Sage 200 UKI Ideas Portal
Every day, we received multiple supplier deliveries. Once everything is booked into stock, we run a full stock allocation, then we can pull orders out that are fully allocated and ready for dispatch.
If we had a report that we could run, which shows which orders have just had stock allocated during the allocation process, it would enable us to pull these orders only, rather than checking every order in the system..
| Idea Benefit | This would reduce unnecessary checking of all orders - Saving a lot of time. |
| How do you solve for this problem today? | We currently have to manually check every order to see if it is complete/ready for dispatch. |
| Fixed in version | Report Design Service |
If this does not match the requirements you've mentioned then please contact our Report Design team to discuss this further (if your a Partner direct your customer to this article), with a view to seeing if this can be achieved with a custom report.
Details on how to do this are available in this knowledgebase article.
Hi Keith
Thank you for the reply and option.. That report, as I can see it is almost what we are looking for.. If I set the date parameter and the Transaction Type to "Customer Allocation" it gives me every stock allocation for the day, including all allocations when an order is inputted etc..
I have played with the other options and filters on this report and cannot find what we actually need.
The report we are needing just gives us the allocations affected by running a full stock allocation following goods being booked in.
Hi Graham
You could run the stock transaction history report and adjust the transaction date and transaction type criteria to match your requirements.
If this does not match the requirements you've mentioned then please contact our Report Design team to discuss this further (if your a Partner direct your customer to this article), with a view to seeing if this can be achieved with a custom report.
Details on how to do this are available in this knowledgebase article.