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Evo-ERP and DBA Classic >> Suggestions for Updates >> Procedures for Packing Lists, Shipping, Invoicing
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Message started by kevind on 02/10/04 at 12:13:32

Title: Procedures for Packing Lists, Shipping, Invoicing
Post by kevind on 02/10/04 at 12:13:32

I think this particular process in DBA has always been kind of cumbersome. Ideally, I would like to see a flag to indicate what state a given sales order is in.

For example:
1. Order entered and waiting to be released to shipping (RTI='N' ? )
2. Order Released to shipping, but not shipped yet (RTI='R' ?)
3. Order Shipped but not invoiced yet (RTI='Y' ?)

This would allow better batch processing of Packing Lists and Invoices.

One could print packing lists for all Released Orders within a Sales order or Ship date range. This could flag them as released to shipping.

When Shipping responds with which orders were shipped and any changes, shipping charges can be plugged into each order, and they could be flagged for invoicing.

When Invoices are printed, It would only print invoices for orders that have been Flagged.

It seems like there has always been a missing state because of the Simple RTI 'Y' or 'N' flag. Because of this, it is very difficult to release additional orders because you can't tell what is available to ship until Invoicing and posting occurs.

We only ship between 10 and 40 orders per day and it is cumbersome to process, I can't imagine what trouble it is for those that ship >100 orders per day.

Title: Re: Procedures for Packing Lists, Shipping, Invoic
Post by nutrab on 02/12/04 at 14:07:11

We were thinking about another inhancement that would help us with order tracking. Is there a way to use the letter B in the "Ready to Invoice" field to show that a Packing List has been printed for a specific S/O. Like when you fill that field with a R when it's released and a P when it's printed, I'm thinking a B to represent that a Bill of Lading has been printed (or at least assigned). I'm thinking when you try to access a S/O that has had a BOL printed (and has a B in the RTI field), it will display just like it would with an N, but a pop up window would show and tell you that a Bill has been printed; would you still like to change the order. The problem we're running into is our customer will call in an order and then call back two days later (the day it's loading) to add on or make a change. Because our office is not real close to the plant (and not even in the same state as our remote warehouse), we don't know what to tell the customer without calling the warehouse to see if they have staged or even loaded the truck. How cool it would be for the system to tell us HEY, a BOL has been printed so you have to decide if it's ok to make a change.