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#39410 - 12/03/13 10:52 AM Expected Ship Date - Order Entry
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
The expected ship date is uneditable in invoices. Would it be possible to edit the field in Gridview-RW, and if so, would it cause stability problems?

Thanks

(A request to have this date field default to the login date the same as all the other date fields do.)


Edited by MikeS (12/03/13 11:03 AM)
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#39411 - 12/03/13 11:50 AM Re: Expected Ship Date - Order Entry [Re: MikeS]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4509
Loc: Wynnewood, PA
Hi Mike

Yes, it would be possible to edit the field, and I am 99.99% sure that it will not have any bad unintended consequences.

Steve

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#39412 - 12/03/13 11:50 AM Re: Expected Ship Date - Order Entry [Re: MikeS]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4413
Loc: Vancouver, BC
Mike:

Do you mean that you want to be able to edit the 'Actual Ship Date' on an invoice? The actual ship date does default to the login date. For my clients who analysis the actual vs expected ship dates having the expected date change during invoicing would not be a good thing.

What is the business purpose of having the expected ship date change to the log in date during invoicing? Maybe there is another way.

Correctly editing either date with GV RW would not be a problem. Incorrectly editing anything with GV RW could have serious consequences.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#39413 - 12/03/13 12:10 PM Re: Expected Ship Date - Order Entry [Re: Douglas Dickie]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4509
Loc: Wynnewood, PA
Hi Doug

Beat you by 2 seconds!

Steve

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#39417 - 12/04/13 04:28 AM Re: Expected Ship Date - Order Entry [Re: Steve Schwartz]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Hi Steve - Thanks

Doug

No, just want to be able to change the expected ship date. For your information, we only enter the actual ship date. We use the expected ship date as the actual ship date because the actual ship date always defaults to the login date when the order is opened. So if I entered an order, including dates, and then had to save it - to check a price for instance - when the order was re-opened the actual ship date reverts to the login date. Too easy to forget to change it. Also, we rarely have to go to the Totals tab so it's much quicker to stay on the header screen and use the expected ship date for data entry.

I have everyone set the login date to the month they are entering orders and invoices for, so that it is quicker to enter just the day rather than the month and day (there is less likelihood of date errors being made then). This works great except that the expected ship date defaults to the system date, so that with a login date of 11/29/2013, 29 shows as 11/29/2013 in the order date but 12/29/2013 in the expected ship date. I run a report that shows days to ship and days to invoice. We were behind and in the rush to get caught up, a number of orders and invoices where entered with the expected ship date being in December. If it had been one or two I wouldn't worry, but there where close to 30 invoices, which will really screw up the report. I was thinking of permanently changing the date errors but after thinking about it last night, I think I'll just create a calculated column in Gridview to handle the problem in the future. I would like to know why that field is the only one that defaults to the system date, though.

Thanks
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#39420 - 12/04/13 06:47 AM Re: Expected Ship Date - Order Entry [Re: MikeS]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4413
Loc: Vancouver, BC
Mike:

Unless I missed something in the feature set setup (which is entirely possible as a lot of new features have been added in recent years), the expected ship date is not defaulted to anything and is not automatically update during invoicing. In this way the date can be fixed to a specific date that can only be manually changed (before invoicing) and result analyzed by comparing the expected date to the actual date.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#39427 - 12/04/13 08:11 AM Re: Expected Ship Date - Order Entry [Re: Douglas Dickie]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
You're right Doug, but if you enter just a day it fills in the system month, not the login month i.e. System Date = 12/03/2013; Login Date: 11/29/2013 Order Date will show as 11/29/2013 (good) and expected ship date will be blank. Enter 25 in the order date and you get 11/25/2013; enter it in the expected ship date and you get 12/25/2013, so the expected ship date must be referencing the system date, not the login date as the other date fields do.
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#39431 - 12/04/13 08:54 AM Re: Expected Ship Date - Order Entry [Re: MikeS]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Mike,

The difference in behaviour is because the expected ship date has no previously entered date (it's blank). The date control picks up the month/year of the previous contents of the field when only the day is typed. If there is nothing in the field, a date must be chosen, and the system date is the only one available to the control.

Perhaps we should default the expected ship date to the order date? If you visit the field, that's what the program will do.
_________________________
Andrew Bates

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#39433 - 12/04/13 09:24 AM Re: Expected Ship Date - Order Entry [Re: Retired_Guy]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Hi Andrew,

Originally Posted By: Andrew Bates

Perhaps we should default the expected ship date to the order date? If you visit the field, that's what the program will do.


That would be great. Normally it isn't a problem until the end of the month. Then things get rushed and people (me) aren't paying as much attention.

Thanks
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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