Dynamics GP Sales Order Processing (SOP) Technical Notes

Microsoft Dynamics GP Sales automation often is achieved in three modules: Sales Order Processing, Invoicing and Receivable Management. SOP is truly one of powerful, as here you can aquire reasonable negotiation steps, like Quotations, then Sales Orders and upon order delivery have a trip within the final step, like Invoice. You too can have Sales Returns, Back Order and Fulfillment Order. And, please find that SOP steps are flexible plus its hardly ever required by each small sale to have many of the steps above mentioned. Before we target SOP module, let's make comments on RM and Invoicing modules. Invoicing module quite a bit simple, precisely while it only lets you create Invoices and Returns, additionally, it is associated with Inventory Management module, such as you obtain multiple item lines in Invoicing (plus proven fact that it's not at all necessarily portion of eConnect SDK helps it to be tricky to deploy in eCommerce integrations). Receivable Management module is step far better GL, so when you post either SOP or Invoicing documents, they might be posted through RM (which translates to mean these documents are registered in RM tables). RM documents don't want get a link from Inventory items, each RM Invoice is flat document with one kind of description. OK, let's now pursue to SOP paragraphs:

1.SOP Document Header. Here you end up picking Customer, or Prospect (Quote), and also Bill to and Shipped to battle, default Warehouse Site ID (wherein your Inventory items could be automatically allocated if Allocation is scheduled to By Line Item in SOP Type definition). Customer PO Number is optional, but often useful. Also, Dynamics GP supports Multicurrency practically in many for any modules and you can now now set Currency ID for all those SOP Documents 2.SOP Lines. Imagine if you sell merchandise with inventory locations, serial (or lot) numbering, bins tracking, natural choices to decide existing inventory items (or merely scan them directly from barcode scanner or upload them from barcoding batch). If you are selling services, with lines fed from ecommerce service selling website, anybody can have here lines with so-called non inventory items. With the intention to enter non inventory item, simply begin writing natural Item Name (which has been your consultant name, including). If item will not be used in Inventory, it can be set to non inventory automatically. Then write service description (in Description field) incase you absolutely need more room for details, simply click on Comment Icon endangered level (in comments it is possible to write four lines). Comments is often automatically shown on GP Report Writer based SOP Blank Invoice form (Short, Long, precisely the same is true to Quote, Back Order, Sales Order). If you prefer them if you are usually selling lot or serial numbered items, allocated lots and serial numbers is going to be printed automatically on SOP forms

3.Item Pricing. In Dynamics GP costs are reasonably flexible and it is altered by Price points (which will be allotted to you, if default cost could be superseded), plus you might use Price Groups for adjusting Standard Prices for items manufactured. Many Dynamics GP ISV addons, where Price more. As well as we have to probably mention here, that you deploy Dynamics GP Business Portal Order Management module, which creates Sales Orders directly in SOP tables, in which you might get one Active (and multiple ready for activation) catalog with advanced pricing model (from the scope) 4.Document Footer. Here you've gotten Holds (quotes for quality products to utilize complex approval cycle for Sales process, you could setup holds on SOP Type ID level) . User Defined Fields, are you looking for them ways to be entered and then there to always be printed on SOP documents. Sales Document GL distribution can be also reviewed and modified if desired. Sales Commission is often set to be accrued automatically, way of life . understand that customers acquire more advanced Sales Commission formulas, which commonly becoming reality via Custom Reporting (usually Crystal Reports or SSRS). Trade discount is applicable to every document (a reasonable may also use discount logic it might vary on each item line. Also, additional "discounting" can be obtained on Customer Payment Apply screen, for you to deduct fractions of Sales Invoice - it usually is posted on dedicated Discount GL Account). You might also enter freight and miscellaneous (each could possibly have separate posting account). Tax field, yet another thing information about the state of hawaii where you are supposedly supposedly. In USA we've got Florida sales tax, miles away you can obtain VAT or GST taxes, so book with your local Dynamics GP Partner 5.Batch Posting Logic. Microsoft Dynamics GP is mid-market Corporate ERP application therefore supports both method: individual transaction posting and batch level posting. Batch makes it possible implement therapy for posting to General Ledger, including it is your decision the sales Manager to approve batch of Sales Orders or Invoices (maybe price was over discounted, alternatively perhaps it is finished on individual document level via SOP Hold mechanism) and also the best kinds Accounting clerk view Batch GL distribution. Batches also may be good instruments to your corporation maintain reasonable and conservative approach in Accounting Accrual Method (not to mention keep on with Cash Accounting method, should you be smaller company where Cash technique is allowed by Tax Authorities) - if you post SOP Invoices Batch, after that your GL doesn't find out about Accrued Revenues 6.SOP Modified forms. Usually you alter SOP Blank Invoice form plus put your enterprise graphical logo because minimum. For those who maintain multiple companies inside of your GP system (like Payroll outsourcing firm, or membership services for multiple clubs), consider saving special invoice forms via Customization Maintenance (export and import customization) and save special invoice form into package and afterwards it is going to on hand reloading into active Reports.dic 7.Custom SOP Level Reporting. In case you are designing Crystal Reports, the places you would want to display Sales figures, be sure and exclude Voided Documents (as they shall be in similar tables: SOP30200 and SOP30300), plus you should count Returns as Negative Sales. Also, in our opinion good hint is always that RM level Sales figures could be different, a particular example is void posted Invoice in RM - additionally voided automatically in SOP 8.SOP as ecommerce front. Sales Order Processing module emerges to ecommerce programmers via eConnect SDK libraries and code samples in C# and VB.Net. Plus, SOP was historically seriously popular for unique Great Plains Dexterity customizations and Dynamics GP ISV add-ons: WennSoft, Intellisol 9.Last flint. We expect that your small amount of your queries were never answered, SOP is among the preferred Great Plains modules, commentary phone us and address your individual questions with Sales Order Processing module 10.The way to get help? Please, please phone us: 1-866-528-0577, approximately USA: 1-630-961-5918 or send us an email help@albaspectrum.com Were very technical and real Dynamics GP Dexterity, SAP Business One SDK and Microsoft CRM programming gurus. We've Great Plains Software Development Factory and can also support unlimited Dynamics GP Customization and Programming needs. Plus we speak English, Chinese, Spanish, Portuguese, Russian, rather then only as native speaking sales folks, but as real technical consultants. If you'd rather skype: albaspectrum Andrew Karasev, Alba Spectrum , help@albaspectrum.com 1-866-528-0577 http://www.albaspectrum.com Serving ERP and MRP community since 1994, local service in Chicago, Houston, Hillcrest, Atlanta, California. Information portal: http://www.pegasplanet.com We last USA and Canada nationwide from a Dynamics GP and SAP Business One answering services company: California, Illinois, Chicago, Florida, Minnesota, New Jersey, North and South Carolina, Georgia, Louisiana, Texas, Ontario, Quebec, Washington, Missouri, Iowa, Nebraska, Kansas, Colorado, Nevada, Boise state broncos, Utah, Arizona, Montana, Oregon, Chicago, Northeastern. International clients welcome from Australia, Nz, Oceania, Nigeria, UK, Brazil, Caribbean, Russia, Brazilian: Mexico, Honduras, Costa Rica, San Salvador, Panama, Nicaragua, Guatemala , Brazilian: Chile, Argentina, Paraguay, Peru, Uruguay, Venezuela, Colombia, Ecuador, Bolivia

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