Sage 100

We have a customer on Sage 100 advanced v2020.0.1 with Operations Management (JobOps).  They are experiencing the situation where the total of the line items does not match the taxable + non-taxable amounts.  I see that Sage has a hot fix out, SO6004-T that is supposed to be for this issue.  Does anyone know if it is compatible with JobOps?

Thanks

Cooper

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Cooper Black
Accounting Systems, Inc. (ASI)
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@Cooper Black  the download states it is compatible with both PM and OM. It's on my To Do List for a client, also. ​

 

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Madeline Stefanou
RKL eSolutions, LLC
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I installed SO6004T back in March for a client on Advanced 2020 6.20.0.1 as they had a lot of orders with totals not matching lines. They contacted me about another one today. Ran a report and found 2 more. So this did not fix it. Changing sales tax recalcs it and makes it correct in Open SO but SO history does not match Open SO.

Is there any hotfix more current that actually fixes the issue?

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Kelley Johnson
Kelley Johnson Consulting
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Original Message:
Sent: 07-28-2021 13:48
From: Madeline Stefanou
Subject: Sales Order lines out of balance with totals

@Cooper Black  the download states it is compatible with both PM and OM. It's on my To Do List for a client, also. ​

 

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Madeline Stefanou
RKL eSolutions, LLC
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If the totals were $0, then the hotfix was supposed to fix that, if the totals are wrong, it is likely something else unless the totals were saved before the fix was in place, such as if they started out as zero but a line change increased or decreased and was then saved.  Throwing the following in a post read event script on the SO_SalesOrderHeader appeared to prevent the totals being zero when duplicating the events that were found to produce the issue.  However, the only way to force the totals to recalculate is by changing the tax schedule or calling the header's SalesTaxCalculation or SalesTaxRecalculation (this is called when the tax schedule is changed) methods.

If oBusObj.Lines <> 0 Then oSession.AsObject(oBusObj.Lines).SetBrowseFilter oBusObj.GetKeyPadded()​

You may also want to check to see if you have any scripts on the SO_SalesOrderHeader, SO_SalesOrderDetail, SO_InvoiceHeader, and/or SO_InvoiceDetail tables and scripts that don't handle the totals correctly may be contributing towards the discrepancy.  Also check for any button scripts attached to the UI tasks.

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David Speck II
Tennessee Software Solutions
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Original Message:
Sent: 08-02-2021 18:28
From: Kelley Johnson
Subject: Sales Order lines out of balance with totals

I installed SO6004T back in March for a client on Advanced 2020 6.20.0.1 as they had a lot of orders with totals not matching lines. They contacted me about another one today. Ran a report and found 2 more. So this did not fix it. Changing sales tax recalcs it and makes it correct in Open SO but SO history does not match Open SO.

Is there any hotfix more current that actually fixes the issue?

------------------------------
Kelley Johnson
Kelley Johnson Consulting
------------------------------


Original Message:
Sent: 07-28-2021 13:48
From: Madeline Stefanou
Subject: Sales Order lines out of balance with totals

@Cooper Black  the download states it is compatible with both PM and OM. It's on my To Do List for a client, also. ​

 

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Madeline Stefanou
RKL eSolutions, LLC

They dont have Avalara and they dont have any scripts. They do have DSD, Insync, and APS. It is a newly entered order well after when patch was installed.  The totals are not 0. They dont match lines but have an amount. I had a programmer confirm the SO6004T patch installed properly in SO_SalesOrder_bus.pvc. It is very intermittent. Both examples, the nontaxable amount was off. Taxable was correct. Changing sales tax schedule does recalc and fix but sales history has a different number and doesnt match open SO. It appears to be very intermittent.

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Kelley Johnson
Kelley Johnson Consulting
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Original Message:
Sent: 08-03-2021 19:31
From: David Speck II
Subject: Sales Order lines out of balance with totals

If the totals were $0, then the hotfix was supposed to fix that, if the totals are wrong, it is likely something else unless the totals were saved before the fix was in place, such as if they started out as zero but a line change increased or decreased and was then saved.  Throwing the following in a post read event script on the SO_SalesOrderHeader appeared to prevent the totals being zero when duplicating the events that were found to produce the issue.  However, the only way to force the totals to recalculate is by changing the tax schedule or calling the header's SalesTaxCalculation or SalesTaxRecalculation (this is called when the tax schedule is changed) methods.

If oBusObj.Lines <> 0 Then oSession.AsObject(oBusObj.Lines).SetBrowseFilter oBusObj.GetKeyPadded()​

You may also want to check to see if you have any scripts on the SO_SalesOrderHeader, SO_SalesOrderDetail, SO_InvoiceHeader, and/or SO_InvoiceDetail tables and scripts that don't handle the totals correctly may be contributing towards the discrepancy.  Also check for any button scripts attached to the UI tasks.

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


Original Message:
Sent: 08-02-2021 18:28
From: Kelley Johnson
Subject: Sales Order lines out of balance with totals

I installed SO6004T back in March for a client on Advanced 2020 6.20.0.1 as they had a lot of orders with totals not matching lines. They contacted me about another one today. Ran a report and found 2 more. So this did not fix it. Changing sales tax recalcs it and makes it correct in Open SO but SO history does not match Open SO.

Is there any hotfix more current that actually fixes the issue?

------------------------------
Kelley Johnson
Kelley Johnson Consulting


Original Message:
Sent: 07-28-2021 13:48
From: Madeline Stefanou
Subject: Sales Order lines out of balance with totals

@Cooper Black  the download states it is compatible with both PM and OM. It's on my To Do List for a client, also. ​

 

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Madeline Stefanou
RKL eSolutions, LLC

Sorry I’m on mobile so I can’t easily hop to see what the listed fix is. Just adding for future search that I’ve seen this with Avalara though I think it has been fixed ( quite possibly with the patch ).

Another byproduct of our Avalara issue was the Sales Order History had OOB totals - in some cases I believe the regular SO total was ok. This one isn’t as easy to catch unless you regularly review the SO history.

TL;DR: if you have Avalara you might also update the AVATAX connector before support tells you to do so midday with 30 people in the system. Pretty much any Avalara support requires you to update the connnector and the connector date stamp seems to change at least weekly.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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