Converting work orders to layaways

Posted by Top Dog on January 24, 2006, 3:08 pm

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Can it be done? Or do I have to re-enter the transaction?

I have a back-ordered item that has now arrived, and want to turn it into a
layaway. And in the past, I've wanted to turn a back order into a work order
because I can't apply partial deposits to back orders.

--
Top Dog Shop
Better (pet) products, naturally

Posted by Jeff on January 24, 2006, 11:25 pm

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Malcolm,

The short answer is no, you cannot do it. You must cancel the backorder,
return the deposit and the re-ring a layaway and apply the deposit again to
it.

But I'm curious though, why do you want to do this?

In RMS, backorders, workorders and layaways are all "orders" and are handled
basically the same. You take an order, you decide on a deposit amount and
then you order it from the disty/manufacturer.

What is different in your mind about them? You can generate a report on
each, filtered for items with on-hand quantities to contact the people when
their "orders" are in stock and ready to be picked up with the stock RMS
reports. If you want a combined 'orders' report, find one attached.

Copy it into your C:Program FilesMicrosoft Retail...Store
OperationsReports folder and find it in Reports | Custom | Orders
(Detailed) Report.

You must be using Outlook Express or some other type of newsgroup reader to
see and download the file attachment. If you are not using a reader, follow
the link below to setup Outlook Express. Click on "Open with newsreader"
under the M$ Retail Management System on the right.

http://tinyurl.com/75bgz

--
*
Can it be done? Or do I have to re-enter the transaction?

I have a back-ordered item that has now arrived, and want to turn it into a
layaway. And in the past, I've wanted to turn a back order into a work order
because I can't apply partial deposits to back orders.

--
Top Dog Shop
Better (pet) products, naturally

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`
end

Posted by Top Dog on January 24, 2006, 11:58 pm

Please log in for more thread options

Thanks for replying, again, Jeff.

To answer the 'why' and 'what is different in my mind' questions - When I
first started using RMS a few weeks ago, I incorrectly assumed that RMS would
take partial deposits on Back Orders. It seems that it will only take 0
deposit or the full amount. Advice from this forum suggested that I use Work
Orders instead, because they can take partial deposits. (I don't like this
because RMS doesn't prompt my staff to create a Work Order - I liked the Back
Order prompt).

So I wanted to convert my Back Orders to Work Orders. Can't do it. Have to
recall, delete and re-enter.

Also, today, a Back Ordered item came in, and I wanted to review the Back
Order, then thought I'd like to save it as a layaway just to see what
happens. I could see this scenario actually happening - a customer's back
ordered item arriving, then wanting to pay for something over a period of
time while the item remains in my possesion. A back order to layaway
conversion.

But I couldn't recall my Back Order, and then take a deposit. Or save it as
a layaway.

Thanks for the report, by the way. I'll check it out tomorrow.

Malcolm
--
Top Dog Shop
Better (pet) products, naturally

"Jeff" wrote:

> Malcolm,

> The short answer is no, you cannot do it. You must cancel the backorder,

> return the deposit and the re-ring a layaway and apply the deposit again to

> it.

> But I'm curious though, why do you want to do this?

> In RMS, backorders, workorders and layaways are all "orders" and are handled

> basically the same. You take an order, you decide on a deposit amount and

> then you order it from the disty/manufacturer.

> What is different in your mind about them? You can generate a report on

> each, filtered for items with on-hand quantities to contact the people when

> their "orders" are in stock and ready to be picked up with the stock RMS

> reports. If you want a combined 'orders' report, find one attached.

> Copy it into your C:Program FilesMicrosoft Retail...Store

> OperationsReports folder and find it in Reports | Custom | Orders

> (Detailed) Report.

> You must be using Outlook Express or some other type of newsgroup reader to

> see and download the file attachment. If you are not using a reader, follow

> the link below to setup Outlook Express. Click on "Open with newsreader"

> under the M$ Retail Management System on the right.

> http://tinyurl.com/75bgz

> --

> *

> Can it be done? Or do I have to re-enter the transaction?

> I have a back-ordered item that has now arrived, and want to turn it into a

> layaway. And in the past, I've wanted to turn a back order into a work order

> because I can't apply partial deposits to back orders.

> --

> Top Dog Shop

> Better (pet) products, naturally

Posted by dshuman on January 25, 2006, 5:18 pm

Please log in for more thread options

You can take a deposit, just hit "Shift F9" and overide deposit.
--
Dan Shuman
Salem Cycle
Salem, MA 01970

"Top Dog" wrote:

> Thanks for replying, again, Jeff.

> To answer the 'why' and 'what is different in my mind' questions - When I

> first started using RMS a few weeks ago, I incorrectly assumed that RMS would

> take partial deposits on Back Orders. It seems that it will only take 0

> deposit or the full amount. Advice from this forum suggested that I use Work

> Orders instead, because they can take partial deposits. (I don't like this

> because RMS doesn't prompt my staff to create a Work Order - I liked the Back

> Order prompt).

> So I wanted to convert my Back Orders to Work Orders. Can't do it. Have to

> recall, delete and re-enter.

> Also, today, a Back Ordered item came in, and I wanted to review the Back

> Order, then thought I'd like to save it as a layaway just to see what

> happens. I could see this scenario actually happening - a customer's back

> ordered item arriving, then wanting to pay for something over a period of

> time while the item remains in my possesion. A back order to layaway

> conversion.

> But I couldn't recall my Back Order, and then take a deposit. Or save it as

> a layaway.

> Thanks for the report, by the way. I'll check it out tomorrow.

> Malcolm

> --

> Top Dog Shop

> Better (pet) products, naturally

> "Jeff" wrote:

> > Malcolm,

> >

> > The short answer is no, you cannot do it. You must cancel the backorder,

> > return the deposit and the re-ring a layaway and apply the deposit again to

> > it.

> >

> > But I'm curious though, why do you want to do this?

> >

> > In RMS, backorders, workorders and layaways are all "orders" and are handled

> > basically the same. You take an order, you decide on a deposit amount and

> > then you order it from the disty/manufacturer.

> >

> > What is different in your mind about them? You can generate a report on

> > each, filtered for items with on-hand quantities to contact the people when

> > their "orders" are in stock and ready to be picked up with the stock RMS

> > reports. If you want a combined 'orders' report, find one attached.

> >

> > Copy it into your C:Program FilesMicrosoft Retail...Store

> > OperationsReports folder and find it in Reports | Custom | Orders

> > (Detailed) Report.

> >

> > You must be using Outlook Express or some other type of newsgroup reader to

> > see and download the file attachment. If you are not using a reader, follow

> > the link below to setup Outlook Express. Click on "Open with newsreader"

> > under the M$ Retail Management System on the right.

> >

> > http://tinyurl.com/75bgz

> >

> > --

> > *

> > Can it be done? Or do I have to re-enter the transaction?

> >

> > I have a back-ordered item that has now arrived, and want to turn it into a

> > layaway. And in the past, I've wanted to turn a back order into a work order

> > because I can't apply partial deposits to back orders.

> >

> > --

> > Top Dog Shop

> > Better (pet) products, naturally

> >

Posted by Jeff on January 25, 2006, 5:35 pm

Please log in for more thread options

Dan,

You can't modify the deposit for a Back Order, its either all or nothing.
Default is 0%, change to require 100% deposit in the POS Options tab in
Configuration.

--
*
You can take a deposit, just hit "Shift F9" and overide deposit.
--
Dan Shuman
Salem Cycle
Salem, MA 01970

"Top Dog" wrote:

> Thanks for replying, again, Jeff.

> To answer the 'why' and 'what is different in my mind' questions - When I

> first started using RMS a few weeks ago, I incorrectly assumed that RMS

> would

> take partial deposits on Back Orders. It seems that it will only take 0

> deposit or the full amount. Advice from this forum suggested that I use

> Work

> Orders instead, because they can take partial deposits. (I don't like this

> because RMS doesn't prompt my staff to create a Work Order - I liked the

> Back

> Order prompt).

> So I wanted to convert my Back Orders to Work Orders. Can't do it. Have to

> recall, delete and re-enter.

> Also, today, a Back Ordered item came in, and I wanted to review the Back

> Order, then thought I'd like to save it as a layaway just to see what

> happens. I could see this scenario actually happening - a customer's back

> ordered item arriving, then wanting to pay for something over a period of

> time while the item remains in my possesion. A back order to layaway

> conversion.

> But I couldn't recall my Back Order, and then take a deposit. Or save it

> as

> a layaway.

> Thanks for the report, by the way. I'll check it out tomorrow.

> Malcolm

> --

> Top Dog Shop

> Better (pet) products, naturally

> "Jeff" wrote:

> > Malcolm,

> >

> > The short answer is no, you cannot do it. You must cancel the

> > backorder,

> > return the deposit and the re-ring a layaway and apply the deposit again

> > to

> > it.

> >

> > But I'm curious though, why do you want to do this?

> >

> > In RMS, backorders, workorders and layaways are all "orders" and are

> > handled

> > basically the same. You take an order, you decide on a deposit amount

> > and

> > then you order it from the disty/manufacturer.

> >

> > What is different in your mind about them? You can generate a report on

> > each, filtered for items with on-hand quantities to contact the people

> > when

> > their "orders" are in stock and ready to be picked up with the stock RMS

> > reports. If you want a combined 'orders' report, find one attached.

> >

> > Copy it into your C:Program FilesMicrosoft Retail...Store

> > OperationsReports folder and find it in Reports | Custom | Orders

> > (Detailed) Report.

> >

> > You must be using Outlook Express or some other type of newsgroup reader

> > to

> > see and download the file attachment. If you are not using a reader,

> > follow

> > the link below to setup Outlook Express. Click on "Open with

> > newsreader"

> > under the M$ Retail Management System on the right.

> >

> > http://tinyurl.com/75bgz

> >

> > --

> > *

> > Can it be done? Or do I have to re-enter the transaction?

> >

> > I have a back-ordered item that has now arrived, and want to turn it

> > into a

> > layaway. And in the past, I've wanted to turn a back order into a work

> > order

> > because I can't apply partial deposits to back orders.

> >

> > --

> > Top Dog Shop

> > Better (pet) products, naturally

> >