Need more, need help now? we offer pay-as-you-go support, no contract, tenth of an hour billing, expert help, fast service, no call queue
We can offer lower cost Sage50cloud subscriptions for customer using pay-as-you-go support or who are self-supporting.
Need integration, your shipping system, your website, your invoicing system, your crm.
Need a bespoke solution, Mini Manufacturing, Spreadsheet order import, Back to back orders.
Want web hosting, email, your own domain name, a shop, we do it all!

Report as control Unposted PO's, Purch invs, Sales Inv

Report design issues and solutions.
Post Reply
gazmoz17
User
User
Posts: 54
Joined: 19 Sep 2018, 13:58
Sage Version: v2018 24 UK/Europe/Africa

Report as control Unposted PO's, Purch invs, Sales Inv

Post by gazmoz17 » 11 Sep 2020, 11:09

Morning Bruce,

Will attempt to have a go with data joins myself but want to know if poss before I attempt!

Background

We dont use any sort of stock control system...so Purchase orders raised arent posted to the ledger. Purchase Order module just used as dashboard control etc using custom fields as delivered dates etc.

*Stock will never be "turned on"* (Im guessing cant post PO's to ledger without marking stock in.)

Purch invs are just posted to Materials (Details) & single Nominal code 5000 always same. So in supplier activty we dont see any detail of what the order encompasses (product wise, qty wise). "Ref" is just our internal sequential number for puch ledger, Ex-ref is the raised PO number that purch inv im posting relates to. So we can only tell looking at ind supplier activty a real snapshot of what the order is....so have to then go in PO module and see what items are on PO qtys and indv item lines etc.

Want a control (can do this vai excel vlookup but want something from sage if poss...maybe batch report if cant use data joins in one report.

Shows from PO raised, weve then got purch inv for said PO number, then have corresponding sales inv ref PO number.

Added custome sales inv field which we will use to populate our original PO raised to fulfil sales order.
*These orders are only for small handful of customers 10 a month. Mostly direct orders where stock doesnt touch us...therefore important we keep track that we have recieved purch inv for order and then most importantly invoiced the order to end customer!

I thought a table format in PO order would be easier than current vlookup in excel. So im ticking accross almost via Po number that I have...raised PO, purch inv, *sales inv for the former.

Any thoughts or even just a yes or no that the joins can be done would great thanks.

Cheers
Gareth

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4331
Joined: 28 Feb 2006, 09:56
Sage Version: v2017 23 UK/Europe/Africa

Re: Report as control Unposted PO's, Purch invs, Sales Inv

Post by brucedenney » 11 Sep 2020, 11:22

Hi

If the product codes are non stock, you should be able to update the PO to the ledger without creating any stock transactions.

If you have the INV ref on the POP, then you can link them, you may need to do a type conversion.

I would do it in Excel using ODBC to pull the data form sage.

Did you look at the Back To Back ordering systems I have done?
https://www.makingithappen.co.uk/CI/pur ... dering.htm
For just about anything Sage :- switch to subscription, pay-as-you-go support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me. Image

gazmoz17
User
User
Posts: 54
Joined: 19 Sep 2018, 13:58
Sage Version: v2018 24 UK/Europe/Africa

Re: Report as control Unposted PO's, Purch invs, Sales Inv

Post by gazmoz17 » 14 Sep 2020, 14:15

Hi Bruce,

Will defintely have a look at your back ordering syst as it sounds ideal.

Thanks
Gareth

Post Reply

Who is online

Users browsing this forum: No registered users and 1 guest