Sage 100

Client is trying to determine what happened a MASTER SO.  Seems to have disappeared.  After researching, it appears that Sage does not create a record in table SO History for MASTER ORDERS.  Hmm.  If I try to reenter the master number in SO entry, I get a message that it has been used but I am allowed to reuse the number.  Odd.  The MASTER SO # is written to the SO History Table but it is NOT written to the invoice table.  There is a field for RepetitiveInvoiceRefNo$ in the AR iNVOICE History table but the MASTER number is not mapped to it.

I looked in the activity log but record information is not written there.

Am I overlooking something?  Is there a way to track down what happened to a MASTER SO #?

MOD SQUAD - Perhaps this is something simple for Sage to pursue???  I would also suggest that Sage tweak their customer renumbering utility to renumber the SO history table for customer renumbering.  There is a post from a couple months back where this was discussed as well.  TIA​​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

One thought: if someone creates a Standard against the Master by mistake, and deletes the extra Standard order (or short ships and cancels the BO), those mistaken quantities are not reversed in the Master. 
It could be the Masters are closing naturally, with bad data entry practices.

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

Original Message:
Sent: 06-21-2022 17:11
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------


Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

Good theory.  But where is the pudding for the proof?

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-21-2022 17:17
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

One thought: if someone creates a Standard against the Master by mistake, and deletes the extra Standard order (or short ships and cancels the BO), those mistaken quantities are not reversed in the Master.
It could be the Masters are closing naturally, with bad data entry practices.

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


Original Message:
Sent: 06-21-2022 17:11
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

If they retain deleted SO, you might find something there... otherwise there is no pudding.

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

Original Message:
Sent: 06-21-2022 18:39
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Good theory.  But where is the pudding for the proof?

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------


Original Message:
Sent: 06-21-2022 17:17
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

One thought: if someone creates a Standard against the Master by mistake, and deletes the extra Standard order (or short ships and cancels the BO), those mistaken quantities are not reversed in the Master.
It could be the Masters are closing naturally, with bad data entry practices.

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


Original Message:
Sent: 06-21-2022 17:11
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

Jeff, 
have you discussed the possibility that the master orders might have passed their Expire Date? if they were expired during PE Processing then they would have been removed even if they had not fully shipped.

• Expired master and repeating orders are automatically purged as of the period-ending date during period-end and year-end processing

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

Original Message:
Sent: 06-21-2022 18:47
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

If they retain deleted SO, you might find something there... otherwise there is no pudding.

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


Original Message:
Sent: 06-21-2022 18:39
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Good theory.  But where is the pudding for the proof?

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-21-2022 17:17
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

One thought: if someone creates a Standard against the Master by mistake, and deletes the extra Standard order (or short ships and cancels the BO), those mistaken quantities are not reversed in the Master.
It could be the Masters are closing naturally, with bad data entry practices.

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


Original Message:
Sent: 06-21-2022 17:11
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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

@David Overholt - You might have a winner here.  Very plausible.​scenario!!!!!    Thanks.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-22-2022 07:42
From: David Overholt
Subject: Master Orders in SO Order History Inquiry

Jeff,
have you discussed the possibility that the master orders might have passed their Expire Date? if they were expired during PE Processing then they would have been removed even if they had not fully shipped.

• Expired master and repeating orders are automatically purged as of the period-ending date during period-end and year-end processing

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


Original Message:
Sent: 06-21-2022 18:47
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

If they retain deleted SO, you might find something there... otherwise there is no pudding.

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


Original Message:
Sent: 06-21-2022 18:39
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Good theory.  But where is the pudding for the proof?

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-21-2022 17:17
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

One thought: if someone creates a Standard against the Master by mistake, and deletes the extra Standard order (or short ships and cancels the BO), those mistaken quantities are not reversed in the Master.
It could be the Masters are closing naturally, with bad data entry practices.

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


Original Message:
Sent: 06-21-2022 17:11
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

Same client wants to know what happened to a total of six master SO's.  They all had product unfulfilled, now the MSO is missing.  Master record is not created in SO history so it is very hard to troubleshoot.  They don't purge old master orders (via utility).  I can figure out how many items were shipped via STD SO but the question is what happened to original.  Very similar to @Larry Bradford and my dilemma with the case of the missing IM_alias items.
​

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:29
From: Jeff Schwenk
Subject: Master Orders in SO Order History Inquiry

That only gives me what was shipped but if everything was shipped on the MASTER, then it might purge at period close....  Hmmmm.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-13-2022 17:22
From: Kevin Moyes
Subject: Master Orders in SO Order History Inquiry

Look in SO history for Standard orders referencing the MasterRepeatingOrderNo

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