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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / sales orders & ite...
Microsoft Dynamics GP (Archived)

sales orders & item allocation

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Posted on by l-thomas 1,325

How would I do this in GP 10 SOP module?

My client needs to be able to partially allocate items. When a sales order is created, the full sales order qty should not be allocated. They want to be able to partially allocate items ( sales orders can consist of multiple items) as and when goods are received into the respective warehouses. For example, for Sales order A the qty is 1000, they want to be able to partially allocate items which could be 100 today, 200 tomorrow, 500 the next day until such time that the full sales order qty is reached. Furthermore, if Sales order B  with the same item/s as Sales order A suddently takes priority they then want to be able to un-allocate the item from sales order A and assign it to sales order B.

Is this situation at all possible within GP 10? Is there a module out there that meets this requirement? What about customizations?

I need some bright ideas PLEASE!!!

Louella

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  • Richard Schultz Profile Picture
    Richard Schultz 1,085 on at

     Louella,

     I don't think SOP can handle that out of the box; you'll likely need to get some customizations done, or hunt for a third-party product.  Here are some things you'll need to think about when you put together your functional specifications:

    1)  Where does the Order get information about what is available in Inventory?  Are you using the standard Inventory module in GP, or something else?

    2)  Who is allowed to set priorities for orders?  Who is allowed to pull allocated inventory from one order to another?

    3)  Once all quantities are filled for a given line in an order, will it "automatically" ship, or does the whole order (all detail lines) need to be filled first? (in other words, do you allow backorders)?

    4)  Once all quantities are filled for a given line in an order, is it still subject to having some of its items pulled to another order?  At what point is the order "committed" and the goods unavailable for other orders?

    I've created some very high-level requirements for a proposal to another client - I'd be happy to pass on to you as a starting point to think about what you want to eventually end up with.

    Also, regarding third-party products, look more at "inventory management" than Order processing.  Perhaps google "Inventory Management for GP" and see what comes up!

    Good luck!

  • MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Setup your order ID to allocate by None and to allow a separate fulfillment process. This in turn will allow you to manually allocate and fulfill your order by either using batch allocation (Sales Batches), Automatic Order Allocation or the Fulfillment windows.

  • Community Member Profile Picture
    Community Member on at

    I agree with Sir Gomez 100%. I am doing the same for my client and its working perfectly.

  • l-thomas Profile Picture
    l-thomas 1,325 on at

    I tried your suggestions and Im afraid its not working for me.

    Even when setting up the sales order to allocate as 'none' Im not able to allocate the items. I dont want the to use automatic sales order allocation because I dont want the system to decide it for me and this is the pivotal point. As far as I can see as much testing standard SOP from GP cannot do this.

    What I do find interesting is your understanding of allocation of items. How do you guys define this concept & explain it to your customers?

  • l-thomas Profile Picture
    l-thomas 1,325 on at

    Hi Richard

    I think you've clearly understood what I need to do. The points you mentioned are good ones so I'd be interested in the proposal you mentioned so that I'm covering the important requirements. Also, thanks for tip to search for inventory management solutions......my seach begins.

    Louella

  • MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    While good suggestions, SOP in itself is able to handle your request. Not sure why you believe it will not work, but I am not here to convince you, just to suggest.

  • l-thomas Profile Picture
    l-thomas 1,325 on at

    Mariano, please tell me which exact SOP window are you suggesting to do the item allocation from?

    I dont want to use the automatic sales order allocation window because the system suggests which order to allocation. I need to allocate on the order before I tranfer to sales invoice.

  • e-ticaret Profile Picture
    e-ticaret 20 on at
    [deleted]

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