Chris Donnelly
Forum Replies Created
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Jill,
There are many solutions for this challenge. Here is one way that may work for you “out-of-the-box” (uses GP functionality without an add-ons or customizations):
Use the unit-of-measure schedule and price list functions to limit sales entry to particular units-of-measure. For instance, setup a unit-of-measure of Case12 and Case15 which are 12 each and 15 each respectively. Set the prices at these unit-of-measures only and do not allow overrides of prices.
Good luck!
Chris
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Hi Jill,
Adding on to Jo’s post… there isn’t much you cannot do with SmartConnect! If your technical team needs help, check with your partner. If your partner needs help, check with eOne Solutions.
At one point, you could launch the import from within Excel (don’t need to be logged into GP or SmartConnect). Very cool. Not sure if this is still in the product.
Good luck!
Chris
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Kerry,
Answering your other questions…
I’ve only seen it with one user so far. We have 55 GP licences. No Citrix. A handful of users on a few RDP servers (primarily for remote work). We gave the user a new GP (SQL) login (no help). A prior employee on the same machine never experienced this. Weird.
Thanks again!
Chris
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Hi Kerry,
I appreciate you sharing your insight. I agree the symptoms appear to be related to connectivity. We did put the user on an RDP a couple weeks ago and he hasn’t experienced any episodes since. Looks like an effective ‘band-aid’.
Did this get resolved in a later release? Or, is there an MS article out there?
Thanks,
Chris
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Lisa,
It’s been a while since I’ve used IM. I do recall embedding SQL statements within the integrations. If you can find where to embed the scripts, IM has a variety of samples for you. I want to say it’s a selection on the line holding a field mapping.
It takes a little programming skill for the calls and a little SQL skill for the inserts or updates to the table holding the addresses (table sy01200?).
Good luck!
Chris
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Gino,
There are a lot of considerations here. Every customer/organization is different.
Some of the considerations are: number of lines on the order, size of the order (qty and $), nature of the product (i.e. expiration), nature of the business (high touch vs. operational excellence), size of the operation (volume of orders, number of order types/workflows), etc.
My advice would be to focus on learning their current process and adapting the solution to it.
Ideas on how to streamline:
– Set a deadline for any changes to an order. If the order goes into the warehouse, it’s getting shipped.
– Only allow ‘pulls’ from an order after packing and before shipping. Any changes or additions must be a new order.
– Charge a handling fee for some or all changes.
I hope this helps. Good luck.
Chris
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For duplicate vendors… there is a pretty cool utility that will combine vendors. You can combine two or more vendors into one. It will combine everything… cards and history. And, there is no way to uncombine later. You’ll want to try it in a test company first.
You can find it here: tools > utilities > purchasing > vendor combiner and modifier.
Good luck!
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Howard,
What you experienced is not common. But, it does happen every now and then. I bet it was caused by a network or server hiccup. It sounds like you’ve taken the adequate/typical measures to ensure the integrity of your data and system.
You may also want to do these to sleep better at night…
– Ensure everything posted to GL ok.
– Run reconcile and checklinks. If these are new to you, do some research. There are some safety measures you should take (i.e. take an outage and run full SQL backups).
Chris
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Sandra,
They are great products. I’ve been using them both for years as both a consultant and an end-user. eOne has been around for many years and have developed a number of solid products for GP.
They can handle basic user challenges (i.e. importing data from spreadsheets) with an intuitive GUI as well as the most advanced application integrations.
Chris
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Hi Matt,
The most common cause of this is someone changing the item type directly in the SQL database. The user interface will not allow this change. It was probably setup as an inventory item originally. Then there was activity (receipts, adjustments, etc.). Then it was changed to a service item.
Here are a couple solutions…
– Use the PSTL tool to change Item Number to something else. Create a new (service) Item using the original item number. Now you have a blank slate (with not quantities).
– Find the culprit who changed the item type and have them wipe out the quantities on the inventory tables.
I prefer the first solution.
Good luck,
Chris
