One of our customers required the ability to amend the Sales Order and Purchase Order Warehousing within Sage 200.
As standard in Sage 200, you are not able to change the warehouse for an entire order but instead have to amend each individual sales order line to the new warehouse as the default warehouse automatically deactivates after a SOP order line has been added.
The customer was also looking to have the ability to change the warehouse on a Sales Order header to another warehouse which will automatically change every line on the Sales Order to a new warehouse.
Due to back to back Purchase Orders, the customer was looking to have the ability to amend every Purchase Order line on the related purchase to the same warehouse. Again as per the Sales Order default warehouse it does not allow the header warehouse to be changed. A similar requirement, as above, is required on the Purchase Order side.
Using our addons we tailored a solution to meet the requirements of the customer.
In terms of the Sales Order Warehouse, our developers began by amending the ‘Sales Order Create New Order Full Form’ and ‘SOP Amend Order Form’ to include an additional drop down field called ‘Warehouse Update’. This drop down included a button labelled ‘Apply’.
When the customer wanted to change the warehouse for all lines on the Sage 200 order they selected new warehouse within the new drop down and hit apply. This looped through all the lines on the Sales Order and if applied logic is followed correctly the default warehouse will be amended for each line on the order. The lines that fail the applied logic are highlighted in red.
If the Order is allocated, dispatched or invoiced it cannot be amended. In order to overcome this problem a ‘De-Allocate All’ button was applied which was used to remove the allocation for all lines on the order. Once the orders are back to an unallocated line the routine allows for warehouse amendment.
The ‘POP Order Create New Order Form’ and ‘POP Amend Order Form’ were also amended to include an additional drop down field called ‘Warehouse Update’ with the same button labelled ‘Apply’.
As with the Sales Order if the user wanted to change the Warehouse for all lines in the order they would select the new warehouse and hit apply. This looped though all the lines on the Purchase Order and if applied logic is followed the default warehouse on each line is amended.
The applied logic will not amend lines which are received.
These are two separate routines, not linked in any way. Even in the event of a back to back order the user would have to first amend the Sales Order Processing Warehouse and then enter the Purchase Order Processing routine and run.
The bespoke work carried out created a time saving solution to a customer’s problem, tailored around their specific needs. If you have any problems and are looking for a solution please let us know. We are only too happy to help!
For more details about our bespoke solutions please contact the office on 01355 581 960 or email email@example.com