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We’ve been testing the option in SOP where tracking information can be recorded. It seems that you can’t enter the tracking info for a “Completed” sales order. The completed sales orders are excluded from the dropdown list.
We were thinking that we’d go back in the following day once we receive a report from our courier to populate the tracking. We get a summary report which has all the info regarding the prior days shipments which would be the most time efficient way of entering this info.
But as we typically post the sales invoices on the day that they’re issued (e.g. the same day as the despatch occurs) so the sales orders will often show as completed quite soon after the despatch takes place.
Could there be an additional tick box or option within SOP settings whether to allow tracking details to be amended on completed sales orders or not. As this doesn't work from a practical/timing/sequential order perspective but we would ideally like to capture this information in Sage. It is very close to being very useful, but sadly, isn't practical.
Given that mistakes or typos might sometimes happen, that's another benefit to being able to amend it afterwards. It also gives you the option to skip entering the tracking during the despatch process. But given how quickly a sales order can change from Live to Complete, it may not give us long enough window to populate the data.
Idea Benefit | To be able to accurately record courier consignment/AWB numbers |
How do you solve for this problem today? | With difficulty |
Product Variant | Sage 200 Professional |
Also, it would be good to have Amend Tracking Information as an action for the SOP desktop list and workspace
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