Allow Insert of Lines within Order by Status

When entering an order then, subject to configuration, the user is allowed insert lines within an existing order. When inserting a line then, as discussed above, this can change the primary key of the order line but in addition it may make changes to an order more difficult to track.

If, for example, an order is placed and accepted but subsequently the customer calls to amend the order and add more products inserting within the order may make comparisons to original quote more difficult.

This option allows you to allow insert ‘within’ the order whilst the order is a quote but once it’s been activated then new lines are always added at the end.

Installation

Application User Facilities

New parameters have been added to the SOP Optional Features to allow for control of the Insert options.To update Installer users can right-click on the Order Entry option on the Sales Order menu and select Advanced Input Facilities and Optional Features.

Alternatively select Installation from the main menu followed by Application Manager and Application User Facilities. Select the Sales Order Processing application followed by Enter/Amend Orders, Advanced Input Facilities and Optional Features.

On screen 2 is new prompt ‘Insert at End if Status Equal’ – set this option to configure the parameters.When set a pop-up will display to select the status codes, under which, insert will only add a line to the end of the order.