Sage 100

Is the following available in Sage 100?  If not, has anyone developed a solution or have a suggestion?:

Sales reps want the history detail of master sales orders and master purchase orders.  They want to enter the SO or PO order number of the master order and see the quantity for each line item of  the standard orders and/or invoices that drew down on the master order.

Maybe I am missing something big here.  Software targeting distributors should have this feature.  Many distributors use master orders and need to track the standard orders and invoices that have been applied.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

The "MasterRepeatingOrderNo" (unfortunately isn't a key field) flows to SO History Header and the "MasterOrderLineKey" flows to SO History Detail. Without Premium or a shadow table any report would be a wait.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

Original Message:
Sent: 12-31-2020 14:40
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Thanks Dan.  This customer has premium so I can create a report.   ​​​​​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 12-31-2020 16:03
From: Dan Burleson
Subject: Master Sales Orders and Master Purchase Orders

The "MasterRepeatingOrderNo" (unfortunately isn't a key field) flows to SO History Header and the "MasterOrderLineKey" flows to SO History Detail. Without Premium or a shadow table any report would be a wait.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------


Original Message:
Sent: 12-31-2020 14:40
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Yes, the information is in the SO history but then the next question they will want answered is what invoices did it ship against.  So back to my post above, might be worth adding the UDF's and hope they don't consolidate SO during invoicing.

Regarding innovation, dream on.  Sage 100 is like your best friend from childhood.  They get you, you are comfortable together, they will run through fire for you.  But when it comes to prom, you pick someone else (aka Intacct).  The new kid in town,  perhaps exciting but in reality, somewhat shallow with short attention span.  Such is life.  Sucks at times.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 12-31-2020 16:08
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks Dan.  This customer has premium so I can create a report.   ​​​​​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 12-31-2020 16:03
From: Dan Burleson
Subject: Master Sales Orders and Master Purchase Orders

The "MasterRepeatingOrderNo" (unfortunately isn't a key field) flows to SO History Header and the "MasterOrderLineKey" flows to SO History Detail. Without Premium or a shadow table any report would be a wait.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 12-31-2020 14:40
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Link invoice history through the SO history (with posted invoices containing the SO#) using a sub-report, with a parameter for Master SO#.  If your sub-report is at the line level, be sure to use the OrderLineKey for the invoice side of the link.  Also make sure you are retaining deleted SO / SO lines (in case someone deletes a partially invoiced SO).

On the PO side you can probably use the same strategy, but I haven't done that report.

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

Original Message:
Sent: 12-31-2020 17:39
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Yes, the information is in the SO history but then the next question they will want answered is what invoices did it ship against.  So back to my post above, might be worth adding the UDF's and hope they don't consolidate SO during invoicing.

Regarding innovation, dream on.  Sage 100 is like your best friend from childhood.  They get you, you are comfortable together, they will run through fire for you.  But when it comes to prom, you pick someone else (aka Intacct).  The new kid in town,  perhaps exciting but in reality, somewhat shallow with short attention span.  Such is life.  Sucks at times.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 12-31-2020 16:08
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks Dan.  This customer has premium so I can create a report.   ​​​​​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 16:03
From: Dan Burleson
Subject: Master Sales Orders and Master Purchase Orders

The "MasterRepeatingOrderNo" (unfortunately isn't a key field) flows to SO History Header and the "MasterOrderLineKey" flows to SO History Detail. Without Premium or a shadow table any report would be a wait.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 12-31-2020 14:40
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Thanks @Kevin Moyes !
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 01-04-2021 10:52
From: Kevin Moyes
Subject: Master Sales Orders and Master Purchase Orders

Link invoice history through the SO history (with posted invoices containing the SO#) using a sub-report, with a parameter for Master SO#.  If your sub-report is at the line level, be sure to use the OrderLineKey for the invoice side of the link.  Also make sure you are retaining deleted SO / SO lines (in case someone deletes a partially invoiced SO).

On the PO side you can probably use the same strategy, but I haven't done that report.

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


Original Message:
Sent: 12-31-2020 17:39
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Yes, the information is in the SO history but then the next question they will want answered is what invoices did it ship against.  So back to my post above, might be worth adding the UDF's and hope they don't consolidate SO during invoicing.

Regarding innovation, dream on.  Sage 100 is like your best friend from childhood.  They get you, you are comfortable together, they will run through fire for you.  But when it comes to prom, you pick someone else (aka Intacct).  The new kid in town,  perhaps exciting but in reality, somewhat shallow with short attention span.  Such is life.  Sucks at times.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 12-31-2020 16:08
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks Dan.  This customer has premium so I can create a report.   ​​​​​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 16:03
From: Dan Burleson
Subject: Master Sales Orders and Master Purchase Orders

The "MasterRepeatingOrderNo" (unfortunately isn't a key field) flows to SO History Header and the "MasterOrderLineKey" flows to SO History Detail. Without Premium or a shadow table any report would be a wait.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 12-31-2020 14:40
From: Doug Higgs
Subject: Master Sales Orders and Master Purchase Orders

Thanks for checking @Jeff Schwenk  Why bother with innovation?  Everyone can build all of the enhancements with UDFs and then they can lower the subscription price to compensate the effort.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 12-31-2020 11:01
From: Jeff Schwenk
Subject: Master Sales Orders and Master Purchase Orders

Well, isn't that interesting.  I always ASSUMED that the SO master/repeating order number flowed to the AR invoice history header table but I am just not seeing it.  Guess it isn't big enough to appear on Sage's radar.  Wonder if someone has suggested it on the IDEA web site?  Sage's point of view will probably be, if they want it, they can build it with a UDF.  I am sure the same is true on the PO/AP side of things......  The big issue is whether they are combining multiple SO's on one invoice.  Maybe that is the proverbial straw on the camel's back.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444