Changing Sold From Warehouse # on Orders, Quotes, and Transfers
Answers 5.0 adds the ability to change the "Sold From
Warehouse #" on a Sales Order, Return, Quote, or Warehouse
Transfer even after the transaction has been started and
even if detail line items have been entered already.
This saves from having to delete and re-enter the
transaction if it becomes necessary to change the Sold From
Warehouse.
Once
a transaction is started and the Sold From Warehouse # and
Order/Quote/Transfer # is accepted and your cursor moves on
down into the tabs, there will be a new Change Sold From
Warehouse #
icon
located immediately to the right of the warehouse # (in
place of the warehouse # search that is present on a new
transaction).
Warehouse #'s along with order #'s, return #'s, quote #'s,
and transfer #'s (herein referred to as the Control #)
become the "key" to many order, return, quote, or transfer
related files.
Once you are past the Warehouse and Control # field, this
warehouse # field becomes disabled and is a display only
field. If the
"Sold From Warehouse" needs to be changed once a transaction
is started or even saved, you can do so by clicking on the
icon
immediately to the right of the Warehouse # field.
You will then be prompted with a window asking what
warehouse # you want to change to.
If you answer this prompt, you are then given a
confirmation prompt.
If you respond affirmatively to that prompt, all
files related to this order, return, quote, or transfer that
were previously coded to the original "Sold From Warehouse
#' will be converted over the new "Sold From Warehouse #"
just assigned.
At the conclusion of that process, you will then be prompted (except on Warehouse Transfers) if you also want to change the "Ship From Warehouse #" to match (if the Ship From Warehouse was the same as the original Sold From Warehouse). If the Ship From Warehouse did not match the original Sold From Warehouse, then you will not receive this prompt automatically, but can still change the Ship From Warehouse if desired. Warehouse Transfer must always have these two warehouse numbers matching, so they will be automatically updated to make the Ship From Warehouse match the new Sold./Transferred From Warehouse, without an additional confirmation prompt.
Note that depending on
the complexity, amount of information entered, and
number of line items on the transaction, changing the Sold
From Warehouse # affects a large number of files, so you may
see a pause while all the relevant files are updated with
the new warehouse #.
You may also receive several prompts such as those
related to the updating of Purchase Orders linked to Sales
Orders or Vendor Returns that are linked back to Sales
Returns. This
is especially true if you also agree to change the Ship From
Warehouse # to match.
So, pay special attention to how those should be
answered properly in regard to the changing of warehouse
numbers.