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