Sage 100

Client on version 2018 Adv has several Sales Orders that for whatever network glitch reason did not update when the invoice was created. So the lines on the Sales Order still show as open, even though it has been invoiced. From what I can tell this is the only issue. I can pull up the orders in Invoice in History and Cash Receipts.. so it seems like the "link" was either not written, or the client did something and didn't tell me :) 

What is the best way to correct the lines, and link it to the invoice? Can I just DFDM the SOHistory files and delete the Open Sales Order files? The Sales Order Header/Detail records are now obsolete because everything shipped complete. 

FWIW: In DFDM, the AR_InvoiceHeader Invoice shows the Sales Order Number, but SO_SalesOrderHeader and SO_SalesOrderHistoryHeader do not show the LastInvoiceNo or LastInvoiceDate.

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Michelle Forsey
Eide Bailly, Inc.
801-456-5470
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I agree with your idea of using DFDM to fix history and delete any orders/lines fully shipped. Unless someone has a better idea.  

I wanted to mention that I've seen something similar (not exactly what you describe) when a UDF is added and made required on either the Header or Detail tables of sales order, the update from the invoice can fail. Also you can have similar problems with updates coming from RMA.

You might want to see if the client made a UDF required. Any orders that existed before the UDF was added might not have that UDF populated and potentially cause this sort of problem. I don't know if this is what you are seeing but I thought it was worth mentioning


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David Overholt
DWD Technology Group
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Good Idea @David Overholt! They do have a new Internal ​Database Admin.

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Michelle Forsey
Eide Bailly, Inc.
801-456-5470
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Original Message:
Sent: 03-11-2019 15:43
From: David Overholt
Subject: Items not marked as shipped

I agree with your idea of using DFDM to fix history and delete any orders/lines fully shipped. Unless someone has a better idea.

I wanted to mention that I've seen something similar (not exactly what you describe) when a UDF is added and made required on either the Header or Detail tables of sales order, the update from the invoice can fail. Also you can have similar problems with updates coming from RMA.

You might want to see if the client made a UDF required. Any orders that existed before the UDF was added might not have that UDF populated and potentially cause this sort of problem. I don't know if this is what you are seeing but I thought it was worth mentioning


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David Overholt
DWD Technology Group
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If the lines exist in SO_ARInvoiceHistoryLink, I'd say the required field theory would be correct.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 03-11-2019 19:40
From: Michelle Forsey
Subject: Items not marked as shipped

Good Idea @David Overholt! They do have a new Internal ​Database Admin.

------------------------------
Michelle Forsey
Eide Bailly, Inc.
801-456-5470
------------------------------


Original Message:
Sent: 03-11-2019 15:43
From: David Overholt
Subject: Items not marked as shipped

I agree with your idea of using DFDM to fix history and delete any orders/lines fully shipped. Unless someone has a better idea.

I wanted to mention that I've seen something similar (not exactly what you describe) when a UDF is added and made required on either the Header or Detail tables of sales order, the update from the invoice can fail. Also you can have similar problems with updates coming from RMA.

You might want to see if the client made a UDF required. Any orders that existed before the UDF was added might not have that UDF populated and potentially cause this sort of problem. I don't know if this is what you are seeing but I thought it was worth mentioning


------------------------------
David Overholt
DWD Technology Group