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Cristian B.

Sales Order Acknowledgement Automation

SUGGESTED
Posted By

New to the Sage 500 ERP world... so bare with me here Slight smile

Currently when a sales order is created it goes into an unacknowledged status... At the end of the day, someone manually goes to Sales Orders>Print/Acknowledge Sales Orders and just runs a saved setting- This is a manual process and given the amount of SO we are doing, i starts to add up on the tasks on end users.

How would I go about creating a Task to run this every day on its own, say at 4pm, for all orders that are SO Status=Unacknowledged?

In System Manager>Tools>Task Editor I can see there is a SO task but not sure if its running or not..

Here is the TASK 

Here are the properties of the task

  • 0

    This is controlled at the customer level.  On the Maintain Customers application, on the Sales Order tab, there is a checkbox called Require Acknowledgement.  Uncheck that box for customers that do not require acknowledgement.  If you want this behavior going forward, modify the Customer Classes which has a similar checkbox that is the default for new customers (note it does not change existing customer records).

  • 0

    It sounds as though you would prefer to not have to do this at all.  If you are just trying to update the status, have you considered removing the Require Acknowledgement from the customer (Maintain Customer / Sales Order tab) and then all orders will immediately go to a status of Open?

  • 0 in reply to RussG

    This is only an exhibition. This is not a competition. Please, no wagering. 

  • 0 in reply to Ramon M.

    Ramon, thanks for the reply... I think what I was referring to is to automate the process not to remove this from our Customers. Something that I can schedule to run automatically at 4pm (for example). Currently few users domestic/international sales leads have to manually go in every day and execute this task. Not all customer we have are EDI integrated... 

    Thanks in advance for any help/advice you can provide... 

  • 0 in reply to RussG

    Is actually the other way around...we want to keep this feature on for non-edi partners. but want to automate this for our sales. Where our system automatically sends the order ack at the end of the day (say 4pm)

  • 0 in reply to Cristian B.
    SUGGESTED

    This would require you to build a customization if you wanted to do it using the same mechanism through document transmittal of Sage 500 ERP.

    If you truly want it to be automated you should consider a tool such as KnowledgeSync (by Vineyardsoft), TaskCentre (by Fisher Technology) or one of the many other options that are available for this type of activity.  These tools can be used to generate notifications to both internal resources on your team as well as to external resources (customers/vendors/etc).  We have clients that send Invoices, Ship Notifications, Payment Advices (for ACH payments) using these tools.

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