Product documentation
In This Topic
    Dynamics Order Entry Optimization - Item search
    In This Topic

    Business value

    When entering purchase order lines and sales order lines, the process is much faster and less error prone if bar codes or external item codes can be scanned with a USB scanner (key board wedge scanner).

    Order Entry Optimization adds this functionality.

     

    Vendor bar code and external item codes

     Note

    This feature works in (Retail) Sales Order, Sales Quotation, Return Order and Purchase order (Based on the data in each form)
       

    Setup

    A new field, Vendor account, is added to the Item – bar code form. For scanning purposes it is recommended to set the flag Scanning to Yes (tab General). Advice is to add the Scanning checkmark to the grid through Form personalization.

     

    Search sequence

    In the item number on the order line, a code can be entered or scanned.

    1. Item number (Microsoft Dynamics 365 for Finance and Operations standard)
    2. External item code for the logistical customer
    3. External item code in the external item description group for this customer
    4. Bar code
    5. Item search name (Microsoft Dynamics 365 for Finance and Operations standard)
    6. Item text search functionality Call center functionality (Microsoft Dynamics 365 for Finance and Operations Retail - MCR standard)

     

    External item codes defined for a given configuration, size or color cannot be entered directly.

    The bar code may also refer to a package or a carton, but the package quantity is not automatically inserted in the field quantity on the order line. The reason is that many vendors have a less strict policy concerning package bar code quantities.

     

    Purchase order line

    The bar code on the purchase order line, tab Picking is filled on creation of a new line.

    In Assortment & Specials Management a bar code can be scanned or entered in the item number field. This will automatically search for the related item.

    A bar code that is specified for a different vendor will not be accepted to search the item number.

    The lookup in the bar code field only displays generic bar codes (for all vendors), and bar codes for the current vendor.

     

    Sales order line, sales quotation line, return order line

    The bar code on the sales order line, tab Packing is filled on creation of a new line. The standard Microsoft Dynamics 365 for Finance and Operations logic to determine the bar code for the sales order line is executed.

    In Order Entry Optimization a bar code can be scanned or entered in the item number field. This will automatically search for the related item.