Sales Order Processing (SOP)
Microsoft Dynamics GP Sales Order Processing module — quotes, orders, OmniPrice contract pricing, and customer management at Aidacare.
GP Module
OmniPrice
ECHIA / EDI
Source: GP Tech Support SOP Documents / GP Functional Module SOPs / Sales · Aidacare ERP MS-GP Infrastructure Details.docx · ECHIA@Aidacare.docx
SOP
GP Module Series
OmniPrice
Contract Pricing Engine
ECHIA
EDI Order Channel
SOP10100
Primary GP Table
Sales Order Processing — Module Overview
Module Configuration
GP ModuleSales Order Processing (SOP)
GP Version18.0.1739.000
Primary DatabaseHANDR (main company database)
Key TablesSOP10100 (header), SOP10200 (lines), SOP30200 (history)
Contract PricingOmniPrice (eOne Solutions) — Tier-1
EDI OrdersECHIA (AWS) → SmartConnect → GP SOP
CustomisationDVA & TAC SOP Contract Extension (Maksud Halai)
Order Types & Channels
Standard Sales OrdersManual entry in GP SOP by sales/warehouse staff
NDIS Auto-ApproveECHIA EDI → SmartConnect → auto GP Sales Order
BUPA EDIECHIA → semi-manual (BUPA portal confirmation required)
Aged Care / RetailECHIA EDI channel → SmartConnect → GP SOP
WennSoft OrdersHire/rental equipment via WennSoft module → SOP
DVA/TAC OrdersGP SOP with DVA/TAC Contract Extension custom window
POS OrdersEnvisage POS → HANDLR DB → GP SOP reconciliation
Sales Module Process Flow
1Order Capture: Order enters GP via manual SOP entry, ECHIA EDI, POS, or WennSoft
2Pricing Resolution: OmniPrice evaluates contract pricing rules — applies correct price to line items
3DVA/TAC Validation: If contract customer — SOP Contract Extension window captures claimant info, prescriber, approval number
4Inventory Allocation: GP allocates stock from warehouse/DC; PanatrackerGP picks via barcode scanning
5Dispatch: FreightMaster generates freight labels; SmartFreight (courier) or Radaro (internal drivers) for delivery
6Invoice: GP SOP invoiced; eInvoicing (PEPPOL) sends electronic invoice to eligible customers
7AR Posting: Invoice posts to Receivables Management; SendMaster sends email statements
Customer Classes & Debtor Policies
Customer ClassesDefined in GP — control default pricing, terms, and statement format
National AccountsParent-child debtor hierarchy (custom Maksud Halai enhancement)
Credit ManagementDebtor credit limits enforced in GP — overdue customers may be blocked from ordering
DVA/TAC CustomersContract customers with Debtor Contract Extension — special pricing and claim processing
Ship-to AddressesMaintained per customer — supports multi-site delivery for aged care and DC operations
OmniPrice — Contract Pricing Engine
Source: Aidacare ERP MS-GP Infrastructure Details.docx · GP Tech Support SOP Documents / Sales / OMNI
ProductOmniPrice (eOne Solutions)
CriticalityTier-1
PurposeAdvanced contract pricing rules beyond standard GP pricing
IntegrationSmartConnect OmniPrice jobs sync contract prices
Contract TypesDVA, TAC, NDIS, BUPA, aged care, national accounts
Pricing SyncBulk price updates via SmartConnect import jobs
Common OmniPrice Issues (SOPs)
1Check SmartConnect OmniPrice job status in Job History
2Verify source data (price book/contract file) is accessible and correctly formatted
3Confirm OmniPrice contract in GP — Cards → Sales → OmniPrice → Contract
4Re-run SmartConnect sync job after correcting source data
5Escalate to eOne Solutions if OmniPrice module itself is faulty
1Identify the contract that has expired in OmniPrice — check expiry date
2Obtain renewed contract pricing from the relevant government/insurer body
3Update OmniPrice contract with new effective date and price schedule
4Run SmartConnect bulk update job to propagate new prices
5Test pricing on a sample Sales Order before opening for orders
When price on a Sales Order doesn't match expected contract price:
1Check customer's assigned price level in GP Customer Maintenance
2Verify OmniPrice contract is associated with the correct customer/price level
3Review OmniPrice contract pricing table for the item — confirm effective dates
4Check if standard GP price list is overriding OmniPrice — OmniPrice priority settings
5Manually adjust order if urgent; fix OmniPrice configuration for future orders
Quotes & Prospect Quotes
Source: GP Tech Support SOP Documents / Sales / Quote, Prospect Quote
Quote Workflow in GP
1Create Quote: Transactions → Sales → Sales Transaction Entry (Type: Quote)
2OmniPrice applies contract pricing automatically if customer has a contract
3Email/print quote to customer via GP or SendMaster
4Convert accepted quote to Sales Order — Actions → Transfer to Order
5Order fulfillment proceeds through standard SOP workflow
Prospect Quotes
Prospect Quotes can be created for potential customers not yet set up as GP debtors. Once the prospect converts, the quote can be transferred to a Sales Order against the full customer record.
NavigationTransactions → Sales → Sales Transaction Entry → Type: Prospect Quote
PricingStandard price list — OmniPrice may not apply until customer account created
ConversionConvert prospect to customer first, then transfer quote to order
1Check if customer has a valid price level assigned — Customer Maintenance → Sales tab
2Verify customer class is correctly configured — Card → Sales → Customer Classes
3Check SOP document type setup — Tools → Setup → Sales → Sales Order Processing
4Confirm GP user has security access to create SOP Quote transactions
5Review SOP setup for Quote document ID — confirm it is enabled and correctly configured
1Confirm the prospect quote is in "Quote" status — not already transferred or voided
2Check if customer has been created from the prospect — Customer Maintenance lookup
3Verify all required fields on the quote are populated (ship-to, items, quantities)
4Attempt Transfer: Extras → Transfer to Order — review any error messages
5If blocked by credit hold, release customer credit hold before converting
Sales SOP Documents
| SOP ID | Title | Category | Type |
|---|---|---|---|
| SOP-043 | Pricing — Price Mismatch | Finance / Pricing | Troubleshooting |
| SOP-044 | Pricing — Price Not Picking in Order | Finance / Pricing | Troubleshooting |
| SOP-045 | Pricing — Bulk Price Update Failure | Finance / Pricing | Troubleshooting |
| SOP-047 | Ship-to Address | Finance / Ship-to | Procedure |
| SOP-048 | Sales Lists & Classes — Quote Creation Failure | Sales / Lists, Classes | Troubleshooting |
| SOP-049 | OmniPrice — Contract Pricing Not Syncing | Sales / OMNI | Troubleshooting |
| SOP-050 | OmniPrice — Contract Expiry / Invalid Pricing | Sales / OMNI | Troubleshooting |
| SOP-051 | Quote / Prospect Quote — Quote Conversion Failure | Sales / Quote | Troubleshooting |
| SOP-052 | SOP — Order Not Created | Sales / SOP | Troubleshooting |
| SOP-053 | SOP10100 Missing Header Error | Sales / SOP | Troubleshooting |
| SOP-025 | Incorrect Pricing Class | Finance / Customer Classes | Troubleshooting |
| SOP-026 | Policy Misconfiguration | Finance / Customer Classes | Troubleshooting |
| SOP-031 | Overdue Customers Still Ordering | Finance / Debtor Credit Management | Troubleshooting |
| SOP-032 | Merge Debtors | Finance / Debtors | Administration |
Common Sales Order Issues
Covers when a Sales Order fails to be created — either via manual entry or SmartConnect (ECHIA/CMP):
1Check SmartConnect ECHIA or CMP job log if order originated from EDI
2Verify customer exists in GP and is not on credit hold
3Check item numbers on the order — items must exist in HANDR company
4Review GP SOP document type setup — confirm order ID is enabled
5Check GP user permissions for Sales Order Entry
6Re-attempt order creation; if SmartConnect issue, re-run the job with corrected source data
Source: GP Tech Support SOP Documents / Sales / Sales Order Processing
1Identify the affected Sales Order number from the GP error
2Query SOP10100 in HANDR database to confirm missing header record
3Run GP Check Links: Tools → Routines → Sales → Check Links
4If header cannot be recovered, escalate to DBA for SOP10100/SOP10200 investigation
5Re-enter order if data cannot be recovered; confirm with Sales team
Source: GP Tech Support SOP Documents / Sales / Sales Order Processing
1Confirm customer's credit status in GP — Cards → Sales → Customer → Credit tab
2Review debtor aging — check if credit limit is exceeded or overdue balance threshold reached
3Update customer class policy if credit block should be enforced — Cards → Sales → Customer Classes
4Enable "Place on Hold" if immediate block required — Customer Maintenance → Credit tab
5Communicate with Finance/Sales manager before placing national account customers on hold
Source: GP Tech Support SOP Documents / Finance / Debtor Credit Management