Printing Pick Ticket to Put Order on Hold if Missing Purchase Order Number
Release Date: 1/15/22
Version: 8.5 & Up
In EDI Profile, screen 6, there's a flag to prevent a sales order without a PO Number:
6. Is Purchase Order Number Required?
See sample screen below
This flag is important for EDI purposes since most trading partners will reject an invoice if the customer's purchase order number is missing. This is typically not an issue if the sales order was imported through the EDI interface. On the other hand, there are some EDI partners that do not send EDI 850 POs -- they simply phone in the order. Since PO number is not a required field, if the sales rep did not ensure the customer's PO number was entered on the sales order, it would result in the EDI invoice being rejected later.
This flag "6. Is Purchase Order Number Required?" will ensure that the sales order is manually entered through Order Entry or Sales Desk, so the system will make certain that the user enters a PO number.
There are multiple ways to create sales orders in Elliott. For example, a sales order can come in to Elliott through web services (from the website). Since we do not require PO numbers with Elliott web services, it is possible to create a sales order without the PO number.
A possible solution is to ask the web developer to enforce PO numbers when the customer places the sales order. If that cannot be not easily accomplished, we can now stop the order from being released at the time of pick ticket printing. In this enhancement, when a pick ticket is printed, the sales order could be put on hold if the following conditions are true:
- The purchase order number is blank; and
- This is an EDI order; and
- In the customer's EDI profile, screen 6, flag "6.Is Purchase Order Number Required?" is set to "Y."
Then the sales order will be placed on hold. The following note is written on the order:
This Order Is On Hold for Missing PO Number
See sample screen below:
Users will use features like "Release Held Order" to release the order. However, if the PO number missing issue is not resolved, the released sales order will be held again the next time the pick ticket is printed.
Modified Programs: CP02P1, CPRESORD, GETHLDMSG.PL
EMK
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