new item process

Hi Jennifer, yes, its kind of "convoluted"... Do you have a group of people ( or maybe its you ) that creates the POs at headquarters? If so, here's your step by step

- For new items, go to maintenance mode and create the new items.

- Create a 250 worksheet and add the new items; a nice feature is using the "recently changed" option in the contents tab of the 250 worksheet (right click to see this in the contents tab)

- Then create your PO planner worksheet; the new items should be available to be added onto your PO.

My understanding is that RMS processes lower numbered worksheets first; so, first it'll process your 250 and will add the new items to the store db; then it'll process the 340 PO planner (I think its ws340) which will create the PO, as the 250 (if successful) will create the new items in the store db;

H> I have 2 stores and am running HQ and SO. Currently, when I receive an item

you described is what I'm already doing. I was hoping that maybe there was a way to combine steps. Like when I create the PO with a new item, Store ops check to see if it exists in the local database; if it doesn't exist my local SO PC automatically pulls the info from HQ (or at least sends an update request). Every manual step introduces chances of errors; heaven knows I don't need help in that department!

Jennifer, you are right. There is a lot of room for error. For example, the top issue we face is failing to do a 250 after creating a new item. Then POs start failing (usually a PO is done soon after creating a new item, or a new item is created on the fly to be able to finish a PO with new items).

There clearly should be some mechanism to automatically download new items to stores.

What you described is what I'm already doing. I was hoping that maybe > there was a way to combine steps. Like when I create the PO with a new > item, Store ops check to see if it exists in the local database; if it > doesn't exist my local SO PC automatically pulls the info from HQ (or at > least sends an update request). Every manual step introduces chances of > errors; heaven knows I don't need help in that department!

Jennifer,

If you are running the current release of SO Tracker, right click on HQ Bridge on your HQ server, select Configure, and enable the checkbox labeled 'Include new items from all departments' in the Create Worksheet 250 box. By default HQ Bridge only automates this routine for special order items (SO_xxx). Once enabled, worksheet 250s for new item adds are generated automatically in background based on the timer you set.

Greg Digital Retail Solutions

"Save a million keystrokes."

What you described is what I'm already doing. I was hoping that maybe > there was a way to combine steps. Like when I create the PO with a new > item, Store ops check to see if it exists in the local database; if it > doesn't exist my local SO PC automatically pulls the info from HQ (or at > least sends an update request). Every manual step introduces chances of > errors; heaven knows I don't need help in that department!>