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Move Back Order to History 1
- Thread starter PTina
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I need some advice on the best approach to a problem.
1. We enter sales orders transfer to invoice & back order.
2. Next we pick up the back order add other items to it, then transfer to invoice and another back order.
3. Go to step 1 and repeat forever.
Yes this is the real scenario. We will never really complete the document. Right now when I track the master number there are 13 different documents linked together.
Help!!! What is the best way to handle this?
1. We enter sales orders transfer to invoice & back order.
2. Next we pick up the back order add other items to it, then transfer to invoice and another back order.
3. Go to step 1 and repeat forever.
Yes this is the real scenario. We will never really complete the document. Right now when I track the master number there are 13 different documents linked together.
Help!!! What is the best way to handle this?
Dukester0122
IS-IT--Management
The problem isn't Great Plains because it's working as design. What you need to change and improve is your process. We've had the same problem 2 years ago and we changed our policy. We also added 3rd-party module which does Order Workflow Processes, look at this application and see if this would help.
jazgeek
IS-IT--Management
- Jan 29, 2004
- 541
what exactly do you need help with? reporting it/tracking it/changing it... Little more specifics might be in order here.
crystal reports or sql views might help you a bit...
using smartlist to filter by master number and sort by date might be good too....
personally I would get rid of the adding to backorder procedure and enter new orders. Copy sales order works just fine for instances where you're trying to duplicate a sales order.
or you can do like we're about to... drop distribution and go with a linked product.
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and they wonder why they call it Great Pains!
jaz
crystal reports or sql views might help you a bit...
using smartlist to filter by master number and sort by date might be good too....
personally I would get rid of the adding to backorder procedure and enter new orders. Copy sales order works just fine for instances where you're trying to duplicate a sales order.
or you can do like we're about to... drop distribution and go with a linked product.
-----------
and they wonder why they call it Great Pains!
jaz
- Thread starter
- #7
I do realise that we need to change our processes and thats what I'm seeking help on. Basically seeing how other companies deal with this.
I've gotten the Order dept. to agree to start new orders but back orders do create a significant part of our transactions.
Our customers are really our sister companies and once they've placed an order for an item they don't re-order if it goes on back-order. So the back orders are really our way of knowing what we have outstanding to fulfill.
I will still need to account for this in some way. That's what I need to figure out.
I've gotten the Order dept. to agree to start new orders but back orders do create a significant part of our transactions.
Our customers are really our sister companies and once they've placed an order for an item they don't re-order if it goes on back-order. So the back orders are really our way of knowing what we have outstanding to fulfill.
I will still need to account for this in some way. That's what I need to figure out.
jazgeek
IS-IT--Management
- Jan 29, 2004
- 541
if it helps.
We do not leave backorders in system, we've set sop up to allow us to transfer backorders to orders instead of direct invoice.
if we then backorder again, we then again transfer it back to another order status
what exactly do you need to account for? Open order reports abound in smartlist/gp itself and crystal reports can be easily created.
If you need traceability by master #, why don't you try reporting on PO# field instead? It might give you better visibility if you group by that and count up line items shipped vs outstanding.
-----------
and they wonder why they call it Great Pains!
jaz
We do not leave backorders in system, we've set sop up to allow us to transfer backorders to orders instead of direct invoice.
if we then backorder again, we then again transfer it back to another order status
what exactly do you need to account for? Open order reports abound in smartlist/gp itself and crystal reports can be easily created.
If you need traceability by master #, why don't you try reporting on PO# field instead? It might give you better visibility if you group by that and count up line items shipped vs outstanding.
-----------
and they wonder why they call it Great Pains!
jaz
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