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Microsoft Dynamics GP (Archived)

What the Fump is a Sales Workflow?

Posted on by 815

User here, actually, a manager of a Customer Service groups that's using GP 9.5.  I feel that the procedures that my team follows in order to process a sales order are incredibly complicated. I don't know if Sales Workflow is the answer, but maybe someone can advise me if we're using the system completely wrong, or if it's actually designed this way.

They take an order from a client, and enter it into the system.  It automatically allocates stock, but once they complete the order, they have to manually tell the system to print the picking slip for the warehouse. (Printing a picking slip seems to be about a 8 step process, click this button, change the destination printer, turn off the "print to screen" option, click ok) (Then, at times, they call the warehouse to be sure it printed!)

In addition, after stock is received and a back order can be filled, they have to manually check all their backorders and allocate the new stock to them, *then* print the picking slips for the warehouse.

Is this really the way it's designed?  This doesn't seem like a hugely different method of operation for anyone who's running an order desk and a warehouse - which must account for a million or two companies out there.  Can't the system be configured to automatically send a picking slip to the warehouse each time an order is completed?

I sure would like a computer application that actually helps, rather than hinders  my team to get things done (/sacrasm)

By the way, I get the feeling that this is a forum for modifications, not user help.  I find high the proportion of "Here is how to use VBA to do that" rather than "Here is how you should be using the system to do that".  Is there a better forum for this kind of question?

 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: What the Fump is a Sales Workflow?

    Dee Bee,

    Well! So many people have responded to you on your frustrations and hope you'd have come to an understanding by now that these forums do care about helping the people "Here is how you should be using the system to do that" other than just telling "here is how to use VBA to do that".

    Secondly, reading your post do point me towards an understanding that you need a complete review and working out the Processes of GP to match your day to day processes and analyze how you can maximize the functionality of GP Utilization. My suggestion to you would be to sit with your partner and re design your processes that makes your life much easier. There are lot of sound professionals who really would be able to help you out.

     

     

  • Re: Re: Re: Re: What the Fump is a Sales Workflow?

    I too have no "options" button, but ctrl+q doesnt even bring up a "quick print config" screen????

  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: Re: What the Fump is a Sales Workflow?

    I understand, but I have no "Options" button in the Sales Order Processing window.

    Is it possible that I haven't enabled the "Options" or that my VAR has somehow disabled it?


  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: What the Fump is a Sales Workflow?

     Mariano:

    You are correct - CTRL-Q *does* take me to the Quick-Print screen, but once configured (as I have with my guinea-pig user) CTRL-Q simply performs the quick-print, rather than to give me options to configure it.

    In other words, the shortcut takes me to the quick-print config screen if quick-print is not already configured, but once I have configured it once, (without the "Options" option) I can't *re*-configure it.

    (see the details in my first or second post, above)

    ;-D
  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: Re: Re: What the Fump is a Sales Workflow?

     Well, I'm as puzzled as ever.

    Not only is there no "Options" option in the Sales Order Processing Window, I can't even see a place that it would be. (nor how it may have been turned off)

    I logged in as sa, and I see exactly the same window arrangement as when I log on as myself, or when my team logs on to process orders.

    I will check with them to see if they know of any customizations that may have rendered it gone.

    Where should it be?  I assume it's a button across the top of the window, along with "Save", "Delete",  "Void", etc., or at the bottom, with "Holds", "User-Defined", Distributions" & "Commissions". 

    Am I blind, or looking in the wrong place?  It's possible that they've been customized away, but I can't imagine that someone would think that customizing away my options is a good thing!

     

  • callen Profile Picture
    callen 4,595 on at
    Re: Re: Re: What the Fump is a Sales Workflow?

    You need the options menu off of the Sales Transaction Entry window to do the configuration of Quick Print.

    Try logging in as 'sa' and see if you have the options menu.

    I don't have GP 9 available right now but I'll take a look when I can to see if there's a security setting.

  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: What the Fump is a Sales Workflow?

     C:

    Thanks for the input.  This morning, perhaps with a little more coffee, I see that it's version 9.

    I investigated the "Quick Print" option, and I don't see it.  The help screen says go to (Transactions >> Sales >> Sales Transaction Entry or Order Fulfillment >> Extras) but I don't have an "Extras" option anywhere on that screen.  Is it possible that I don't have a module installed?

    I did just try the "Quick Print" keyboard shortcut with one of my users, and it asked to configure it on the fly - even without the menu item.  Keyboard shortcut Ctrl-Q complained that it wasn't configured, and took us to the config screen, where we set some test options and we were thrilled to see that it worked.  Of course, now that she configured it, when she hits the keyboard shortcut, it's configured, so it just 'quick prints' for her - the config screen doesn't appear.  That means that we can't get back into it to RE-configure it to work the way she would like. 

    How can I get back to the configuration now to change her settings without the menu options?  Is this a bug, and have I discovered access that I shouldn't have, or is there a way that I should be able to do this?

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