NOPE Sheet Modification

Introduction:
Currently store distribution orders are generated (see feature 109 for details) and
placed with company 100. Prior to fulfilling these orders, the order lines are extracted
and run through a google sheet to determine which lines should be cancelled and if they
need to be cancelled what is the reason for the cancellation. For example, an item that
has been discontinued and is not available for distribution but is still available for sales
at the store. The google sheet is used to tag the order line and then it is uploaded as a
cancelled line with the reason code in D365.

The proposed extension would be to create validation logic to validate distribution

orders at the time they are placed by stores to catch these issues before they get to
company 100.

Functional design:
Nope forms need to be created under the Sales and Marketing module under setup.
Please find below screenshot:

 Menu group: Nope Forms. Once this group is expanded it should display various
forms such as Quantity Limits, Discontinue items, Compliance, Nope
reason codes)
Requirement 1: Nope Reason Code master

There are various reason codes that are used to identify the reason behind the cancellation of each sales
line. Some of the reason codes include XSWAP, X-DISCON, X-COMP, X-LMT, X-NNLMT etc.

A new form named “NOPE Reason Codes” needs to be created under sales and marketing setup as
shown below:

NOPE reason Codes form Customization:

Below are the columns that needs to be created in NOPE Reason codes form:

 NOPE Reason Code – free text field with 10 characters (Editable)

 Reason Description - free text field with 60 characters (Editable)

NOPE Reason
Code Reason Description
X-SWAP SWAP items
X-DISCON Discontinue Items
X-LMT Quantity Limit items
Quantity Limit items
X-NNLMT Normalized
X-COMP Compliance items
Requirement 2: Nope Reason Code Modification at sales line details:

All the cancelled lines, either from SWAP items or through an automatic batch job (discontinue, quantity
limits, compliance, or shipping exceptions) need to show a NOPE reason code(non-Editable) at sales
order line details and at the sales lines grid page). Please find the screenshots below:

Navigation: Sales and marketing -> All Sales order -> Sales lines tab
Requirement 3: Retail Store ID customization in intercompany orders:

Nope sheet modifications are mostly restricted to the store and there is a need to capture the store
details at the time of Intercompany purchase order entry.

 A new line details group “Nope details” needs to be created under purchase order line details.
 A new field named “Retail store ID” needs to be created in the purchase order line details as
shown in the screenshot below.
 Retails store ID needs to be filled in automatically based on inventory dimensions (site &
Warehouse) selected on the purchase line.
 Logic to bring the value of retail store to the purchase line during the PO line creation:
o This logic needs to be applied only for the intercompany Purchase orders. To determine
if an order is an intercompany or not, there will be an associated intercompany sales
order on the manage tab of action pane as shown in the screenshot below.
o

o Capture site and warehouse details of a new purchase line

o Go to retail and commerce module -> Channels -> All stores.
o Filter by Warehouse field as shown in the screenshot below.
o

o Copy the store number linked to the warehouse as shown below.

o

o And specify the store number in “Retail store ID” field on the same purchase line& Line
details level as shown in the screenshot below. Navigation: procurement and sourcing ->
All Purchase orders -> Purchase line details
o

o Same store ID needs to be copied to intercompany sales order line created in

distribution entity (As shown in screenshot of sales order below). Navigation: retail and
commerce module -> Channels -> All stores.
Requirement 4: Store group Customization
A new form named “Store groups” needs to be created under sales and marketing setup as shown in the
below screenshot:

Store Group Form:

 Store group: Free text field (Editable during entry) and non-editable once the record is saved.
 Name: Free text field with 25 Characters Length
 Store number: Lookup for All Stores (need to display store number and description) Editable.
 Store Name: populated automatically after store selection (non-Editable).

Please find the below screenshot for Store group form design:
Requirement 5: Swap Items
There are scenarios where the items are not available because of less on-hand
stock/obsolete. In such scenarios the original item needs to be replaced/swapped with
some alternative item that has same characteristics.
SWAP procedure:
 Items can be swapped either from Back order lines form or open sales order
lines from
 A new button named “Swap Items” needs to be created on the action pane of
Back-orders lines and on the Open order sales lines as shown in the below
screenshot.
 Users can select multiple sales lines from Back-order lines/Open sales order lines
and apply swap.
Navigation: Sales and Marketing -> Sales Orders -> Open orders -> Back Order lines

Navigation: Sales and Marketing -> Sales orders -> Open Orders ->Open sales order
lines
Swap items Button Logic:

 Multiple lines selected should contain the same item number.

 The swap button will be enabled only if all the selected lines have the same item
number.
 Swap button will be greyed out/disabled if there are multiple items selected.

upon clicking of swap items button. A pop-up form needs to be displayed. And
it should show the following information. Please find below screenshot:
  No. of records selected - Count of no. of lines selected from back-order lines
(non-Editable).
 Current item selected - Item number of selected lines (non-Editable).
 Replacement item – Item number Look up(Editable)
 Nope Reason code- Nope reason code Lookup(editable).
 Once the user clicks on OK. It will pop up a new dialogue.
 Dialogue: Do you want to proceed -Yes/NO. Yes, for cancelling the existing line
with reason code (e.g., XSWAP as shown in the Requirement 2) and create a
new line in the same sales order with the replacement item/UOM details with the
same quantity.
 The intercompany purchase line linked to the cancelled sales line in the retail
entity needs to be cancelled and a new line needs to be added to the
intercompany purchase order.
 Auto confirmation of purchase order needs to be performed.

Requirement 6: Quantity limits

A new menu item named “quantity limits” needs to be created under Nope forms in sales and marketing
module as shown below:
Quantity limit form customization:

Below are the columns that needs to be created in Quantity limits form:

1. PLU: Item number lookup(editable)

2. PLU: Item Description (Non-Editable)
3. Store Selection type: Enum with values -Table, Group, ALL (editable).
4. Store selection: Need to enable Store lookup for table selection, need to enable
Store group selection for Group and Blank(non-editable) for All selection.
5. Fulfillment Site: Site from where the material is getting shipped Site master. Site
lookup (Editable)
6. Fulfillment warehouse: Warehouse from where the material is getting shipped-
Warehouse lookup (Editable).
7. Quantity Limit: only Numerical values allowed (Max. Quantity allowed for that
retail store) Editable.
8. UOM: Unit of measure for the quantity of selected item (Default it from Sales Unit
from released product) non-editable.
9. Limit valid from: (MM-DD-YYYY) Editable.
10. Limit valid to:(Valid to should not be earlier than valid from) (MM-DD-YYYY)
Editable.
11. Item Group: Bring the item group from the released product(non-editable).
12. Production Pool: Production pool linked to items in released product master(non-
editable).
13. Limit Interval: Enum with values - Day, Month and Year(editable).
14. Calendar type: Enum with value - Business Days and All days (Editable)
15. Reason Code: lookup to Nope reason code master setup(editable).
16. Pick Limit normalized – Yes/No (Check box)
1. Yes, for cancelling the existing line with a reason code and to create a new
line with the quantity limit defined in the quantity limit setup.
 2. No, for just cancelling the line with specific reason code and not to create
any new line.
17. Created by: Capture User ID of person who created this setup.

Store selection Store Fulfillment Fulfillment

PLU PLU Description type Selection site Warehouse
1004 Apple Fresh
9 Juice Table 20 1 1D

Quantity limit UOM Limit valid from Limit Valid To Item group Production Pool
50 l 1-May 31-Dec RM-Natural POOl1

Limit Calenda Reaso Pick limit

Interva r type n Code Normalized(Yes/No
l selectio ) Created
n By
Week Business X- Yes
Days NNLM dcitipiral
T a

Customization: Batch job to automatically capture the Quantity Limit items from the open sales
orders, cancel the existing line with reason code and to create a new line.

A new batch job named “Cancel Quantity Limit reached Items” in sales and marketing module under
periodic tasks as shown in the below screenshot:
Below are the criteria for the batch job to pick and process sales lines with
Quantity Limit products:

 Consider sales lines with order type “sales order.”

 Consider all the sales lines for quantity limit calculation except “Cancelled” lines.
 Batch job should not include sales category lines meaning “Blank” item number
lines for quantity limit check.
 Once the Quantity ordered calculation is finalized, batch job should capture
retail store ID/group & item number of each line and it needs to be compared
with “Quantity limit items master setup” to determine if a particular line needs to
be cancelled or not.
 If batch job determines a line to be cancelled, it cancels the Open sales lines so
that line status of that line changes to Cancelled from “Open order” and a
specific reason code needs to be filled in the line details.
 If batch job determines a line to be cancelled and to create a new line based on
normalization parameter, it cancels the existing line with specific reason code(X-
NNLMT) and creates a new line with Quantity limit.
 The same logic needs to be followed for all the open lines for each order.
 Intercompany purchase lines need to be cancelled automatically in retail entity
and new lines also need to be created accordingly.
 Auto confirmation of purchase order needs to be performed.
 Batch job should take “Requested Ship date” into consideration for calculating
quantity limit. Please find below example:
o Item A, Quantity Limit =100, Limit interval =Week, Calendar type:
business days
o There is an existing Invoiced sales order for Item A with Quantity 70
with requested ship date of last Friday and another sales order which is
delivered already with quantity 20 with requested ship date on
Wednesday last week.
o A new sales order has been created on this week Tuesday for Item A and
quantity 20. Now batch job needs to check if there are any orders
 (Open+ Delivered+ Invoiced) created on last 5 business days (i.e.,
Monday (this week) & (last week-Friday, Thursday, Wednesday, Tuesday))
o Quantity ordered (Item A) = Open sales line qty. + Delivered sales line
qty.+ Invoiced Qty. – Returned qty.)
 Quantity ordered = (70+20+20) =110
o Delta Limit = (Quantity ordered – Quantity Limit)
 Delta Limit = 110-100 = 10
o If the Delta limit > 0 & Pick limit normalized is yes, then the batch job needs
to cancel the existing line with a reason code(X-LMT) and create a new line
(same item, Same UOM) with quantity that is equal to “Delta Limit
“quantity.
o If the Delta limit >0 & Pick limit normalization is No, then the batch job needs
to simply cancel the line with reason code X-LMT and should not create any
new line.
o If the Delta Limit <=0 & Pick limit normalized is set to “yes”/” No”, batch job
should not cancel the line (Skip the line).

Batch job filtration required:

 Need an ability to filter and cancel only sales lines related to specific retail store.
 Need an ability to cancel only sales lines that fall in certain date range (Created
dates & Ship Dates).
 Need an ability to filter only sales lines related to Specific Customer.
 Need an ability to filter only sales lines related to specific item/item
group/production pool.
 Need an ability to filter only sales lines related to Specific fulfillment
site/Warehouse.
 Ability to filter sales lines by Created By.

Requirement 7: Discontinue items.

There are items that are discontinued for a particular store. There are cases where retail
stores don’t have this discontinued information and they place an intercompany
purchase order with the distribution company.
An intercompany sales order will be created for that store with discontinued items and
the requirement is to capture those details automatically and to cancel those lines.

Master form to setup Discontinue items:

A new setup form named "Discontinue items" needs to be created under sales and
marketing module as shown below:
Discontinue form customization:

Below are the columns that needs to be created:

1. PLU: Item number lookup(editable)

2. PLU: Item Description (Non-Editable)
3. Store Selection type: Enum (Table, Group, ALL)
4. Store selection: Need to enable item lookup for table selection, need to enable
Store group selection for Group and Blank(non-editable) for All selection.
5. Fulfillment Site: Site from where the material is getting shipped Site master.
6. Fulfillment warehouse: Warehouse from where the material is getting shipped-
Warehouse master.
7. Discontinue From: date in MM-DD-YYYY format Editable.
8. Discontinue To: Date in MM-DD-YYYY format (cannot be earlier than from date)
Editable.
9. Notes: Free text filed with length of 60 characters (Editable)
10. item group: Needs to be auto populated immediately once the PLU (item) is
selected. item group from release product master (non-Editable)
11. Production Pool: Needs to be auto populated immediately once the PLU (item) is
selected. production pool from release product master (non-Editable)
12. Reason Code: lookup from Nope reason code master (Editable)
13. Created By: User ID of the person who is creating the master.
Customization: Batch job to automatically capture the discontinued items from the open sales orders,
cancel the existing line with reason code and to create a new line.

A new batch job named “Cancel Discontinue items” needs to be created in Sales and marketing module
under periodic as shown below:

Navigation: sales and marketing -> Periodic tasks -> below settle approved deductions

Below are the criteria for the batch job to pick and process sales lines with discontinued
products:

 Consider sales lines with order type “sales order.”

 Consider all the sales lines with line status “Open order.”
 Batch job should not include partial delivery lines or negative quantity lines.
 Batch job should not include sales category lines meaning “Blank” item number
lines.
 Once the open sales lines are finalized, batch job should capture retail store
ID/group & item number of each line and it needs to be compared with
“Discontinue items master setup” to determine if a particular line needs to be
cancelled or not.
 If batch job determines any of the open sales lines with “Requested Ship Dates”
that are not falling under “Discontinue From & Discontinue To” dates, then it
needs to cancel the particular line and specify the related reason Code(X-
DISCON) on the sales line details.
 The same logic needs to be followed for all the open lines for each sales order
selected by the batch job.
 Intercompany purchase lines need to be cancelled automatically in retail entity.
 Auto confirmation of purchase order needs to be performed.

Batch job filtration required:

  Need an ability to filter and cancel only sales lines related to specific retail store.
 Need an ability to cancel only sales lines that fall in certain date range (Created
dates & Ship Dates).
 Need an ability to filter only sales lines related to Specific Customer.
 Need an ability to filter only sales lines related to specific item/item
group/production pool.
 Need an ability to filter only sales lines related to Specific fulfillment
site/Warehouse.
 Ability to filter sales lines by Created By.

Requirement 7: Compliance items

A new form named “Compliance items” needs to be created in sales and marketing module under setup
as shown in the below screenshot:

Compliance items form customization:

Below are the columns that needs to be created:

1. PLU: Item number lookup(editable)

2. PLU: Item Description (Non-Editable)
 3. Restrict By country – Country Lookup from Global address Book(editable)
4. Restrict by Prov/State – State or province depending on Country from Global
address book (Editable).
5. Store Selection type: Enum (Table, Group, ALL)
6. Store selection: Need to enable item lookup for table selection, need to enable
Store group selection for Group and Blank(non-editable) for All selection.
7. Notes: Free text field with length of 60 characters (Editable)
8. item group: Needs to be auto populated immediately once the PLU (item) is
selected. item group from release product master (non-Editable)
9. Production Pool: Needs to be auto populated immediately once the PLU (item) is
selected. production pool from release product master (non-Editable)
10. Reason Code: lookup from Nope reason code master (Editable)
11. Created By: User ID of the person who is creating the master.

Restrict Store Store Produc

PLU by Restrict Code Selec Item tion Reason Created
PLU Description Country by State type tion Notes Group Pool Code By
Compl RM-
Apple Fresh iance Natur
10049 Juice CAN ON 20 20 Notes al Pool1 X-COMP dcitipirala

Customization: Batch job to automatically capture the Compliance items from the open sales orders,
cancel the existing line.

A new batch job named “Cancel Compliance items” needs to be created in Sales and marketing module
under periodic as shown below:

Navigation: sales and marketing -> Periodic tasks -> below settle approved deductions
Below are the criteria for the batch job to pick and process sales lines with compliance
products:

 Consider sales lines with order type “sales order.”

 Consider all the sales lines with line status “Open order.”
 Batch job should not include partial delivery lines or negative quantity lines.
 Batch job should not include sales category lines meaning “Blank” item number
lines.
 Once the open sales lines are finalized, batch job should capture retail store
ID/group & item number of each line and it needs to be compared with
“Compliance item master setup” to determine if a particular line needs to be
cancelled or not.
 If batch job determines any of the open sales lines with Delivery Address that
has Country/State/province that are matching any of the records in the
compliance master, then it needs to cancel the line and specify the related
reason Code(X-COMP) on the sales line details.
 If the compliance has been set at the Store level and if the batch jobs finds any
open sales lines related to that specific store then it needs to cancel the sales
line and specify the reason code “X-COMP” on the sales line details.
 The same logic needs to be followed for all the open lines for each sales order
selected by the batch job.
 Intercompany purchase lines need to be cancelled automatically in retail entity.
 Auto confirmation of purchase order needs to be performed.

Batch job filtration required:

 Need an ability to filter and cancel only sales lines related to specific retail store.
 Need an ability to cancel only sales lines that fall in certain date range (Created
dates & Ship Dates).
 Need an ability to filter only sales lines related to Specific Customer.
 Need an ability to filter only sales lines related to specific item/item
group/production pool.
 Need an ability to filter only sales lines related to Specific fulfillment
site/Warehouse.
 Need an ability to filter and cancel the sales lines related to specific
country/State or Province.
 Ability to filter sales lines by Created By.

Requirement 8: Security roles to access “Nope Forms”/Nope Batch jobs

and “Swap items”