Re: Sales Order Sourcing

Randy,

I may be wrong, and it would not be the 1st time, but I thought that the 
sourcing functionality only worked in conjunction with Order Capture.

Regards,
John

--------------------------------------------------
From: "Randy Rasp" <[email protected]>
Sent: Wednesday, February 06, 2008 1:26 PM
To: "System 21 Users" <system21-Zwy7GipZuJhWk0Htik3J/[email protected]>
Cc: "John McPherson" <[email protected]>
Subject: Re: [SYSTEM21] Sales Order Sourcing

> Ahhh yes, sorry about that, I knew I was probably omitting some critical 
> details.
>
> We are using green screen Aurora 1.2 and we are using AOE.
>
> Thanks John!
>
> Randy
>
> ---- John McPherson <[email protected]> wrote:
>
> =============
> Randy,
>
> What version of System21 are your Running?  Are you using AOE, normal OE 
> or
> are you using Order Capture?
>
> Cheers.
>
> --------------------------------------------------
> From: "Randy Rasp" <[email protected]>
> Sent: Wednesday, February 06, 2008 1:09 PM
> To: <system21-Zwy7GipZuJhWk0Htik3J/[email protected]>
> Subject: [SYSTEM21] Sales Order Sourcing
>
>> Hello list,
>>
>> When we have a customer place an order, we prefer to service them from 
>> the
>> closest warehouse - one of the reasons being so we have the proper
>> warehouse to get credit for the sale.
>>
>> Occasionally we may be out of a part, but a warehouse not too far away
>> (~200 miles) may have the part.
>>
>> In the past, we have been having our clerks save the order as a back
>> order, and then go into inventory processing and enter in a warehouse
>> transfer.  After the item arrives at the proper warehouse, they will go
>> back into the order and complete it.
>>
>> This is adding extra steps and causes confusion, especially for new
>> employees.
>>
>> We would like to use OE and source the item out of the nearby warehouse,
>> but if we had a magic wand, the item would ship to the customers' default
>> warehouse first, and then the item can be delivered to the customer. 
>> We'd
>> like to keep the order warehouse to be the customer's default warehouse,
>> so that our reporting will give the credit for the sale to the default
>> warehouse for that customer.
>>
>> I just recently discovered "sourcing rules access" in the inventory
>> module.  The documentation is vague, but it implies that rules can be set
>> up to accomplish exactly what I want.  However, when I do this in our 
>> test
>> company, nothing seems to happen.  I don't know if I am not setting it up
>> properly, or perhaps I am not placing the order properly, or maybe a
>> nightly process has to run.
>>
>> Does anyone use this feature?  Does it generate a warehouse transfer
>> request?  Do I order the item from the customer's default warehouse and
>> let it go on back order, or do I go ahead and source it from another
>> warehouse, and then the "magic" happens?
>>
>> I realize there's a lot set up and information I may be leaving out, I'm
>> just wondering in theory if it creates a warehouse transfer 
>> automatically.
>>
>> Thanks in advance for any feedback!
>>
>> Randy Rasp
>>
>> System i Manager
>> AER Manufacturing
>> www.aermanufacturing.com
>>
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