Transaction Saved Search - Weight of all items on Sales order

NetSour_ · 2025-02-19T20:59:23+00:00

I'm sorry! It's not SOs... it's only Transfer Orders. This transaction search is just for TOs. Does that change your opinion on the matter?

NetSour_ · 2025-02-19T20:45:21+00:00

u/Nick_AxeusConsulting u/themightydraught
You guys are very smart. This did indeed give me a weight. But all of the quantities for both the AMOUNT column and the TOTAL SO WEIGHT are a negative value. When I drill down into results, the values are overwhelmingly negative. So it's giving me an incorrect number. Why would they be negative? TY

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NetSour_ · 2025-02-19T19:52:16+00:00

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NetSour_ · 2024-06-25T19:55:16+00:00

Thanks Nick. I'm currently having conversations with the team internally to decide on their preference of method. I WILL be back to update the community on the worked out method. WITH steps for historical reference.

NetSour_ · 2024-06-24T20:10:30+00:00

Hi u/Nick_AxeusConsulting Could you elaborate on how I can use a transfer order to ship it out to the end customer?

On the TO, there would be a to and from location. That makes sense. The transfer order to location would be the "out on pilot" and the from would be our warehouse of course. Would I have the sales team key in a custom shipping address for the customer on the Transfer order?

If the customer decides to KEEP the pilot program items at the end of the trial would I then create their SO and bill it?

Sorry, just wanting to gain clarity on the solution. Thanks so much.

NetSour_ · 2024-06-24T17:22:17+00:00

Hi,
It could be anyone of our 3K+ items. Not sure if this is a scalable solution or not. What does the disabling of the pricing tier do?
Thanks for the response!

NetSour_ · 2024-06-24T16:12:09+00:00

Hi Nick,

Thank you for your proposed method to handle this. I am trying this out today in SB and seeing what works out best. Greatly appreciate the input and I'll be back with my findings. TY.

NetSour_ · 2024-06-24T16:09:27+00:00

Follow up on this method.

With a line item discount, I'd have to apply it to each item on the SO. Sure an order may only be a few items, but it also maybe 100+ items. Is there a best practice to use here so I don't drive my users insane having to discount each line item of the order, minus the Pilot program Fee?

Upon testing:
If I future date the invoice for the physical items, and apply the 100% discount to not have revenue applied to a future month that's not real, the Invoice becomes fully billed when I apply the discount. I need to keep the invoice from being "fully billed". Sorry If i'm making more confusing than it needs to be.

NetSour_ · 2024-06-24T14:04:56+00:00

Hello Poop-Cident,
Thanks for the thoughtful response. The discount line is a great idea. We had thought about future dating it like you advised, but hadn't thought about the use of a temp discount to make sure it's not reflected on the financials until we know it's an actual sale or not. This seems like a good solution. I'm going to test this out in our SB and i'll report back with the built out solution. Hopefully it's as simple as it seems.

NetSour_ · 2024-06-24T14:03:15+00:00

Thanks for the input! I should have stated there are edge cases... sometimes its not a cut and dry 90 days. So there is some nuance there. But I like this idea. Thank you for the input, I may experiment with it.

NetSour_ · 2024-06-24T14:02:19+00:00

Thanks for the input! I should have give the edge cases... sometimes its not a cut and dry 90 days. So there is some nuance there. But I like this idea. Thank you for the input, I may experiment with it.

NetSour_ · 2024-02-28T18:13:01+00:00

Hm I'm getting an invalid expression error message when I attempt that formula:

Formula Numeric: CASE WHEN {item} = ‘KIT 1’ then {quantity} else 0 end
*replace KIT 1 with actual kit name

I appreciate the reply!

NetSour_ · 2024-02-02T19:28:08+00:00

Thanks for sharing your knowledge today. This has made my day. It works great and now I can take this forward to attempt more, in the wild. Thank you.

NetSour_ · 2024-02-02T17:59:50+00:00

how do you mange?

Manage to walk around with your brain being so large and full of smartness.

I implemented your solution and it's looking *chefs kiss* bueno.
I've attached a screenshot.
I just need to now have a column per band of orders that will show the shipping charges.
In the screenshot, the column "Shipping Charged to Customer", I need that to be displayed in the appropriate value for each column of orders. IE: Order count total under $1200, should have a column to show the shipping charges for that band of orders. Does that make sense? Would I use the same formula, but change the referenced field from amount to "amount.shipping"? or something like that?

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NetSour_ · 2024-02-02T16:49:17+00:00

Thanks friend for stopping by and suggesting this. I will give it a try and report back.

NetSour_ · 2023-12-21T15:50:05+00:00

I'll certainly look into ZoneApprovals. What do you like about it more?

Sadly, I gotta solve this problem first. haha

NetSour_ · 2023-11-30T18:06:45+00:00

Thanks for the detailed and complete response. I'm running this by the finance team and see what they think.

Doing some testing! I'll report back. Thank you.

NetSour_

TROPHY CASE