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Is there a better way to create a sales order for a new item?

  • 1.  Is there a better way to create a sales order for a new item?

    TOP CONTRIBUTOR
    Posted 23 days ago

    We do not create items in AX/D365 Commerce for every item available to us from all of our vendors.  If a customer asks for an item (e.g., a part to repair an appliance) that we don't have in our system already, the sales clerk creates a sales order for a specific non-stock item, and adds a note to the order with the vendor's ID and description.  The clerk then adds a row to a shared spreadsheet.  The shared spreadsheet is reviewed periodically by the replenishment buyer, and the buyer creates the item.  The buyer then updates the shared spreadsheet, replaces the temporary item on the sales order, and the rest happens per usual.

    Does this sound like the best way to handle this?  Is there a way we could do this without requiring an tracking system outside of AX/D365 Commerce?

    Thanks in advance for any advice.



    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Is there a better way to create a sales order for a new item?

    Posted 22 days ago

    Hi Dan,

    What about using Cases to track this?  You could create a sales order for a "misc" item for teh customer, and then assign a case to that SO with the remaining details.  Workflow can be used to route the case to the right person, who creates the item and updates the SO accordingly.

    We are anxious to get our Call Center using cases since we went live in R3 but we have not yet had the time to explore the setup and test it out.  But it sounds perfect for many situations in our world: payment issues, returns, product quality reporting, etc.

    Given the nature of your business I suspect you've had a year similar to ours, which is to say crazy busy.  Hope you're hanging in there and good luck with your D365 migration!

    Steve



    ------------------------------
    Steve Burt
    IT Director
    America's Gardening Resource
    Burlington VT
    Proudly 100% employee owned
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Is there a better way to create a sales order for a new item?

    TOP CONTRIBUTOR
    Posted 17 days ago
    Thanks for the suggestion Steve.  I'll look into using Cases.

    One other thing I was wondering about: is there a way to handle special orders without creating an item?  Would it make sense to use a non-stock item for this, or would the lack of accountability be detrimental?

    For example, instead of creating a new item ID every time a customer places a special order for an item we don't have in our system, we would just create a sales order for a non-stock item and add the vendor's item ID to the description or note on the line.  The same would be done for the PO to order from the vendor.  When the item arrives, the non-stock PO  line is received, the item is placed in a special area in the retail store for customer pickup and/or shipping, and the non-stock item is packing slip posted when it ships.

    Thoughts?

    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Is there a better way to create a sales order for a new item?

    TOP CONTRIBUTOR
    Posted 10 days ago
    Just a brief update on this: After discussing the the team here, we decided to keep the process the same.  They like creating new items for special orders.  We may look into using cases for collaboration in the future.

    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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