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

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 for the external item description group for this customer
4. Bar code
5. Item search name (Microsoft Dynamics 365 for Finance and Operations standard)
6. GTIN code
7. 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 and the package quantity is not automatically inserted in the field quantity on the order line.  

Purchase order line

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

• First Assortment & Specials Management will look for a bar code specific for the vendor (order account).
• If not found, the standard Microsoft Dynamics 365 for Finance and Operations  logic to determine the bar code for the purchase order line is executed.

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.

When the same bar code has been setup for multiple items, it will apply the first found. To prevent this enable the scanning checkbox on the bar code. This will validate that the entered bar code is only used once.

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.