Microsoft Dynamics GP Multiple Doc SOP Transfer?

I have a Distribution Client who uses Sales Order Processing (or SOP) in Microsoft Dynamics GP.  As this client fills orders, they handle each order one at a time.  In a previous blog posting, I demonstrate how I suggest using batches to save time in the following areas:

• Transfer from Backorder to Order
• Printing Orders and Packing Slips
• Transferring to Invoices
• Printing or emailing Invoices
• Posting Invoices

There is an alternative to transferring SOP documents by individual document or batches, called “Sales Multiple Orders to Invoice Transfer.” 

This window is available only if you’re using sales fulfillment workflow.  Note the screenshot is from GP2018.

From GP HELP

• Transfers window to transfer orders and back orders to invoices. (Does not work with Quotes or Invoices)
• You can transfer groups of documents with the same characteristics, such as: batch ID, customer ID, or requested ship date.
• A separate invoice is created for each order or back order.
• You also can specify how to handle item quantity shortages and kit quantity shortages.
• If the document exceeds the customer’s credit limit and you are using customer credit limit override workflow, you can submit the document for approval.
• If you are using customer credit limit override workflow, orders that exceed the customer’s credit limit won’t be transferred if they aren’t approved. You can transfer orders that don’t need approval.

Watch the Video, it’s a pretty cool feature!

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.) View all posts by Belinda Allen