add new Order

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add new Order

by n-art-m :: Rate this Message:

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hey,
i'm trying to add a new sales order. prices list are set and working so far.

it's terrible... when i add a clientaccount and search for a item to sell it appears "no matches found".

If i let the clientaccount blank, the stock item i'm looking for appears. sounds like a wrong configuration, or not? at time a got no idea where to look for it...

thanks

Re: add new Order

by Nathan Gray :: Rate this Message:

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On 17-Apr-09, at 12:37 PM, n-art-m wrote:

>
> hey,
> i'm trying to add a new sales order. prices list are set and working  
> so far.
>
> it's terrible... when i add a clientaccount and search for a item to  
> sell it
> appears "no matches found".

Please elaborate on "working so far" in this context.

> If i let the clientaccount blank, the stock item i'm looking for  
> appears.
> sounds like a wrong configuration, or not?

Could be.  Do you have "Use individual client price lists / discounts"  
set (Admin -> AR -> Site Config)?
Do the price list settings match the client account settings?
Check effective dates on the price list, prices, and the order date of  
the Sales Order.

Nathan Gray
nathan at goarctic dot com


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Re: add new Order

by n-art-m :: Rate this Message:

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Nathan Gray wrote:
On 17-Apr-09, at 12:37 PM, n-art-m wrote:

>
> hey,
> i'm trying to add a new sales order. prices list are set and working  
> so far.
>
> it's terrible... when i add a clientaccount and search for a item to  
> sell it
> appears "no matches found".

Please elaborate on "working so far" in this context.

price list appears in Sales orders --> price lists.
"Price changes effective at" is in time. parts or assemblies for the price list are set.

> If i let the clientaccount blank, the stock item i'm looking for  
> appears.
> sounds like a wrong configuration, or not?

Could be.  Do you have "Use individual client price lists / discounts"  
set (Admin -> AR -> Site Config)?
Do the price list settings match the client account settings?
Check effective dates on the price list, prices, and the order date of  
the Sales Order.

Now I got a working configuration. I set "sales area" and "sales type" equal for client and price list. now the price list appears.
previously the "sales type" for the client was set as "all". nothing appeared.
I thought it would be equal, and when I set it to all, all types would be considered. I'm wrong?  

But now there's a new problem.
The manufacturing modul prints following:
"    * Unable to set work order. Given work order detail is not for the correct item.
    * Invalid SQL: SELECT * FROM perp_build_option_exclusion : Table 'egroupware.perp_build_option_exclusion' doesn't exist
"

Re: add new Order

by Nathan Gray :: Rate this Message:

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>> Could be.  Do you have "Use individual client price lists /  
>> discounts"
>> set (Admin -> AR -> Site Config)?
>> Do the price list settings match the client account settings?
>> Check effective dates on the price list, prices, and the order date  
>> of
>> the Sales Order.
>>
>>
> Now I got a working configuration. I set "sales area" and "sales type"
> equal for client and price list. now the price list appears.
> previously the "sales type" for the client was set as "all". nothing
> appeared.
> I thought it would be equal, and when I set it to all, all types  
> would be
> considered. I'm wrong?

No, that sounds like a bug.

> But now there's a new problem.
> The manufacturing modul prints following:
> "    * Unable to set work order. Given work order detail is not for  
> the
> correct item.

This is caused by a mis-match between the item(s) on the work order,  
as entered in Manufacturing, with the item you tried to add to the  
Sales Order.  Usually, this is caused by manually setting the Work  
Order number for that line on the sales order, and getting the wrong  
work order.  Check to make sure the work order does actually contain  
the item you're trying to sell.

>    * Invalid SQL: SELECT * FROM perp_build_option_exclusion : Table
> 'egroupware.perp_build_option_exclusion' doesn't exist

Your database does not match your code.  Make sure you have updated  
the application in Setup.


Nathan Gray
nathan at goarctic dot com


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Re: add new Order

by Nathan Gray :: Rate this Message:

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On 20-Apr-09, at 1:14 PM, Nathan Gray wrote:

>> ...
>> previously the "sales type" for the client was set as "all". nothing
>> appeared.
>> I thought it would be equal, and when I set it to all, all types
>> would be
>> considered. I'm wrong?
>
> No, that sounds like a bug.

Should be fixed in rev 3356.

Nathan Gray
nathan at goarctic dot com


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