GP

Numbering

When a customer places an order or creates a quote from the Sana webshop, the sales order or quote is created in Microsoft Dynamics GP with the unique identifier. The order and quote IDs are automatically generated by Microsoft Dynamics GP based on the sales document setup.

The default codes for sales documents are set in the Sales Document Numbers Setup window. Click: Sales > Setup > Sales Order Processing > Numbers.

The sales document numbers configured in the Sales Document Numbers Setup window are used for sales transactions only if there is no document number set for a specific document ID.

In Microsoft Dynamics GP you can set up different IDs for orders and quotes with different characteristics or for sales orders coming from different channels, for example from a webshop, by phone or e-mail.

To set up different IDs for sales orders or quotes in Microsoft Dynamics GP, click: Sales > Setup > Sales Order Processing. In the Sales Order Processing Setup window click Sales Document Setup and select the sales document type for which you need to set up identifiers.

Use the Sales Order Setup and Sales Quote Setup windows to configure multiple identifiers for sales orders and quotes.

You can set up unique identifiers for sales orders and quotes placed from the Sana webshop. To do this, click: Webshop > Sana Webshop Maintenance.

In the Numbering section select the sales type ID for sales orders and quotes that will be used to generate unique identifiers for sales orders and quotes coming from the Sana webshop.

If you have multiple webshops, sales type IDs for sales orders and quotes can be set per webshop.

This way you can easily differentiate sales order or quotes created from the Sana webshop and those placed from other channels.

If sales type IDs are not set in the Sana Webshop Maintenance window, those identifiers which are used by default in Microsoft Dynamics GP will be also used for sales orders and quotes placed from the Sana webshop.