Scripting

I've searched high and low and found nothing so here goes my question.

Customer wants the Ship to Address on the Sales Order Header to automatically update to the Company's address when changing the Ship Via to "Customer Pickup" (or whatever their shipping code is for customer pickup).  If you have an existing Ship to Code on the Sales Order and you wipe it out (clear the field), nothing changes on the Ship to Address fields of the order.  This is problematic for the calculation of Sales Tax, because if the customer changes their mind and doesn't want it shipped to whatever ship to location they originally had on the order, and wants to pick it up instead, they have to remember to manually change the Ship to Address fields so that sales tax calculates correctly (especially when you have Avalara).  

It seems like this would be a request that someone else would have had in my 30+ years of Sage.  I've looked at DSD's ES's and didn't find anything, Sage community too.  I've even looked at @Alnoor Cassim 's packaged scripts when you take his class and nothing there either.  Anyone know of an existing solution that might fit this need?  I'm sure this could be done with a custom office script.

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Jane Scanlan
Partner
Next Level Manufacturing Consulting Group
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Yes, a script could do that a few different ways... but what about importing a "PkUp" ship-to address entry for all customers, with the proper tax schedule, and train users to use that for PU orders?  You can even make the panel fields for ShipTo to be read-only, forcing users to use a Ship To code (instead of clearing the fields).

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Thank you for the suggestion @Kevin Moyes, but establishing a customer pickup ship code isn't something that is practical for the users, as they would have to create such a ship to code every time a new customer is created.  I was seeking out 90minds to see if there already was an automated solution already established somewhere.  I will get going on a script to automate this.  I also will add an item for the Mod Squad list.

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Jane Scanlan
Partner
Next Level Manufacturing Consulting Group
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Original Message:
Sent: 03-22-2024 11:57
From: Kevin Moyes
Subject: Customer Pickup on Sales Order and Ship To Address

Yes, a script could do that a few different ways... but what about importing a "PkUp" ship-to address entry for all customers, with the proper tax schedule, and train users to use that for PU orders?  You can even make the panel fields for ShipTo to be read-only, forcing users to use a Ship To code (instead of clearing the fields).

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Most users won't have access to Company Maintenance, so pulling an address from SY_Company in a UDS will be tricky.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 03-25-2024 08:52
From: Jane Scanlan
Subject: Customer Pickup on Sales Order and Ship To Address

Thank you for the suggestion @Kevin Moyes, but establishing a customer pickup ship code isn't something that is practical for the users, as they would have to create such a ship to code every time a new customer is created.  I was seeking out 90minds to see if there already was an automated solution already established somewhere.  I will get going on a script to automate this.  I also will add an item for the Mod Squad list.

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Jane Scanlan
Partner
Next Level Manufacturing Consulting Group
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Original Message:
Sent: 03-22-2024 11:57
From: Kevin Moyes
Subject: Customer Pickup on Sales Order and Ship To Address

Yes, a script could do that a few different ways... but what about importing a "PkUp" ship-to address entry for all customers, with the proper tax schedule, and train users to use that for PU orders?  You can even make the panel fields for ShipTo to be read-only, forcing users to use a Ship To code (instead of clearing the fields).

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

Good point @Kevin Moyes ... I've run into that a lot with scripts.  When I added the suggestion to Ideation I changed it to populate from the warehouse on the SO Header.  The request I put in for Ideation is different, anyway, than what I will do for this specific customer - I am going to hard code the pickup address into the script.  I was trying to be more 'all purpose' in my initial request.  All in all, though, good thought provoking discussion and things to remember that pop up while scripting!

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Jane Scanlan
Partner
Next Level Manufacturing Consulting Group
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Original Message:
Sent: 03-25-2024 11:24
From: Kevin Moyes
Subject: Customer Pickup on Sales Order and Ship To Address

Most users won't have access to Company Maintenance, so pulling an address from SY_Company in a UDS will be tricky.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 03-25-2024 08:52
From: Jane Scanlan
Subject: Customer Pickup on Sales Order and Ship To Address

Thank you for the suggestion @Kevin Moyes, but establishing a customer pickup ship code isn't something that is practical for the users, as they would have to create such a ship to code every time a new customer is created.  I was seeking out 90minds to see if there already was an automated solution already established somewhere.  I will get going on a script to automate this.  I also will add an item for the Mod Squad list.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 03-22-2024 11:57
From: Kevin Moyes
Subject: Customer Pickup on Sales Order and Ship To Address

Yes, a script could do that a few different ways... but what about importing a "PkUp" ship-to address entry for all customers, with the proper tax schedule, and train users to use that for PU orders?  You can even make the panel fields for ShipTo to be read-only, forcing users to use a Ship To code (instead of clearing the fields).

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

My feedback to the customer would be:

This is likely a minor customization using Sage 100 scripting, and in most cases, the cost would start at $2,500. Should we look into this further? 

I find in 99% of the cases with my customers this cuts to the chase right away.

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Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT
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