Setting Unique Batch IDs in Dynamics GP

The process to transfer a quote to an order in Microsoft Dynamics GP is as simple as selecting Actions > Transfer, and then selecting the option to either transfer the quote to an order or an invoice. When transferring a quote, the new order or invoice will remain in the same batch ID.

However, a unique batch ID for orders and/or invoices can be established by following the steps below:

  • Go to Sales Transaction Entry (Sales > Transactions > Sales Transaction Entry).
  • Select a quote.
  • Click on the blue arrow next to the document number.
  • Under Transfer to Order next to Batch ID, click the lookup icon and select the batch ID to be used for the for the sales order.
  • Under Transfer to Fulfillment Order\Invoice next to Batch ID, click the lookup icon and select the batch ID to be used for the sales invoice.
  • Note: If a new Batch ID needs to be created, click on either of the Batch ID blue hyperlinks, enter the information for the Batch ID, and save.
  • Once you have selected your Batch ID(s) for the orders and/or invoices press OK.

Once this setup is complete, the newly created sales orders or invoices will be in the Batch ID assigned.

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This article was written by Teresa Cortez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.