Posts tagged Sales Order Processing
Line Item Searches in Dynamics GP 2013 Sales Order Processing

Recently, I noticed a client scrolling through an invoice in Dynamics GP Sales Order Processing to review a specific line item.  The invoice contained over 50 lines, and scrolling was not an efficient way to find the line item. There is a line item search feature that allows for searching large invoices for specific items in Dynamics GP.

This search feature works with all SOP Types:  Orders, Fulfillment Orders, Backorders, Invoices and Returns. The steps are identical if you are using the Dynamics GP 2013 Web Client.  In the invoice example below, simply click the down triangle that appears in the blue bar above the line item entry fields.

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The Easy and Accurate Return in Dynamics GP Sales Order Processing

Every so often I come across a client that has been using Microsoft Dynamics GP since the early Great Plains Accounting days.  They have done things the old way for so long, they are not aware that there are better options available in the system for completing their daily tasks.

A recent example of this occurred with a client that was using Sales Order Processing.  To return inventory, they would select an SOP Type as Return, select the customer, enter the returned items, verify the quantities and price, etc.

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The following errors were found while attempting to post. **ERROR: this document contains one or more posting holds

If you are enter drop ship Sales Orders in Dynamics GP 2013, using Shipment Notification and are generating linked Purchase Orders from Sales Orders, you may receive the following notice after you transfer your sales order to an invoice and attempt to post the invoice:

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Shipment Notification Tool - Dynamics GP Drop Ship Process

If you are using, or intend to use the drop ship in Microsoft Dynamics GP, you need to be aware of the availability of the Shipment Notification tool which is included at no charge in the Professional Service Tools Library (PSTL).  Shipment Notification is used in conjunction with Sales Order Processing and allows for drop ship sales orders to be transferred to an invoice before enter/match is complete on the purchase order for the drop ship sale.

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