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Microsoft Dynamics GP (Archived)

What is a the best way to handle a blanket sales order

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If a customer orders 1,000,000 parts for the year, what is the best way in dynamics gp 2010 to create a repeating daily sales order for 100 or 1000 each day.  Should it be setup as a quote or as a unique order type?

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  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: What is a the best way to handle a blanket sales order

    Ethotech has a product named recurring contract billing you might look at.

    Kind regards,

    Leslie

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,788 Moderator on at
    Re: What is a the best way to handle a blanket sales order

    I forgot to paste this part in.

     

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,788 Moderator on at
    Re: What is a the best way to handle a blanket sales order

    First you must setup up an order type that allows for repeating documents.

     

     

     

    Then when you create the order you select this Order type and after entering the customer ID and setting the currency ID, if needed, you click on the blue arrow next to document number to set the number of times to repeat and the frequency.

     

    There is nothing automatic about this process so a lot of this is manual but it gets you close. I believe there are ISV's out there that automate it better. I think Binary Stream has such a product.

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