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tweetmarilu
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« on: June 09, 2008, 03:18:55 PM »

I am trying to do a backorder from the campaign that just ended.  The item is from the previous outlet book and it keeps asking me to enter it in the current brochure.  It wasn't in the previous brochure so I entered it.  After entering it and pressing select, the sales order is still asking me to enter it in the current brochure.  Is this a bug or am I doing something wrong? How do I order this without entering the information into the sales order?

Thanks,

Mary
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admin
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« Reply #1 on: June 11, 2008, 03:05:22 AM »

Not sure I understand what happened but here is an idea.  You can create a Short manually by changing the Status field ("S" column on Order) to "B" for Backorder (this will recalc the totals automatically).  Now create a new Order for this Customer in next Campaign and enter the Backordered item (mark the Status to "P" for Previous Backorder).
You might also want to remove the Processing Charge off the the new Order as well.

Hope this helps

Cheers,
Stan
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tweetmarilu
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« Reply #2 on: June 17, 2008, 08:33:45 PM »

Thanks Stan.  That's what I ended up doing.  I'm not very good at explaining what happened.  If it happens again, I'll try to explain it better.

Mary
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basketcase144
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« Reply #3 on: June 18, 2009, 10:58:36 AM »

Would it be possible if the item is in back order in say C#11 that the program would automatically create another invoice in campaign #12 and give a choice to take the processing charge off.  I find it alot of double entering if you have to created another invoice by manually typeing it in the next campaign or am I missing something to make this more proficent?  I like this program but find it a little unuser friendly
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« Reply #4 on: June 19, 2009, 06:35:52 AM »

When you create a Backorder (from a Short) MBA creates new Order in next Campaign without processing fee (this is because most/all Reps don't charge it to customer as it is not their fault it got Backordered). However if you add more to this Order (they are now Ordering additional products for this new campaign) then you can add the processing fee back in manually.

Hope this helps.

Cheers,
Stan
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basketcase144
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« Reply #5 on: June 19, 2009, 10:48:32 AM »

Great Stan!!!  Its just what I'm looking for.  Can you tell me how to accomplish this.  I marked a Back order in campaign #11 so how do I get it to move to campaign #12
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« Reply #6 on: June 20, 2009, 06:09:43 PM »

Don't use the Backorder in an individual Order, use the Shortages button on the bottom of the Sales Orders list. This feature is very handy at Christmas time when you have dozens of Orders that are affected by a few shorts from Avon. It will mark the items as Backordered for you, and add a new Sales Order to next Campaign for this customer (even looks to make sure there is not an Order already, if there is MBA will add the short to that Order, marks it with a "P" for Previous Backorder to remind you).

Also see the Sales Order tab in Setup, you can color the line items in a Sales Order by type (either just on the screen or on printed Invoice or both). For example make Backorders red and Previous Backorders bright green. You can even color Returns.  This helps you identify current/previous issues so you can stay on top of them.

Hope this helps.

Cheers,
Stan
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