B-2-C Portal

Has anyone ever done a customization that gives the customer, of the Business, a portal to see where their order is in the production process?  Basically a link that our customer could click and see if the order was in production, picking, shipping?  I am thinking it could be based off of UDF’S on the SO header.

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  • Your big question is how do you know an item is in picking.  By "in production" do you mean in Work Order or the new manufacturing?  

  • Well, I would say that stage would actually be "picked/received" and this would be indicated by looking at the UDF's I created on the SO Detai line.  The "in production" is a little trickier, right now we have UDF's on the header indicating which department the "whole order" goes too, I would have to recreate these on the line level.  I have scripts in place to look on the line and check off which department the line should go to, I would just switch the script to look at the UDF's on the line level and not the header.  The next thought process is once my QTY UDF's are complete (line ready to go into production), I could read which UDF department is checked off and pass that to "portal/dashboard" to show a customer where that item is.  Since we are not entering the SO in shipping data entry until the SO actually gets to shipping that would be my indicator for the order being in "shipping"....  I have a couple other ideas of differtn indicators to show as well, could probably script to look at the PONo field and if there's a value send a message that the line is in the "ordering stage?".

  • If you want to keep your customer informed your best option is Sage Alert and Work Flow.  I helped one company that uses Service Center by DSD and I set up alerts to know when the item they sent in for service was received, when it was being worked on, when it was repaired and when it was being shipped back.  You should be able to do the same by having it monitor the orders and the UDFs and sent out alerts when the fields are updated.

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  • If you want to keep your customer informed your best option is Sage Alert and Work Flow.  I helped one company that uses Service Center by DSD and I set up alerts to know when the item they sent in for service was received, when it was being worked on, when it was repaired and when it was being shipped back.  You should be able to do the same by having it monitor the orders and the UDFs and sent out alerts when the fields are updated.

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