Articles
Using Part Price Level 2 on Service Tickets
There may be times when customers will want to use Service Price 2 in the Part Pricing. To enable this:
First, check if the parts are set up with a Price 2.
You can check that by going into Inventory and opening the Part Edit for a part ...
How to Change Cost for Warehouses on a Part
When you need to change the standard cost for a part and want to change for all warehouses, there is an easy way to do this all at once.
Overview
The steps below cover SedonaOffice Versions 6.2.x and newer.
...
How to Fix Value On Hand when Parts On Hand Equal Zero
When parts on hand are showing a value and there is zero showing, the steps below can help fix the amounts that can get off sometimes with adding and deleting within jobs or between warehouses.
Overview
Follow the steps be...
Cannot Update Standard Cost for a Part in SedonaOffice
Cannot Update Standard Cost for a Part
If you are trying to update the Standard Cost for a Part but it will not save, check to see if there is an Active Physical Inventory for that Warehouse.
Part Edit
In the Part Edit Screen, select ...
Erroneous On Order Quantity in SedonaOffice
Description of Issue:
Occasionally cases will come in where the customer is stating that the On Order quantity is incorrect.
Example:
Fixes:
There is a script that can be run to cause the system to recalculate this value.
G...
How to Break Out Part Kits in SedonaOffice
You can reduce the quantity in stock of a kit, and at the same time increase the quantity in stock of the individual parts that make up the kit using the Break Out Kit function.
To Break Out a Part Kit:
Open Inventory > Parts
When...
How to Edit a Part Code in SedonaOffice
If you need to Edit/Update a Part Code in Inventory follow these steps.
Inventory
Under the Inventory Module select “Parts”.
When the Part Search opens, enter the Part Code that needs to be edited.
Highlight the Part and select “Edi...
How to Allow 0 (zero) Quantity Parts to be Added to Service Tickets/Jobs
Description of Issue:
Technicians are not able to add parts with 0 (zero) quantity values to service tickets or jobs . We’ll address the 0 quantity part value at another time, but we don’t mind if the part goes negative. ...
Release Physical Inventory Options in SedonaOffice
Release Physical Inventory Options
When selecting to Release a Physical Inventory there are two options available: “Release Only” and “Auto Adjust and Release”.
Under the Inventory Module select “Physical Inventory\Adjustments”
In the Physi...
How to Update Standard Cost
Description of Issue:
How do I update the Standard Cost? Or Can Standard Cost be updated with a physical inventory?
Resolution:
Standard Cost can only be updated manually by editing it on individual parts. No, it c...
Obsolete Inventory in SedonaOffice
The following script can be run to find any parts that have had no issues and no receipts since the date you specified in the highlighted area. The date format is year-month-day.
Declare @Warehouse VarChar ( 30),
...
Truncated Error on Manual Stock Adjustment in SO
Truncated Error when creating a Manual Stock Adjustment
When creating a Manual Stock Adjustment for a Part and information is entered in the Memo section of the Adjustment that is over 50 characters, the user will receive an Error Message and t...
How to Change Cost for Warehouses on a Part
When you need to change the standard cost for a part and want to change for all warehouses, there is an easy way to do this all at once.
Overview
The steps below cover SedonaOffice Versions 6.2.x and newer.
...
Updating Part Standard Cost in SedonaOffice
How to Update Standard Cost for a Part
Occasionally you will need to update the Standard Cost for a Part in a Specific Warehouse or for All Warehouses.
Part Edit
Updating One Warehouse
Under Inventory find the Part that needs to ...
Scripts to remove Line Feeds or Carriage Returns in the IN_Part Table
Description of Issue:
If Part codes , Descriptions , or other text fields contain line feeds or carriage returns in the field , it can cause problems in the application.
Resolution:
The scripts be...
Scripts to remove special characters from IN_Part records
Description of Issue:
If Part codes, Descriptions, or other text fields contain special characters in the field, it can cause problems in the application.
These are not allowed, and the application will prevent the record from being saved. ...
SedonaOffice Cleanup of Bad Data in Parts
This file can be run to clear special characters, padded spaces, etc. from part records, as well as PO, receipt, and job records.
It also corrects duplicate part codes.
The final script at the end allows you to pull a list of all dupli...
Standard Cost in SedonaOffice
Notes on the standard cost field:
Standard cost in SedonaOffice is set in the part edit screen on the warehouses tab.
It rounds to 4 decimal places, which can be useful when valuing parts such as wire...
Type_PRO Column in IN_Receipt table
Description of Issue:
When looking at the IN_Receipt table, what do the different type values stand for in the Type_PRO column?
Resolution:
The field is used to reference why the receipt was made. The receipt may be ...
How to Copy Parts from One Warehouse to Another
Overview
The Warehouse Explorer is used to view the most current information related to a Warehouse. Transaction history for various functions is viewable and many inventory type transactions may be performed directly from the Warehouse Explor...
How to Setup Wire in Inventory
How to Set Up Wire in Inventory
When setting up Wire as a Part you need to first figure out how it will be purchased (100ft Box, 1000ft Box, etc.) and then if it will be inventoried and issued by the Foot or by the Box. Once you know that info...
How to set Inventory to Allow Negatives
The company wants to be able to allow negative balances in Inventory.
Resolution:
Go to SedonaSetup > Inventory Setup in the IN area.
In Inventory Setup, there is a section labeled Negative Quantities and 3 options to choose from....
Sales Part Field Inactive on Front End
If you want to update sales part status on the backend you can use the script below. Simply fill out the part code and choose “Y” or “N” to update.
Update IN_Part set Sales_Part = 'Y' where Part_Code = ''
How to Mass Update Vendor and Manufacturer Part Codes to Match
Some customers want the vendor and manufacturer part code names to be match the primary part code. The script below is for each situation.
update IN_Part set Vendor_Part = Part_Code
update IN_Part set Manufacturer_Part_Code = Part_Code
...
Fix Issue with More Than One Primary Vendor on Parts
Issue:
When looking at the Part vendor records, there are multiple vendors set as the primary vendor.
Resolution:
This can cause issues in the application and WeSuite. To fix the vendor records follow the steps below.
...
Transactions Allowed When Physical Was Created to Lock the Warehouse
Issue:
A Physical count batch was created and the option to Lock Warehouse was selected.
Transactions were still allowed in the warehouse after the count was created.
Why?
Resolution:
The start date defined is t...
How to Transfer Inventory Between Warehouses
The Transfer Request contains a feature that allows you to create and receive immediately all or part of that warehouse’s inventory. These steps are done in SedonaOffice version 6.2.0.16.
Overview
Prior to using this quick guide, it is re...
Duplicate Warehouses showing in Drop-down Lists
Issue:
When using the Material Handler option in the Inventory setup, users are seeing multiple duplicate Warehouses in the screen drop down lists.
Resolution:
This will happen if there are duplicate entries for the w...
How To Resolve “You MUST assign a Lot Number to ALL Lot Numbered parts!” When Receiving a Purchase Order
When receiving a Purchase Order with Parts and you receive the message: “You MUST assign a Lot Number to ALL Lot Numbered Parts!” this means that at least one or more of the parts on that Receipt are setup with the Costing Method of Lot Numbers. ...
How to Find Part Not Showing in Search
This document will go over how to troubleshoot when a part is not showing in search, but can be seen on a PO, Service Ticket, or in another type of transaction. The steps work in version 6.2.0.16.
Overview
There are times when a part is n...
SedonaBarcode
This Reference Guide is for use by SedonaOffice customers only. Its purpose is to provide an overview of the content contained within and is to be used for reference purposes only.
Overview
SedonaBarcode is an add-on module sold and pr...
How do I delete a Transfer Request?
Sometimes, you will need to delete a transfer rather than editing the transfer.
To do so:
Select Transfer from the Inventory menu in the tree
Select the transfer you wish to delete; click Yes
...
How to Delete a Physical Inventory
Before Deleting a Physical Inventory, confirm there are no changes within the Physical that need to be Saved.
Inventory
Under Inventory, select Physical Inventory/Adjustments.
From the Physical List, highlight the Physical Inven...
How To Grant Access to Warehouses in the Warehouse Dropdown Menu
Issue: User is experiencing an issue where they are unable to select warehouses in any dropdowns. The menu is blank. This is present anywhere there are dropdown menus for warehouse selection, such as the Issue Parts screen and Purchase Orders...
Deleting a Receipt also Deletes that Receipt’s Journal Activity
When a Receipt is deleted, it also deletes the activity that receipt would cause in the journal on the warehouse. ...
Parts Updater is not Covered Under Support Agreement (Internal)
The Part’s Updater utility is a way to mass update parts in Sedona Office. However, this utility is not covered under the Support Agreement. This means we can assist with questions, but we cannot train on the parts updater, walk them through a parts...
Ordering, Receiving, and Issuing Part Kits in SedonaOffice
Part kits behave the same on a Purchase Order as a normal part. You add the part kit to the PO the same as a normal part, and they display just like a normal part. The individual parts in the kit do not show on the PO (except POs created using the A...
Why do Part Kits Cause PPV Entries?
Part kits have their own price and cost, which is assigned to the kit itself and is separate from the price and cost associated with the individual parts in the kit.
When you add parts to a kit, you assign a percentage of the kit cost to be all...
Build Your Own Part Kit
In the Inventory module, create a new part and enable the checkbox for "Part Kit".
The "Parts In Kit" tab will appear. On this tab, add all the parts that make up the kit, including the quantity of each part.
Allocate a ...