Month: April 2013

Microsoft Dynamics GP – SOP work by Document or Batch?

I have a Distribution Client who uses Sales Order Processing (or SOP) in Microsoft Dynamics GP.  As this client fills orders, they handle each order one at a time.  In this video I demonstrate how I suggest using batches to save time in the following areas:

I have a Distribution Client who uses Sales Order Processing (or SOP) in Microsoft Dynamics GP.  As this client fills orders, they handle each order one at a time.  In this video I demonstrate how I suggest using batches to save time in the following areas:

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  • Transfer from Backorder to Order
  • Printing Orders and Packing Slips
  • Transferring to Invoices
  • Printing or emailing Invoices
  • Posting Invoices

If you use Deposits, or any of the fields at the bottom of the invoice, you’ll need to make sure you do this.  A Good practice is to always select to include Totals and Deposits!

 

Continue reading “Microsoft Dynamics GP – SOP work by Document or Batch?”

Microsoft Dynamics GP Multiple Doc SOP Transfer?

There is an alternative to transferring Microsoft Dynamics GP SOP documents by individual document or batches, called “Sales Multiple Orders to Invoice Transfer.” 

There is an alternative to transferring Microsoft Dynamics GP SOP documents by individual document or batches, called “Sales Multiple Orders to Invoice Transfer.” 

I have a Distribution Client who uses Sales Order Processing (or SOP) in Microsoft Dynamics GP.  As this client fills orders, they handle each order one at a time.  In a previous blog posting, I demonstrate how I suggest using batches to save time in the following areas:

  • Transfer from Backorder to Order
  • Printing Orders and Packing Slips
  • Transferring to Invoices
  • Printing or emailing Invoices
  • Posting Invoices

There is an alternative to transferring SOP documents by individual document or batches, called “Sales Multiple Orders to Invoice Transfer.” 

This window is available only if you’re using sales fulfillment workflow.  Note the screenshot is from GP2018.

Continue reading “Microsoft Dynamics GP Multiple Doc SOP Transfer?”