How to define that Pick List is Closed (Cancelled)

[Former Member]

Hi!

How to define that Pick List is Closed through B1 main menu Data->Close?

I need to define if the PL is closed by the Delivery or by the user through B1 main menu Data->Close.

I didn't find such field in OPKL and PKL1

Thanx!

David

[former_member583013 · Accepted solution]

David,

The pick list or Pick Pack Manager is just a means to fulfil the Pick Pack and Ship function. It is not really a marketing document.

If you are not picking something, and you want to close the Sales Order, it actually means a backorder for the balance un picked quantity and you could close/Cancel the Sales Order.

If you could explain your scenario / requirement, it might help me to understand better.

Suda

[Former Member · Accepted solution]

Hi, Suda!

Thanx for your time!

I need to recognize somehow is the Pick List closed by Delivery or is it closed by user from Main menu->Data->Close. I need to exclude from my report the PickLists that are closed by user. But i need to include PickLists that are not closed yet by Delivery.

Thanx!

David

[former_member201110 · Accepted solution]

Hi David,

Unfortunately, there's no easy way to do this. You could possibly use the ADOC table to find orders that have been closed manually. If a user closes or cancels an order then it will put a new entry in the ADOC table with the DocStatus or CANCELED fields showing that the document was closed. If the document is automatically closed when a delivery is linked to the order, no entry is put in the ADOC for the order. However, this is not 100% foolproof because the user can still go back to the order after it was closed by a delivery and update a field (eg a UDF). This would then create an entry in ADOC that would look like the user had manually closed the order.

Another approach would be to add your own code to the SBO_SP_PostTransactionNotice stored procedure.. This is fired automatically when a user updates any object in SBO. Your code could trap the event of a sales order being closed or cancelled (ie you can use the @object_type and @transaction_type variables in the proc to do this). You can then write the document key to a separate table (either a UDT as SAP does allow inserts and updates to a UDT if it is not part of a UDO or a standard SQL table).

Hope that all makes sense.

Kind Regards,

Owen

[Former Member · Accepted solution]

Hi, Owen!

Owen, the problem is in PickLists, not in the Orders.

Imagine the situation - we have 2 PickLists (Inventory ->Pick and Pack manager).

1st PickList is closed by the user (Data->Close). 2nd is closed by the Delivery.

Both have status "closed". I want to exclude the 1st PickList from the report. I didn't find any sign in tables OPKL, PKL1, APKL defining that PickList is closed by the user (Data->Close).

Thanks for UDT proposal - i thought about that...

Thanks for your time!

David

[Former Member]

Very needed! B1 2005A.

APKL doesn't contain such info too

Thnx!

David