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?”

Microsoft Dynamics GP Quote Expiration Date (with video)

OK, so you use Microsoft Dynamics GP Sales Order Processing (SOP) and you send Quotes to customers and prospects using this module.  Did you know you can use Expiration Dates on Quotes?  Do you know how to work around Expiration Dates on Quotes?  Do you know how to manage Expired Quotes?

Microsoft Dynamics Quote Expiration Date (with video)

OK, so you use Microsoft Dynamics GP Sales Order Processing (SOP) and you send Quotes to customers and prospects using this module.  Did you know you can use Expiration Dates on Quotes?  Do you know how to work around Expiration Dates on Quotes?  Do you know how to manage Expired Quotes?

I do recommend using expiration dates for Quotes as a form of protection against changing prices.  Expiration dates do print on Quotes by default so there is very little extra work involved in setting them up.

Where do you setup the default number of days until expiration?

Let’s start by setting up a default number of days for a quote to expire.  This is handled by going into the Sales Order Processing Setup window.

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Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership. 

Originally Posed 1/23/13

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership.

 

Continue reading “Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert”

Microsoft Dynamics GP Sales Tax Setup Overview (video)

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Originally Posted 1/13/13

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Sales Taxes calculations are made based on:

  1. The item being sold,  is it setup as Taxable, non-taxable or is tax determined based on whether or not the customer it taxable?
  2. Is the Customer Taxable or non-taxable?
  3. How is the item being received, by delivery or is the customer picking the item up?

Continue reading “Microsoft Dynamics GP Sales Tax Setup Overview (video)”

Use Microsoft Dynamics GP Inventory Returns Part 2 (video)

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Originally Posted 1/13/2013

 

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 2 (video)”

Use Microsoft Dynamics GP Inventory Returns Part 1 (video)

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Originally Posted 1/13/13

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 1 (video)”