A client required additional functionality to be added to our Sage 200 Sales Order Plus module to meet their specific requirements for speed of order entry, as well as being able to store additional information against Sales Orders.
Sage 200 Sales Order Plus is an additional module developed by Eureka Solutions which extends standard Sage 200 functionality to make order entry within as fast as possible.
Requirements
- The client wanted to be able to store their Delivery Run on Sales Orders, using one of the Analysis Codes. On each Sales Order Line they also needed to store the Quantity of Packs or Boxes, again using an Analysis Code.
- Upon entering an order the customer requested some amendments to the invoicing routine, to allow them to filter to the Sales Order depending on the Delivery Run field.
- Upon printing it was requested that 2 invoices be automatically be printed per Sales Order.
Development was subsequently carried out on our Sales Order Plus module to create the functionality specified by the client.
Solution
Sales Order Amendments:
On the Sales Order forms a new field was added to allow the users to specify the “Delivery Run”. This is stored in a Sales Order Analysis Code field. The field was added to the top right of the screen underneath customer order number.
On the Sales Order Plus Rapid Entry Grid, a new column was added next to the Quantity column which allows the users to enter the Quantity of Packs/Boxes.
Print Invoices by Vehicle:
On the Print Invoices screen a radio button and lookup box was added to allow the users to print invoices depending on the Delivery Run.
This means that when the user selects a Delivery Run all of the unprinted invoices for all Sales Orders in this Delivery Run will be displayed. Upon printing the invoices an amendment was made to the process to print 2 copies.
About Eureka Solutions
Eureka Solutions is a leading Sage Business Partner and Sage Developer. To find out more about our Sage 200 Addons or our Sage Development please call our head office on 01355 581960 or email development@eurekasolutions.co.uk.
