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.