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This would be extremely helpful, we have transactions between 5 different companies and try to utilize the functions within the system as much as possible for efficiencies and less risk of error by posting an entry on both sides manually.
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To be more modular, it would ideal if you could either directly create a warehouse shipment from a group of Task Lines or Individual Task lines, or populate a Sales Order tied back to the Task Lines.To be truly impactful, it would be ideal if you could do either.For those clients who just need a BOL, it would create the ability to track shipping of items on task line.Whereas Sales Orders would also allow you to do things such as apply item charges, attach items, drop shipping, etc. Without having to modify the Projects Module, it would just roll up the item cost/billable value(s).
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This is a very common scenario across multiple industries and should be supported.
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Correct, this behavior is by design since nav 2018, and it can be improved just like Kevin is mentioning. Would be better that instead of suggesting a new Production Order, it gives the option to reschedule or cancel the existing order.For multiple clients, this should be configured and adapted to the new needs. I will share the official documentation where it says it is by design, so dev team can consider changing or adjusting this feature. Thanks! "On the supply side, a serial or lot number is typically not entered until immediately before the order is posted, such as a purchase receipt into the warehouse." "During balancing, the planning system regards supply that has serial and lot numbers as inflexible. The system won't increase or reschedule such supply orders. The one exception to this is if they're used in an order-to-order relation."
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Commenting, so that there's more visibility here. I have the same issue with a customer currently.It makes no sense that location directives would run and say an item is needed in location A, then find replenishment for Location B and think it's okay to pick it from there. It seems to completely disregard the entire point of location directives...
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Totally agree!! How unpractical or useless to provide a new tool which is limited to filter one level deep and to even deprecate the old one where we can easily search for more levels in related enitities!Is it still not planned? since 6/2023 .. Any update on this?Such a disappointment .. (similar as not having segment templates neither sharing of a segment in there .. still)Now just transitioning lastminute because several parts were missing.. but soo disappointed to see this standard feature was/is still neither yet there!Don't know how my marketeers should now use the new CIJ now when they can NO LONGER create their target audience.We can easily create new personal views and filter related entities on various levels. Basic OOB in views.But in segments, no, (still) not yet possible.There's even no option to build the sql myself this time.Before there was the option of the sql viewer and to tweak it as such in case needed.Should be a no-brainer having this included in segmentation!Any update / plan ?
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Any update on this feature request?
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Hi Andreas,Thanks for your comment. As for our customer case, approving planned production orders is not applicable and therefore, this new feature is not applicable.
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Hi,It's a nice idea, let's cross our finger for the next release ;)Br+1 for me
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I have had this issue on several projects - great idea for an improvement