Is there an option for the order processing window to default to the Default Site ID associated with the Item Number instead of the Default ID associated with Order Processing?
We are in the process of adding a new site. This site will only be used for a handful of items, therefore, we do not want it to be the "Default Site ID" for all orders. However, it would be nice if GP could recognize the Default ID Associated with the item.
Any thoughts?
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Hi Lindsey,
I think I have exactly what you need. And it's free. It was written by Microsoft and is one of several 'tweaks' that used to be sold by Microsoft Professional Services. It's called SOPDefaultPerSiteLine.
Here's how it works:
When a line item is entered in SOP Entry, if there is a default site assigned to the item in Cards>Inventory>Qtys/Sites, then that site will default for that line item. To view the site, you can click on the Item expansion button.
If there is no default site id for the item, then the customization will default the location code from the Sales Transaction Entry Default Site ID field.
If using Advanced Distribution and the Document Status is Unconfirmed Pack or greater the line Site ID will not be changed by the customization. The reason for this is because the GP UI does not allow this and therefore the customization (which automates the UI) also cannot change the Site ID/Location.
If you can't find it on Customer/PartnerSource, drop me an e-mail at leslievail@earthlink.net and I'll send you the version that I have. I will not be monitoring this thread so posting it here may not be fruitful. The version I have is written to work with GP2013, but I've been using it with 2015R2 with no problems. If you need an earlier version, I probably have that around here someplace - just ask.
Kind regards,
Leslie
@Ahmad X ,For similar kind of requirement we did a small customization where user was not allowed to select site id, by defaulting the site value on various windows.
I have somewhat relevant problem if someone can help, we previously have multiple stores now 99% of the inventory is going to one store but logistics guys at times by mistake receives the inventory in other site ids, what I need is to block all site except one so nothing can be received on these ids, I don't want to delete them either as it has some old stock.
David,
There are multiple locations in GP to assign the Default Site in Sales Transaction Entry. There is of course the Default Site ID in Sales Order Processing Setup, referenced above. And there is the Item Default Site ID Assigned to the Item in the Quantities/Sites Window. Finally, and most importantly is the Site ID on the Ship To Address ID for the Customer Selected during Sales Transaction Entry. Hierarchically, GP 2015 will use the Site ID assigned to the Ship to Address ID instead of the Default Site ID assigned in the Quantities/Sites window or the Site ID assigned in Sales Order Processing Setup.
yes. I've run into the same issues. Even when you've set up a Default Site on an item, that site is not automatically chosen as the site in a transaction in either Purchasing or SOP. What is the reason for this?
The Site ID is blank under the Document Defaults in the Sales Order Processing Setup window.
Any other suggestions?
Thank you,
Lindsey
Hi Lindsey,
please remove the default site id on sales order processing window so that item default site id will be populated on sales order.
Remove the default site ID from order processing window. After that it will work fine.
Hope this helps!!!
Good morning - The correct site is set as the Default ID for that item number. However, when I enter an Order, it defaults to the Default Site ID for the Order. We receive the error "This site is not assigned to the selected item. Do you want to assign this site?". We do not want to add the Main Site to this item number as this item is not fulfilled from this site.
Can GP default to the Item Default ID rather than the Order Default ID?
Thank you,
Lindsey
Hi Lindsey,
If you go to following window
Inventory >> Cards >> Quantities/Sites
and select default site id and save it. This site ID will populate instead of "Default site ID".
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