Sage 200 UKI Ideas Portal

We would like to be able to run a report that shows all stock allocations for a given day.

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..

  • Graham Coward
  • Dec 19 2023
  • Delivered
SOP
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
  • Admin
    Keith Carver commented
    20 Dec, 2023 03:13pm

    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.

  • Graham Coward commented
    20 Dec, 2023 02:23pm

    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.

  • Admin
    Keith Carver commented
    20 Dec, 2023 01:51pm

    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.