Transfer Orders in Microsoft Dynamics GP
WithoutWire provides multiple options when it comes to transfer orders. Below, we’ll discuss how to setup Dynamics GP to import Transfer Orders to WithoutWire and what options you have when determining how Transfer Orders export to Dynamics GP.
Importing Transfer Orders
WithoutWire uses a combination of the Document Type and the Document Type ID from Dynamics GP to differentiate a transfer order from a traditional sales order or invoice. When Appolis references the Document Type and Document Type ID in GP we are referring to the following fields in the Sales Transaction Entry form:
If you need help creating a new Document Type ID follow the instructions here.
Once you have chosen which Document Type you will use to indicate the order is a transfer order, communicate that information to your contact at Appolis Support. Remember to let us know if the Document Type you specified is an invoice or an order. In WithoutWire there is no difference, however, we do need to know which type it is so that we can accurately setup the export processes.
One of the complications with using Transfer Orders in GP is what do we do with the original order? Because we will export Inventory Transfers we can’t fulfill the order, otherwise inventory will be decremented twice. For this reason, we provide the following options for disposing of the original order:
- Delete Order / Invoice
- Void Order / Invoice
WithoutWire will also need to know where you want to transfer the inventory when the Order is shipped. Appolis refers to this value as the “To Warehouse” on the transfer order. Enter the name of the “To Warehouse” in the Customer PO Number field in the Sales Order Entry screen of Dynamics GP.
Once you’ve determined which Document Type will indicate a transfer order and keyed an order where the “To Warehouse” is indicated by the Customer PO Number, you’re ready to begin importing Transfer Orders.
Exporting Transfer Orders
When exporting transfer orders WithoutWire will always export Inventory Transfers to Dynamics GP. However, these Inventory Transfers can happen at different times and in different locations depending on the configurations you choose to use.
Do you want to use In-Transit Sites?
The first decision you need to make is will you be using In-Transit sites in GP? An In-Transit site acts like an inventory location for a truck or shipping container. Using In-Transit sites includes more overhead but also provides more real-time data.
If you’d like to use In-Transit sites with Transfer Orders in WithoutWire:
- Create a site in GP to act as the In-Transit location.
- Communicate to your Appolis contact that you would like to use In-Transit sites and the name of the In-Transit site you’ve created.
When should we export the data? (Must be using In-Transit sites)
If you chose to use an In-Transit site you’ll need to receive the transferred inventory into your “To Warehouse”. WithoutWire has the ability to export the Inventory Transfers to GP when the Transfer Order is shipped or when the Purchase Order is received. Let your Appolis representative know which option works best for you.
*Using Direct Transfer? (Direct Transfer cannot be used in combination with In-Transit Sites)
Direct Transfer is a configuration in WithoutWire that allows clients to choose between receiving a Transfer Purchase Order or directly transferring inventory from site to site.
If you need to ensure that the inventory that was sent from your “From Warehouse” does in fact make it to your “To Warehouse” you may want to disable Direct Transfer and opt to receive a Transfer Purchase Order.
When using Direct Transfer the Transfer Order is picked in the “From Warehouse” and shipped. At this point WithoutWire will automatically transfer the inventory from one warehouse to the other and the Integration will create an Inventory Transfers from the “From Warehouse” to the “To Warehouse” for each item that was picked on the order.
If you don’t require the overhead of receiving a Purchase Order to ensure 100% accuracy, ask your Appolis representative to enable Direct Transfer.
If you’re using Direct Transfer, do you want to Persist LP’s?
If you’re not familiar with License Plates in WithoutWire check out our License Plate Overview.
When using Direct Transfer inventory will be moved directly from your “From Warehouse” into your “To Warehouse”. Usually, the inventory is placed directly in the receiving bin of your “To Warehouse”, however, it can be placed in the receiving bin, on the original LP’s from the “From Warehouse”. This allows you to use Bin Transfers to put away the inventory more efficiently, and reduces any need to re-label the bins.
You should now have a good grasp of how Transfer Orders work between WithoutWire and Dynamics GP. If you have any questions please give us a call or send us an email, we’d love to discuss Transfer Orders with you!