ISTech Support Forum - Copy Sales order and Credit Hold Customers

Welcome, Guest. Please Login.

	11/08/24 at 19:25:28 News: \| IS Tech Support \| Evo~ERP \| Evo Wiki \| Forum \|

ISTech Support Forum › Evo-ERP and DBA Classic › Problem Reports - Repeatable

‹ Previous topic | Next topic ›

Pages: 1

Copy Sales order and Credit Hold Customers (Read 790 times)

gtladmin

Active Member

Diving is fun,
diving is fun!

Posts: 1306
Gender: female

Copy Sales order and Credit Hold Customers
06/25/10 at 06:54:10

This more of a "loophole", but causing a problem nonetheless. When we have customers on credit hold no shipments are to go out, naturally. However, if sales copies an old sales order for that customer, the terms on the account at the time of that order are what shows up in the sales order, not the current terms on record in AR. This is a huge problem, as it results in sales sneaking out orders that would otherwise not be shipped.

Any way to fix it so that when you copy an order, the header info gets updated from the AR record?

Val

Val Feehan

IP Logged

Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5681	Re: Copy Sales order and Credit Hold Customers Reply #1 - 06/26/10 at 17:12:47 Even if it copies the terms from the prior order, if the customer is on credit hold, nothing ships, period, regardless of terms. That said, we could make the Copy function a bit smarter.
Back to top	Lynn Pantic IS Tech Support lynn@istechsupport.com IP Logged

gtladmin

Active Member

Diving is fun,
diving is fun!

Posts: 1306
Gender: female

Re: Copy Sales order and Credit Hold Customers
Reply #2 - 06/29/10 at 14:10:03

Well, then how can I explain to accounting how those shipments went thru? When you look at the order, it had terms on it, and the shipments definitely went out the door. Accounting caught it when doing the billing.

Would someone have had to taken them off credit hold to get the order to ship? If that's the case, is there any way we can ensure that only certain people can put on and take off credit hold on customers?? No one is "fessing up" to having taken them off credit hold, so we are assuming because the terms were copied from an old order it somehow was allowed to go thru.

Val Feehan

IP Logged

daletone

Browser

Posts: 19
Gender: male

Re: Copy Sales order and Credit Hold Customers
Reply #3 - 07/22/11 at 08:14:01

We have now had this issue twice this year where a customer has been on credit hold and orders have shipped, complete with invoice and packing slip. We tried again today on the same sales order and this time it would not allow us to release the lines. It is sporadic behavior and very frustrating. I have checked with order entry and they never use the copy order function, so I am not sure that would be playing a role.

This is a huge issue with accounts receivable and I am under the gun to find out how this is allowed to happen in a system that has this credit hold feature. They would like for me to check the aging or credit hold status on every company that gets shipped and that sounds like a huge waste of our time.

Lynn or anyone at IS Tech can you provide insight into why this might be happening? Are we doing something wrong? Shouldn't we be getting a blank invoice?

We are using DBA classic.

Dale Ames
Manufacturing Engineer
Beswick Engineering
DBA (10 users), EvoERP (10 users)
PSQL 10.10

IP Logged

Pages: 1

ISTech Support Forum › Evo-ERP and DBA Classic › Problem Reports - Repeatable

‹ Previous topic | Next topic ›