Customization DS1413- Auto-Create POs and Link to Sales Orders

Customization DS1413

Auto-Create POs and link to Sales Orders

Problem Definition:

ACME uses True Commerce EDI and imports an 850 PO Document. This creates a batch of Sales Orders each day. ACME needs to create POs for each sales order and create a link between the sales line and PO line.

Solution Overview:

There will be no user interface for this enhancement. A progress bar will appear to indicate the enhancement is working and a report will print at the end to display the linked sales orders and purchase order information.

See the section below for details of the solution.

Design Features:

Creating POs from Sales Batch Entry

Navigation: Transactions >> Sales >> Sales Batches >> Additional Menu >> Create POs

When the enhancement is installed, an Additional menu option called Create POs will appear on the Sales Batch Entry window.

Graphical user interface, text, application, email Description automatically generated

The user will enter or select a sales order batch from the lookup.

The enhancement will:

  1. Ask the user “Are you ready to create and link POs?” Answering “YES” will kick off the process.
  2. Validate that the document type is ORDER (Other document types such as back orders and invoices will be skipped.)
  3. Validate that there are no links present. If one or more lines on a document are already linked to a PO, the document will be skipped. The report that prints at the end will identify this error.
  4. If the sales document passes the above validation, a new PO will be created. There will be one PO per Sales Order. The PO will have the following details:
  5. Type = Drop-Ship
  6. PO Number = Next Available
  7. Vendor ID = ‘001264’ (This is hardcoded)
  8. Ship To Address ID = Customer Ship To Address ID from the Sales Order
  9. Required Date = Sales Order Requested Ship Date
  10. Mark the PO to Allow Document Commitments.
  11. Once the PO is created, the enhancement will loop through each sales line where the Item Type is Sales Inventory, and do the following:
  12. Mark the line as Drop-Ship
  13. If the Item is serial/lot tracked and is fulfilled, the line will be unfulfilled
  14. If the line has been allocated, unallocated inventory
  15. Set the line quantities to Back Order
  16. Add a matching PO line to the new PO

If the Sales U of M is not a valid Purchase U of M, then an error will be reported and the line will be skipped.

  1. Create a SO-PO link
  2. Add a line to the report that prints at the end
  3. After all sales orders have been processed, a report will print that either lists an error condition or the SO-PO link information.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
  2. The functionality described above is intended for the GP Desktop client.
  3. National Accounts functionality is NOT used.
  4. Advanced Distribution functionality is NOT used.
  5. Multi-bins is NOT enabled.
  6. Multi-Currency is NOT used.
  7. Unless otherwise noted in this document, reporting is not included in this estimate.
  8. Unless otherwise noted in this document, Word Template functionality is not addressed.
  9. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/