Discussion:
SOP-Not allow invoicing if any back orders
(too old to reply)
Glen
16 years ago
Permalink
In GP 10, can it be set to NOT allow an order to be invoiced if there are any
backorders?

Thanks.
Mariano Gomez
16 years ago
Permalink
Two methods:

Method 1:
In the Sales Order Processing Setup window, click on the Saled Document
Setup button, choose Orders to open the Sales Order Setup window. Select the
Order ID you are interesting in restricting the behavior for.

Uncheck the "Allow Invoicing of Unfulfilled or Partially Fulfilled Orders"
option in the scrolling window below, or enter a password if you want to
allow certain people to be able to partially bill the client.

Method 2:
On the Customer Maintenance window, click the Ship Complete Documents
checkmark. Partial line item quantities won’t be transferred in Sales Order
Processing if the customer doesn’t accept partial shipments, therefore not
allowing you to create invoices for parially fulfilled orders.

Method 1 affects all sales orders with the Order ID type created. Method 2
allows you to do this on a customer by customer basis.

Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
Post by Glen
In GP 10, can it be set to NOT allow an order to be invoiced if there are any
backorders?
Thanks.
Janakiram M.P.
16 years ago
Permalink
Glen,

I'd put it this way. If you have a Back order, it does mean you already
running on a quantity shortage. So, If you set the SOP setup to Backorder All
OR Backorder Balance, anyone trying to create a fresh order with quantity
shortages can only transfer it to a back order and no invoice can be made
untill and unless the QTY to invoice is fulfilled.
--
Thanks
Janakiram M.P.
MCP-GP
Note: If you are a Microsoft Partner, You can also Login to Dynamics GP
partner forums at
http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/threads
Post by Glen
In GP 10, can it be set to NOT allow an order to be invoiced if there are any
backorders?
Thanks.
Mariano Gomez
16 years ago
Permalink
This is not what he asked. He is asking if he can stop an order from being
invoiced if they are back ordered quantities. You are not accounting for
quantities that may have been allocated and fulfilled, for example, ordered
10: back ordered 4, allocated and fullfilled 6. GP will allow you to transfer
6 to an invoice leaving 4 on the order as backordered quantities.

He is asking if there is a way to prevent GP from invoicing the 6 when there
are still quantities on back order.

Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
...
Janakiram M.P.
16 years ago
Permalink
Mariano,

Thanks. Got it. I understood him in a different way
--
Thanks
Janakiram M.P.
MCP-GP
Note: If you are a Microsoft Partner, You can also Login to Dynamics GP
partner forums at
http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/threads
...
Richard Whaley -- MVP 2006-2008
16 years ago
Permalink
The two methods that Mariano suggested DO NOT WORK if you are selling kits.
If components of a kit cannot be fulfilled, the order will still convert to
an order.

It's not supposed to work this way but I just spent 30 hours with support
going through the issues.
--
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users

Get our Free Tips and Tricks Newsletter and check out our books at
http://www.AccoladePublications.com
Post by Glen
In GP 10, can it be set to NOT allow an order to be invoiced if there are any
backorders?
Thanks.
Mariano Gomez
16 years ago
Permalink
That sounds like a bug... good you are already on it.

Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
...
Mariano Gomez
16 years ago
Permalink
Does that even make any sense?

Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
...
Richard Whaley -- MVP 2006-2008
16 years ago
Permalink
Well of course...look at the labor that is saved!
--
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users

Get our Free Tips and Tricks Newsletter and check out our books at
http://www.AccoladePublications.com
...
Richard Whaley -- MVP 2006-2008
16 years ago
Permalink
I think they are going to "fix" it by changing the documentation. They say
it works right.
--
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users

Get our Free Tips and Tricks Newsletter and check out our books at
http://www.AccoladePublications.com
...
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