Dynamics GP requires that, for Orders and Invoices, inventory items be allocated and then fulfilled. If your serial number is registered for the GP Fulfillment option, StarShip has the ability to automatically fulfill the quantity shipped while also handling default serial numbers, lots, bins, and more.
To use this feature, Microsoft Dynamics GP Web Services must be installed on the same machine as the Dynamics GP server. The installer for Web Services (64 and 32 bit) are included as part of the Dynamics GP server installation media under AdProd\WebServices.
It is recommended that you install Web Services for Microsoft Dynamics GP on a server that is running Windows Server 2008 / R2 Standard or Enterprise edition or higher.
For more information on installing and configuring Dynamics GP Web Services, see the Web Services Installation and Administration Guide provided by Microsoft.
Additional requirements for using this interface:
- Microsoft Dynamics GP 2010 or higher
- Windows 10, or Windows Server 2008 or 2008R2 Standard or Enterprise, and .NET 4.0
Dynamics GP Sales Document Setup
Perform this setup for each sales document (Orders and Invoices).
- In Dynamics GP, select Tools > Sales > Setup > Sales Order Processing and click the Sales Document Setup button.
- Set the “Allocate by:” field to “Line Item”. Under Options, check the “Use Separate Fulfillment Process” option.
Dynamics GP Document Settings
This is an important step for any user who modifies the unit price within Sales Transaction Entry. To keep the unit price intact after processing a Sales Transaction in StarShip, document permissions in Dynamics GP must be modified. The “Calculate Unit Price Behavior” setting determines whether the unit price and total amount will be automatically calculated. Follow these instructions to properly update that setting.
- Open the Dynamics Security Console from the Administrative Tools group, accessed through the Start menu.
- Expand the Microsoft Dynamics Security node in the left pane of the console. If the Dynamics GP Web Services node is not visible, then follow these additional steps.
- Expand the Microsoft Dynamics GP Web Services node and select the Policy node.
- Select Sales Document and in the center pane, select Update Sales Order Policy.
- If the Calculate Unit Price Behavior is set to “Calculate”, click on Properties under Update Sales Order Policy in the right pane.
- Change Calculate Unit Price Behavior to “Do Not Calculate” for each Role that is used. There is usually one role – Default – unless you have created others. Click OK.
- Important: Restart StarShip. You must also restart the Microsoft Dynamics GP Service Host service.
Select Setup > Source Interfaces > Microsoft Dynamics GP (your version) and perform the following setup for each Interface:
Under Options, check the “Use Dynamics GP Web Services to update Qty Fulfilled?” setting. Then, specify the Server and Port (defaults to 48620) used to communicate to the MS Dynamics GP Web services. If you are not sure of the port number, you can find it in the DynamicsGP.Config file, located in the “…\Program Files (x86)\Microsoft Dynamics\GPWebServices\ServiceConfigs” folder on the Dynamics GP server machine.
- On the Interfaces page, click the Customize Interface button for a document.
- Under Custom Write-Back Setup, expand the Shipment group, and then the Line Item group.
- Map the “Qty Fulfilled” field to the StarShip field “Line Item Total Ship Qty”.
- Save your changes.
Map Line Items Fields
There are two GP line item fields now available for mapping: “Qty Allocated” (the maximum that can be fulfilled for a line) and “Qty To Ship” (Qty Allocated minus the quantity already fulfilled).
Click the Select Mappings heading, and under Shipment > Line Item:
- Map the “Ordered Units” field to the Dynamics GP “Qty Allocated” field.
- Mapped the “Shipped Units” field to the Dynamics GP “Qty Fulfilled” field.
Alternately, if you require the original Qty Ordered for a packing list, you would map:
- “Ordered Units” to the Dynamics GP “Qty Ordered” field.
- “Units To Ship” to the Dynamics GP “Qty To Ship” field.
This setup has some drawbacks, however, mainly that it will allow the user to ship more that the “Qty To Ship” amount, and fulfillment will fail if the user exceeds the “On Shipment” amount. So if you don’t need the original Qty Ordered, use the recommended field mappings shown above.
Map Line Item Keys
Also under the Line Item group, the Extra Key 1 and 2 fields must be mapped. These mappings are discussed under Line Item Fields in Custom Write-Back Setup.
- Map the “Extra Key1” field to the Dynamics GP “Line Item Sequence” field.
- Map the “Extra Key2” field to the Dynamics GP “Component Sequence Number” field.
Errors that occur when fulfilling lines will result in a user warning in the StarShip client. To ensure that the user sees these errors when they occur, make sure that the Preferences setting, “Suppress Messages”, is set to either None or Informational. For more information, see the General Preferences help.
Serials and Lots assigned before fulfillment are lost
Due to the way the GP Web Services fulfills items, lot and serials are always assigned automatically starting from the highest. Also, if you fulfill and assign lot/serials on some items and have StarShip fulfill other items using Web Services on the same sales transaction, the previously assigned lot/serials may be changed.
Error Updating Fulfilled Quantities
A validation exception has occurred This error may occur on some systems with fulfillment orders when you try to reduce fulfilled quantities, due to deleting a shipment.