Document Combiner is a new plugin for SalesPad for Microsoft Dynamics GP that can be used to combine two sales documents into one. For this example, I’ve set up an order with two different line items that need to be fulfilled in two different warehouses. I will show you the few conditions that must be met for sales document combiner to work. Then after combining the documents, I will show you how we can keep it as an order or transfer the order with the combined lines into an invoice.
Transcription
Hello, this is Ryan from CAL Business Solutions. Today I’m going to be talking about SalesPad Document Combiner (for Microsoft Dynamics GP). The document combiner is a new sales document plugin, that can be used to combine two sales documents into one.
For this example, I’ve set up an order with two different line items that need to be fulfilled in two different warehouses. You can see on our lines we have one that needs to go to the South warehouse and one that needs to go to the North warehouse. I’ve created a simple workflow that will split this sales document and send them to different batches for fulfillment, and then we’ll walk through the combining process.
Now, when we go ahead and forward this document, it’ll go through a document splitter that splits them based on their warehouse line. Our document 16 got turned into 16.1, which got sent over to the South fulfill batch, and 16.2 went to the North fulfill batch.
We’ll go into our sales monitor and refresh, and now you can see we have the 16.2 in the North fulfill, waiting for fulfillment. Say the warehouse goes ahead and fulfills it and then they’ll forward it on. This is going to set it into a staging batch that we’re calling Combined. We’ll say the same thing for the South fulfill, they’ll go ahead and fulfill this order, and sent it into the Combined queue.
Now, in order for the sales document combiner to work, there are a few conditions that must be met. The sales documents must be in the same batch. This checkbox must be checked off in order for them to combine together. And they must also have the same master number.
Now that we’ve set the checkbox for combined split documents on both the documents, we can go ahead and run the document combiner. There is a few different setup options that come with the document combiner. We could, after combining the documents, keep the order as an order, or we can transfer the order with the combined lines into an invoice. In this situation, we’ve set it up so that the combined order gets transferred to an invoice. If we want to go ahead and review the invoice that gets created, go over and we’ll look at our new invoice batch, and it was this one there that was created. Here it has both of our lines back together on one invoice.
Thank you very much for watching. For more SalesPad for Microsoft Dynamics GP tips click here.
By Ryan Dyer, Support/Implementation Specialist, CAL Business Solutions, www.calszone.com
