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Microsoft Dynamics GP (Archived)

Order Processing

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Posted on by Lydz 60

I don't know if I'll even be able to explain what the company is trying to do here. This is how my boss put it.

They are shipping about 300 units and over a period of say 5 days. Those 300 units are not all going to the same location. 5 may go to one place and 5 to another place. They are trying to put in the quotes, then order and invoice of all the units going out to the different locations on one invoice. It seems that they are not ablet to do that. They are either  getting them one by one or I belive when they go to change the location on each individual item they lose the order.

 

Does this make sense? I am a temp here and this is my first time using Dynamics so I'm just trying to figure eveything out.

Thanks

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  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Re: Re: Re: Order Processing

    Ok so does the entire quote become an order when the first line item ships?  Or...do just the line items that need to ship become the order?  In your example, 300 units have been quoted.  Let's say that the first shipment needs to be a qty of 50 to South Carolina.  Can you transfer all 300 to an order and make 2 line items...the first for 250 that have not scheduled to ship and then 50 shipping to South Carolina?

    Let me know if something like that would work and I can explain how to do it.  If not, then we will have to figure out a different approach.

  • Lydz Profile Picture
    Lydz 60 on at
    Re: Re: Order Processing

    Yes, now that I get it more...They are generating a quote for 300 units and putting in the main bill to address. As they ship out units, they create the invoice. But they can not put in the other addresses because the quote has the main address. They do not know ahead of time how many units are going to which locations.

    I am playing around with the test company to see what I can do but again, I've never used Dynamics so I'm just trying to figure things out.

    When making the quote is it necessary to put an address on the line item of 300. That way if there is no address one can be selected as they invoice???

  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Re: Order Processing

     So your company has a customer who is buying, let's say, 100 units from you.  They want them shipped out to 10 different locations?  This would be as simple as adding a line item for each set of units per location and changing the shipping address on the line item of the sales order.  It looks like you are saying that is what your company is doing, but when they go to change the shipping address on each line item they "lose the order".  Could you explain that a little more?

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