We often set up orders on in OE for items that are not in stock and need to be ordered. When those items arrive, we update the price in IC, based on the new cost. When those orders are being invoice to customers, they are still priced at the old price (whatever the price was in IC at the time the order is created. Is there anyway that OE can warn us that the price has changed? This would give us an opportunity to update the order to the new pricing.

Put an alert on the item? That still requires editing the item on the existing order. If 'Auto edit items' is defined in File/Options, it is easy to cycle through all items on an order, one at a time.

There is no 'automatic' way to warn if the pricing on an order is different than what is set on the items. In many cases, one wouldn't want that because they have over-ridden the price and a bunch of messages that the prices don't match would be very annoying.

We have a cycle of hundreds of different items coming in and hundreds of back orders being released on a continual basis so alerts won't work.

Auto/Edit Items is checked in File/Options so we can cycle through easily but each item has to be re-selected and then each quantity ordered has to be re-enetered to update the item. Tabbing through only retains the old information.

To avoid problems we have our staff re-enter every item this way when releasing back orders. It would be an annoying feature if you always wanted the order to retain the original pricing, but it would be a great feature if you could choose in the company profile whether you wanted to be warned or not. In our business pricing varies constantly with each receipt so we almost always want to bill the customer the updated price. It's not a big deal for us to re-enter every item - but it does have the potential to be forgotten.

Hi,Susan,

Are you using SalesCQ? You could create these as quotes. Then, when the items come in, turn the quote into an order and turn on the 'update item information and pricing' option.

SalesCQ isn't currently compatible with AR9 but we are working on a version that will be compatible.

Softrak Support:

The problem with using SalesCQ in the manner you suggest is that you then can't import the order into PO (you have to manually rekey the item details, duplicating the work).

I think Susan's request makes a great wish list item. When adding items to an order allow an option to flag it to have the price updated automatically when the item is shipped.

We haven't imported orders into PO before. We use a Gridview report to show us items on orders that are not in stock and enter our PO's from that. SalesCQ might be something we'll think about sometime in the future.

OK, could I recommend a suggestion something like having an 'Update pricing' button within the Edit Order function, to work just like the existing ability to 'update item information and pricing' when an order is copied within OE? Would something lke that meet what you were looking for?

Do you send Order Confirmations to your customers, with prices? If so, I imagine there is some process already in place when the price changes and the invoice prices doesn't match the confirmation.

How are you going to differentiate between those lines that must be updated, and those where the price is firm and cannot be changed. Are you saying that in all cases your clients are prepared for the prics they are being invoiced to be different from those printed on the order confirmation?

Yes, our clients are prepared to pay the newly updated price. The new prices are based on the new cost so sometimes it's higher and sometimes it's lower. It fluctuates with the Canadian dollar and other factors. Our customers know this and they know we give them the best available price at any given time.

The only exception I can think of is when the customer has special pricing which is set up in OE/Special Prices, which overrides IC price anyway.

Controlling which item/price gets updated and which do not is why I suggested a detail item by item flagged, up date T/F.

That's another 2 keystrokes for every line on an order.

Only for those that need to use it. You are not required to key through all of the available fields when adding a new line item.

I think it would make more sense for POA to auto generate from SalesCQ. This would end up being another yet another company profile option (YACPO).