Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

Originally Posted 1/10/2013

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

The best part is that by saving this list, you have the ability to reuse it over and over, saving you time.

This sample principle applies to printing historical documents as well.  It’s the only way to print more than one historical (or posted) invoice at a time.

Steps to Achieve this:

1. Open the Sales Series from the Navigation Pane (within Microsoft Dynamics GP.)
2. Double Click on the Navigation List for Sales Order Transactions to open.
3. Above the List View Window click on the List Title that reads “Sales Order Transactions (read only)” to get the drop down list.
4. Choose Save As
5. Give the List a new name and click OK.
6. Above the List View Window click on the green plus sign “Add Filter” so the red X and the “Where” line shows up (above the green plus sign.)
7. Leave the option for “Where” rather than “Where Not”.
8. Change “Date” to “Status”.
9. Leave “Is” rather than “Is Not.”
10. In the blank space after “is” click and you will see it become a drop down list.  Choose Work (for Unposted and History for Posted, depending on what you want to see.)
11. Click on the arrow to the right of “Work” to apply the filter.
12. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
13. If you want to narrow down further (like I chose to just see Invoices), repeat step 6 and 7.
14. Change “Date” to “Document Type”.
15. Leave “Is” rather than “Is Not.”
16. In the blank space after “is” click and you will see it become a drop down list.  I am choosing to click in the box next to Invoice.  If you want to see more than one document type, simple click which ever box corresponds to the document you want.
17. Click on both (one at a time) right arrows to “apply filters”
18. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
19. Celebrate your victory!

mmmmm…  Devi’s Food Cheesecake for Juniors NYC and a big ice tea!

You now have a custom Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.) View all posts by Belinda Allen