How do we handle haz-chem certificates and particularly how he could have a way to automatically send out either a certificate to a customer  who has ordered the product for the first time, or has not ordered since a new version of the certificate had been drafted?

To answer the first point we have done this in the past by using a set technical page (say page 20) to hold the details. DB Forms is then used to print despatch notes and if there is an entry on the tech page for the haz chem information, DB Forms prints the details onto the relevant format paper to be sent out with the products.

The second part could be done using a field on the stock master to hold the current version number of the certificate (for example the drawing number field). Customer information could be used to hold the version of the certificate that the customer currently holds (in either the long or short description field - whichever is not currently being printed). If the customer has not previously ordered the product the field will be blank

When the product is ordered DB forms could compare the field on the stock master to the customer information for the product, and if there is a difference print the current version from the tech page. A vb trigger would need to be written to write the version number away to the customer information field if DB Forms has needed to print a haz-chem certificate for either reason.

There was an issue raised where it was required to change sales order status from 6 back to 5.

As status 6 is despatch note printed, it is not intended that the status should be rolled back to 5 (awaiting despatch) as the despatch note hard copy has been produced and potentially could be picked against in the warehouse, so the order should remain at status 6 until such time as the order is despatch confirmed.

Being at status 6 does not prevent the order being changed, and a reprint is possible if the original despatch note did not print correctly.

There was a query about scheduling PO's and Sales Orders (particularly PO's).

Could you let me have a little more information about hat was required as I will need to talk to product marketing about this, and need as much information about what is required. (It would be preferable if this could be raised as a log via their reseller so that we can pass the details on to product marketing).

Please could whoever asked this question send more details to ISTUG njames@istug.com, they will then be forwarded to Sage.

It was raised that it is not possible to change the product code at pick confirmation stage.

This is correct. It is also not possible to change the product code at pick list print either. The product code should be changed on the sales order if necessary.

If the product code were changed at the pick list stage, this would leave a discrepancy between the sales order and what was actually sent. (i.e. the sales order would show product a, yet product b would have been shipped. The invoice would also show the wrong product as it would read product a from the order although product b was sent).

I doubt that this would be accepted as an enhancement.