- [Narrator] To master the Dynamics GP
Sales Order Processing module
you need to understand document types.
Document types are the key to the S.O.P. module.
Let's navigate to "Sales" and look at the set-up menu
and select "Sales Order Processing".
Then we click on, "Sales Document Set-up"
and we see the basic documents of
the Sales Order Processing module in order of creation.
Typically we'll create a "Quote" first
that then gets transferred to "Order"
the order may spawn a "Back Order"
then we have "Invoicing"
the order gets transferred to an invoice
and if there's a problem with that order
the customer may return it.
So there's the life cycle of these documents.
The documents are tied together with a "Master Number"
so that if a quote becomes an order,
an order becomes a back order, an invoice
an invoice is then returned, becomes a return
we can tie them all together with
this concept of the "Master Number" you see right here.
We want to select "Track Master Numbers"
and the next master number is specified right there.
Now, not all user's of GP use all of these documents.
A lot of companies simply enter in an invoice.
They don't need to bother about orders or quotes.
Quotes have no general edge or effect
they do not get posted
they're only there to provide a print out
for your prospect to see or your customer
to see if they actually want to
go ahead and place that order.
Once you place an order, and let's take a look at "Orders"
and an existing order ID.
Here's a standard order.
Each order type has it's own sequence
and will be mapped to a different report layout, over here.
That's the built in Dynamics GP report writer layout
and what's important is this "Allocate By"
here's where you control whether
that order type will actually attempt
to check your on-hand quantities.
What I tell a lot of clients is that,
if you're not really scrutinizing your on-hand quantities
you're just trying to get an order
into the system and later you're
going to buy the inventory to fulfill that.
When you're creating a new order type here
you can give it a sequence,
and you can set this "Allocate By"
to none and that is an option.
Normally, people always have it at "Line Item"
only because that was the default,
but the behavior they actually wanted
was that it would not allocate
at the order level it would allocate
only later on when the order was transferred to an invoice.