Change User Defined Labels on Sales Transaction Entry Window

In  Microsoft Dynamics GP– Go to Sales > Setup > Sales Order Processing

In the Sales Order Processing Setup window, click on the User-Defined button.

Dynamics GP Sales Transaction Entry window

 

In the Sales User-Defined Fields Setup window, you can type in a label name for any of the User-Defined Entry fields and those will show on the Sales Transaction Entry window.

Dynamics GP Sales Transaction Entry window

 

Open the Sales Transaction Entry window, by going to Sales > Transactions > Sales Transaction Entry. Click on Go To and select User Defined.

Shannon 07 # 3

The User-Defined labels now reflect the changes you entered in the SOP setup window.

Dynamics GP Sales Transaction Entry window

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider. www.trideapartners.com

 

Automating Conversion to Standard Cost in Dynamics GP

Tridea had a request from a customer to help change their Inventory Evaluation Method from Average Perpetual to Standard Cost. This would involve Dynamics GP implementations in three different countries over a weekend for over eight thousand inventory items for each country. When the Evaluation Method is changed in GP you cannot have any allocated transactions for the inventory items. The customer was able to complete all Transfers and Purchase Orders before the conversion weekend; however Sales Orders were a different story. The customer could not close their Sales Orders as they loan out medical devices for surgeries keeping the orders open until a surgery is complete. So in order to process the change in Evaluation Method the lines on the Sales Orders would need to be deleted then added back after the costs and method were updated. Due to the timing and volume of the data, that would not be possible to do manually. Our solution was to create a custom Windows Application that would step the user through the conversion process and automate the changes to the GP data. The Application performed the following tasks:

  • Bring in the new Standard Cost from SAP and allow the customer to add any missing costs
  • Copy the lines and all related data in the Open Sales Transactions to temp tables
  • Delete all the lines on the open Sales transactions through eConnect
  • Confirm that no open or allocated inventory transactions existed in GP
  • Update the Standard Cost of the inventory items in GP through eConnect with the new Standard Cost brought in from SAP
  • Direct the user to switch the evaluation method in GP
  • Confirm that all the items were now on Standard Cost
  • Direct User to Run the HITB Reset Tool
  • Bring the SOP lines and related data back into GP using eConnect and temp tables

The customer was able to run the application for all three countries concurrently. The whole process took about 6 hours per country.

This article was written by Patti Vuz, Dynamics Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider in the United States.

Microsoft Dynamics GP2015 R2 Feature of the Day – Enable Email on All Sales Order Document Formats

Enable Email on All Sales Order Document Formats

The Print Options for Sales Orders currently only support email for ‘Blank’ document formats.  This feature will support email for any document format for all Sales Order documents

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Sales Documents window.

Dynamics GP Enable Email on All Sales Order Document Formats

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

Feature of the Day Program:
In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

 

Microsoft Dynamics GP2015 R2 Feature of the Day

Enable Email on All Purchase Order Document Formats

The Print Options for Purchase Orders currently only support email for ‘Blank’ document formats.  This feature will support email for any document format for all Purchase Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Purchasing Documents window.

Enable Email on All Purchase Order Document Formats

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

Feature of the Day Program:
In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product.

Microsoft Dynamics GP2015 R2 Feature of the Day

Mask Employee SSN on Reports

Feature will provide an option for Mai, the Payroll Administrator, to mask the employee social security numbers on a predefined list of payroll reports.  If Mia selects to apply the mask for a particular report, when generated, the employee social security number field on the report will appear with a XXX-XX-XXXX mask.

Dynamics GP 2015 Mask Employee SSN on Reports

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

Feature of the Day Program:
In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product.