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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatically allocati...
Finance | Project Operations, Human Resources, ...
Suggested answer

Automatically allocating/fulfilling qty to back order on a sales document

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Posted on by Mitchell Mumford 5

Hi All,

Is there any way to automatically change Qty to Back Order amounts on an order document to Qty to Invoice/Qty Fulfilled if stock is available? Currently when we input a customer order any items which we do not have stock of get placed into the Qty to Back order field, however when these items arrive and are receipted in to GP we then have to manually go through our sales orders and change the Qty to Back Order to Qty to Invoice/Qty Fulfilled one line at a time before invoicing which can take quite a bit of time when we have upwards of 300 orders to be released at once, any help would be appreciated.

Kind regards,

M Mumford

Categories:
Microsoft Dynamics GP
  • DexDev Profile Picture
    DexDev 100 on at
    RE: Automatically allocating/fulfilling qty to back order on a sales document

    It was a lot easier for us to use SQL job for stored procedure, to call it from front was tough, as once you are updating transaction you can not use the eConnect to update the record, further user is not fulfilling the quantity at once, they wanted ability to do a partial order to invoice transfer.

  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: Automatically allocating/fulfilling qty to back order on a sales document

    Admittedly we have a lot of experience with GP SOP module, but we just wrote a SQL job allocating orders at certain times of the day. The same stored proc can be called from user interface when we need to do allocations on demand.

    Tim.

  • DexDev Profile Picture
    DexDev 100 on at
    RE: Automatically allocating/fulfilling qty to back order on a sales document

    Hi Mitchell,

    Are you looking for something like that?

    keptonworking.blogspot.com/.../auto-calculate-backorder-qty-on-sales.html

  • Suggested answer
    Angela Eckman Ebensteiner Profile Picture
    Angela Eckman Ebens... 1,216 on at
    RE: Automatically allocating/fulfilling qty to back order on a sales document

    Hi M Mumford,

    If you use the SOP to POP functionality, the system will automatically update the QTY to backorder field and QTY to invoice field for you when you receive against the Purchase order that is linked to the SOP order.  That is a great feature that many of our customers use.   If you have a quantity entered in your Backorder field, you can then purchase the item by creating a PO by going to Actions > Purchase option.  

    If you do not use the SOP to POP functionality or don't use Purchase order processing in general, there is a feature/window in the Advanced Distributions module called Sales Automatic Order Allocation window.  This functionality helps you make adjustments to multiple orders.  This allows you to automatically allocate stock to sales order line items where there is a back-order quantity, and stock is available to allocate to the line item. As stock becomes available, you use this window to distribute the items to sales orders that have line items with quantities to backorder.  The backorder quantity is reduced by the quantity currently available.   That might be something you want to check out.   

    Hope this helps!  Thanks for using community forums,

    Angela Ebensteiner

    Sr. Technical Advisor 

    Microsoft Support

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