How can I prevent Triumph from skipping over the stock description in Sales Order Entry?

By default, Triumph skips over the stock descriptions in Sales Order & Quote Entry. However, you might want to change this behaviour so stock descriptions are not skipped over each time.

This can be achieved by first going into Sales Order Entry Control (S-S-X-O).

In Sales Order Entry Control, uncheck the “Skip Stock Desc.” flag and save by pressing the F2 button on your keyboard or clicking on the  icon.

How do I process picking slips from backorder processing?

Backorder processing is used to select and release backorders for a range of sales orders via order filters. Once selected, the sales orders are posted into an order processing file via the Order Pool screen.

Do you know that you can also process picking slips while processing backorders?

First, go to the Backorder Processing (D-O-S-B) menu option.

Once in the menu option, set up the selections and click “Apply Selections”.

Now select the sales order that you want to process and click “Add >”. In this example we will be using O1010.

We will then release all quantities and click on the “Process Order” tab.

In the tab, select “Process Picking Slips” to print picking slips when you click on “Process Order” to process the backorder.

How do I print or cancel an existing picking slip?

Picking slips are an essential part of the Sales Ordering process. They contain important information about the products such as the quantity to pick, bin location and the order number.

So what happens if you need to reprint or cancel an existing picking slip?

First, go to the Sales Order & Quote Entry menu option (D-O-T-O)

Once in the menu option, bring up the sales order number. In this example, we will be using O1008.

Select the “Transactions” button to bring up the Sales Order Transaction Enquiry screen.

Once in there, you have the option to “Reprint Form” if you need to print the picking slip again.

To cancel a picking slip, click on the “Cancel Transaction” button.

A confirmation box will appear to confirm that you want to reverse/cancel the picking slip.

Once you click “Yes”, there will be an entry in the Sales Order Transaction Enquiry that reverses the picking slip.

Please note that if you have picking confirmations turned on, you will need to reverse the confirmation first before reversing the picking slip.

How do I reprice copied sales orders?

The ability to copy sales orders is a great time saver in Triumph ERP. It allows the user to copy a repeat order from some time ago without having to put in the lines again manually.

With the introduction of the Reprice Copied Orders feature in Triumph ERP, the user will also have the added convenience of having a copied order automatically repriced to bring it in line with current prices.

To turn this feature on, the user would need to go into Sales Order Entry Control (S-S-X-O) and enable the Reprice Copied Orders flag.

There are 3 options to choose from and each option is described below:

  • Always – This will automatically reprice the sales order lines when you copy an existing order.
  • Sometimes – This will ask if you want to reprice the sales order lines when you copy an existing order. The below prompt will appear.
  • Never – A copied sales order will never reprice the sales order lines.

There is also another handy feature in Sales Order Entry that works very well with Reprice Copied Orders.

The Copy Last Order feature automatically copies the last sales order if the Debtor selected is the same as the previous sales order.

This feature can be turned on in the Sales Order Entry Control (S-S-X-O), the Copy Last Order flag will need to be enabled.

Like the Reprice Copied Orders flag, there are 3 options to choose from:

  • Always – This will automatically copy the last sales order if the Debtor selected is the same as the previous sales order.
  • Sometimes – This will ask if you want to copy the last sales order if the Debtor selected is the same as the previous sales order. The below prompt will appear.
  • Never – Sales order will never copy the last sales order.