Based on what has been said above, going with divisions has the potential to be a big cluster!!!!!!!!! Enter the order as a quote, use a UDF to differentiate order type. Write a Crystal report for profit margin reporting. If you really wanted to use the GL, set up Misc codes of some sort to drive the GL accounts. Or use the order type UDF to drive the script to change GL account department segment. Doubling customer numbers gives me chills.
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Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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Original Message:
Sent: 10-21-2021 14:13
From: Doug Higgs
Subject: The Same Customer in a Different Division
@Kevin Moyes Entering the order as a quote is a great idea. @Brett Zimmerman Thanks for the info on the DSD enhancement. I took a look at it but not sure if it is going to help. I may contact DSD and get more specifics on what they have available.
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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: 10-21-2021 14:08
From: Kevin Moyes
Subject: The Same Customer in a Different Division
Enter the repair orders as SO quotes... that won't affect any "what do we need to ship" reports.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
Original Message:
Sent: 10-21-2021 14:04
From: Doug Higgs
Subject: The Same Customer in a Different Division
@Beth Bowers They have a distribution business and a repair business. Customers bring tools in to the warehouse for repair. Management wants to be able to track repair sales separately from the distribution sales and create financial reports either combined or seperated by division. The same customer that buys tools may also need repair services. Currently the warehouse person doesn't even enter a sales order when a repair comes in. The item to be repaired may sit until someone gets around to fixing it. Then when the repair is completed the person doing the repair tells the office the parts they used and that triggers an invoice to be created and sent to the customer. I suggested at a minimum a sales order needs to be created with a misc line item to get the order in the system. Managements concern is that they have a bunch of sales orders in the system and they want to be able to distinguish orders that need a pick sheet and need to ship and the repair orders. I mentioned that we could just put a UDF check box on the order and then use a custom filter for repair or distribution lists. they really like the division idea and use a custom filter to list by division number - ir 00 for distribution orders and 01 for repair orders. One issue that came up is how to handle a cash receipt that pays multiple invoices, some for each division - One customer# is 00-ABC and the other is 01-ABC.
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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
Original Message:
Sent: 10-21-2021 13:00
From: Beth Bowers
Subject: The Same Customer in a Different Division
My first question is WHY?
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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Tennessee Software Solutions
269-445-1625