Pending order in order entry

Question

Is there a way to see if, when entering a new order, the customer has pending orders in the system? 
 For example, I start to enter an order for customer 1234 and SAGE let's me know this customer has other order pending in SAGE. 
 I'm using SAGE 300 Premium

Tony Vitale · Accepted Answer

Thanks. Although this is good, I was hoping for something where user wouldn't have to click into other screens. Thank you.

Shane - Ascend Business Solutions · Answer

Without customization, user would need to: 1. Enter the customer ID 2. Click the Inquiry icon to the right of the Customer ID field 3. Click the OE Orders tb

Shane - Ascend Business Solutions · Answer

A fairly simple customization would be needed to display the open orders for a customer when that customer is selected on the Order Entry screen. This would be accomplished either by adding custom code to a copy of the existing OE screen (new OE icon) or by using Orchid Extender.

I would suggest speaking with your Sage partner - I'd be happy to connect with you / your partner if you / they require programming support.

Sage 300

Pending order in order entry

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