Thanks for the tip Doug. I hadn't seen that enhancement before.
Munjal White Consulting Co.
Original Message:
Sent: 11-08-2023 17:58
From: Doug Higgs
Subject: Sales Order Role Maintenance
DSD has SO-1429 . It checks for quantity on hand and prevents shipping greater than the qty on hand. When I saw this role option I was encouraged.
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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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Original Message:
Sent: 11-08-2023 17:54
From: Kevin Moyes
Subject: Sales Order Role Maintenance
We've been asked many times about how to prevent negative inventory, and found nothing other than using Lot / Serial valuation (which natively blocks negative inventory).
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
Original Message:
Sent: 11-08-2023 17:50
From: Doug Higgs
Subject: Sales Order Role Maintenance
@Susan Pawlowic That pop up box has always been there if that SO option is enabled. I don;t see anything new that prevents shipping more than the quantity on hand.... or there is a setting or process I am missing.
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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
Original Message:
Sent: 11-08-2023 17:46
From: Susan Pawlowic
Subject: Sales Order Role Maintenance
@Doug HiggsI disabled "Check for Available Qty" in SO Options and yes, I got the same results as you did. So it looks like if "Check for Available Qty" is enabled, and the box in Role Maintenance is disabled, then when you enter a quantity more than QOH the box that pops up with the options is missing the "Accept Quantity Entered" option.
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Susan Pawlowic
Sage 100 Solutions Architect
RKL eSolutions, LLC
spawlowic@rklesolutions.com
(717) 735-9109 Ext. 4352
Original Message:
Sent: 11-08-2023 17:32
From: Doug Higgs
Subject: Sales Order Role Maintenance
I just tested it in version 2022 and I am not seeing it working as I would expect it to. The box is unchecked in role maintenance, the item on the order has 0 quantity on hand and 0 qty available, yet I can ship it in shipping data entry. Also, the sales journal updates fine, and the quantity on hand is then negative. Interesting and most likely irrelevant, when the cursor is on the Sales Order, Security Options role maintenance selection, although the selection is "Allow to Exceed Quantity on Hand" the description at the bottom is "Allows the user to enter and accept a quantity that is greater than the quantity available.". These descriptions represent are completely different behaviors. Quantity Available and Quantity on Hand are not the same... obviously.
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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
Original Message:
Sent: 11-08-2023 14:40
From: Susan Pawlowic
Subject: Sales Order Role Maintenance
@Doug Higgs I discovered this in Version 2022 when a client asked for this restriction. I was delighted to find this!
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Susan Pawlowic
Sage 100 Solutions Architect
RKL eSolutions, LLC
spawlowic@rklesolutions.com
(717) 735-9109 Ext. 4352
Original Message:
Sent: 11-08-2023 13:54
From: Doug Higgs
Subject: Sales Order Role Maintenance
@Susan Pawlowic Did you figure this out on your own or does Sage have documentation on this feature? This must be new in version 2023. I think it has potential to be a great feature. It can solve the issue of creating negative on hand inventory, leading to inaccurate average cost.
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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
Original Message:
Sent: 11-08-2023 09:50
From: Susan Pawlowic
Subject: Sales Order Role Maintenance
This applies only to Shipping and Invoice Data Entry. It removes the "Accept Quantity Entered" option.
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Susan Pawlowic
Sage 100 Solutions Architect
RKL eSolutions, LLC
spawlowic@rklesolutions.com
(717) 735-9109 Ext. 4352