017878: Add structured Lost Demand reasons


Overview

When enabled and setup Lost Demand Reasons force a user to select the reason for an item being Lost Demanded.

Specification

A new value will be added to System Values, Sales, Order Display called Use Structured Lost Demand Reasons to allow a system administrator to turn on the Structured Lost Demand Reasons.

A new table to the System Data options called Lost Demand Reasons. This will allow a user to setup a list of reasons to use as structured Lost Demand reasons when the Lost Demand functionality is used.

When an item is marked as Lost Demand the system will provide a warning to the user and request that they select a Lost Demand reason from the list of structured reasons. This will then be saved against the Lost Demand for reporting purposes.

Notes / Caveats

  • This functionality will only be present at the item level, as per the current system functionality.
  • There will be no reason codes asked for if a whole order is marked as Lost Demand.

Configuration

  1. Enable the functionality by ticking the option Use Structured Lost Demand Reasons in [ System Values | Sales - Order Display | General ].
  2. In [ System Data | Sales Order Processing | Lost Demand Reasons ] screen add the reasons for items being Lost Demanded, for example Customer found cheaper price, Not the colour required, No reason given, all the components required are not available, Out of stock etc.

Usage

After applying the above Configuration, typical steps for usage would include:

  1. Create a new sales order as described in How To: Create a New Sales Order or open an existing sales order that requires an item to be marked as Lost Demand.
  2. Focus on the item line or select lines of stock items that are to be marked as Lost Demand.
  3. Make sure you are in edit mode. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Click on the BtnLost Demand Button.jpg button.
    1. Select the reason for the Lost Demand from the dropdown.
    2. Acknowledge the the Lost Demand by clicking on the yellow triangle.
  5. Click OK to mark the item(s) as Lost Demand and remove them from the sales order.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

For Pack Items that need to be Lost Demanded then see How To: Lost Demand Pack Items.

Report on Lost Demand items

Lost Demand Reasons are not reported on in Sales Summary, you need to run the following SQL in Data Query:

select so.SORDER_CODE, sk.STOCK_CODE, sk.SHORT_DESC, ld.QTY_USER, ld.NET_UNIT, ld.GROSS_UNIT, ld.TAX1_AMOUNT, ld.NET_AMOUNT, ldr.SHORT_DESC from LOST_DEMAND as ld
left join LOST_DEMAND_REASON as ldr on ldr.LD_REASON_ID = ld.LD_REASON_ID
inner join SORDER as so on so.SORDER_ID = ld.SOrder_ID
inner join STOCK as sk on sk.STOCK_ID = ld.STOCK_ID
/*where*/
order by so.SORDER_CODE, sk.STOCK_CODE

See Also


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