Configure the Verify Order transaction to enable order packing and verification workflows. This transaction confirms or packs items that have been fulfilled on a sales order, recording details to the PanatrackerGP SOPicks table.

Dynamics GP does not have native ability to confirm or pack fulfilled items on a sales order. The Verify Order transaction fills this gap by allowing verification of fulfilled quantities on order lines. Verified items are recorded to the PanatrackerGP SOPicks table, supporting multiple users verifying the same order or partial verification. For some customers, Verify Order is used to complete the pick (when orders are set to automatically fulfill). Ideally, PanatrackerGP Order Fulfill is used for the pick step and Verify Order is used for the pack step.

General Verify Order Settings

Enable Verify Order — Enables the Verify Order transaction.

Verify by Order Line — When enabled, if the same item appears on the order multiple times, verification is based on each specific order line. When disabled, the item is displayed once in the item list with the total quantity to verify across all order lines.

Batch Code LIST for Order Verify — Restricts which orders can be selected for verification. Often Order Fulfill batch codes are added for restrictions if needed.

Batch Code (Assignment) or Verified Orders — When defined, the sales order is updated with this batch code when all items have been completely verified.

Batch Code for Partial Verify — When defined, the sales order is updated with this batch code indicating part of the order is verified.

Bulk Item Auto Save at Verify Order — For items tracked by quantity (not serial or lot), item scans are counted versus entering a quantity.

Bulk Item Auto Save Quantity Threshold — Sets a threshold to disable scan counting and present the quantity field when the threshold is exceeded. For example, if the quantity threshold is set to 10 and the remaining verify quantity for the item is 11, the user is allowed to enter a quantity instead of scanning all 11 items.

Site Filter Assignment for Verify Order — Defines a default site for Verify Order. This sets the Site Filter on Verify Order. Users can always change this default.

Shipping Box and Pallet Settings

Verify Shipping Box Behavior — Enables Shipping Box ID assignment to record which container items are packed into:

• No Assignment — The shipping box is not enabled.
• After First Item — Defaults 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 Verify Shipping Box Behavior setting:

• No Assignment — Pallet assignment is not enabled.
• At Box Close — When After First Item is selected for Verify Shipping Box Behavior, the Close Box action presents 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 Shipping Box flex fields are set as optional or required, they display as part of the Close Box action. The Verify Shipping Box Behavior setting must 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 Verify Shipping Box Behavior to After First Item.

Advanced Verify Settings

Verify Non-Inventory Items on Verify Order — When enabled, non-inventory item types (misc., flat fee, service, write-in) are included as items to verify. When disabled, they are ignored and not part of the item lookup.

Enable Serial Verify — Enables an alternate verify transaction that verifies by serial number without selecting the item number first. Should only be used when all items on sales orders are serial tracked. Items tracked by quantity or by lot are not supported.