Can I Get Alert When Sales Order Ship Date Is Changed?

Can I Get Alert When Sales Order Ship Date Is Changed?

Release Date: 8/21/2018

Q - Is there a system of alerts in Elliot? We need a way to alert Billing that a certain customer order has had its shipping date updated.

A - If we understand your intention correctly, you would like someone to get notification when the order header’s ship date field is changed. In our system, there’s an event for doing something just like that.  You can subscribe to it by going to Customer File Inquiry and bringing up any customer, clicking on the event toolbar button, and choosing to "Add" an event.  You will see the following event:
  • Program: CP0101
  • Type: CHGORDC2 (or CHGORDS2 - by salesman)
  • Detail: ARCUSFIL
  • Description: Chg Ord By Cust(Terms & ShpDt)
See sample screen below:


If you subscribe to this event, you will see it supporting the following variables:
  • Customer No
  • Order No
  • Salesman
  • Bill-To Name
  • Ship-To Name
  • Change Fields - can have value of T, S or ST
  • Old Terms Code
  • New Terms Code
  • Old Ship Date
  • New Ship Date
See sample screen below:


This event will be triggered when either the order header's terms code or ship date is changed. In that case, the "Change Fields" can have the value of:
    S = Ship Date is changed
    T = Terms Code is changed
    ST = Both Ship Date and Terms Code has been changed
If you are only interested in being alerted when the ship date is changed, then you can specify the filter condition where "Change Fields" EQ "S ST."  See sample screen above.

If you have not used this event in the past, then to set up the event itself is a big subject. Also it might be better if you upgrade to Elliott 8.x or after because the support of SMTP email will make it easier to get the event to work. To understand and establish the infrastructure of this event is not a small task.  But the benefits are enormous once you get it done. We suggest that you call our support team and go from there.


EMK


    • Related Articles

    • Feature - Replacement Sales Order Import to Keep Changed Promise Date

      Release Date: 10/17/2017 A new feature has been added to the CP/Util-setup/Sales Order Import/Import/Replacement Sales Order Import process that will keep a changed Promise Date when the import is done and the order already exists. To enable this ...
    • How to Lock a Sales Order from Being Changed

      Q - We know that printing an invoice or selecting the order for billing will lock the order and prevent anyone from changing anything on the order from that point on. Are there any other ways to prevent users from changing orders without having to ...
    • Feature - Sales Order Import Request Date Warning

      Release Date: 6/13/19 Version: 8.2 and Up Previously users would control whether the message "Request Date Has Already Passed" was a warning or just a standard attention message through Global Setup-> Add-Ons-> Sales Order Import field 20, Ship Date ...
    • I Get a Message -- "Ship Via Code Setup" -- and the Picking Ticket Does Not Print

      Release Date: 07/08/2024 Version: 7.x & Up Q: I am trying to print a picking ticket, but I get this message: "Order# 123456 Skipped - Ship Via Code Setup." How do I fix this? A: The message indicates the ship via for the order is not configured to ...
    • CPSLSDSK Customer Order Processing Sales Desk

      Sales Desk Application Overview Sales Desk is designed for companies who need versatile order entry functions and improved customer service. It is designed to be used by salespersons, order entry personnel and telemarketers. Sales Desk is extremely ...