Archive for the ‘Sales Order Processing’ Category
Price Level Defaulting in SOP Entry
Recently, I was handling a support case, where the user raised an issue in the way the Price Level was defaulting in the Sales Transaction Entry window line. The issue is explained below. “I have a client whose standard pricing doesn’t seem to be working as expected, or at least as I thought it should. [...]
November 20, 2011 · 
veeyeskay · 
3 Comments
Tags: default, default price level, item price list, Line Item, price level, price list, receivables, sales invoice, sales quote, sales transaction entry, sales-order, sop line item, standard pricing · Posted in: Dynamics, Great Plains, Inventory, Sales Order Processing Total Views: 116
Add Item option in POP and SOP
There are many little options in Dynamics GP which goes unnoticed most of the time. One such option is the Add Item option which is available under Options menu in the Sales Transaction Entry window. So when the user enters a line item number which does not exist in the system, if this option [...]
September 28, 2011 · veeyeskay · 3 Comments
Tags: add item option, default additem pop/sop, non-inventoried item, non-inventory item · Posted in: Dynamics, Great Plains, Professional Services Tools, Purchase Order Processing, Sales Order Processing Total Views: 161
Selling Options in Item Price List Maintenance
I was recently assisting a customer who was getting the following error when trying to enter a quantity in the Sales Transaction Entry window for a specific item. This message is because of an Selling Option setup which is defined for the specific item and unit of measurement in the Item Price List Maintenance window. [...]
August 12, 2011 · veeyeskay · 2 Comments
Tags: not available, price list, Price List Maintenance, round amount, round option, round policy, selling option, whole, whole and fractional · Posted in: Dynamics, Great Plains, Inventory, Sales Order Processing Total Views: 122
Support Debugging Tool Customization #5 – Unapplied Credit on SOP Blank Invoice
Another request that came in on the support forum was to add the posted and unapplied credits for a customer on the SOP Blank Invoice for reference purposes. I have decided to post a customization code using Support Debugging Tool to achieve the same so that it will benefit the community. Version Information Dynamics GP [...]
August 9, 2011 · veeyeskay · 2 Comments
Posted in: Customizations, Dynamics, Great Plains, Sales Order Processing, Support Debugging Tool Total Views: 68
Support Debugging Tool Customization #4 – U Of M Long Description on SOP Invoice
A recent support request was to add the U Of M Long Description on the SOP Blank Invoice Report. The situation explained was that the U Of M was just an abbreviation and the client was using the U Of M long Description to capture a meaningful description in the Unit Of Measure Schedule Setup [...]
August 8, 2011 · veeyeskay · 4 Comments
Tags: component-sequence, line item sequence, runtime execute, sop blank invoice, sop number, sop type, support debugging tool, u of m, u of m long description, u of m schedule · Posted in: Customizations, Dynamics, Great Plains, Inventory, Sales Order Processing, Support Debugging Tool Total Views: 114
Nice Features for Auditing Information in GP
Hi all I read the recent article posted by Vaidy titled Sales Quote Line Item Cancellation, where he explains the use of the Qty Canceled field and how it helps the companies to track the actual quote and details of the canceled item, rather than deleting the line item completely. As a follow-up article for [...]
June 26, 2011 · veeyeskay · One Comment
Tags: Audit Features, Deletion Prevention, Journal Entry Void, purchase-order, Sales Documents, Voiding · Posted in: Dynamics, General Ledger, Great Plains, Purchase Order Processing, Sales Order Processing Total Views: 167
SQL Query – Sales Accounts Due Report
Hi all In this article I have posted the SQL query for generating the Accounts Due report in the sales module. SELECT B.CUSTNMBR , B.CUSTNAME , A.DOCNUMBR , C.DOCDESCR AS DOCTYPE , C.DOCABREV AS DOCTYPEABB , A.DOCDATE , A.DUEDATE , A.ORTRXAMT , CASE WHEN A.RMDTYPAL <= 6 THEN A.WROFAMNT + A.DISTKNAM ELSE 0 END AS [...]
November 6, 2010 · veeyeskay · 3 Comments
Tags: Accounts Due, Sales Order Processing · Posted in: Dynamics, Great Plains, Sales Order Processing, SQL Server 2005, SQL Server 2008 Total Views: 442
Printing Tax Details in Sales Documents
Hi all Recently I was working on a customer request to print tax details on sales documents like Orders/Invoices. On doing some analysis I was able to get it done with some help from my friend David Musgrave. I have decided to post what I have found so that it will be helpful to you [...]
March 5, 2010 · veeyeskay · No Comments
Tags: Currencies, Line Item, Multicurrency, Sales Documents, Summary, Tax Details · Posted in: Dynamics, Great Plains, Sales Order Processing Total Views: 437
Disabling RMA options in Create Return window
Hi all Recently, I saw a post in the newsgroup where a user had a problem with the Create Return window, which opens from Sales Transaction Entry >> Additional >> Create Return. If the Field Service module was a registered module in your license key, the Create RMA option is checked by default, as shown [...]
March 1, 2010 · veeyeskay · No Comments
Tags: Create Return, Field Service, Registration, RMA · Posted in: Dynamics, Great Plains, Sales Order Processing Total Views: 1
Quick Print Functionality for Sales Transactions
Folks… In this article, I am going to provide some information about a quick printing functionality for Sales Transactions, which will provide an ease in data entry. Once we pick up a Sales Invoice in the Sales Transaction Entry window, go to Options >> Quick Print Setup. The various print options can be setup on [...]
February 7, 2010 · veeyeskay · One Comment
Posted in: Dynamics, Great Plains, Sales Order Processing Total Views: 453