Monday, October 1, 2012

Save Time with Sales Order Item Deletion Utility

The Sales Order Item Deletion Utility comes  is now available as a single add-on utility.

The Sales Order Item Deletion Utility allows an item(s) to be deleted from a range of sales orders that are not available to ship. This eliminates the need to manually delete the item(s) from the sales orders in Sales Order Data Entry.

The Sales Order Item Deletion Utility is accessed from the Sales Order Utilities. Upon entering the screen, users will select the appropriate criteria to determine which sales orders to delete the item(s) from.

Once the sales order criteria have been entered the user will select the items to be deleted and optionally the maximum quantity of that item to delete. Users can enter or select a starting and ending item number as well as the maximum quantity to delete. The Add Items button is then pressed to add the items entered to the list of items to be deleted.

When the desired criteria have been entered the user will hit Proceed to begin item deletion process. The item deletion process will scan all standard and backorder type sales orders that meet the order selection criteria entered to see if they contain any of the items in the list of items to delete. If a sales order is currently being invoiced the utility will skip over the order and no items will be deleted. The items from the orders selected will be sorted by item number and quantity ordered (lowest to highest). For each item selected to be deleted, the item will be deleted from orders with the lowest quantities first until the maximum quantity to delete has been reached. If deleting an item will exceed the maximum quantity to delete, the item will not be deleted but rather the quantity ordered will be reduced. After removing an item(s) from a sales order if no other line items remain on the order, the sales order will be deleted. When the process is complete the user will be prompted with the total number of sales orders changed and the total number of sales orders deleted and be returned to the Sales Order Item Deletion screen.

For more information on this product, call Janice Florio at 860.399.4215 x.202.

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