modified or canceled purchase order, orders or quotes should be shown as such on the print out so the customer or supplier can see that at a glance. For now if we do any changes or cancel something we inform the supplier or customer manually with comments on the print out or in the email, which is more work. A lot of other systems have it from standard. If we created a po and need to cancel it, because the customer do not need it anymore. There is no clear Information which is printed automatically on the print out. This is dangerous. It should be visible at the Header, if we cancel the full order then it should be “Cancelation” if we modified the order, then it should be “change order” Also if it is not the full order changed then the modified positions should be clearly shown. Same in the order aknowledgement or quote. If we do not show this, that’s really dangerous, as the supplier can think it is additional purchase order. This functuanality should be applied not only to standard SSRS reports, but also for the ones which we have already customized. This functionality is surely needed for all companies otherwise everybody is trying to customize a lot of SSRS reports and doig change logs which is then reacting on performance negatively
To add to what @dcamlin did, there is a Void flag that you can easily use to note that a PO is cancelled. It exists on the header, line and release. I would create 1 PO report style with conditions to hide or show these fields. I almost always do a watermark that shows it is a change order so it prints on each page. That way, no matter the page you look at, you will know that something has changed.
yes since i created the idea, the changed po is now available. But the other mentioned are not. And other ERP Systems deliver this from standard. It is a standard process, so it should be not an adjustment to the system. Because as we know each customization can makes troubles after the upgrade or update or even cause performance issues. This is why i would like to have this in standard for po’s, quotes and sales orders, if they are changed or cancelled
Understood… and wasn’t trying to argue your point. Just wanted to send some ideas in the meantime as Epicor adoption of something like this could take some time.
As of now, various alternate report styles seem the way to go.
This option for change po is available on the standard SSRS report, we have customized that before, so this is not working on the customized form. So i need to change my customized SSRS, or is there a fix from Epicor available for customized? Assume not
yes unfortunatelly. We know that it can be customized, we just do not want, because this is something what all companies need and should be a standard, so why we should spent money for customizing and then having problems if it could be standard
The base SSRS POForm has a row containing the “Change Order” alert. Its minimized, so difficult to find unless you stretch the row height, but it is underneath the order Comment Text:
It is very possible whoever customized your form got rid of that row/textbox… but the field and functionality should probably still exist.
Below is the expression in that textbox: =iif(Fields!PrintAs.Value <> "C", "", Fields!RptLiteralsLChangeOrder.Value)
Basically, if that POHeader.PrintAs value does not equal “C”, then it displays nothing. If the value = “C”, then it shows the “Change Order” text… the row is allows to grow and it pops into the middle of the form.
You could easily add that back in, if it was removed from your customized form.
Good idea to use the Void flag so you wouldn’t necessarily need multiple report styles. Similar to the PO Changed section just add one for the void flag with wording.
