SYSPRO’s Sales Order Load Planning feature lets you assign sales order lines to individual Delivery Loads.  This helps your shipping department manage deliveries to customers.  In some businesses, after shipments have been arranged, you do not want order entry users to cancel sales order lines already assigned to delivery loads because it would disrupt shipping schedules, which could be costly.  Follow the instructions below to prevent users from cancelling sales order lines already assigned to delivery loads.

Settings

Electronic Signatures map transaction fields and variables against transactions letting administrators control when and who can perform an operation. A transaction refers to any operation performed by a user or the system and not just financial transactions.

Electronic Signatures can also be used to trigger notifications and the transaction log can be used to create audit trails to fulfill regulatory requirements.

SYSPRO added a new transaction variable to Electronic Signatures that tracks load status in Port 44 of SYSPRO 6.1 called %LoadsExist that can be used to prevent sales orders from being cancelled after they have been assigned to a delivery load.

Cancel Sales Order Line Settings

Use the following procedure to prevent users in SYSPRO 6.1 from cancelling sales order lines that are already assigned to a delivery load:

1. Open the Setup tab and select Electronic Signatures.
2. In the Electronic Signatures window, select eSignature Setup. A new window opens with a complete list of SYSPRO transactions.
3. Type CTRL + F and type “so cancel” to filter the transactions and click Configure for SO Cancel sales order line to bring up the settings for cancelling sales order lines.
4. In the new window, select Condition: User Defined from the Condition drop down, fill out your desired name and description and click Define Condition.
5. In the Condition Configuration window, open the Field or Variable dropdown and select %LoadsExist.
6. In the Field, Variable, Constant column enter “Y” in the %LoadsExist row and click OK to create the condition.
7. Exit back to the SO Cancel sales order line window, ensure the new condition is selected and set the Access control level to Denied to prevent any user from cancelling sales orders that are already assigned to a delivery load or eSignature to restrict the ability.

These settings can be accessed in SYSPRO 7 by going to Administration > Electronic Signatures and then following the procedure from step 2.

Electronic Signatures in Use

In the below example we have two transaction controls: the first requires an eSignature from anyone who cancels a sales order line and the second prevents anyone from cancelling the sales order line after it has been assigned to a delivery load.

In the below screenshot, we have a sales order entry screen on the sample SYSPRO installation. The first sales order line has not been assigned to a delivery load.

Cancelling the first line brings up the eSignature prompt.

The second sales order line is assigned to a delivery load.

Cancelling the second line brings up the Access Denied eSignature Conrol Message.