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I am trying to do some resets on a GP 10.0 system. The end users in one company wish to have all orders and invoices automatically allocated and fulfilled. The current configuration is not allowing it (Set to Allocate by Line item). I am sure this is due to the fact there are always open orders and invoices. What is the best way to get this reconfigured?
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Hi Leslie,
The imports are from a customized add on that we are trying to work around. We have thought of adding quantity allocated and fulfilled to the csv file that is part of the integration bringing the data in and just filling in the quantity from the original invoice not sure how that will play out so doing some testing in a test environment. The majority of items are Kits and Sales Inventory. I was hoping for an easier solution but not seeing much that can help.
Thanks, Dave
Hi David,
Sounds to me like the issue is with how the invoice is uploaded from the web page. I've had some vendors that follow the GP allocation rules (WebSite Pipeline) and others that do not. What tool are you using to write the web orders into SOP documents?
What are the inventory item types for your web training and prep materials?
Kind regards,
Leslie
For GP 10.0 we had to purchase Advance Distribution module and it enables to do automatic order allocation. It applies to the cases when at the time of order integration there is no inventory available to fulfill, but later on the shipment is received and inventory bacomes available.
But in your case, since you are not backordering and if you are not tracking serial/lot numbers for inventory, it sounds like you just need to set up integration of the orders the way that qty fulfilled are equal of qty ordered and may be able to just transfer order to an invoice
We do not have much physical inventory as we sell web base training and exam prep material. Thus there are never shortages or backorders. The ideal solution would allocate and fulfill as the Order/Invoice is process from the website. The majority of transactions are actually pushed in from external sources such and online stores and then batch processed in GP. The problem is we must allocate and fullfill all transactions before we can post the batches. This is new territory for me with no physical inventory so if they are any suggestions I will gladly listen.
Thanks, Dave
David,
I noticed that your settings were already 'allocate by line item'. When they say 'automatically' what do they mean? Do they want the 'Override Shortages' option automatically to be checked and not present them with the dialog box? That is possible with a little VBA code. In addition to the allocation by line item or document/batch, you have the option of 'None' if you are dealing with an Order document.
I guess the ultimate question is how are they handling inventory shortages?
Kind regards,
Leslie
The options available for allocation and fulfillment are either to allocate by Line Item or to allocate by document and batch.
To check the setup, Go to Dynamics GP > Tools > Setup > Sales > Sales Order Processing Window. Choose Sales Document Setup > Fulfillment Order/ Invoice
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