One of my customers wondered how the sales and/or shipping
staff would know when an order had been completed in MISys and transferred to
Sage 50 Quantum Accounting (formerly Sage Peachtree Quantum). This would apply, of
course, to a Make-to-Order scenario where there is a specific sales order
linked to each production order (either Work Order or Mfg Order).
So I created a Sales Order in Sage 50 and did a “Process
Sales Orders” transaction which brought in the details of the SO:
Notice there are several details captured automatically: the
item required (I50), the quantity (200), the customer name (xyz), the sales
order # (1179) and the ship date (5/29/2012). No data entry required at all.
I’ll skip through the building of the 200 but at the point we
have built it we’re ready to transfer the 200 units to Sage 50. I have already
created a Custom Alert called Sales Transfer Notification, and included a mobile
alert with an e-mail (or e-mails) to people in shipping/sales. The alert
criteria looks like this, but of course it could be further
tweaked:
You might want to limit it to active MOs only, not closed, or within the last
week, or whatever -- you don’t want a long long list of every sales transfer
you ever made, so make it relevant to the needs of the shipping/sales folks. I
do the transfer from within the MO and my custom alert shows me this:
And I also get an e-mail, which is key since I, in the shipping department, am
not a MISys user, ever, and that e-mail says:
You might note that the Sales Order # did not come over in
the e-mail, but the customer name and ship date did. That’s a little tweak we
can solve, but even with just this information we in shipping now know that
- finished goods were delivered into Sage 50
- who the customer is
- what day the goods need to be shipped by
- what the goods are and
- how many.
We love custom alerts and mobile alerts, and you should too!
Posted by Michael Byrne on behalf of
Al Alessi
Al Alessi
MISys Sales
Take the tour at misysinc.com
