Tag: Sales Order Processing

Microsoft Dynamics GP SOP, Which Status Field to use when building reports

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.
Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.

Continue reading “Microsoft Dynamics GP SOP, Which Status Field to use when building reports”

Creating and receiving a Drop ship PO Microsoft Dynamics GP (with video)

One of my clients asked me about cleaning up Drop Ship Purchase Orders in Microsoft Dynamics GP.

One of my clients asked me about cleaning up Drop Ship Purchase Orders in Microsoft Dynamics GP.

Continue reading “Creating and receiving a Drop ship PO Microsoft Dynamics GP (with video)”

Using a separate Fulfillment Process in Microsoft Dynamics GP

In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.

Originally Posted 1/29/16

In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.

Continue reading “Using a separate Fulfillment Process in Microsoft Dynamics GP”

Microsoft Dynamics GP Dropship Quantity Variance

Handling DropShip variances in Microsoft Dynamics GP.

Originally Posted 10/2/2014

You know I love questions on Microsoft Dynamics GP and recently I was asked the following question:

What happens when the drop-ship item in the SO is for quantity 10 and the vendor sends 11 and the PO invoice is received with 11. The inventory was already sent to the customer; the SOP Entry program will not allow you to change to 11. Since you already received, you cannot change the PO. Any thoughts? 

Inventory

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Microsoft Dynamics GP – Make Excel Data refreshing easier (video)

This is part 7 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Originally Posted 12/16/13

This is part 7 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Make Excel Data refreshing easier (video)”

Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Originally Posted 11/18/13

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)”

Bill of Materials Introduction – Microsoft Dynamics GP (with video)

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control. 

Continue reading “Bill of Materials Introduction – Microsoft Dynamics GP (with video)”

Selling Kits in Microsoft Dynamics GP (with video)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

What is a Kit?  (THIS IS DIRECT FROM GP HELP)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

 I do not know what McDonald’s uses for an Accounting/ERP system, but if you use Microsoft Dynamics GP Sales order Processing, I’m sure you can think of a lot of opportunities by using Kits.

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Microsoft Dynamics GP – SOP work by Document or Batch?

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 this video I demonstrate how I suggest using batches to save time in the following areas:

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 this video I demonstrate how I suggest using batches to save time in the following areas:

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

If you use Deposits, or any of the fields at the bottom of the invoice, you’ll need to make sure you do this.  A Good practice is to always select to include Totals and Deposits!

 

Continue reading “Microsoft Dynamics GP – SOP work by Document or Batch?”

Microsoft Dynamics GP Multiple Doc SOP Transfer?

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

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

Continue reading “Microsoft Dynamics GP Multiple Doc SOP Transfer?”