Dynamics,Sales,Order,Processin computer Dynamics GP Sales Order Processing (SOP) Technical Notes

Gone are those times when the companies and the organisations didn't need a hi-tech system to handle them. Owing to the considerable increase in the business sector and thus, an enormous increase in the complexity of the organisational struc ----------------------------------------------------------Permission is granted for the below article to forward,reprint, distribute, use for ezine, newsletter, website,offer as free bonus or part of a product for sale as longas no changes a

You can also have Sales Returns, Back Order and FulfillmentOrder.  And, please know that SOP stepsare flexible and it is not really required for each small sale to have each ofthe steps mentioned above.  Before weconcentrate on SOP module, let's make comments on RM and Invoicingmodules.  Invoicing module is moresimple, as it only allows you to create Invoices and Returns, it also is linkedto Inventory Management module, meaning that you can have multiple item linesin Invoicing (plus fact that it is not part of eConnect SDK makes it verydifficult to deploy in eCommerce integrations). Receivable Management module is one step closer to GL, and when you posteither SOP or Invoicing documents, they are posted through RM (meaning thatthese documents are registered in RM tables). RM documents do not have link to Inventory items, each RM Invoice isflat document with one line of description. OK, let's now move to SOP paragraphs: 1.       SOPDocument Header.  Here you selectCustomer, or Prospect (Quote), and its Bill to and Ship To Address, defaultWarehouse Site ID (from where your Inventory items will be automaticallyallocated if Allocation is set to By Line Item in SOP Type definition).  Customer PO Number is optional, but oftenuseful.  Also, Dynamics GP supportsMulticurrency in most of the modules and you can set Currency ID for the SOPDocuments 2.       SOPLines.  If you are selling merchandisewith inventory locations, serial (or lot) numbering, bins tracking, naturalchoice is to select existing inventory items (or simply scan them directly frombarcode scanner or upload them from barcoding batch).  If you are selling services, with lines fedfrom ecommerce service selling website, you can have here lines with so-callednon inventory items.  In order to enternon inventory item, simply begin writing natural Item Name (which might be yourconsultant name, for example).  If itemis not found in Inventory, it is set to non inventory automatically.  Then write service description (inDescription field) and if you need more room for details, click on Comment Iconon the line level (in comments you can write four lines).  Comments will be automatically shown on GPReport Writer based SOP Blank Invoice form (Short, Long, the same is applicableto Quote, Back Order, Sales Order).  Nowif you are selling lot or serial numbered items, allocated lots and serialnumbers will be printed automatically on SOP forms 3.       ItemPricing.  In Dynamics GP pricing isreasonably flexible and could be altered by Price levels (which could beassigned to the customer, if default price level should be superseded), plusyou can use Price Groups for adjusting Standard Prices for items groupedtogether.  There are numerous Dynamics GPISV addons, where Pricing is more complex. And we should probably mention here, that you can deploy Dynamics GPBusiness Portal Order Management module, which creates Sales Orders directly inSOP tables, where you can have One Active (and multiple ready for activation)catalog with advanced pricing model (outside of the scope) 4.       DocumentFooter.  Here you have Holds (if you planto use complex approval cycle for Sales process, you can setup holds on SOPType ID level) .  User Defined Fields, ifyou need them to be entered and available to be printed on SOP documents.  Sales Document GL distribution could be alsoreviewed and modified if desired.  SalesCommission could be set to be accrued automatically, we often see thatcustomers have more advanced Sales Commission formulas, which could be realizedvia Custom Reporting (usually Crystal Reports or SSRS).  Trade discount is applicable to each document(however you can also use discount logic and it could be different on each itemline.  Also, additional "discounting"is available on Customer Payment Apply screen, where you can write offfractions of Sales Invoice - it will be posted on dedicated Write Off GLAccount).  You can also enter freight andmiscellaneous (each could have separate posting account).  Tax field, this is very sensitive to thecountry where you are.  In USA we haveSales Tax, in other countries you can have VAT or GST taxes, so please checkwith your local Dynamics GP Partner 5.       BatchPosting Logic.  Microsoft Dynamics GP ismid-market Corporate ERP application and it supports both method: individualtransaction posting and batch level posting. Batch allows you to implement control over posting to General Ledger,for example you may want your Sales Manager to approve batch of Sales Orders orInvoices (maybe price was over discounted, alternatively it could be done onindividual document level via SOP Hold mechanism) and sometimes Accounting clerkto check Batch GL distribution.  Batchesalso could be good instruments for helping your company maintain reasonable andconservative approach in Accounting Accrual Method (or even stick to CashAccounting method, if you are smaller company where Cash method is allowed byTax Authorities) - if you do not post SOP Invoices Batch, then your GL doesn'tknow about Accrued Revenues 6.       SOPModified forms.  Usually you modify SOPBlank Invoice form and place your company graphical logo as the minimum.  If you maintain multiple companies in your GPsystem (such as Payroll outsourcing firm, or membership services for multipleclubs), consider saving special invoice forms via Customization Maintenance (exportand import customization) and save special invoice form into package and thenit will be available for reloading into active Reports.dic 7.       CustomSOP Level Reporting.  If you are designingCrystal Reports, where you would like to show Sales figures, please do notforget to exclude Voided Documents (as they will be sitting in the same tables:SOP30200 and SOP30300), plus do not forget to count Returns as NegativeSales.  Also, in our opinion good hint isthe fact that RM level Sales figures may be different, as if you void postedInvoice in RM - it will not be voided automatically in SOP 8.       SOPas ecommerce front end. Sales Order Processing module is open to ecommerceprogrammers via eConnect SDK libraries and code samples in C# and VB.Net.  Plus, SOP was historically very popular forunique Great Plains Dexterity customizations and Dynamics GP ISV add-ons:WennSoft, Intellisol  9.       Lastflint.  We expect that some of yourquestions were not answered, SOP is one of the most popular Great Plainsmodules, please feel free to call us and address your specific questions withSales Order Processing module 10.   Howto get help?  Please, feel free to callus: 1-866-528-0577, outside of USA: 1-630-961-5918 or email [email protected]  We are verytechnical and real Dynamics GP Dexterity, SAP Business One SDK and MicrosoftCRM programming gurus.  We have GreatPlains Software Development Factory and could support unlimited Dynamics GPCustomization and Programming needs. Plus we speak English, Chinese, Spanish, Portuguese, Russian, and notonly as native speaking sales folks, but as real technical consultants.  If you prefer skype: albaspectrum