ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Sales >> AR-A SHIP TO CUSTOMER?
http://www.istechforum.com/YaBB.pl?num=1115915628

Message started by ginawendelin on 05/12/05 at 08:33:48

Title: AR-A SHIP TO CUSTOMER?
Post by ginawendelin on 05/12/05 at 08:33:48

WHEN WE SET UP THE BILL TO CUSTOMER FILE IN AR-A, MANY TIMES WE HAVE MULTIPLE SHIP TO LOCATIONS LINKED TO THE BILL TO. IS THERE ANY WAY IN SO-A WHEN WE ENTER THE CUST CODE FOR THE BILL TO THAT THE SHIP TO FIELD WOULD AUTOMATICALLY HAVE A DROP DOWN BOX LISTING SHIP TO OPTIONS TO PICK FROM? RIGHT NOW IF WE ENTER THE BILL TO AND THERE ARE MULITPLE SHIP TO'S TO CHOOSE FROM IT JUST PUTS THE BILL TO CUST CODE IN THE SHIP TO SPACE SINCE IT DOESNT KNOW WHICH ONE WE WILL WANT. IS THERE A WAY TO OVERRIDE THIS?

Title: Re: AR-A SHIP TO CUSTOMER?
Post by Cyndee Pappas on 05/12/05 at 09:23:40

I'd love to have a drop down of ship-to's tied to the bill-to.

In the meantime, I created a ship-to record called "Multi" which prompts the user.
Instead of an actual name and address, it says this--
Return cursor to "cust
code" & hit "F2" for a
list of ship-to addresses
All Ship-to address begin
with "#".

How do others handle this?

Title: Re: AR-A SHIP TO CUSTOMER?
Post by Mike_Habich on 05/12/05 at 10:57:11

Let's say customer is GOODPAY CORP, and a drop-ship of theirs is DROPSHIP INC. Cust code is GOODP, and ship-to code is GOODP-DRO. If Goodpay has a default ship-to (for instance, if their billing address is a PO box), their default ship-to is GOODP-1.

This works. A drop-down of ship-tos would be neat.

Title: Re: AR-A SHIP TO CUSTOMER?
Post by David Waldmann on 05/12/05 at 11:32:32

All of our Ship-to codes use the Bill-to code as a prefix, like Mike does.

If a customer only has one ship-to address, we assign that one as the default. If they have more than one, Cyndee's idea is a good one, but it's not necessary to sort the Ship-tos out by starting them with a special character. In fact, I'd suggest staying away from special characters in a code in case you ever need to export your customer list.

Title: Re: AR-A SHIP TO CUSTOMER?
Post by Cyndee Pappas on 05/12/05 at 12:14:06

Yeah, I know now that there can be issues with special characters. I guess I've just been lucky, but I haven't had any problems, knock on wood.

Back in the day, either there was no "Ship to Customer" field in the customer master or it didn't prevent one from selecting it as a bill-to. At that time, someone at DBA suggested a special 1st character to designate ship-only addresses. It seemed like a good idea at the time.

Also, before the recent addition of the obsolete, engineering, etc status codes I was using a ^ as the first character of the description to flag parts as being obsolete. Hey, I make this stuff up as I go along. ;)

Title: Re: AR-A SHIP TO CUSTOMER?
Post by Danimal on 05/12/05 at 13:50:15

Cyndee Pappas wrote:

Yeah, I know now that there can be issues with special characters. I guess I've just been lucky, but I haven't had any problems, knock on wood.

Not so lucky here... every time we go to AR-A and try to type our "#ABCD" ship-to code to pull up a customer, the selection bar jumps to the first customer that starts with a "3" instead (the 3 takes precedence over the # character for the key, and yes, we are pressing the shift key too). Running Tas6Evo AR-A 11/30/04... hoping this could be fixed for a while now.

Cyndee Pappas wrote:

Hey, I make this stuff up as I go along. ;)

Don't we all?! ;)

Title: Re: AR-A SHIP TO CUSTOMER?
Post by ginawendelin on 05/12/05 at 15:00:08

THIS IS HOW WE CURRENTLY HAVE IT SET UP:

BILL-TO CODE FOR PRECISE FLIGHT IS PREFLI.
SHIP-TO CODE IS PREFLI-S

NOW WHEN THERE IS MULTIPLE SHIP-TO ADDRESSES WE WOULD PUT:

PREFLI-S
PREFLI-S1
PREFLI-S2
PREFLI-S3

NOW EACH OF THOSE SHIP-TO'S ARE TIED TO THE BILL-TO PREFLI.

WHAT HAPPENS IS SINCE THERE ARE MULTIPLE RECORDS TIED TO THAT BILL-TO IT JUST POPS THE BILL-TO IN THE SHIP-TO AREA. WE WOULD JUST LOVE TO HAVE A DROP DOWN BOX OR A PROMPT THAT WOULD TELL THE PERSON ENTERING THE SALES ORDER THAT THERE ARE MULTIPLE SHIP-TO LOCATIONS. OFTENTIMES OUR EMPLOYEES JUST TYPE OVER THE TOP OF THE BILL-TO ADDRESS INSTEAD OF LOOKING FOR THE CORRECT SHIP-TO CODE. I THOUGHT IF THERE WAS A WAY THEN THAT WOULD BE AWESOME. LYNN IS THERE ANY CHANCE YOU COULD INCLUDE THAT IN ONE OF YOUR UPDATES? ;D

Title: Re: AR-A SHIP TO CUSTOMER?
Post by Cyndee Pappas on 05/12/05 at 15:35:38

Danimal wrote:

Yup, I'm lucky. And it's better to be lucky than good. We don't have any customer codes starting with 3. (They're all alpha) Just created one in my test company and I get the same results as you. Sorry to say, there's no change in the EVO~ERP version either.

Title: Re: AR-A SHIP TO CUSTOMER?
Post by tgoodson on 05/17/05 at 12:18:58

I just came across this today. We use numeric Customer Codes and I had the same dilemma. I have some customers who have a seperate "Bill To" address from their "Ship To" address and some also have special "Drop Ship To" addresses which I need to use from time to time.

I don't know if this will help anyone, but I decided to set my "Ship To" only customers to a higher series of Customer Code to keep these seperate. This way, when I have to do a look-up, they all come up together.

Title: Re: AR-A SHIP TO CUSTOMER?
Post by dstary on 05/18/05 at 12:53:21

I have requested this option many times. We definitely need a drop down box of ship to address for the bill to customers.

It also cannot show up in the customer bill to list.

I know it can be done, cause I have used other software that has this feature.