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Microsoft Dynamics GP 2013 Cookbook

Relating or linking items for suggested sales

Dynamics GP 2013 brings the ability to relate or link items together, in order to allow for up- or cross-selling within sales order processing. This functionality can also be of benefit when linking together items that are required for the initially entered item to work.

Getting ready

In Dynamics GP, select Inventory from the navigation pane. In the Inventory area page, select Item in the Cards area. This will open Item Maintenance.

  1. Enter, or do a lookup and select, 2-A3284A in Item Number to enter the suggested items.
  2. Click on the Suggest Items button to open the Suggest Sales Item Maintenance page.
  3. Check the checkboxes in the Document Type section to enable the suggested items for quotes, orders, invoices, and fulfillment orders as required.
  4. In the scrolling window, enter the Item Number and Suggested Quantity for each item, which is to be suggested when the sales transaction is entered.
  5. In this example, three items have been entered, each with Suggested Quantity set to 1:
    • 256 SDRAM
    • 24X IDE
    • 4-A3539A

How to do it...

Let's now look at how the related/linked items are used in sales transactions for suggesting items for sale:

  1. Open the Sales Transaction Entry window in Dynamics GP by selecting Sales from the navigation pane and clicking on Sales Transaction Entry in the Transactions section.
  2. Select Type and Type ID as Order and STDORD.
  3. Enter AARONFIT0001 in the Customer ID field.
  4. Click on the Currency ID field to set the default Z-US$.
  5. In the scrolling window, enter 2-A3284A in Item Number.
  6. Enter 1 in the Quantity Ordered field.
  7. Select Override Shortage and click on OK.
  8. Enter 000052 in the Serial Number field in Sales Serial Number Entry when it pops up.
  9. Click on OK to close Sales Serial Number Entry.
  10. Tab through the remaining fields and enter the credit limit override password, and click on OK.
  11. Suggest Sales Item Entry will pop up showing the available suggested items.
  12. Check the checkboxes next to 256 SDRAM and 24X IDE, and accept the Suggested Quantity of 1.
  13. Click on OK to accept these suggested items.
  14. The selected suggested items will be added to the sales transaction for processing as standard transaction lines.

See also

  • The Tracking serial and lot numbers on drop ship POs recipe
  • The Tolerance handling recipe
  • The Reason codes for inventory transactions recipe
  • The Preventing sales of a discontinued inventory recipe in Chapter 9, Preventing Errors in Dynamics GP
  • The Selecting multiple serial or lot numbers recipe
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