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Sales Order Processing

  • 1.  Sales Order Processing

    Posted 06-08-2018 05:13 PM

    We are using Customer Class currently to drive account distributions for sales.  We would prefer to use a combination of Item or Item Class and Customer Class to drive the distributions.  Is there a way to do that in GP2013R? Is there a feature in a newer version of GP that would accomplish this? Is there a plug and play solution from one of the partner companies?

    Thanks



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    Tim Schultz
    Director of Finance
    Pheasants Forever, Inc.
    St. Paul MN
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  • 2.  RE: Sales Order Processing

    Posted 06-11-2018 02:13 AM
    Hi Tim,

    In Sales Order Processing, you can choose whether the GL distributions are taken from the Customer or the Item. It's either one or the other for the entire GP company. This is changed on the Sales Order Processing Setup window. (Tools > Setup > Sales > Sales Order Processing)

    For more information about SOP GL distributions please see my blog post here:
    Sales Transaction Entry GL distributions in Dynamics GP

    Also, a few notes that might be helpful:
    • If you change the setup to use Item instead of customer GL accounts, no existing SOP transactions will be updated automatically. You will have to manually update any existing transactions.
    • Just a small misconception to clear up - Dynamics GP never looks at the class setup for any GL accounts on transactions. Customer class, item class, vendor class, does not matter. To determine the GL distributions for transactions Dynamics GP looks at the customer/item/vendor record first, then at  the Company Posting Accounts setup. Never at the class. The class does determine the defaults for when new customers/items/vendors are created, so it is important in that way.


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    Victoria Yudin
    Microsoft Dynamics GP MVP 2005-2018
    Flexible Solutions, Inc.
    http://www.GPReportsViewer.com
    http://victoriayudin.com
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  • 3.  RE: Sales Order Processing

    Posted 06-11-2018 08:04 AM
    Tim,

    I recommend taking a look at eOne's Flexicoder.  Great product.  Quite sure it will handle your situation.

    Chris

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    Chris Donnelly
    Senior Implementation Consultant
    InterDyn BMI
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  • 4.  RE: Sales Order Processing

    TOP CONTRIBUTOR
    Posted 06-11-2018 08:03 AM
    Second @Victoria Yudin.
    We do utilize the customer classes for "grouping" and easier setups, same with our item classes.
    Definitely check how your sales processing is configured as to how it pulls your distributions.
    There is no definite way to drive your distributions solely from classes, but they do help streamline the process.​

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    Aleiha Hanson
    Royal Basket Trucks, Inc - IT Manager
    GPUG Milwaukee WI Chapter Leader
    ahanson@royal-basket.com
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  • 5.  RE: Sales Order Processing

    Posted 06-11-2018 03:24 PM
    We created an add on that 'marries' the Customer Class and Item Class and allows you to enter the SOP GL Accounts for that combination. Any account left blank will follow the standard GP rule (either customer or item, based on your SOP setting). Does that sound like it would work? Email me at janice.phelps@bluemoonisv.com and I will send you more information.

    Thanks!

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    Janice Phelps
    Director, Professional Services
    Blue Moon Industries
    Providence RI
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