Open Forum

Expand all | Collapse all

Ad hoc orders

  • 1.  Ad hoc orders

    SILVER CONTRIBUTOR
    Posted Aug 26, 2019 01:14 PM
    Hello everyone!

    A bit of background might help first. Prominate manages our customers branded webstores, much of the time our customers also want to order items that we do not have available and we have to do ad hoc orders with our suppliers to fulfill the orders. We currently have a rough "solution" in place to handle our ad hoc orders in NAV where we have the vendor setup as an item and then for each order we manually change the description for the sales order before we convert it to a PO. This isnt ideal as its seriously messing with our gross margin percentages and we need a better way of handling these without having to constantly create new skus for each ad hoc instances.

    Anyone have any advice on a better way to accomplish these instances?

    ------------------------------
    Caity Ross
    Prominate, Inc.
    Atlanta
    ------------------------------
    Conference-BCNAVUG_200x200


  • 2.  RE: Ad hoc orders

    Posted Aug 26, 2019 01:47 PM
    Caity,

    are the items ordered by the Customers existing items in NAV?

    If so you can use the Purchasing Code on the Sales Line and tie the Sales Order to the Purchase Order by marking it as a Special Order.

    Thank you

    ------------------------------
    Sebastjan Leban
    Talking Rain Beverage Company
    Preston WA
    ------------------------------

    Conference-BCNAVUG_200x200


  • 3.  RE: Ad hoc orders

    SILVER CONTRIBUTOR
    Posted Aug 27, 2019 09:43 AM
    Sebastjan,

    Are you talking about on the lines section doing the drop down in the "order" areas like below?


    ------------------------------
    Caity Ross
    Prominate, Inc.
    Atlanta
    ------------------------------

    Conference-BCNAVUG_200x200


  • 4.  RE: Ad hoc orders

    Posted Aug 27, 2019 01:52 PM
    Correct!

    you'll find the whole process step by step on the below link:
    https://docs.microsoft.com/en-us/dynamics-nav-app/sales-how-to-create-special-orders

    The idea is to tie a sales order to a purchase order.

    Thank you

    ------------------------------
    Sebastjan Leban
    Talking Rain Beverage Company
    Preston WA
    ------------------------------

    Conference-BCNAVUG_200x200


  • 5.  RE: Ad hoc orders

    SILVER CONTRIBUTOR
    Posted Aug 27, 2019 02:29 PM
    So the logistics of getting the sales order the PO makes sense. But if we have a special purchase, how do you go about setting up the item in the item cards? Do you have to make a new card for each new item? is there a work around for this at all?

    ------------------------------
    Caity Ross
    Prominate, Inc.
    Atlanta
    ------------------------------

    Conference-BCNAVUG_200x200


  • 6.  RE: Ad hoc orders

    Posted Aug 27, 2019 03:41 PM
    The question is if this items become actual inventory items in your system then the answer is yes. If it's not an inventory item you could use one item number for all the ad hoc orders.

    Thank you

    ------------------------------
    Sebastjan Leban
    Senior NAV Systems Analyst
    Talking Rain Beverage Company
    Preston WA
    ------------------------------

    Conference-BCNAVUG_200x200


  • 7.  RE: Ad hoc orders

    TOP CONTRIBUTOR
    Posted Aug 27, 2019 08:48 PM
    The trick with not messing with confusing margins is to make sure that the inventory reduction tied to the sales order is applied directly to the associated purchase order.  If you use drop shipments, the linkage is automatic.  If otherwise, you'll need to set the applied to entry on the sales order.  That way the margin will be correct for that item.

    ------------------------------
    David Wiser
    Project Manager
    Tigunia
    Seattle WA
    ------------------------------

    Conference-BCNAVUG_200x200


  • 8.  RE: Ad hoc orders

    SILVER CONTRIBUTOR
    Posted Aug 28, 2019 10:34 AM
    Sebastjan,

    The item is never actually an inventory item and its never in our warehouse. Ships direct from the supplier to the end user.

    ------------------------------
    Caity Ross
    Prominate, Inc.
    Atlanta
    ------------------------------

    Conference-BCNAVUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role