Selling Kits in Microsoft Dynamics GP (with video)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

What is a Kit?  (THIS IS DIRECT FROM GP HELP)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

 I do not know what McDonald’s uses for an Accounting/ERP system, but if you use Microsoft Dynamics GP Sales order Processing, I’m sure you can think of a lot of opportunities by using Kits.

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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.

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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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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.

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

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

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.

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Microsoft Dynamics GP – Create Sales Return with Copy (Video)

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

Originally Posted 1/8/2013

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

In this scenario, I have been instructed to create a single return that offsets 1 entire previously posted invoice and a single line from a 2nd previously posted invoice.  I use the copy feature to do this very step.

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