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Fulfillment Workflow in Sales Order Processing

October 07, 2009

The Advanced Distribution module in Dynamics GP allows you to setup a workflow process for order fulfillment. You can select up to six steps, and rename them to fit your organization. This functionality gives you more control over the order fulfilment process and helps ensure that orders are processed accurately.

These are the setup steps from the contextual "Help" documentation:

If you're using sales fulfillment workflow, use the Sales Fulfillment Order/Invoice Setup window to activate workflow for sales. Use the Sales Fulfillment Document Workflow Setup window to select the workflow statuses to track for a fulfillment order/invoice type ID with the Enable Fulfillment Workflow option marked. You must mark Status 6 and at least one other status to track workflow information.

To set up fulfillment workflow for sales:

Open the Sales Fulfillment Order/Invoice Setup window. (Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Sales Order Processing >> Sales Document Setup button >> select the Fulfillment Order/Invoice option)

Enter or select a fulfillment order ID/invoice ID for the workflow you're setting up.

Mark the Enable Fulfillment Workflow option.

Choose Workflow to open the Sales Fulfillment Document Workflow Setup window.

To exclude a document status from the workflow process, unmark the Active option for the status.

Choose OK in the Sales Fulfillment Document Workflow Setup window. Choose Save in the Sales Fulfillment Order/Invoice Setup window.

This is the window in whch you can modify the description for the different steps. (Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Fulfillment Workflow Setup)

This is the window referenced above that allows you to setup workflows for specific sales document ID's:

I created this short video to show you how the fulfillment workflow process works for an order.

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