Skip to Content
author's profile photo Former Member
Former Member

draft

Hi all,

Due to the nature of our business, we have to many orders that need to be shipped partially. Customers call and change their orders from time to time. In order for us to show items to be put on back order, we have to copy orders to Delivery. However, once we add the Delivery, we cannot make any changes except to move the orders to the Return, which can sometimes cause confusions. Instead of adding the Del, we save the Del. as a draft so that we have the options of showing items back ordered and changing the orders. If a customer changes his order, do we make the changes on the sales order or the del. draft? And if he changes his order several times, will we end up with several drafts? Many thanks.

____________

P.S.

Thanks for all the responses I've received. Here is the scenario:

Our customer places an order. Picking slip shows everything is on back order until we move the sales order to Delivery and specify what is being shipped for our warehouse. Before the orders actually leaves our warehouse, orders may need to be changed for various reasons- credit card denied, out of stock, just to name a few. Once the order in the Delivery stage, we cannot make any changes other than copying it to Return which can cause confusions if our customer calls several times to change the order. We are opting to save the Delivery as a draft. Do we make the changes on the sales order? If we change the order several times, do we end up with several drafts or will it override the previous draft.

Tnx.

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • Best Answer
    Posted on May 28, 2008 at 06:07 AM

    Hi,

    I know your meaning this time.

    First, after you copy a sales order to a delivery draft, you can update both them. But any updates on one document won't affect the other. That means if you only update the sales order, the delivery draft based on it won't be updated automaticlly. Neither does update on delivery draft.

    Second, the updates on draft will overwrite the draft itself and won't create a new one. So does the sales order.

    So if you cannot post the real delivery even when the items have left your warehouse until your customer has final decision, updates on sales order or delivery would be the same. Then, I still suggest you to update sales order itself and there is no need to save them in draft for this purpose. And then the updates will also affect open item list and sales analysis report, but draft cannot. Because you can check sales order in open item list and it also could be included in sales analysis report.

    Anyway, it depands on your decision. But the system definition is that the updates in one document won't affect the other automaticlly and the updates could overwriter instead of creation a new one.

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.