Selecting Sales Orders for Bulk Agronomy Products at Your Scalehouse

by | Updated January 15, 2021 | Agriculture

When your sales team is planning on using sales orders for bulk agronomy products that will be weighed out and tracked using scale tickets, Levridge and Levridge Scale have multiple ways to handle this. In this example, we walk through the steps to apply a sales order directly to a scale ticket when the ticket is created in Levridge Scale. If your customers or your scale operators would the knowledge of what sales order to choose when creating the ticket, then this is a simple and quick way to automatically post tickets to that sales order.

Here we have SO-001097 for TEST CUSTOMER for 40,000 lbs. of Urea that your sales representatives would create for a customer ordering bulk product.

sales order created

Now that the sales order has been created, a batch job will send that sales order directly to Levridge Scale. The sales order can be selected when the user chooses the specific customer and product from the drop-down menus. Only sales orders from Dynamics 365 with a status of open will be available to be selected.

batch job send

All that is left to do at the scale house is to finish the ticket with the second weight and click print.

finish sales ticket and print

Now that the ticket has been printed, Levridge Scale will automatically send the ticket to Dynamics 365 with a ticket status of open. Here are the ticket details from the previous example.

d365 open ticket details

batch process runs automatically

An automatic batch process in Dynamics 365, which can be customized to run at any interval of time, will run in the background once the ticket is in the system. This batch job will post the ticket and create a new line on the sales order with the amount from the scale ticket. This line will be in a delivered status, using the location the scale ticket was weighed out from. This allows customers to pick up bulk agronomy products from multiple locations. In addition to creating a new delivered line from the scale ticket details, the original line that was entered in by your sales team will have been decremented by the amount of the line created from the scale ticket. This allows multiple tickets to be applied to a single sales order, cutting down the amount of sales order invoices.

Now that the ticket has been posted to a sales order, the customer detail and weight fields are locked down and no longer editable unless the ticket is unattached from the sales order.

finalized ticket no longer editable

Because the original ticket did not fulfill the entire 40,000 lbs. of the original line, the status of the sales order is still open and will be available for more tickets to be applied to it. If we run through the exact same process, this time creating a ticket over the amount left on the original line, the sales order will go to a status of delivered and the original line will have been automatically canceled. Here is the previous sales order now that the amount delivered has exceeded the original line amount.

sales team review

Now that this sales order has been fulfilled, your billing team can review the sales order and invoice it to the customer.

 

 

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

may

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmConfab with Stoneridge - New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

19mayAll Day20Manufacturing and Microsoft Technology Conference

19may9:00 am10:00 amWhat is Your Global Manufacturing Strategy? Is It Time to Reshore?

19may10:30 am11:30 amFour Keys to Choosing the Best ERP or CRM Solution

19may10:30 am11:30 amGetting and Keeping Customers in 2021 and Beyond

19may10:30 am11:30 amMastering the Production Floor

19may12:00 pm1:00 pmImagining the Possibilities with Dynamics 365 for Manufacturing

19may12:00 pm1:00 pmBeyond Reporting - What BI Can Do For Your Manufacturing Operation

19may1:30 pm2:30 pmSmart Field Service for Manufacturers and Distributors

19may1:30 pm2:30 pmV is for Victory - The Elements of a Successful MRP Implementation Rollout

19may3:00 pm4:00 pmLot Management Strategies and Best Practices

19may3:00 pm4:00 pmSelling Through a Complex Channel - Distributor Management

20may10:00 am11:00 amManufacturing Technology in 2021 - The Impact of Digital Transformation

20may12:00 pm1:00 pmThe Power of a Connected Shipping Solution

20may12:00 pm1:00 pmEmployee Experience with Company ERP Implementations and Recommendations to Increase Employee Satisfaction

20may1:30 pm2:30 pmReporting and Business Intelligence Strategies for Today's CFO

20may1:30 pm2:30 pmSelecting and Implementing ERP: Don’t Leave it to Chance

20may3:00 pm4:00 pmCybersecurity Tips for Manufacturers – How to Protect Yourself From Ransomware & Other Vulnerabilities

20may3:00 pm4:00 pmEnsuring Quality for Batch Manufacturers

20may3:00 pm4:00 pmGuaranteeing ERP Project Success with an Enterprise Process Review

26may10:00 am10:30 amFinancial Implications of Moving from Dynamics GP to Dynamics 365: Services

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

june

01jun8:00 am02(jun 2)11:00 amPower BI for Dynamics 365 - Online Workshop

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

09jun10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X