Great Plains Consultant: Sales Order Processing Setup and Customization

By: Andrew Karasev

In order to modify or customize Dynamics GP, you need to be familiar with Great Plains modules setup and business processes workflow.? In this small publication we would like to go under the hood in GP Sales Order Processing module.? Please, before continuing note, that SOP module is not the same and has in essence to relation with GP Invoicing module.? Invoicing module allows you to create only invoices and it is not supported in eConnect.? SOP allows you to create Quote, Sales Order, Back Order, Fulfillment Order, Invoice, Return with complex approval cycles, based on document types and process holds

1.?????? SOP module setup.? Please, login GP and got to Tools->Setup->Sales->Sales Order Processing.? In this screen you define default SOP document types, mentioned in introduction paragraph

2.?????? SOP Order and Invoice fulfillment.? This is extremely important concept, related to inventory items allocation toward specific SOP Order or Invoice lines.? eConnect supports fulfillment, however in complex ecommerce integration? scenarios you may decide to avoid fulfillment error messages (related to item shortages for the specific inventory site or warehouse)

3.?????? Typical SOP Entry screen customization.? You may require custom price list, based on the last price for the specific customer, and this logic should disregard standard or layered pricelist for other new or walk in customers.? If you have this or similar customizations, we recommend you to deploy Great Plains Dexterity as business logic altering tool

4.?????? eConnect in e-commerce development and programming scenarios.? At this time eConnect helps in creating, updating and deleting for the master records: customer, vendor, employee, GL account, addresses.? Plus it works with so-called work transactions: SOP invoice, for example is considered as work, until you post it

5.?????? eConnect limitations.? It doesn’t post batches, and if you plan to implement complete automation right from your e-commerce application, you need to deploy Alba Spectrum Batch Posting Server.? Please contact us for details

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