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We are trying to get to see the Original Master Number - SOP Sales Order Number - to appear on the Customer RM Statement.
The customer is using the SOP Sales Order document ID as a PROFORMA Sales Invoice for sales which require that the customer receive an INVOICE to allow them to PREPAY for shipments that are going overseas. Client is entering SOP ORDER and then doing a PROFOMA Invoice from Excel - contains details on shipping instructions and such that are not in the SOP system - then in a couple of weeks when the production is complete and payment has been received from the customer, the Sales ORDER is transferred to an INVOICE and the shipment is sent.
The customer will see the SOP ORDER and will pay on that document number - however, the client will take payment and apply to the INVOICE created - linked by the MASTER NUMBER - this all seems to work internally. The issue comes when / if the overseas customer calls to reference what they see on the STATEMENT.
What appears on the STATEMENT under this process would be any INVOICE that was not paid prior to a month end - that is a call to be made by the manager at the time - so this is rare - but when / if it happens, the client would have only seen a SALES ORDER number, the system would have recorded an INVOICE and the two do not match.
Request is to get the SALES ORDER NUMBER to appear on the same line as the INVOICE that is printed on the STATEMENT.
Is this at all possible? How would we go about doing this? Is this something that would only be done in SSRS? We would like to do this in Report Writer if at all possible.
Thanks for your time.
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Hi Bill,
Tristan is correct about the relationship. You will only be able to match on the Document Number, you will not have a match for the SOP Type. Do not match the SOP Type with the RM Document Type ALL field, they are different. You will need to add a restriction to the report. The restriction is = Sales Trx History.Master Number = Sales Trx History.MasterNumber. It will not work without this restriction.
Kind regards,
Leslie
Hi Bill,
In Report Writer, create a relationship for the RM_Statements_TRX_TEMP and the Sales Transaction History tables.
Once done, add the Sales Transaction History table to the report.
From there you should be able to add the Master Number field onto the report.
Please let me know if you have further questions.
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