Sage 100

User sells products that can have one of numerous makes and models.  Each product has an item code and then they add a comment on the sales order noting the make and model the customer wants.  They want to be able to specify the available makes and models available by item number.  Can I use custom office to 1.  Specify the available makes and models for each item code, and 2. List only the makes and models associated with each item code during sales order entry?

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

I thought you could assign the lot number during data entry now.

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

Thank you @Bob Sosbee. Your idea is good.  My only concern is many items have a lot of potential combinations of make and models but a general alias may work.   ​

I also thought a UDT might be a solution but after testing it doesn't look like a viable option.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

It's what I've used.  I also added UDFs to the Alias table for make, model, and a larger description.  Then you can make the make and model searchable in the lookup.  And all of that can be context mapped to the SO lines for later use on pick tickets, packing lists, and invoices.  People forget what a powerful tool the alias table can be.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

Original Message:
Sent: 02-27-2020 11:10
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Thank you @Bob Sosbee. Your idea is good.  My only concern is many items have a lot of potential combinations of make and models but a general alias may work.   ​

I also thought a UDT might be a solution but after testing it doesn't look like a viable option.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Adding the fields to the alias table is a terrific idea.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 02-27-2020 12:33
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

It's what I've used.  I also added UDFs to the Alias table for make, model, and a larger description.  Then you can make the make and model searchable in the lookup.  And all of that can be context mapped to the SO lines for later use on pick tickets, packing lists, and invoices.  People forget what a powerful tool the alias table can be.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------


Original Message:
Sent: 02-27-2020 11:10
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Thank you @Bob Sosbee. Your idea is good.  My only concern is many items have a lot of potential combinations of make and models but a general alias may work.   ​

I also thought a UDT might be a solution but after testing it doesn't look like a viable option.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Remember that Sage chooses an Alias even when you don't set one.  I wrote a script once, for a customer who uses a similar strategy for setting options in PO lines (by using Alias codes), to pop-up a list of alias codes for them to select from.  There is a limit to how may buttons can fit on screen (...7?), but it works well.

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

Original Message:
Sent: 02-27-2020 12:37
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Adding the fields to the alias table is a terrific idea.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------


Original Message:
Sent: 02-27-2020 12:33
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

It's what I've used.  I also added UDFs to the Alias table for make, model, and a larger description.  Then you can make the make and model searchable in the lookup.  And all of that can be context mapped to the SO lines for later use on pick tickets, packing lists, and invoices.  People forget what a powerful tool the alias table can be.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 02-27-2020 11:10
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Thank you @Bob Sosbee. Your idea is good.  My only concern is many items have a lot of potential combinations of make and models but a general alias may work.   ​

I also thought a UDT might be a solution but after testing it doesn't look like a viable option.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Thanks @Kevin Moyes  I wish a script would work, and your solution is a great one except that only 7 options can be displayed.  After considering all of the potential solutions, I am leaning toward a developer mod.  The company is using several general alias for different bar code related tasks. Also, most of the item codes are not bill of materials so option bills won't work.  Many of the items have a lot of different makes and models so more than 7 makes and models need to display.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 03-03-2020 16:04
From: Kevin Moyes
Subject: Select Make and Model in SO Entry

Remember that Sage chooses an Alias even when you don't set one.  I wrote a script once, for a customer who uses a similar strategy for setting options in PO lines (by using Alias codes), to pop-up a list of alias codes for them to select from.  There is a limit to how may buttons can fit on screen (...7?), but it works well.

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


Original Message:
Sent: 02-27-2020 12:37
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Adding the fields to the alias table is a terrific idea.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 02-27-2020 12:33
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

It's what I've used.  I also added UDFs to the Alias table for make, model, and a larger description.  Then you can make the make and model searchable in the lookup.  And all of that can be context mapped to the SO lines for later use on pick tickets, packing lists, and invoices.  People forget what a powerful tool the alias table can be.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 02-27-2020 11:10
From: Doug Higgs
Subject: Select Make and Model in SO Entry

Thank you @Bob Sosbee. Your idea is good.  My only concern is many items have a lot of potential combinations of make and models but a general alias may work.   ​

I also thought a UDT might be a solution but after testing it doesn't look like a viable option.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary


Original Message:
Sent: 02-27-2020 10:18
From: Bob Sosbee
Subject: Select Make and Model in SO Entry

Howdy, Doug!
Why not use alias items - link the make and model to the item code, then they could simply select it, then it shows on the order/pick ticket/invoice.
You may want to add a script if the item is selected to have them select from the alias table.  And when that make and model is no longer available, you simply delete it from the alias table.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Option bills might work for this.  Create option categories for the make and model and option codes that can be selected for each one.

------------------------------
Bernie Lehman
Lehman Wesley & Associates
------------------------------

@Bernie Lehman  I'm not sure if all of the items are set up in bill of materials, but great idea.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Assistant to the Traveling Secretary
------------------------------

Original Message:
Sent: 02-28-2020 16:16
From: Bernie Lehman
Subject: Select Make and Model in SO Entry

Option bills might work for this.  Create option categories for the make and model and option codes that can be selected for each one.

------------------------------
Bernie Lehman
Lehman Wesley & Associates
------------------------------