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Sales Order History Header file not renumbered

  • 1.  Sales Order History Header file not renumbered

    Posted 02-28-2022 17:59
    Anyone out there know the reason why the SO Sales Order History Header file records would not be renumbered to a new customer when a customer is renumbered using the Customer Delete/Change utility?  A customer ran the utility and sure enough the SO SalesOrderHistoryHeader file did not get updated with the new customer number.  Makes no sense to me!  

    Change Tab - The following files are updated if you change a customer number.
    AR_Alternatelnvoice
    AR_CashReceiptsDetail
    AR_CashReceiptsHeader
    AR_CashReceiptsHistory
    AR_CashSales
    AR_Customer
    A R_C ustomerContact
    AR_CustomerCreditCard
    AR_CustomerCreditCardEBMUser
    AR_CustomerMemo
    AR_CustomerMemoSettings
    AR_CustomerSalesH ¡story
    AR_CustomerSalesperson History
    AR_CustomerShipToTaxExemptions
    AR_DailyPostingWork
    AR_DepositHistory
    AR_FinanceCharge
    AR_lnvoiceHeader
    AR_lnvoiceHistoryHeader
    AR_Openlnvoice
    AR_OpenlnvoiceSplitCommissions
    AR_OpenlnvoiceTaxSummary
    AR_RepetitivelnvoiceDetail
    AR_RepetitivelnvoiceHeader
    AR_RepetitivelnvoiceTaxDetail
    AR_RepetitivelnvoiceTaxSummary
    AR_SalespersonCommission
    AR_SalesTax
    AR_SummaryDr¡IIDownWork
    AR_TransactionPaymentH ¡story
    GL_SummaryDetailDr¡IIDown
    IM_AI¡asltem
    IM_Pr¡ce
    IT_Customer
    IT_Shopp¡ngCartAutoLogHdr
    IT_Shopp¡ngCartHeader
    IT_UIDCustomerChange
    IT_UIDCustomerChangeAutoLog
    JC_Job
    JC_JobBilling Header
    RA_Customerlnvo¡ceSearch
    RA_GenerateTransact¡ons
    RAJnquiryReceiptsHistoryLink
    RA_ReceiptsHeader
    RA_ReceiptsH¡storyHeader
    RA_Repa¡rDeta¡l
    RA_Return Header
    RA_Return Reason Detail
    SO_AutoGeneratelnvoices
    SO_Da¡lyPostingWork
    SO_Da¡lySh¡pment
    SOJnvoiceHeader
    SO_LastPurchaseH¡story
    SO_LotSerial History
    SO_SalesH¡story
    SO_SalesOrderHeader
    SO_SalesOrderRecap
    SO_ShipTo Address
    SO_SummaryDr¡IIDownWork

    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    Chanhassen MN
    952-210-7758
    ------------------------------


  • 2.  RE: Sales Order History Header file not renumbered

    Posted 02-28-2022 18:03
    Did you check if open SO were updated, and just closed SO were left with the old CustomerNo?  It could be that Sage missed that detail, and nobody else noticed yet.

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



  • 3.  RE: Sales Order History Header file not renumbered

    Posted 02-28-2022 18:25
    @Kevin Moyes The Sales Order was completed prior to the customer renumber.​

    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    Chanhassen MN
    952-210-7758
    ------------------------------

    Original Message


  • 4.  RE: Sales Order History Header file not renumbered

    Posted 02-28-2022 18:27
    Try to duplicate in ABC demo data (no enhancements) and report to Sage if it's a bug...?

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

    Original Message


  • 5.  RE: Sales Order History Header file not renumbered

    Posted 02-28-2022 18:50
    Kevin you can see from the list of files that Sage says they hit with the customer change utility, and SO_SalesOrderHistoryHeader is not one of them.  This seems to me to be one of those bone-headed WAD excuses.  I will log an issue with Sage because their documented KB provided that list.

    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    Chanhassen MN
    952-210-7758
    ------------------------------

    Original Message


  • 6.  RE: Sales Order History Header file not renumbered

    Posted 02-28-2022 20:11
    I've experienced this too. Not sure why it's left off. Luckily, CustomerNo is NOT a key field so I exported the list of header records (OrderNo and CustomerNo) then did a VLOOKUP in Excel and imported the correct customer number back in.

    ------------------------------
    Bill Pfahnl
    Nims & Associates
    ------------------------------



  • 7.  RE: Sales Order History Header file not renumbered

    Posted 03-01-2022 09:33
    Thanks Bill for confirming that you've had this same issue.  And I was already planning on doing the import to the SO Header file.  I'm going to post this issue on Sage City and on the Ideas page too.

    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    Chanhassen MN
    952-210-7758
    ------------------------------

    Original Message


  • 8.  RE: Sales Order History Header file not renumbered

    Posted 03-01-2022 19:01
    Edited by Brett Zimmerman 03-01-2022 21:29
    Give it a Vote https://www5.v1ideas.com/TheSageGroupplc/Sage100ERP/Idea/Detail/12807.

    ---------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ---------------------------------



    Original Message


  • 9.  RE: Sales Order History Header file not renumbered

    Posted 03-01-2022 19:23
    @Brett Zimmerman

    The link did not work.  I did search Sage Ideas site and didn't find a listing.  Can you give me key words to search so I can vote on it?​​

    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    Chanhassen MN
    952-210-7758
    ------------------------------

    Original Message


  • 10.  RE: Sales Order History Header file not renumbered

    Posted 03-01-2022 19:35
    Edited by Brett Zimmerman 03-02-2022 07:14
    https://www5.v1ideas.com/TheSageGroupplc/Sage100ERP/Idea/Detail/12807
    I had searched ‘renumber and history’


    ---------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ---------------------------------



    Original Message


  • 11.  RE: Sales Order History Header file not renumbered

    Posted 03-02-2022 07:55
    It appears that our own @Beth Bowers requested the fix over a year ago!!  Dare we hope they fixed it in the v2022 release?  Vote count is now 11.....

    https://www5.v1ideas.com/TheSageGroupplc/Sage100ERP/Idea/Detail/12807
    ​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


  • 12.  RE: Sales Order History Header file not renumbered

    Posted 03-02-2022 08:06
    For those interested in @Jane Scanlan Sage community post.

    Customer Renumber using Delete/Change Utility does not renumber customer in SO_SalesOrderHistoryHeader - Sage 100 Core Financial Modules - Sage 100 - Sage City Community
    ​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


  • 13.  RE: Sales Order History Header file not renumbered

    Posted 03-02-2022 09:56
    Sage marks what is "planned"... so add your votes people!

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

    Original Message


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