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Blanket / Scheduled Delivery & Fulfillment Orders

Posted on by 176

Hi All, Could you please advice what are the options GP has to facilitate blanket orders. So Sales Team can get shipment advice, shipment remainders based on when the parts to be shipped as per Sale Agreement with customer( Blanket/ Scheduled shipments)..

Thanks

Ravi

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  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: Blanket / Scheduled Delivery & Fulfillment Orders

    Blanket orders/ Call off orders/ part shipping/ scheduled orders all similar terms...

    I wrote this a while back, it may have some helpful pointers.

    timwappat.info/.../Dynamics-GP-Process-to-invoice-only-fulfilled-and-shipped-items-for-scheduled-drop-ship-or-call-off-sales-orders

    There are different approaches, not all are covered in this document. You could have quotations that you turn into orders.

    Sales orders with different requested ship dates on each line of the order, for each shipment.

    Multiple orders with different ship dates, each order representing future shipment.

    You could have a set of master lines at the top of the order, decrement the qty to call off and add it to a new line or new order.

    Basically you need to play with the qty to invoice field and requested ship dates on both the order header and lines, this allows you to get creative, using smart lists to show when lines are due manually, or automating with sql jobs to shove orders into batches where work is due.

    You can be very manual process or mostly automated, depending on your in house skill sets.

  • Ravi Polepalli Profile Picture
    Ravi Polepalli 176 on at
    RE: Blanket / Scheduled Delivery & Fulfillment Orders

    Thanks Jeff. But the link you have shared is taking me to Dynamics 365 but not Dynamics GP. I couldn't find anything like Blanket Order option inside GP!. Pls. advice if i need to look at any other articles.. 

    Thanks

    Ravi

  • Jeff Grant Profile Picture
    Jeff Grant on at
    RE: Blanket / Scheduled Delivery & Fulfillment Orders

    Hi Ravi,

    If you haven't had a chance to review the Dynamics GP user guide materials on blanket options, the following would be the very best place to start regarding your inquiry:

    docs.microsoft.com/.../sales-how-to-create-blanket-sales-orders

    Hopefully we will also get additional input from the partner community on more detailed 'real-word' use of this functionality.

    Best Regards,

    Jeff

    Dynamics GP Support

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