When I have a customer requesting that backorders show on the packer or
invoice, I will generally go back to the document and add a subreport
that reviews the sales order and prints any order lines that have a
remaining quantity on an open line:
Backordered Items:
________________________________
Your PO Your Line Part ID
Description
Backordered Qty
XXXXXXXXXX XXX XXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXX,XXX,XXX.00
________________________________
This can get messy if multiple orders are on the Invoice so it may be
necessary to redesign the invoice to meet this situation. To do this in
8, you may have to add the Order Detail table to the data in the report
style. I have not done this recently so I am running from memory.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Carey S
Sent: Friday, December 28, 2007 9:35 PM
Adam,
I personally see invoices from vendors come in a lot with lines shipped
as 0 which is very confusing. Again, it is a matter of prefernece.
I am a little confused by the idea of tying a second "manual" invoice
with the remaining non-shipped lines.
But I believe that what I am getting from you that perhaps an
understanding of how Vantage is defaulted to work might help you come up
with a solution.
Let us hold of of backorder notification for a second.
When you invoice from shipped lines, by definition it is not going to
pull non-shipped lines.
So, I wonder why you would want to generate lines or a second invoice to
counter this.
If you want to actually invoice for non-shipped parts, you can do an
advanced bill, or maybe your scenario would rather a deposit
billing.This way, invoice activity does not change the ship status of
lines, and all document references remain intact.
So, I suppose what you could do is modify the crystal report for the
pack slip.
In this case, I would put logic to see if any lines are unshipped, and
then print something on the pack slip indicating this, or maybe even
then pulling down the lines. I am not sure, but you might have to link
the order table and build a recordset with the additional information.
I suppose you could do the same for the invoice if you really wanted to
show those lines as 0 ship quantity.
Does that give you any more ideas?
Carey
To: vantage@yahoogroups.comFrom <mailto:vantage%40yahoogroups.comFrom> :
xcsdm@... <mailto:xcsdm%40verizon.netDate> :
Fri, 28 Dec 2007 17:30:44
I've searched through several post and could not find a good answer.
Forgive me if I'm asking a repeat question.I'll describe this is
sections: The Problem and The QuestionsThe Problem(s):A packing slip
cannot contain a line item with QTY 0 shipped. Therefore, if only 1 line
of a 5 line order is shipped, only 1 line appears in the packing slip.
When invoices are generated from the packing slip, they only contain
that 1 line. I cannot add invoice lines of QTY 0. This creates an issue
of informing a customer of backordered items via the invoice.Also, if a
manual invoice is created with the additional order lines at 0 Qty, the
packing slip is never tied to the invoice (even though they share the
same order number). This creates an issue where orders invoiced have
uninvoiced packing slips listed, that I have found no way to mark as
invoiced, and do not get removed from the non-invoiced list. I can see
this leading to duplicate invoices being created.The
Question(s):Proceduraly, how can we easily inform the customers of
backorders if we invoice off a packing slip that is not a complete
order?Or, How can I mark a packing slip as invoiced, and tie the packing
slip to the invoice if a manual (in this case Misc. Invoice) is
used?Thank you for you helpSigned - Drafted IT Guy held captiveA Long
[Non-text portions of this message have been removed]
invoice, I will generally go back to the document and add a subreport
that reviews the sales order and prints any order lines that have a
remaining quantity on an open line:
Backordered Items:
________________________________
Your PO Your Line Part ID
Description
Backordered Qty
XXXXXXXXXX XXX XXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXX,XXX,XXX.00
________________________________
This can get messy if multiple orders are on the Invoice so it may be
necessary to redesign the invoice to meet this situation. To do this in
8, you may have to add the Order Detail table to the data in the report
style. I have not done this recently so I am running from memory.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Carey S
Sent: Friday, December 28, 2007 9:35 PM
Adam,
I personally see invoices from vendors come in a lot with lines shipped
as 0 which is very confusing. Again, it is a matter of prefernece.
I am a little confused by the idea of tying a second "manual" invoice
with the remaining non-shipped lines.
But I believe that what I am getting from you that perhaps an
understanding of how Vantage is defaulted to work might help you come up
with a solution.
Let us hold of of backorder notification for a second.
When you invoice from shipped lines, by definition it is not going to
pull non-shipped lines.
So, I wonder why you would want to generate lines or a second invoice to
counter this.
If you want to actually invoice for non-shipped parts, you can do an
advanced bill, or maybe your scenario would rather a deposit
billing.This way, invoice activity does not change the ship status of
lines, and all document references remain intact.
So, I suppose what you could do is modify the crystal report for the
pack slip.
In this case, I would put logic to see if any lines are unshipped, and
then print something on the pack slip indicating this, or maybe even
then pulling down the lines. I am not sure, but you might have to link
the order table and build a recordset with the additional information.
I suppose you could do the same for the invoice if you really wanted to
show those lines as 0 ship quantity.
Does that give you any more ideas?
Carey
To: vantage@yahoogroups.comFrom <mailto:vantage%40yahoogroups.comFrom> :
xcsdm@... <mailto:xcsdm%40verizon.netDate> :
Fri, 28 Dec 2007 17:30:44
I've searched through several post and could not find a good answer.
Forgive me if I'm asking a repeat question.I'll describe this is
sections: The Problem and The QuestionsThe Problem(s):A packing slip
cannot contain a line item with QTY 0 shipped. Therefore, if only 1 line
of a 5 line order is shipped, only 1 line appears in the packing slip.
When invoices are generated from the packing slip, they only contain
that 1 line. I cannot add invoice lines of QTY 0. This creates an issue
of informing a customer of backordered items via the invoice.Also, if a
manual invoice is created with the additional order lines at 0 Qty, the
packing slip is never tied to the invoice (even though they share the
same order number). This creates an issue where orders invoiced have
uninvoiced packing slips listed, that I have found no way to mark as
invoiced, and do not get removed from the non-invoiced list. I can see
this leading to duplicate invoices being created.The
Question(s):Proceduraly, how can we easily inform the customers of
backorders if we invoice off a packing slip that is not a complete
order?Or, How can I mark a packing slip as invoiced, and tie the packing
slip to the invoice if a manual (in this case Misc. Invoice) is
used?Thank you for you helpSigned - Drafted IT Guy held captiveA Long
[Non-text portions of this message have been removed]