Product update 4.40.0.1 comming soon - Sales Order

Written by Todd Martin on .

Article Index

Sales Order

Enhanced Duplicate Purchase Order Visibility and Safeguards - (similar to SO-1096)

Your ability to thwart sending duplicate customer orders and enforce your business rules is enhanced in 4.4 Product Update 1. In addition to your current ability to check for duplicate Customer PO numbers in Sales Order and Accounts Receivable Entry files, you’ll also be able to automatically check in the Open Sales Order, and Open Sales Order Invoices. If you are retaining history, Product Update 1 also checks for duplicate PO numbers in Accounts Receivable History files.

When a duplicate Customer PO Number is detected, you’ll be able to view them in an Inquiry screen window, sort the information, drill down into more details, and print the information. Because these features are implemented using Business Objects, the rules you establish will be enforced when using Visual Integrator and any third party add-ons that use the Bus Object interface.

Additional Purchase Controls - (similar to SO-1271)

To enhance your ability to enforce business rules or to adhere to regulations, you’ll now be able to limit the items available for purchase by select customers, or control the sales of items by the ship-to-state. Use Role Maintenance to establish which users are granted the ability to override the restricted items. The restrictions are enforced when selecting alternate items in Shipping Data Entry and when replacing an item with a different item in RMA Entry and RMA Receipts Entry.

Expanded Options for Quick Print - (similar to SO-1035)

A new Quick Print tab in Sales Order Options allows you to choose what type of documents you’ll want to Quick Print. Using this feature, once you print you’ll be able to return to the source document, such as a Sales Order or an Invoice, with similar capabilities as Keep Window Open After Printing. To enhance your workflow, Quick Print is also available from Sales Order for picking sheets, shipping labels and COD labels. This feature is especially helpful for customers with several warehouses so that picking sheets can be efficiently printed, or for workflow efficiencies so that an order can be prepared while an issue with an important customer’s account is checked.

Print Back Ordered Information on Picking Sheets - New!

Speed the process of identifying items that are on backorder when inventory is received, and increase customer satisfaction by increasing your customer Order Ship Complete percentage. When using this new option, your customers will be able to see the total quantities that they ordered, even if the entire amount of a particular item is on backorder.

Avoid Duplicate Picking Sheet Printing - New!

To assist you in avoiding duplicate shipments of goods, we’ve added more flexible controls and additional safeguards to prevent unintended duplicate Picking Sheet Printing. These new features will be especially helpful for high volume business with larger staffs, multiple shipping sites and warehouse shifts. If a duplicate is selected to be printed, you can choose to use a warning message to help avoid the duplicate printing of picking sheets. If you do not elect to receive the message, the information is written to the Activity Log. A picking sheet will not be printed if the source sales order is in use in Sales Order Entry.

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