abc123
Active Member
In a sense that is. I understand and appreciate how document types work, but having to train your sales order entry people to know which document type should be used in each circumstance is a pain.
In addition, we have sales orders that are set up to handle transfers or regular sales orders. These require different applications to start. We also have different offsetting purchase order types that need to be created when the order is created for transfers. This requires a different application for each document type.
Now you can see what the users have to go through to enter sales orders. In our situation, we have about 8 different sales order applications that the user could open to enter a sales order. They each depend on who will be on the other end of the phone when they pick it up.
Even if we had one application for all orders, why are we still forced to enter a document type? In my opinion, it should default in based on the customer or customer group that is being selected in the sales order.
Does anyone else have this problem? I’d like to hear your opinions, good or bad, regarding this.
In addition, we have sales orders that are set up to handle transfers or regular sales orders. These require different applications to start. We also have different offsetting purchase order types that need to be created when the order is created for transfers. This requires a different application for each document type.
Now you can see what the users have to go through to enter sales orders. In our situation, we have about 8 different sales order applications that the user could open to enter a sales order. They each depend on who will be on the other end of the phone when they pick it up.
Even if we had one application for all orders, why are we still forced to enter a document type? In my opinion, it should default in based on the customer or customer group that is being selected in the sales order.
Does anyone else have this problem? I’d like to hear your opinions, good or bad, regarding this.