Suggest a new Idea

  • 5

    SOP Document Association - Master Number update

    Suggested by Mike GiuffreNew 0
    Category: Distribution - Sales Order Processing

    Allow SOP Documents to be associated manually via the Master Number. We have a document chain, say Quote to Order to Invoice, then sometimes this chain needs to be broken. When we enter a separate document that needs to associate with an existing document it would be nice to be able to do this.

    I understand these documents associate by way of Master Number, and this number is visible in the document expansion window in SOP. It would be nice to be able to change this number to group documents as needed.
  • 2

    Sales Document Detail Enquiry Zoom - enable copy of field values

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    So many times i see a user drill into the SOP document Enquiry zoom, then drill into look at the quotes and orders/ invoices related to the document in question, by expanding the document number field to open the Sales Document Detail Enquiry Zoom, then they almost always want to view one of the related documents listed there (the whole reason to go in that window).

    Both the Master number field and the listed document numbers in the grid are not "copyable" into the clipboard. There is no way to click and copy the document number into the clipboard to paste it back into document enquiry to lookup the document.

    Instead I see users scribble down the number on paper or on a sticky note on the other monitor then type it back into enquiry screen having closed all the windows back up.

    Would be great to either have a GOTO jump link from those document numbers, that pre-loads the SOP document enquiry window with the master number or document number selected (depending on context) and calls re-display, allowing the user to efficiently check through the hierarchy of documents.
    Or even simply the ability to copy them, via a copy button on CNTRL+C or some solution.
  • 2

    Allow "jumping" to the transaction entry screen from selected document in Enquiry

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    Use the GOTO buttons (as in item card) to allow users to jump to SOP Entry from the selected document in the SOP Document Enquiry Window (assuming the entry window is not populated).

    We introduced something similar and it is one of the most used features we have implemented.

    Could work for other enquiry screens to transaction screens too.
  • 2

    Allow paste of space padded data into SOP Document Enquiry To / From fields

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    When working with Excel or SQL query results in SSMS or data obtained from the Dynamics GP database in many other ways, the data is usually space padded due to CHAR fields. Copying and pasting from grids like SQL server management studio results grid etc into GP will copy, say, the sopnumber including spaces. Attempting to then paste such fields into the form GUI fields such as the SOP Document Enquiry To / From edit boxes, for example, does nothing as the field length is too large for the field, hence the paste fails.

    Paste that value in a text editor, take spaces off the end, copy back into the clipboard and then paste is then allowed.

    This is time consuming and very common frustration when working between GP and other data sources.

    Yes it is possible to RTRIM() all the CHAR field data extracted from GP, but in reality this doesn't happen when ad-hoc querying the database and often with data linked reports in Excel.

    Finding a way to RTrim pasted content in such fields would remove a long lived frustration for many many users.
  • 2

    Report Writer Upgrade - Email SOP/POP Documents

    Suggested by Ryan McBeeNew 0
    Category: Distribution - Sales Order Processing

    Our customers need a better solution to email out pop/sop/EFT documents to customers/vendors that does not involve Report Writer and Word or purchasing a third party product. This is a basic requirement.

    The word templates are slow and very clunky when trying to modify. Our clients are frustrated with the solution.

    The whole Report Writer product needs updated. I would recommend finding a new tool and replace one module every 6 months. You could start with the Financial Series Reports and go from there. I understand it is a massive project, but there needs to be a road map.

    Customers pay millions of dollars each year for "Enhancement". There needs to be a return.

  • 2

    Sales Transaction Entry - additional UDF fields on header and new UDF fields on lines

    Suggested by Wyatt BrocklebankNew 0
    Category: Distribution - Sales Order Processing

    Add additional user-defined fields to Sales Transaction Entry header and add user-defined fields to the lines. This is a very common request from our clients
  • 2

    Ability for Subtotal/Total information to update on a Fulfillment Order when backordered quantity is updated by an MO

    Suggested by Terry HeleyNew 0
    Category: Distribution - Sales Order Processing

    I'm trying to use Advanced Distribution and have set up a Fulfillment Order type. I'm also using Manufacturing and generating an MO from the sales order line. when the finished good is receipted on the MO, it allocates to the sales order. I then go to Order fulfillment to fulfill the order. The extended price on the sales order updates but the subtotal does not. I do not have this issue when I allocate and fulfill in stock inventory to the sales order. Only when it is coming from an MO.

    for the subtotal to update, you need to go run the reconcile on the SOP document and it updates the values, should it not just dynamically do this?
  • 2

    Simple web client order entry with credit card, tax and shipping

    Suggested by Gerald ClementNew 0
    Category: Distribution - Sales Order Processing

    A lot of our smaller clients cannot afford a third party ecommerce solution. So it would be ideal if GP had a lower cost/cloud based order entry front end.

    Alternatively a simple integration with entry level ecommerce sites like Shopify/Ebay/ would be helpful.

    These solutions are available, but many start at 20 K and up...
  • 1

    The ability to have a variance tolerance for SOP transactions

    Suggested by Deseree KrummNew 0
    Category: Distribution - Sales Order Processing

    Would like to have the option to implement a variance tolerance for SOP transactions. Currently, our industry has standards for both Vendors and Customers to allow for a +/- 10% variance. Currently, GP will allow this on the Purchasing side, but not the Sales side. This lack of function is causing our business to manually track variance on SOP side which is time consuming.