CRM's case list) it would make sense to use their existing office processes for item creation.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 01-29-2019 15:51
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Jeff - If we limit the rights to create new inventory items to one or two people, how should these people be notified when a new item needs to be created?  Should there be a formal "item creation" source document, or will an informal email suffice?

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-29-2019 14:30
From: Jeff Schwenk
Subject: Creating Inventory Items / Segregation of Duties

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Kevin - They don't have a work ticket process, but this will be one of my recommended options for improvement.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-29-2019 16:40
From: Kevin Moyes
Subject: Creating Inventory Items / Segregation of Duties

If they use a work ticket system (like CRM's case list) it would make sense to use their existing office processes for item creation.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 01-29-2019 15:51
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Jeff - If we limit the rights to create new inventory items to one or two people, how should these people be notified when a new item needs to be created?  Should there be a formal "item creation" source document, or will an informal email suffice?

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:30
From: Jeff Schwenk
Subject: Creating Inventory Items / Segregation of Duties

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

How big of a company are we talking about?  How many items are added every day?  How experienced are the customer service people?  Tough questions.  How about a simple email.  A Sage Alert scanning certain codes on the SO?  A CRM request?  What tools do they have now?  Walk a post note over to the buyers workstation and stick it on the monitor?  Not sure if one suggestion fits all.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 01-29-2019 15:51
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Jeff - If we limit the rights to create new inventory items to one or two people, how should these people be notified when a new item needs to be created?  Should there be a formal "item creation" source document, or will an informal email suffice?

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-29-2019 14:30
From: Jeff Schwenk
Subject: Creating Inventory Items / Segregation of Duties

What are they selling (two part order pads?)?  How sophisticated is there IM #'s, product lines ​, UOM's, pricing, and primary vendors.  Personally, I recommend to clients to limit access to IM setup to a select few that KNOW WHAT they are doing!  Did customer service not search accurately and miss an existing number?  Did the vendor change their numbers?  IM is so easy to create a rat's nest in.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5
------------------------------

Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5
------------------------------


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Throw Visual Cut in there and email the report every x hours to the person who is responsible for adding inventory.
My sense is that this is more of a people problem though.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

Original Message:
Sent: 01-29-2019 17:02
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Emailing the new inventory report using Visual Cut is a great idea.  I will add that to my report.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-30-2019 08:42
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

Throw Visual Cut in there and email the report every x hours to the person who is responsible for adding inventory.
My sense is that this is more of a people problem though.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------


Original Message:
Sent: 01-29-2019 17:02
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Turn on the option to retain deleted lines in SO history and the comment lines with details won't be lost to accidental / premature deletion.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 01-30-2019 09:28
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Emailing the new inventory report using Visual Cut is a great idea.  I will add that to my report.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-30-2019 08:42
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

Throw Visual Cut in there and email the report every x hours to the person who is responsible for adding inventory.
My sense is that this is more of a people problem though.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990


Original Message:
Sent: 01-29-2019 17:02
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

You can also use the Logicity Crystal Reports scheduler to email crystal reports. 
They used to have a free version that does 80% of what most of us need. Looks like it's now a whopping $10/year.

https://www.logicitysuite.com/logicity-pro/pricing.html

------------------------------
Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
------------------------------

Original Message:
Sent: 01-30-2019 09:28
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Emailing the new inventory report using Visual Cut is a great idea.  I will add that to my report.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------


Original Message:
Sent: 01-30-2019 08:42
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

Throw Visual Cut in there and email the report every x hours to the person who is responsible for adding inventory.
My sense is that this is more of a people problem though.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990


Original Message:
Sent: 01-29-2019 17:02
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

Thanks Clark.  I would like to try it.  $10 a year seems like a deal if it can schedule a Crystal report to be emailed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-30-2019 16:58
From: Clark Walliser
Subject: Creating Inventory Items / Segregation of Duties

You can also use the Logicity Crystal Reports scheduler to email crystal reports.
They used to have a free version that does 80% of what most of us need. Looks like it's now a whopping $10/year.

https://www.logicitysuite.com/logicity-pro/pricing.html

------------------------------
Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
------------------------------


Original Message:
Sent: 01-30-2019 09:28
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Emailing the new inventory report using Visual Cut is a great idea.  I will add that to my report.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-30-2019 08:42
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

Throw Visual Cut in there and email the report every x hours to the person who is responsible for adding inventory.
My sense is that this is more of a people problem though.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990


Original Message:
Sent: 01-29-2019 17:02
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Phil - I like that idea.  It eliminates paper if the report is viewed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 16:50
From: Phil McIntosh
Subject: Creating Inventory Items / Segregation of Duties

Set up /newitem for item not found situations.  Order entry puts all the info in the comment field. Create a custom report that the Inventory Master can run several times a day to see what needs to be created and the SO updated.

------------------------------
Phil McIntosh
President
Friendly Systems, Inc.
Asheville NC
678.273.4010 ext 5


Original Message:
Sent: 01-29-2019 15:42
From: Doug Higgs
Subject: Creating Inventory Items / Segregation of Duties

Wayne - A lot of the items they sell are drop shipped, and they are using PO.  The customer order is received, the item is created, then the 2-part order form is given to Laura to create the item and complete the sales order.  Next the 2-part order form is given to Cindy to create the purchase order.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc


Original Message:
Sent: 01-29-2019 14:24
From: Wayne Schulz
Subject: Creating Inventory Items / Segregation of Duties

So, how are they selling the item if they don't have it in Sage? I take it PO is not in use and someone just comes in the back door and stocks a shelf then drops the invoice on the bookkeeper's desk?

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990

------Original Message------

Thanks Clark.  I would like to try it.  $10 a year seems like a deal if it can schedule a Crystal report to be emailed.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

​I have in the past set up a "pending" product line such as 9999.  Customer Service will add the items on the fly in product line 9999 as needed so they are available for the Sales Order.  Then the Inventory responsible person will create a lookup listing of all items in that product line, and "finish" setting up the item properly.  They are also often responsible for creating the purchase order.  An alert of some type can help wit this depending on the volume.  Actually, low volume is much more important for an alert since it may not be a routine workflow for the IM person to go look for the occasional new item.  Of course, Customer Service needs some guidelines on how to enter the part number even with product line 9999.  Especially when it comes consistency in things such as the description.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

Thank you Madeline.  That's a great idea.  I will add this suggestion to the report i am creating for management.

------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Original Message:
Sent: 01-31-2019 09:41
From: Madeline Stefanou
Subject: Creating Inventory Items / Segregation of Duties

​I have in the past set up a "pending" product line such as 9999.  Customer Service will add the items on the fly in product line 9999 as needed so they are available for the Sales Order.  Then the Inventory responsible person will create a lookup listing of all items in that product line, and "finish" setting up the item properly.  They are also often responsible for creating the purchase order.  An alert of some type can help wit this depending on the volume.  Actually, low volume is much more important for an alert since it may not be a routine workflow for the IM person to go look for the occasional new item.  Of course, Customer Service needs some guidelines on how to enter the part number even with product line 9999.  Especially when it comes consistency in things such as the description.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------