Blog Post: Microsoft Dynamics GP - SOP work by Document or Batch?

I have a Distribution Client who uses Sales Order Processing (or SOP) in Microsoft Dynamics GP.  As this client fills orders, they handle each order one at a time.  In this video I demonstrate how I suggest using batches to save time in the following areas:

• Transfer from Backorder to Order
• Printing Orders and Packing Slips
• Transferring to Invoices
• Printing or emailing Invoices
• Posting Invoices

If you use Deposits, or any of the fields at the bottom of the invoice, you’ll need to make sure you do this.  A Good practice is to always select to include Totals and Deposits!

From GP HELP

• If you are using sales quote workflow, quotes must be approved or they won’t be transferred. If you are using customer credit limit override workflow, orders, fulfillment orders, and invoices must be approved or they won’t be transferred. You can transfer documents that don’t need approval.
• If you mark Back Order All or Back Order Balance, the back order for these quantities won’t be created when you transfer the original document. You must open the new document and transfer it to a back order.

We all need to remember that sometimes altering our business processes slightly can save us time and make us more efficient.  Do not get trapped in the “We’ve always done it that way” routine!