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Evo-ERP and DBA Classic >> Manufacturing >> Backorders, partial shipments, partial invoicing
http://www.istechforum.com/YaBB.pl?num=1094011345

Message started by JAM1967 on 08/31/04 at 20:02:25

Title: Backorders, partial shipments, partial invoicing
Post by JAM1967 on 08/31/04 at 20:02:25

Say we have a sales order for 1,000, and SD-M Ready to ship? flag is set to Y. We have 800 in stock. This will create a ship qty of 800 and a backorder of 200. We place a PO for 200 and receive into inventory.

Thus we have two shipments of 800 and 200 against SO. How do I create the 2 shipments and 2 invoices for the 800 and 200 (assume there is a fair time lag between the two shipments).

I thought I did this OK about 2 years ago, so maybe I have forgotten (very likely!) or program has changed. Would appreciate any help on best way to do this.

If I set the SD-M Ready to ship? flag to N and use SO-E Release Sales Orders, this does not create a backorder, despite help notes saying it will. Anyone else noticed any problems with SO-E and backorders?

Thank you
John M

Title: Re: Backorders, partial shipments, partial invoici
Post by Lynn Pantic on 09/01/04 at 11:33:29

Whether you use SO-A or SO-E, your first shipment should be processed for 800 leaving 200 on backorder. If you enter the order with the RTS flag set to Y, then the program will put the 200 on back order allowing you to immediately invoice the 800 you have and leave the 200 on backorder until they come in. Then use either SO-A or SO-E to move the 200 from the BO Qty field to the Ship Qty field so they can be invoiced as well.

If you enter the order with the RST flag set to N then all 1000 pieces are saved to the Ship Qty field but you need to use SO-E to release them. When you do so and indicate that you are only going to ship the 800 you have, the SO-E program will automatically backorder the balance of 200.

Title: Re: Backorders, partial shipments, partial invoici
Post by JAM1967 on 09/03/04 at 09:09:01

Lynn,

Thanks very much for your help, I have it now.

John M

Title: Re: Backorders, partial shipments, partial invoici
Post by clearblue on 12/16/04 at 09:27:29

Thought I would take this topic a bit further ...

ok, you now have two invoices against one sales order number. When you pull up the sales order number only one invoice shows (SO-A,H). How do you pull up the other invoice(s) that go with the sales order ... if you do not know the other invoice numbers. Also how would QUICKLY know there is more than one invoice.

Title: Re: Backorders, partial shipments, partial invoici
Post by NovaZyg on 12/16/04 at 10:33:29

We just added a new feature to address that very issue in this last Post. There is a new Button in SO-A and SO-H called View Invoices. It will list and display past invoices for a given SO#.

Title: Re: Backorders, partial shipments, partial invoici
Post by Cyndee Pappas on 12/16/04 at 13:45:25

very cool. Thanks :)

Title: Re: Backorders, partial shipments, partial invoici
Post by clearblue on 12/16/04 at 15:42:33

thanks

Title: Re: Backorders, partial shipments, partial invoici
Post by sharon krewson on 12/17/04 at 10:32:13

Was that button included with the last update? If so, do we need run something to get it to show up? I didn't see anything in the update instructions.

Thanks

Title: Re: Backorders, partial shipments, partial invoici
Post by Lynn Pantic on 12/17/04 at 13:14:12

It is a button on the lower right corner in SO-A and SO-T but only when editing an order that has prior invoices against it.

Title: Re: Backorders, partial shipments, partial invoici
Post by clearblue on 12/29/04 at 23:57:14

I thought the SO-T is an inquiry only screen?

From 12/14/04 update
New SO-T program similar to SO-A but Inquiry only.

1. So, how would the button show up when editing when there is no editing going on ... in the case of SO-T

2.The button seems to work on an SO-A screen if the SO is open and has multiple invoices associated with it but when the SO is closed and you want to see what invoices are associated with it do you use SO-T? From what you stated the SO still has to be reopened ... or did I miss something?

Title: Re: Backorders, partial shipments, partial invoici
Post by Lynn Pantic on 12/30/04 at 07:43:46

OK, I should have said editing or viewing an order with prior invoices. In any event, if there are no invoices yet against an order, there will be no button.

We also changed the logic regarding looking at a closed SD-Q defaults, you can look at a closed order in SO-A or SO-T without reopening it.

Title: Re: Backorders, partial shipments, partial invoici
Post by clearblue on 12/30/04 at 16:24:57

Lynn Pantic wrote:

We also changed the logic regarding looking at a closed SD-Q defaults, you can look at a closed order in SO-A or SO-T without reopening it.

I have the 12/14/04 release and it still asks "do you want to reopen it?", when I am in SO-A. Did you make this change after the 12/14/04 release?

Title: Re: Backorders, partial shipments, partial invoici
Post by Lynn Pantic on 12/30/04 at 16:35:20

You have to set the SD-Q default if you want the program to stop asking you about reopening it. From the Help:

Reopen Closed SO in SO-A (Y/N/P/V)

If this is blank or Y, the program reopens a closed Sales Order to view it. If it is N then closed Sales Orders can not be viewed, if it is V they can be viewed but not reopened and if it is P then the password specified is required to reopen them.