Sage 100

Our Sage 100 customer loads bags (and larger) of seed onto trucks for delivery to customers (ranches/farms). They have a couple dozen trucks, and they need to easily assign SO# ABC onto Truck1, SO# DEF onto Truck2, and SO# GHI onto Truck1, etc. Assignment is ad hoc because they know the approximate route of each truck ahead of time. The bags in and order have predetermined weight, and trucks have limits. Assignments are made on trucks for tomorrow and for several more days after that. Truck loading can be changed (ad hoc) up to late the day before. We need to run reports for truck loading, and delivery tickets that the drivers use and drop with customers. (iPad integration is a Phase 2 or 3.) xkZero's Route Selling app is not a fit. Any other suggestions on where we should investigate?

I'm thinking at least some type of UDF attached to Sales Order which indicates the truck #. I'm guessing you probably also need weight, delivery region. From there you should be able to Crystal Report though admittedly this would be very rough especially since it sounds like you'd want some portion of it to be automatic.

Make each truck a warehouse. Script on SO so that existing lines warehouse is changed when the header warehouse changes. Script could warn if adding that order brings the truck over the weight limit for that day. If the trucks have different weight limits that could be a warehouse UDF. Script (or outside program) to automate the warehouse transfers - batch by truck and use the update printout for loading?

I had an egg distributor doing a similar process for their delivery trucks. We just added a UDF (as Wayne suggests( to the SO header for tracking. Wrote a couple Crystal reports to print the paperwork as needed. I would have done it with a Pivot table but couldn't figure out the process, so I used Crystal instead.............

Actually an Access query off of PTQs would work, but it seems today I'm just trying to make simple stuff complicated. :-)

UDT for the trucks with key fields such as weight etc. part of the table? Reports could sum up weight of each order assigned to truck compared to weight in UDT.

If you try the scripting route, you need to change the inventory on-order figures for each w/h (prior & current) when changing the wh on SO lines.

Sorry for the long silence here; too many distractions. These are all good suggestions, but sadly, they don't fix my main problem. Probably the best way to explain this is, ""I need a GUI on top of these data changes."" The UDT of ""Trucks"" with fields for order number and weight are good. But I need a way to drag n drop the order into a truck for a specific day, showing real time the unused capacity in the truck. Once ""loaded,"" an order can be benched, replaced by a higher priority order. The orders are scheduled out ~5 days. Nothing is final until the evening before the trucks leave in in AM. I thought this would be functionality I'd be able to find pretty easily, but apparently not. The ad hoc nature of this business need seems unusual, as I haven't something to handle it. Route Sell and others work off of pretty strict rules. So, if we have to but a custom front end on this, what is the best way to approach it? It would be great to be browser-based, using BOI to communicate to Sage 100, but I might be off base. What do you think?

The closest I'm picturing is the drag and drop project manager @JohnnyPabian showed at MOTM and even that is not going to get you calculated max weights, etc.

I have done something similar in CRM recently as a prototype- setup a truck as resource in CRM and then maybe use for scheduling. Some additional logic would have to be done for truck weight limits.

Johnny is it possible to discuss this a bit, maybe screen share?