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  • 1.  Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-23-2023 17:35

    The client turned on the option to allow users to enter Lot serial information during Sales Order entry. But they have users that put the initial orders in without knowing the serial numbers. Later after production is run, another user will assign the serial numbers by going back and editing the order in Sales Order Entry. This allows them to print a picking sheet with serial numbers for the warehouse to use when shipping the items. 

    Their sales orders have 50-100 lines on each order. With the option turned on, every time they enter a new line on the order the distribution window pops up. The user then has to close the window and answer NO to the question "distribution is out of balance Delete the line" that is REALLY slowing down the whole process; especially if they accidentally hit YES and delete the line. (I think they will quickly learn not do that.) 

    Am I missing something? is there a way to turn that pop-up off?  Either by user or for all users? I've looked in role maintenace and SO Settings. It would be easier for the person editing the order later to have to click on the distribution box so even if it is all or nothing option, it will help.  

    The client asked me to write a modification, but before I go too far down that path, I'm hoping maybe there is a setting that I'm missing. 



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    David Overholt
    DWD Technology Group
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  • 2.  RE: Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-24-2023 09:32

    I haven't been able to find a setting in native Sage that turns this off either.  ScanForce includes a mod with their WMS solution that does but it seems like Sage would have that as an option too.  Maybe this is a quick win for the ideas site?



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    Bernie Lehman
    Partner
    Lehman Wesley & Associates
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  • 3.  RE: Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-24-2023 09:50

    The way that we do it is to assign the serial after they've been picked. 

    My customer is 100% serial numbers on almost every shipment. They just don't do this during the entry of the order.

    1. Enter the order ( No S/N)
    2. Print pick sheet 
    3. Pick sheet goes to be fulfilled
    4. During fulfillment the SN is added to the pick
    5. Pick sheet goes back to order entry who enters the SN and invoices the shipment, adds tracking info



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 4.  RE: Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-24-2023 10:33

    David - Not sure if this helps a little but a quick button script on the Tier Dist dialog can prevent the "Distribution is out of balance" part of it. Presumably you could customize by user, role, and company - https://tinyurl.com/2p8k6ryd



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    Alnoor Cassim
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  • 5.  RE: Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-25-2023 10:02

    Thanks Alnoor,

    I went with a  providex modification – added a UDF check box called "No Distribution"  to the Sales Order Header table and defaults to "Y"

    The modification prevents the pop-up if the box is checked. When they are ready to add the distributions they just need to uncheck the box ad click on the distribution Button.

    They are testing it today but initially they were really excited about it.

     

     

     

     

     

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  • 6.  RE: Lot serial distribution screen pops up in Sales Order Entry

    Posted 05-25-2023 10:08

    Nice David!



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    Alnoor Cassim
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