web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Order Type
Microsoft Dynamics GP (Archived)

Order Type

(0) ShareShare
ReportReport
Posted on by Rosemary 10

Hi,

We are using the Order 'type' option in SOP, there has been some intermittent problems in converting these orders to invoices. The message when the option is taken to 'transfer to invoice' is '0 documents converted'.

There is adequate stock for the item number. What I do now is void the document and re-enter the order, at this point the order goes through to the invoice stage.

What other area  can I look at to determine the probelm. It is not all the orders.

*This post is locked for comments

I have the same question (0)
  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Order Type

    Rosemary,

    Have all of the line items been fulfilled?

    Kind regards,

    Leslie

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    RE: Order Type

    Following up on Leslie's very important question below, are you set up to use separate fulfillment?  If so, did you run a fulfillment process to tell GP how many and which items were fulfilled?

    Check out Understanding SOP on our website, it explains how this complex but powerful program works.

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Order Type

    No

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Order Type

    Separate fulfillment is not ticked. I am going through your document now.

    We are using this option as a Consignment process. The quantity consigned is entered as the quantity fulfilled. As the items are sold, a quantity to invoice is entered in the 'qty to invoice'. We then do a 'transfer to invoice'

    Item quantity shortage is changed to 'back order balance'

    An invoice is subsequently generated.

    We have consignment documents from June of this year and as I mentioned some are able to convert to an

    invoice.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    RE: Order Type

    Are you tracking quantities on hand for these consigned items?

    Are you over allocated?  (ie you have 10 on hand and orders for 30)

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Order Type

    I am not clear on what you are asking? Relative to your question I was pulling some reports, the field for 'quantity on hand' is currently 0.

    There are values for 'quantity available'

    I just voided 4 orders which they will re-enter.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Order Type

    Hi Rosemary,

    there isn't a field for quantity available. You need to calculate this field based on qty on hand minus qty allocated. Do any of your reports show a negative number for qty on hand?

    If you open the Item Maintenance card for one of these items, what does it say in the field Item Type?

    Kind regards,

    Leslie

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Order Type

    Item type is 'sales inventory'

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Order Type

    The SOP transfer process will look at the quantity fulfilled and quantity to invoice fields at the line item level. If the quantity to invoice is zero the line item will not be transferred to invoice. This is the first thing you need to verify before you transfer the order. It sounds to me your problem is more related to timing.

    Sales (and more specifically fulfillment) is predicated on product availability. You said clearly that you need to void the orders and re-enter them for them to be transferred successfully to an invoice. This tells me that somewhere in between the order entry and the re-entry, you went from a zero availability of product to having inventory on-hand. I would further assume that when the initial order was entered, quantities are being backordered if you are not overriding shortage all the time.

    We need a bit more background on what happens between the time an order is entered and product is received to be shipped out to your customer.

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Order Type

    My apologies, I was dealing with some other network issues.

    Yes the voiding of the document does move zreo availabilty to having Inventory on-hand. I will take a look again at the users and how they do what they do. I will look at the orders that come up to void and the respective items involved.

    You could be right in terms of 'timing' since all of the documents that have come up with the problem were between the months of June and September. It is not happening with 'current' orders.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans