Sage 100

Hi all!  Hope I'm not overlooking something simple.  Is there a way to only include items that currently have an on-hand quantity not equal to zero in Physical Count (Worksheet and Entry)?  Recent upgrade to v.2019 PU2 from v.2017, trying to replicate "lost" functionality.  TIA!!

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

Thank you @Madeline Stefanou for confirming!  That is the exact situation.  They have a report that only prints the non-zero quantity items, yet they are telling me that the zero on-hand items ​have never been on the Entry screen.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

Original Message:
Sent: 02-10-2020 08:28
From: Madeline Stefanou
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

You could create a version of the report setting that is CSV export friendly that only includes items with a quantity on hand and run the worksheet with the option to print the worksheet only then use the exported items as the source for a VI import job into IM_Physical.

------------------------------
David Speck II
Tennessee Software Solutions
------------------------------

Original Message:
Sent: 02-10-2020 09:26
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Thank you @Madeline Stefanou for confirming!  That is the exact situation.  They have a report that only prints the non-zero quantity items, yet they are telling me that the zero on-hand items ​have never been on the Entry screen.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------


Original Message:
Sent: 02-10-2020 08:28
From: Madeline Stefanou
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

Yes, that is the current plan.  The goal was to have only those items be int he entry screen, as they prefer to key in the quantities, but not have to skip the hundreds of zero lines.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

Original Message:
Sent: 02-12-2020 01:29
From: David Speck II
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

You could create a version of the report setting that is CSV export friendly that only includes items with a quantity on hand and run the worksheet with the option to print the worksheet only then use the exported items as the source for a VI import job into IM_Physical.

------------------------------
David Speck II
Tennessee Software Solutions
------------------------------


Original Message:
Sent: 02-10-2020 09:26
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Thank you @Madeline Stefanou for confirming!  That is the exact situation.  They have a report that only prints the non-zero quantity items, yet they are telling me that the zero on-hand items ​have never been on the Entry screen.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772


Original Message:
Sent: 02-10-2020 08:28
From: Madeline Stefanou
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

Also:  We created an MD mod to add a check-box to allow creating worksheet ONLY for items with on-hand values.
If your workarounds get to cumbersome, let me know the version and I'll quote the mods.
Lee

------------------------------
Lee Graham
Friendly Systems, Inc.
------------------------------

Original Message:
Sent: 02-12-2020 11:18
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Yes, that is the current plan.  The goal was to have only those items be int he entry screen, as they prefer to key in the quantities, but not have to skip the hundreds of zero lines.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------


Original Message:
Sent: 02-12-2020 01:29
From: David Speck II
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

You could create a version of the report setting that is CSV export friendly that only includes items with a quantity on hand and run the worksheet with the option to print the worksheet only then use the exported items as the source for a VI import job into IM_Physical.

------------------------------
David Speck II
Tennessee Software Solutions


Original Message:
Sent: 02-10-2020 09:26
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Thank you @Madeline Stefanou for confirming!  That is the exact situation.  They have a report that only prints the non-zero quantity items, yet they are telling me that the zero on-hand items ​have never been on the Entry screen.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772


Original Message:
Sent: 02-10-2020 08:28
From: Madeline Stefanou
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

Thank you @Lee Graham.  ​

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

Original Message:
Sent: 02-12-2020 15:23
From: Lee Graham
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Also:  We created an MD mod to add a check-box to allow creating worksheet ONLY for items with on-hand values.
If your workarounds get to cumbersome, let me know the version and I'll quote the mods.
Lee

------------------------------
Lee Graham
Friendly Systems, Inc.
------------------------------


Original Message:
Sent: 02-12-2020 11:18
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Yes, that is the current plan.  The goal was to have only those items be int he entry screen, as they prefer to key in the quantities, but not have to skip the hundreds of zero lines.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772


Original Message:
Sent: 02-12-2020 01:29
From: David Speck II
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

You could create a version of the report setting that is CSV export friendly that only includes items with a quantity on hand and run the worksheet with the option to print the worksheet only then use the exported items as the source for a VI import job into IM_Physical.

------------------------------
David Speck II
Tennessee Software Solutions


Original Message:
Sent: 02-10-2020 09:26
From: Michelle Taylor
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

Thank you @Madeline Stefanou for confirming!  That is the exact situation.  They have a report that only prints the non-zero quantity items, yet they are telling me that the zero on-hand items ​have never been on the Entry screen.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772


Original Message:
Sent: 02-10-2020 08:28
From: Madeline Stefanou
Subject: ONLY current on-hand items included in Physical Count (Worksheet and Entry)

I have modified the printed worksheet for a few clients to allow them to print only for those items that have quantities.  But then when they key in the counts then need to use caution because all items are frozen including those with zero counts.  If they are not careful, the counts get added to the wrong line items.  I have never heard of a functionality to "freeze" only items with a quantity on hand.  Did they maybe have something custom that was not documented?​

------------------------------
Madeline Stefanou
RKL eSolutions, LLC