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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Microsoft Dynamics GP Customer Item Window with Substitutes

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

Originally Posted 9/28/12

(The attached video includes most of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product?

  • Customer Items
  • Substitute Items

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How Microsoft Dynamics GP Inventory Kits Work (video attached)

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

Originally Posted 8/24/2012

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

What is a Kit?

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Microsoft Dynamics GP Sales Order Processing Deposits

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents.

Originally Posted September 19, 2011

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents. I’ll specifically show: 

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Microsoft Dynamics GP Sales Order Processing Allocation

This video reviews multiple options for allocating in Microsoft Dynamics GP Sales Order Processing. I allocate by line, by document, by batch and by transferring. I also show the Mass Document allocation window.

Originally posted September 8, 2011

This video reviews multiple options for allocating in Microsoft Dynamics GP Sales Order Processing. I allocate by line, by document, by batch and by transferring. I also show the Mass Document allocation window.

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Microsoft Dynamics GP SOP Sales Range Inquiry

In this video, I will show you my favorite inquiry for Dynamics GP Sales Order Processing. It’s a fully customizable inquiry that helps you pull up only the documents you want. You can insert restrictions based on your needs and save them.

In this video, I will show you my favorite inquiry for Dynamics GP Sales Order Processing. It’s a fully customizable inquiry that helps you pull up only the documents you want. You can insert restrictions based on your needs and save them.

sop

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Microsoft Dynamics GP FRx Sales Report

This video shows how I use FRx to create Operational Reports, such as a Sales Report from Microsoft Dynamics GP data. I build it from scratch so you can see each step along the way. 

Originally Posted 7/12/11

This video shows how I use FRx to create Operational Reports, such as a Sales Report from Microsoft Dynamics GP data. I build it from scratch so you can see each step along the way.

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