Customization DS1382 SOP Shortage Override

Customization DS1382

SOP Shortage Override

Problem Definition:

Currently, ACME’s Sales Entry personnel are entering Orders without allocation/fulfillment. The Orders are processed by a second user who then performs fulfillment by line. If shortages exist, it requires the user to make the correct choice in the Sales Quantity Shortage Options window, and then also enter Bin and Quantity information in the Sales Bin Quantity Entry window. This extra data entry is time consuming and error prone.

ACME would like Dynamics GP to always override shortages for certain customers. They would like the Sales Entry personnel to not need to choose “Override Shortage” in the Sales Quantity Shortage window, and it should automatically fulfill from the Default Sales Fulfillment even if it requires overriding shortages in the bin.

Solution Overview:

WilloWare will provide a customization that allows specifying Customer IDs for which the Sales Transaction Entry will “silently” override shortages and fulfill from the default Sales Fulfillment Bin.

Design Features:

ACME Setup

Navigation: Tools >> Setup >> Company >> ACME Setup

Table Description automatically generated with medium confidence

The Customers entered in this list will have their Sales Order “silently” allocated and fulfilled, regardless of shortages. See next section for details.

Field Function
Customer ID Enter a Customer ID, or select one from the Lookup
Name Displays the Customer Name

Silent Allocation/Fulfillment

When a Sales ORDER is entered in Sales Transaction Entry, and the Customer ID is listed in the ACME Setup window, the following will occur:

Graphical user interface, text, application Description automatically generated

Graphical user interface, application Description automatically generated

If there is a shortage in the SITE, the Sales Quantity Shortage Options window will very quickly open and then close. The customization will automatically select “Override Shortage” and “click” the OK Button. The user will not have to interact with the window, and it may open/close so quickly that it is not visible.

Next, if there is a shortage in the Default Sales Order Fulfillment bin, the order will be fully allocated out of the default bin even if that requires driving the available quantity negative in the bin. This step will not be visible to the user as the Bin Quantity Entry window will not open.

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. Unless otherwise noted in this document, reporting is not included in this estimate.
  6. Unless otherwise noted in this document, Word Template functionality is not addressed.
  7. 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/