Empower Your Sales Order Cycle in Canada with airSlate SignNow

How to create outlook signature

hi today I want to talk about allocating and fulfilling and sales order processing for Microsoft Dynamics GP I'm in the cell series today and I'm going to go to setup and sales order processing and what I want to look at some particular document types now the first thing I'm going to do is look at a couple of the invoices so I'm just going to click on the invoice ID here and I can get to my different invoice options now for this standard invoice that we've set up we've chosen to allocate by line item that means as I enter each line in two sales order processing the line item will be allocated automatically now allocating is the process of reserving a piece of inventory for particular order we're fulfilling means you've taken that item out of inventory and you have it ready to ship to that customer or it's in the process of shipping to that customer so allocating is reserving it and fulfilling it is actually extracting it from inventory and putting it up for this particular order or invoice now so the standard invoice is looking at a line item allocation we also have a service invoice that's doing it by document or batch number which means that after you enter the order to order in its or invoicing in its entirety you can allocate the entire document at one time or it will be included in a batch that you're going to allocate at one time so let's take a look at entering both kinds of transactions so I'm gonna go to cells transaction entry and first I'm going to leave it as the standard invoice option and let's put in an invoice for Erin Fitz electrical and we'll call the batch Belinda now I'm gonna choose an item that I know I don't have in stock so we can also handle how the shortages would be dealt with as well so I'm good to select this item for RAM and tap past the quantity and I have a zero available and I have one entered in on this invoice so it's asking me automatically how do I want to handle it because I'm allocating it as I go along meaning I'm actually reserving one of the items in inventory for this particular invoice so I'll select that I want to override it and I have a credit limit over the right and I'll click OK so this one you can see is there's one item one being built and one fulfilled meaning I've reserved one in inventory even though my inventory quantity is zero so let's click Save and this time let's do a service item where we know we're going to be fulfilling the order as an entire order or invoice or by document again I'm going to use Aaron Fitz I'll keep all other elements the same and I'm going to choose the same item this time we know we don't have any in stock and we know that the quantity available is a minus 1 now so I'm going to tap past that and notice it didn't ask me how to handle the shortage because I'm not fulfilling the item and if you look here you can see I have one billed and zero fulfilled so that item is in provide the credit limit there as well now in this particular case we would have to fulfill it automatic or fulfill the whole order when we get done in voice when we get done so I'm gonna click on options up at the top allocate and fulfill and I'm going to choose to allocate and fulfill at the same time remember the difference I'm just reserving one in inventory and I'm actually filling in the order so we could be sent not click okay and now it asks me how do you want to handle the shortage so any item that has a shortage issue it's going to ask me one by one how do you want to handle it and I'll override the shortage here and I'll click on save let me key in one more you choose exactly the same options for everything and the reason I want to do this is I want to do it by batch so here's the batch there are three transactions we no two are completely allocated and fulfilled and we have one out there that is not so from here I can also choose options allocator for a fill notice it's exactly the same window I can set my defaults but it's still going to no exceptions let's go back in and pull up our documents and I believe this was the last voice we did and now you can see it has been fulfilled as well so that's how you can allocate by line-item how you can allocate by document and how you can allocate by batch there are two more options available and those options would be allocating in batch where you can allocate multiple documents across entire batches and another option is to allocate during the transfer process and I do want to do this one now so I'm going to select an order and I'm going to deliberately choose this particular phone order and I'll show you why let's use Aaron Fitz we put it in our blend about let's select that same item and the reason I'm choosing this one you can see this is using this order uses a document by that and when we transfer it to an invoice this particular invoice uses it by line item so we're going to take a blended approach here where the order is not allocated but when we transfer this order to an invoice it will be allocated so I'm going to go ahead and click on actions and transfer and I'll transfer it into an invoice and now you can see it's prompting me how do I want to handle the shortage so in other words it is fulfilling it for me as we go along so we looked at all the different options today on fulfilling fulfilling by line item fulfilling by document by that we just took a look at the entry screen for how you can fulfill documents among multiple batches and we fulfilled by transferring I hope this else you you