Dispatch Documents in Dynamics GP 2013

(0) Share

Report

Posted on by Community Member

We are using Dynamics GP 2013. Everything is okay and going well but we are unable to generate dispatch documents like Delivery Note from Dynamics GP. Logically this document should be generated between sales order and Invoice. sales order should be converted to delivery note and when delivery note is confirmed as received from customer it should be converted to Invoice.

Delivery of goods is one of the core business processes of any business, that should be handled very well by any ERP.

Anybody please explain the GP behavior to handle this situation. Please suggest the best solution.

Thanks in anticipation

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Tim Wappat 5,713 on at

Like (0)

Report
Copy link

Link copied!

Thank you for your question, I think you are asking why GP does not have a SOP document type of delivery note much like it has quote, order, invoice, return etc?

Your expectation is to be able to transfer the order to a delivery note and then to an invoice?

As you have probably gathered, this is not the way GP works. You can print a dispatch note as a bit of paper that can be modified to be called a delivery note to match your terminology.

You could even write your own reporting services report to create a delivery note.

As for controlling the process, you could use sales batches to hold the orders/invoice in after dispatch, until the delivery is acknowledged, moving the order to a invoicing batch at that stage. You could also use sales holds, creating and putting a SHIPPED (or other named) hold on the order/invoice. This would be a hold that has to be removed when the order is acked by the customer. Sales holds can be configured to prevent invoicing if they are applied to a document. This would control the invoicing process.

Those are just a couple of ideas, I'm certain others will chip in with other ways to do this.

Tim

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Dear Tim

Thank you very much for the reply. You identified exactly what I want. As you highlighted Print Sales Documents>Dispatch Note. I have here Packing slip and not the dispatch note. We are already using this packing slip by changing name to Delivery Note. Currently what are we doing is

Entering a sales order and printing the packing slip named Delivery Note and issuing this to Warehouse. Warehouse delivers the goods to customer and gets his acknowledgment on the Delivery note. Now warehouse keeps a copy of this note for own record and sends original as acknowledged by customer to finance. Finance then on the basis of that acknowledged Delivery note transfers the order to invoice.

Please suggest any improvements to this process.

Another issue we are facing of hold and sold of stock.

sometimes sales person negotiates the deal with the customer and asks to hold the stock because it is 80% likely that customer will purchase the goods, but later customer denies. How GP 2013 handles this situation.

Best Regards

Rashid Anwar

Was this reply helpful? Yes No
Tim Wappat 5,713 on at

Like (0)

Report
Copy link

Link copied!

I can't add much to your process, other than I would automate the process if it were me and the volumes warranted it.

The problem of call off orders and holding stock is another area that is not easy to handle for any system.

We have customers that we can hold 3 year's worth of stock for. This is a problem.

You can place an order and let it have the stock allocated to it. Then put it in a hold batch or place a call off hold on the order so that when people are needing stock, they can ask to take some from that order where appropriate.

When the customer wants the stock create a new order for them and remove stock from the first order and give it to the second. These kind of things can be semi automated by GP developers or dealt with manually if the frequency of orders is not too high.

I've done some custom development around making this easier in our environment, but it is still a bit too clunky.

Tim.

Was this reply helpful? Yes No