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Cristian B.

Sales Order Acknowledgement Automation

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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

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  • 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 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... 

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  • 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... 

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