Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Default entry into analysis field

Sage 50 general help forum - Free help and support for all general issues
Post Reply
scotrodg
User
User
Posts: 19
Joined: 29 Oct 2015, 13:49
Sage Version: v2016 22 UK/Europe/Africa

Default entry into analysis field

Post by scotrodg » 14 Sep 2016, 08:32

Hi All

I'm looking to have a default entry applied to every sales order we enter into one of the analysis fields on the Order tab of a sales order.

The reason for this is that we do an export of every order dispatched into our courier's system (DPD) and they need an input on how many parcels we are sending on a consignment. Whilst the majority of our consignments are just single parcels, we do have one or two each day which will have more than one.
If we have a field we can add to our exported CSV which has 1 entered by default we would only have to do an additional input if we are sending more than one parcel, it's all about LEAN!

I have attached a screenshot of what I am looking for. The number 1 is entered in the analysis 1 box in the custom fields, this is what I would ideally like so that the warehouse team have to input only when required.

Cheers

Rodger
Login to access the files attached to this post.

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4664
Joined: 28 Feb 2006, 09:56
Sage Version: v30 UK/Europe/Africa

Re: Default entry into analysis field

Post by brucedenney » 14 Sep 2016, 09:04

There is no easy way to do a default value.

However...

What you could do is to use a report to generate the CSV file for DPD. In the report you could have an expression that says if the value in this field is no a number then use 1 otherwise use the number in the field.

Code: Select all

INVOICE.ANALYSIS_1=""?"1":INVOICE.ANALYSIS_1
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

scotrodg
User
User
Posts: 19
Joined: 29 Oct 2015, 13:49
Sage Version: v2016 22 UK/Europe/Africa

Re: Default entry into analysis field

Post by scotrodg » 14 Sep 2016, 11:01

Cheers Bruce...again!

We already generate the CSV for DPD from a report I created myself, I'll try adding that line into the relevant field and see how we go.

Thanks again

Rodger

Post Reply

Who is online

Users browsing this forum: Bing [Bot], Semrush [Bot] and 1 guest