Sales Invoice Batch Transfer
Is there a way to select a group of invoices that are saved in one sales batch and move them to another without having to do so one by one? Managing unposted Sales Invoices using Batch IDs is very effective in Dynamics GP. When it comes time to transfer Sales Invoices from one Batch ID to another the process can be tedious having to do one invoice at a time. A better way would be to pull up all invoices in one batch and select the ones that should move to another Batch ID, hit a button, and they all move...
Use SSRS with SOP and POP
One of the more common complaints of any GP user is the limitations of the report writer. Especially when it comes to Sales and Purchasing documents, which can be very customized within each organization and even to a specific customer or vendor. Even with the addition of Word Templates you are still saddled with GP's report writer for creating the groupings and dataset. In a way it's almost double the work. Never mind trying to bring in custom SQL data or doing any complex groupings. What if you could create your dataset using SQL? Better yet, what about basing it on stored...
Dynamics GP Sales Tax with no Shipping Method
Maintaining Sales Taxes in GP can be a daunting and time consuming task. If the Shipping Method (delivery or pickup) does not affect the tax rate applied to a customer then you can save some time by turning the option to tax by "shipping method" off, which is on by default. This assumes that the customer will be charged the same Sales Tax regardless of the shipping method on the sales order. The following steps will walk you through the process. Company Options Uncheck the option, Use Shipping Method when Selecting Default Tax Schedule. Tools>>Setup>>Company>>Company, Options button Use Shipping Method when Selecting Default...
Cadre Technologies Announces Partnership with Unified Business Solutions to Provide Standard Microsoft Dynamics GP and Cadence WMS Integration
Synchronization between Warehouse Management System and ERP System is now available for 3rd party logistics, distribution and retail companies. Denver, CO (PRWEB) July 17, 2014 Cadre Technologies, a leading supplier of warehouse management software, announced its partnership today with Unified Business Solutions (UBS), a certified Microsoft Dynamics GP solution provider. UBS provides the Genie Integration Toolkit and services to integrate Dynamics GP Enterprise Resource Planning (ERP) system with Cadre's Cadence Warehouse Management System. The Cadence to Microsoft Dynamics real-time integration provides seamless transaction processing of sales and purchase orders, item information, customer information, inventory adjustments, ship notifications and catalogs. The interface utilizes Cadre's...
Return transaction document types that are available in Purchase Order Processing in Microsoft Dynamics GP
Under what conditions should I use a specific return transaction document type? Here is summary of when to use a particular document type. For examples of each type go to CustomerSource and search for the Microsoft Knowledge Base Article ID 936280. I found it very useful, however, like some Knowledge base articles, it took some time to find it. Return transaction document types The following return transaction document types are available in Purchase Order Processing. Return A Return transaction document type is used if the following conditions are true: • A shipment transaction...