Topic Options
#61312 - 06/28/19 07:28 AM OE Shipping Labels-need to add fields
Samuel Kopstick Offline
Adagio Virtuoso

Registered: 06/15/07
Posts: 895
Loc: GTA & North America (Remote Su...
Customer will be printing OE Shipping Labels, and will need to include a number of Comment Lines on the label.
For example, the might enter:
PO Line # 1 of 4
Return Customer fittings
Do not remove Customer zip-ties
Return Customer pins & plugs

One solution that I would like to consider is to place the 4 or 5 lines on the Order Notes/Optional Fields tab, in the additional comments field.
But the issue is, how do we print this?
There does not appear to be Spec Code field for the Additional Comments.

We can use the Optional text fields, but I am afraid that there are only 3 fields at 30 characters each – we will almost certainly exceed this limit on at least a few Orders.

(We are already using the Comment Line 1 on the header for capturing the Quote #, so this field is not available.)

Any suggestions?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#61313 - 06/28/19 08:38 AM Re: OE Shipping Labels-need to add fields [Re: Samuel Kopstick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
I know this doesn't answer your question, but there is a Quote Number field on the Sales Order header in OrderEntry 9.3x.
_________________________
Andrew Bates

Top
#61315 - 06/28/19 09:29 AM Re: OE Shipping Labels-need to add fields [Re: Retired_Guy]
Samuel Kopstick Offline
Adagio Virtuoso

Registered: 06/15/07
Posts: 895
Loc: GTA & North America (Remote Su...
Good point, Andrew.
However: In CQ Company Profile, the "Copy quote number to" option does not give the option of copying this # to the most obvious field in OE - the Quote No.
Why not?

So this does not really help at this time.

And, I am still wondering about including the Notes on the specs.
If this is not doable currently, can this be added as a request for the next OE update?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#61327 - 07/02/19 07:40 AM Re: OE Shipping Labels-need to add fields [Re: Samuel Kopstick]
Samuel Kopstick Offline
Adagio Virtuoso

Registered: 06/15/07
Posts: 895
Loc: GTA & North America (Remote Su...
Well, I guess that no response is also a response.
Support – can we add two requests for future updates to OE and CQ?

OE: I would like to have a spec code to print the Notes – Additional Comments that might be recorded on an Order.

CQ: IN the Company Profile, the option “Copy quote number to” should also have an option to select the OE field: Quote No.
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#61329 - 07/02/19 08:37 AM Re: OE Shipping Labels-need to add fields [Re: Samuel Kopstick]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4322
Loc: Vancouver, BC
Samuel:

Printing Notes on a Shipping Label would not be a good practise. A shipping label only has so much room and the trucking company only wants to see the delivery name and address.

I suggest that you use a Text Block in OE to type up the notes and then put that Text Block on the Order as Instructions. Print the Instructions in Bold font only on the Picking Slip.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

Top
#61334 - 07/02/19 09:52 AM Re: OE Shipping Labels-need to add fields [Re: Douglas Dickie]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11324
Loc: Vancouver, BC Canada
Hi, Samuel,

When a quote is transferred to OE, the Quote number and Revision code are automatically transferred to those fields on the OE sales order. This is independent of the CQ Company Profile option.

I'm using CQ9.2B and OE9.3A.
_________________________
Regards,
Softrak Tech Support

Top


Moderator:  Christa_Meissner 
Who's Online
0 registered (), 37 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1848 Members
5 Forums
14242 Topics
69746 Posts

Max Online: 359 @ 11/18/19 09:08 PM
May
Su M Tu W Th F Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31