On a Sales Order is there a way to see when a specific Release Closed

Scenario:
Let’s say we have 3 releases on a Sales Order.

Release 1 Shipped
Release 2 Shipped - But shipped short, maybe 98 pcs out of 100 pcs.
Release 3 Hasn’t Shipped Yet

Weeks later the Customer says we can close Release 2 short at 98 pcs.

How can I tell when Release 2 closed? I’m thinking it would look something like this:

Release Total Qty Actually Shipped Release Closed
2 100 pcs 98 pcs 9/16/2024

Does anyone have any idea’s/information?

You would have to turn the Change Log on for OrderRel. You would be able to see when it was closed, but not why. You could put a BPM in that when a Release is manually closed, it requires a note.

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I think you can get what you want from the BookRel table. The close short will show as a Void

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Nice! I forgot about that.

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BookDtl table.

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If you don’t use the Book tables could you use the Changed By \ Changed Date fields?

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Either option would need to be enabled.
Book Orders needs to be turned on in company config.
Changelog needs to be enabled via Data Directive and the correct fields selected.

Last resort, there is a changedby field on the order, maybe only order header, check orderdtl and orderrel.

Here’s a pro tip, never use the same name for BPM’s, solution workbench will overwrite them. “ChangeLog” is a terrible name, right @josecgomez :rofl:

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The only issue with this is that every time the record changes, the Changed Date will update.

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I didn’t mean the Change Log. In the Order Release table there are 3 fields for Changed By\Date\Time. I’m not sure when they were added but they weren’t available in Vantage!

I just thought you could use these as if a release is closed then you would expect that to be the last change :slight_smile:

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Checking into your suggestions now - thank you for your insights!

I’ll let you know which one worked out for my situation!

Yep - I guess it depends procedurally on if\why people are changing closed releases for if it will work to use those fields.

I think you also would need to be careful when changing the line the release is related to. I would not be surprised if certain changes at the line automatically update the release, which would give you false information. I would test extensively before trying to use it in the way the OP is asking.

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Haha I never knew this!

And the Bookxxx tables are not updated until you click on Ready to Process.

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Talking about booked orders. I note that there is a field on POheader.Logchanges.

The data dictionary goes to state:
“This field indicates if the system should generate purchase order booking records. Booking tables are used to track changes to POheader.”

Is this functionality that is yet to work or am I missing the point of this field? I don’t see a field related to this in company configuration that is similar to the Book SalesOrder checkbox on the Sales tab, not even sure if it is meant to me the same.

image


Thoughts?

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It seems like you’re probably right. Like they either intended to set it up the same way, but didn’t follow through? Or it was set up that way in the past but was abandoned (perhaps once they made Change Logs a thing)?

Good question.

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I thought change logs existed forever… Pretty sure they were in 9…I could be just hallucinating…

Thanks @dcamlin

Very well could have… I’m still a grasshopper. As far as I know everything always existed!

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For a grasshopper, your punching above your weight. :grin:

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