Dynamics GP does not have the ability to confirm or pack the items that have been fulfilled on a sales order. The Verify Order transaction supports the ability to complete a verification against the fulfilled quantities on the order lines. Verified items are recorded to the Panatracker SOPicks table to support options of multiple users verifying against the same order or partials. For some customers, the Verify Order is used to complete the pick (when orders are set up to be automatically fulfilled). Ideally, Panatracker Order Fulfill is used for the pick step and the Verify Order is used to complete the pack of the order.
Enable Verify Order
Enable the Verify Order transaction.
Verify by Order Line
When set to true, in the condition that the same item is on the order multiple times, the verification will be based for each specific order line. When set to false, the item is displayed once in the item list with the total quantity to verify for all order lines.
Batch Code LIST for Order Verify
Restricts the orders that can be selected to verify. Often the Order Fulfill batch codes are added for restrictions if needed.
Batch Code (Assignment) or Verified Orders
When defined, the sales order is updated with Batch Code when all items have been completely verified.
Batch Code for Partial Verify
When defined, the sales order is updated with the batch code indicating part of the order is verified.
Bulk Item Auto Save at Verify Order
For items tracked by a quantity (not serial or lot), the item scans are counted versus an entry for the quantity.
Bulk Item Auto Save Quantity Threshold
Allows a setting to disable the count of the scans and present the quantity field based on the quantity threshold set. For example, if the quantity threshold is set to 10 and the remaining to verify quantity for the item selected is 11; then the user will be allowed to enter a quantity instead of scanning all 11 items to record the quantity.
Verify Shipping Box Behavior
The Shipping Box ID assignment can be enabled to record what container the items are packed into.
- No Assignment. The shipping box is not enabled.
- After First Item. This option will default the Ship ID assignment until the ‘close box’ action is completed.
- Per Item. The Ship ID assignment is made for every item scanned.
Verify Pallet Behavior
When assigning Ship ID container to another container (such as a pallet). Associated with setting Verify Shipping Box Behavior
- No Assignment.
- At Box Close. When After First Item is the selected option for Verify Shipping Box Behavior. The Close Box action then will present the pallet assignment field.
- At End of Transaction. Only use if there is only one pallet assignment for the transaction.
Capture Shipping Box Details at Box Close for Verify Order
When the Shipping Box Flex Fields are set as optional or required, they will display as part of the Box Close action. Note: The Verify Shipping Box Behavior setting must then be set to After First Item.
Assign Tracking # on Verify Order
Enables the Tracking # field as part of the Shipping Box Flex Fields group. To use this feature, set the Verify Shipping Box Behavior to After First Item.
Verify Non-Inventory Items on Verify Order
When set to true, the non-inventory item types (misc., flat fee, service, write-in) will be included as items to verify. When set to false, they are ignored and not part of the item look up.
Enable Serial Verify
This is an alternate verify transactions that will verify by serial number without selecting the item number first. It should only be used when all items on sales orders are serial tracked. Items tracked by quantity or by lot are not supported.
Site Filter Assignment for Verify Order
Define a site to default for verify order. This sets the Site Filter on Verify Order. Users can always change this default.