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  • 1.  Master Sales Orders - Balance Calculaiton

    Posted 03-16-2020 09:51
    The end user doesn't back order sales orders.  They ship what they have.  The customer can call again and place another order if necessary.    They are concerned by the balance calculation on a master order.  If the Original Qty is 100 and a sales order is entered for 25 the Balance is 75 even if on;y a few ship and none are back ordered.  They would prefer the master order Balance decrease by the quantity invoiced.  Has anyone encountered this situation, and/or have a solution?

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 2.  RE: Master Sales Orders - Balance Calculaiton

    Posted 03-17-2020 04:22
    I would try to use an invoice detail post delete event script to lookup the master order via the sales order (history) and adjust the MasterQtyBalance (+) and MasterQtyOrderedToDate (-) by the difference between the invoice QtyOrdered and QtyShipped.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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  • 3.  RE: Master Sales Orders - Balance Calculaiton

    Posted 03-17-2020 08:33
    Thank you @Dan Burleson  A script is a terrific idea.
    ​

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

    Original Message


  • 4.  RE: Master Sales Orders - Balance Calculaiton

    Posted 03-17-2020 09:38
    Be careful to test.  I tried a similar strategy a couple years ago (to try and deduct freight already charged from an SO), and the Write in the first SO broke all the remaining SO updates (quantities...) in the batch.

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


  • 5.  RE: Master Sales Orders - Balance Calculaiton

    Posted 03-18-2020 09:17
    Thanks @Kevin Moyes
    ​

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

    Original Message


  • 6.  RE: Master Sales Orders - Balance Calculaiton

    Posted 03-18-2020 14:09
    Since the master order is not involved in the update (as the derived sales order would be) that shouldn't be an issue, but definitely test.

    I verified that changes to MasterQtyBalance and MasterQtyOrderedToDate can be scripted and that further orders could be drawn from the master order (w/adjusted values) and invoiced w/o issue.

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

    Original Message


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