How to enter and to view the shipping history for inventory items in Microsoft Dynamics GP Manufacturing

Enter the shipping history

To enter the shipping history for an item, follow these steps:

1. Set the item to maintain the shipping history. To do this, follow these steps:
   1. On the Cards menu, point to Inventory, and then click Item.
      
   2. In the Item Maintenance window, select the item for which you want to track the shipping history in the Item Number field, click Go To, and then click Fulfillment Detail.
      
   3. In the Fulfillment Detail window, select the Maintain Shipping History check box, and then click OK.
2. Create an order type ID that is set to use a separate fulfillment process. To do this, follow the steps for the product that you are using.
   
   Microsoft Business Solutions – Great Plains 8.0 and Microsoft Dynamics GP 9.0
   1. On the Tools menu, point to Setup, point to Sales, and then click Sales Order Processing.
      
   2. Click Order.
      
   3. In the Sales Order Setup window, enter a name for the order type ID in the Order ID field.
   4. In the Allocate by list, select Document/Batch.
   5. In the Use Fulfillment Order/Invoice ID field, select a sales type ID that has the Invoice type.
      
   6. In the Options section, select the Use Separate Fulfillment Process check box.
      
   7. Click Save.
      
      
   Microsoft Dynamics GP 10.0
   1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to Sales, and then click Sales Order Processing.
      
   2. Click Sales Document Setup, and then click Order.
      
   3. In the Sales Order Setup window, enter a name for the order type ID in the Order ID field.
   4. In the Allocate by list, select Document/Batch.
      
   5. In the Use Fulfillment Order/Invoice ID field, select a sales type ID that has the Invoice type.
   6. In the Options section, select the Use Separate Fulfillment Process check box.
      
   7. Click Save.
      
3. Create a sales order by using the order type ID that you created in step 2.
   1. On the Transactions menu, point to Sales, and then click Sales Transaction Entry.
      
   2. In the Sales Transaction Entry window, select Order in the Type/Type ID field, and then select the order type ID in the field that is next to the Type/Type ID field.
   3. Tab through the Document No. field, and then note the document number that automatically appears.
      
   4. In the Customer Name field, select a customer name.
      
   5. In the Batch ID field, enter a new batch ID, and then press TAB.
      
   6. Click Add when you receive the following message:
      Do you want to add this batch?
   7. Click Save.
      
   8. In the Item Number field, select the same item number that you selected in step 1.
   9. In the U of M field, leave the default. If no default option is selected, select an option, and then press TAB.
   10. In the Qty Ordered field, enter 2, and then tab through the line.
       
   11. In the Sales Transaction Entry window, click the Options menu, and then click Allocate or Fulfill.
       
   12. Click to select the Allocate check box, and then click OK.
       
   13. Click Save, and then exit the Sales Transaction Entry window.
       
4. Fulfill the order by using the separate fulfillment method. To do this, follow these steps:
   1. On the Transactions menu, point to Sales, and then click Order Fulfillment.
   2. In the Sales Order Fulfillment window, enter the document number in the Doc. Number field.
   3. In the Qty Fulfilled field, enter the quantity, and then press TAB.
      
      
      The Fulfillment History Entry window opens.
   4. In the Fulfillment History Entry window, specify the following fields:
      • Date/Time
        
      • Shipping Method
      • Shipping BOL
      • Weight
      • No. Packages
      • UPS Zone
      • FOB
        
      • Fulfilled by
      • Variable U of M of Purchasing
   5. Click OK.
      
   6. In the Sales Order Fulfillment window, click Save to process the request.

View the shipping history before the invoice is posted

Note You can only see the shipping history on orders or on invoices before the invoice document is posted. If the invoice has been posted, you cannot see the shipping history.

To view the shipping history before the invoice is posted, open the Order Fulfillment History window. To do this, follow the steps for the product that you are using.

Microsoft Business Solutions – Great Plains 8.0 and Microsoft Dynamics GP 9.0

1. On the Transactions menu, point to Sales, and then click Sales Transactions Entry.
   
2. In the Sales Transactions Entry window, select Invoice or Order in the Type/Type ID field.
   
3. In the Document No. field, select the invoice or the order that you want.
   
4. On the Extras menu, point to Additional, and then click Order Fulfillment History.
   
   
   Note The Extras window is unavailable when you view the historical SOP transactions.

Microsoft Dynamics GP 10.0

1. On the Transactions menu, point to Sales, and then click Sales Transactions Entry.
   
2. In the Sales Transactions Entry window, select Invoice or Order in the Type/Type ID field.
   
3. In the Document No. field, select the invoice or the order that you want.
   
4. On the Additional menu, click Order Fulfillment History.
   

View the information for shipping historical transactions

To view the information for shipping historical transactions, you must read directly from the IS010210 table. This table stores the shipping history information for both the outstanding transactions and the historical SOP transactions.

To find the data in the IS010210 table before and after the posting process is complete, use one of the following options.

Option 1: Run a statement by using SQL Server

1. Start the Support Administrator Console, Microsoft SQL Query Analyzer, or SQL Server Management Studio. To do this, use the method for the program that you are using.
   • For SQL Server Desktop Engine (also known as MSDE 2000), start the Support Administrator Console. To do this, click Start, point to All Programs, point to Microsoft Administrator Console, and then click Support Administrator Console.
   • For SQL Server 2000, start SQL Query Analyzer. To do this, click Start, point to All Programs, point to Microsoft SQL Server, and then click Query Analyzer.
   • For SQL Server 2005, start SQL Server Management Studio. To do this, click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.
2. Run the following statement against the company database:
   

   SELECT * FROM IS010210
   

   Note You can modify your script to return the information that you want to see. This table lists both orders and invoices. This table also lists both unposted data and posted data.
   
   

Option 2: Create a custom report

Use Report Writer to create a custom report. Note, however, that this option is outside the scope of technical support.

For more information about how to create a custom report, contact your MBS Partner or your MBS Professional.

Option 3: Use SmartList Builder

Use SmartList Builder to create a SmartList object to display the data.

For more information about how to create a custom report in SmartList Builder or for a quote, contact your MBS Partner or your MBS Professional.