A medium-sized distributor of wholesale auto parts needs a way to review invoices prior to confirming shipment on customer orders. They have been using Microsoft Dynamics™ SL financial modules and recently began using the distribution modules, including Purchasing, Order Management, and Inventory. The company needs to make adjustments to Shippers and Sales Orders before confirming shipment and printing the invoice. They also want the flexibility to change terms and substitute items. Currently, they confirm shipment, close the Shipper, and then print the invoice. The company finds it cumbersome and time consuming to reverse and re-enter the sales transaction if errors are found while reviewing the printed invoice. They would like managers to have the ability to review a copy of the invoice and make any needed changes before confirming shipment and closing the Shipper.
 

The Solution

To address the need to review invoices while they can still be adjusted and to provide managers with more control over the final invoice, a custom order step was created. This custom order step called “Print Draft Invoice” allows a draft invoice to be printed as many times as necessary before the Shipper is ready to be confirmed and for a final invoice to be printed.
 

The Benefit

Utilizing a “Print Draft Invoice” custom step helps the company provide better customer service and cuts down on errors occurring during the fulfillment process. Errors are dramatically reduced when managers and staff have the ability to review a printed draft invoice and to make the necessary changes prior to shipment confirmation.