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dmac1971
Creator III
Creator III

Brick Wall - Sales Order Managment

Lets say I am loading three tables, open SO Lines, Open Purchase Orders and open Internal Purchase Orders (See attached QV).  I would like to be able to tag those open Sales Order lines that haven't had stock allocated but have an open PO for the item, and then also tag those SO line that haven't had stock allocated but have no open PO or IPO etc.

I can do this by filtering within the report but would rather work out how to do this during load if possible?  Can anyone give me some direction here?  TIA!!!

7 Replies
daveamz
Partner - Creator III
Partner - Creator III

Hi Dermot,

I would concatenate the data into one table (they have similar structure) with a flag marking the source, then I would use set analysis to calculate the value (Qty) for each source type.

See the example attached.

Regards,

David

dmac1971
Creator III
Creator III
Author

David thanks for your reply.  I've already done it this way, and it works ok, however I'd like to add a list box so that the sales team can quickly filter to those lines that are in jeopardy.  IE the list box would show :

QTY OK

QTY SHORT OPEN IPO/PO

QTY SHORT NO PO/IPO

I don't think this can be done using an expression, so would need to be done at load?


daveamz
Partner - Creator III
Partner - Creator III

Do you need to consider the date also, or only the item?

dmac1971
Creator III
Creator III
Author

Lets say no initially, , I'm only going to say if a line is in jeopardy or not.  I can show the open lines in another table with the open PO qty through association and the Open PO number and due date.  I just want to speed up the ability to filter down to the lines that we need to work on to address stock deficiencies.

[EDIT]

I'm just reading up on apply map, would that be a possible solution here?

[/EDIT]

daveamz
Partner - Creator III
Partner - Creator III

Something like this?

avkeep01
Partner - Specialist
Partner - Specialist

Hi Dermot and David,

I just made a little modification to the script by creating the tabel built by David in the script. You can now easily add Yes or No or 1 or 0 etc. in the script based on the current data.

Regards,

Anton

dmac1971
Creator III
Creator III
Author

Thanks a million guys, will work though these and reply.  Very much appreciated.