Distribution, Manufacturing, and Internet Modules

[krock918316]

We are looking to add the ability for users to capture a 'missed sale'.

What I would like to see is a button that could be placed on the Inventory Inquiry screen. If the CSR misses the sale, they can press the button and store the part number, vendor, etc. into a table. Then we can run reports based on this information.

Any ideas on how to pull information from the Inventory Inquiry screen, and put into a table?

[connex]

You can do this with Custom Office in a VBScript or ProvideX script. You can write data to a file such as .csv file, MS Excel, MS Access or others then put a custom report on the Custom Reports menu to read the file.

[krock918316]

Great. Forgot to mention that we are on 4.2. Will that still work?

[TomTarget]

Should be able to do it in 4.2,  but realize this is very advanced technique for most people (including me). 

[SPyle]

You might gather data from last purchase history files for items on quote not converted to sales order, and also the Sales Order History file if you turn that on in SO Setup.  Then you can query deleted quotes, assuming they delete when they learn they didn't get the order.

[connex]

These kinds of button scripts have been available since MAS 3.71. Adding non-MAS reports to the custom reports menu as well - 3.71 through 4.40.

Regarding the Inventory Inquiry screen question: you can take any variable defined for the screen or write a query against any MAS table and then store the results in an external table.  Writing back to a MAS table would require VI or an external BOI program until 4.40 where you can write back to MAS tables from VBScript using Custom Office.