Closing a line in Sales Order Entry

Yahoo Archive
1
Is the shipped field ticked in customer entry? i.e. was the shipment
listed in 'get shipments' under invoice entry ?



kind regards



Debbie Stokes

Vantage Administrator

Hilo-PSS Group

01793 647136



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Hilo-PSS Group
Murdock Road
Dorcan Industrial Estate
Swindon

SN3 5HY

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[Non-text portions of this message have been removed]
2
A sales order was completed (items shipped) but the line status box
showed as "open". I was instructed to close the lines and when I did
it then showed "voided" instead of the word "closed". Why would it do
that if there was a Bill of Lading it could tie itself to?

Also, when there is not a Bill of Lading generated but we invoiced the
customer for the line item I have to go back in and close the line but
the line status ends up showing as "voided" instead of closed. Why is
that?

Seems "voided" is what is does most of the time when we close lines.
Anyone's help is greatly appreciated.


Thanks.
3
Sounds like you are not shipping the items in "Customer Shipment Entry", but
are just manually creating invoices.



Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
saslori10
Sent: Thursday, September 25, 2008 4:31 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Closing a line in Sales Order Entry



A sales order was completed (items shipped) but the line status box
showed as "open". I was instructed to close the lines and when I did
it then showed "voided" instead of the word "closed". Why would it do
that if there was a Bill of Lading it could tie itself to?

Also, when there is not a Bill of Lading generated but we invoiced the
customer for the line item I have to go back in and close the line but
the line status ends up showing as "voided" instead of closed. Why is
that?

Seems "voided" is what is does most of the time when we close lines.
Anyone's help is greatly appreciated.

Thanks.





[Non-text portions of this message have been removed]
4
No, our shipping dept did ship out through Customer Shipment Entry
that is why we thought it strange that Vantage would act this way.
Any other suggestions as to what might have happened?


Thanks.




--- In vantage@yahoogroups.com, "Edward F. Fox, Jr." <efox@...>
wrote:
>
> Sounds like you are not shipping the items in "Customer Shipment
Entry", but
> are just manually creating invoices.
>
>
>
> Edward F. Fox, Jr., CPA
>
> Controller
>
> Maxson Automatic Machinery Company
>
> Phone 401-596-0162 a Fax 401-596-1050
>
> www.maxsonautomatic.com
>
> _____
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of
> saslori10
> Sent: Thursday, September 25, 2008 4:31 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Closing a line in Sales Order Entry
>
>
>
> A sales order was completed (items shipped) but the line status
box
> showed as "open". I was instructed to close the lines and when I
did
> it then showed "voided" instead of the word "closed". Why would it
do
> that if there was a Bill of Lading it could tie itself to?
>
> Also, when there is not a Bill of Lading generated but we invoiced
the
> customer for the line item I have to go back in and close the line
but
> the line status ends up showing as "voided" instead of closed. Why
is
> that?
>
> Seems "voided" is what is does most of the time when we close
lines.
> Anyone's help is greatly appreciated.
>
> Thanks.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
Did someone reopen it to update a price or other information after
shipment?

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of saslori10
Sent: Friday, September 26, 2008 08:13 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Closing a line in Sales Order Entry



No, our shipping dept did ship out through Customer Shipment Entry
that is why we thought it strange that Vantage would act this way.
Any other suggestions as to what might have happened?

Thanks.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Edward F. Fox, Jr." <efox@...>
wrote:
>
> Sounds like you are not shipping the items in "Customer Shipment
Entry", but
> are just manually creating invoices.
>
>
>
> Edward F. Fox, Jr., CPA
>
> Controller
>
> Maxson Automatic Machinery Company
>
> Phone 401-596-0162 a Fax 401-596-1050
>
> www.maxsonautomatic.com
>
> _____
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
> saslori10
> Sent: Thursday, September 25, 2008 4:31 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Closing a line in Sales Order Entry
>
>
>
> A sales order was completed (items shipped) but the line status
box
> showed as "open". I was instructed to close the lines and when I
did
> it then showed "voided" instead of the word "closed". Why would it
do
> that if there was a Bill of Lading it could tie itself to?
>
> Also, when there is not a Bill of Lading generated but we invoiced
the
> customer for the line item I have to go back in and close the line
but
> the line status ends up showing as "voided" instead of closed. Why
is
> that?
>
> Seems "voided" is what is does most of the time when we close
lines.
> Anyone's help is greatly appreciated.
>
> Thanks.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
6
What does it look like at the table level?

(OrderHed.OpenOrder, OrderHed.VoidOrder, OrderDtl.OpenLine, OrderDtl.VoidLine, OrderRel.OpenRelease, OrderRel.VoidRelease)

If it's truly voided, some of those void fields should be 'true'. If it's only closed and misdisplaying the status, none of the void fields will be 'true' but some of the Open fields should be 'false'.

Rob

--- On Fri, 9/26/08, saslori10 <saslori10@...> wrote:

From: saslori10 <saslori10@...>
Subject: [Vantage] Re: Closing a line in Sales Order Entry
To: vantage@yahoogroups.com
Date: Friday, September 26, 2008, 11:13 AM






No, our shipping dept did ship out through Customer Shipment Entry
that is why we thought it strange that Vantage would act this way.
Any other suggestions as to what might have happened?

Thanks.

--- In vantage@yahoogroups .com, "Edward F. Fox, Jr." <efox@...>
wrote:
>
> Sounds like you are not shipping the items in "Customer Shipment
Entry", but
> are just manually creating invoices.
>
>
>
> Edward F. Fox, Jr., CPA
>
> Controller
>
> Maxson Automatic Machinery Company
>
> Phone 401-596-0162 Fax 401-596-1050
>
> www.maxsonautomatic .com
>
> _____
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of
> saslori10
> Sent: Thursday, September 25, 2008 4:31 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Closing a line in Sales Order Entry
>
>
>
> A sales order was completed (items shipped) but the line status
box
> showed as "open". I was instructed to close the lines and when I
did
> it then showed "voided" instead of the word "closed". Why would it
do
> that if there was a Bill of Lading it could tie itself to?
>
> Also, when there is not a Bill of Lading generated but we invoiced
the
> customer for the line item I have to go back in and close the line
but
> the line status ends up showing as "voided" instead of closed. Why
is
> that?
>
> Seems "voided" is what is does most of the time when we close
lines.
> Anyone's help is greatly appreciated.
>
> Thanks.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
No, thats what makes it a mystery.



--- In vantage@yahoogroups.com, "Elizabeth Hahn" <ehahn@...> wrote:
>
> Did someone reopen it to update a price or other information after
> shipment?
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of saslori10
> Sent: Friday, September 26, 2008 08:13 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Closing a line in Sales Order Entry
>
>
>
> No, our shipping dept did ship out through Customer Shipment Entry
> that is why we thought it strange that Vantage would act this way.
> Any other suggestions as to what might have happened?
>
> Thanks.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Edward F. Fox, Jr." <efox@>
> wrote:
> >
> > Sounds like you are not shipping the items in "Customer Shipment
> Entry", but
> > are just manually creating invoices.
> >
> >
> >
> > Edward F. Fox, Jr., CPA
> >
> > Controller
> >
> > Maxson Automatic Machinery Company
> >
> > Phone 401-596-0162 a Fax 401-596-1050
> >
> > www.maxsonautomatic.com
> >
> > _____
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf Of
> > saslori10
> > Sent: Thursday, September 25, 2008 4:31 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Closing a line in Sales Order Entry
> >
> >
> >
> > A sales order was completed (items shipped) but the line status
> box
> > showed as "open". I was instructed to close the lines and when I
> did
> > it then showed "voided" instead of the word "closed". Why would
it
> do
> > that if there was a Bill of Lading it could tie itself to?
> >
> > Also, when there is not a Bill of Lading generated but we
invoiced
> the
> > customer for the line item I have to go back in and close the
line
> but
> > the line status ends up showing as "voided" instead of closed.
Why
> is
> > that?
> >
> > Seems "voided" is what is does most of the time when we close
> lines.
> > Anyone's help is greatly appreciated.
> >
> > Thanks.
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
8
Do you have your change logs turned on for those field(s)? You could
see exactly who/when and possibly determine what action caused it to
become closed which might help figure it out.



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of saslori10
Sent: Friday, September 26, 2008 4:35 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Closing a line in Sales Order Entry

No, thats what makes it a mystery.



--- In vantage@yahoogroups.com, "Elizabeth Hahn" <ehahn@...> wrote:
>
> Did someone reopen it to update a price or other information after
> shipment?
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of saslori10
> Sent: Friday, September 26, 2008 08:13 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Closing a line in Sales Order Entry
>
>
>
> No, our shipping dept did ship out through Customer Shipment Entry
> that is why we thought it strange that Vantage would act this way.
> Any other suggestions as to what might have happened?
>
> Thanks.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Edward F. Fox, Jr." <efox@>
> wrote:
> >
> > Sounds like you are not shipping the items in "Customer Shipment
> Entry", but
> > are just manually creating invoices.
> >
> >
> >
> > Edward F. Fox, Jr., CPA
> >
> > Controller
> >
> > Maxson Automatic Machinery Company
> >
> > Phone 401-596-0162
Fax 401-596-1050
> >
> > www.maxsonautomatic.com
> >
> > _____
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf Of
> > saslori10
> > Sent: Thursday, September 25, 2008 4:31 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Closing a line in Sales Order Entry
> >
> >
> >
> > A sales order was completed (items shipped) but the line status
> box
> > showed as "open". I was instructed to close the lines and when I
> did
> > it then showed "voided" instead of the word "closed". Why would
it
> do
> > that if there was a Bill of Lading it could tie itself to?
> >
> > Also, when there is not a Bill of Lading generated but we
invoiced
> the
> > customer for the line item I have to go back in and close the
line
> but
> > the line status ends up showing as "voided" instead of closed.
Why
> is
> > that?
> >
> > Seems "voided" is what is does most of the time when we close
> lines.
> > Anyone's help is greatly appreciated.
> >
> > Thanks.
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



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