Product: Dynamics GP (Enterprise)

Article Link: http://help.truecommerce.com/en/articles/6868212-dynamics-gp-enterprise-configuring-locations-and-site-ids

Whenever your Trading Partner sends you a inbound Purchase Order (850) you'll often receive a Ship To Code or a Distribution Code (DC) to indicate where this order is to be shipped to, and often times a Bill To Code if your Trading Partner has different billing departments.

Often you'll want to assign a specific Site ID (Warehouse Code), or perhaps a Distribution Center code to be associated with this particular incoming Ship To Code.

First thing you'll want to do, is ensure that the data that your Trading Partner is sending is configured to push out towards Dynamic GP - as by default only address information marked to export will be sent.

To do this - you'll mark each Address Qualifier (being sent from your Trading Partner) in the Export N1 default configuration.

Navigate: Trading Partners → (Partner Name) → Translations → Defaults

Fill Out: The Export N1 segment qualifier into the Value field with the required N1 Qualifier you wish to export out (must be present on the 850 - Purchase Order)

Note: ST & BT are the most common, but some partners may send another variation.

To configure how your Customer Cross-Reference determines which Address information is used for your Ship-To and your Bill-To Locations to be used with your Location Cross-Reference you'll need to first configure your Customer-Cross Reference Ship To Location and Bill To Location qualifiers so that the system knows which address qualifier to look for from your Trading Partner to represent either your Ship To or Bill To information

By entering the 2-character qualifier into their respective spots, you'll inform the Customer Cross-Reference which qualifier represent which information.

Navigate: SOP Module → Customer

Fill: Ship To Location & Bill To Location

Once your Ship-To codes are being sent from Transaction Manager, and are configured properly within your Customer Cross-Reference. You'll want to make sure you have Location Cross-Reference entries filled out for each Location your Trading Partner is sending.

Navigate: SOP → Location

Customer ID: Dynamics GP Customer

Name: (Auto-filled)

Location ID: Trading Partner Ship-To Location

Actual Customer ID: If Allow Aliases is enabled will send Sales Entry to a separate Dynamics GP Customer Card upon import

Name: (Auto-filled)

Bill To Address ID: The Dynamics GP Bill To Address to use for this Location Code

Ship To Address ID: The Dynamics GP Ship To Address to use for this Location Code

Salesperson ID: Assignable Sales Person

Site ID: Warehouse/Location/Site Code to use for this Location Code

If you're planning to use Dropship orders - rather than Ship To codes. You can enable that within your Customer Cross-Reference options to bypass the Location Cross-Reference check

Navigate: Customer Cross-Reference → Advanced

Check: Allow Dropships

rev 1/4/2023