{"id":125,"date":"2009-04-18T09:56:00","date_gmt":"2009-04-18T09:56:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=125"},"modified":"2024-06-12T04:47:12","modified_gmt":"2024-06-12T04:47:12","slug":"adding-item-on-the-fly-on-the-sales-order-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/04\/18\/adding-item-on-the-fly-on-the-sales-order-screen\/","title":{"rendered":"Adding Item on the fly on the Sales Order screen"},"content":{"rendered":"

In Enter Sales Orders and Quotes, if user enters an invalid item in an SO line, the system prompts an error message as shown below.<\/p>\n

\"Enter<\/a>Now user has to define the Item using the \u2018Maintain Item\u2019 task and in case of inventory item user has to enter the item – warehouse combination in the \u2018Maintain Inventory\u2019 task. This can be a time consuming task in case a large number of items are involved.<\/p>\n

We at Greytrix have created a customization on the Sales Order screen, which replaces the error message with a screen which allows the user to create an item and enter inventory details if required. Once the item is added in the system, user can continue to enter the order line for that item. The sales order created for that item will be a back order.Please refer the below screenshot.<\/p>\n

\"Inventory<\/a>Here user has entered an item which does not exist in the system. A message is prompted asking the user if he wants to create a new item. Upon clicking the \u2018Yes\u2019 button the below screen is displayed.<\/p>\n

\"Maintain<\/a>User can enter the required details on this screen and click on \u2018Finish\u2019 to save and exit. The focus will return to the Enter Sales Order screen and user can continue adding items and create the sales order. Thus, this customization saves the user a lot of time and he does not have to navigate to other tasks to create the items.<\/p>\n

If you think you would be benefit from this customization, feel free to contact us at\u00a0sage@greytrix.com<\/a>.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix\u00a0has some unique solutions of\u00a0Sage 100 integration with Sage CRM<\/a>,\u00a0and Salesforce.com<\/a> along with Sage 100 Migration from Sage 50 US<\/a>, Sage Intacct<\/a>, QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n

For more details on Sage 100 Services, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In Enter Sales Orders and Quotes, if user enters an invalid item in an SO line, the system prompts an error message as shown below. Now user has to define the Item using the \u2018Maintain Item\u2019 task and in case of inventory item user has to enter the item – warehouse combination in the \u2018Maintain\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[93,191],"tags":[],"class_list":["post-125","post","type-post","status-publish","format-standard","hentry","category-inventory-management","category-sales-order"],"yoast_head":"\nAdding an item to the sales order screen at any time<\/title>\n<meta name=\"description\" content=\"Discover how to customize the Sales Order screen, which shows an option to create an item and enter inventory details.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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