Viewing Missing Transactions in Apply Sales Documents with National Accounts

One of our clients recently encountered an issue where they were unable to see posted invoices for a customer in the Dynamics GP Apply Sales Documents window.  These documents were correctly created and processed, and were visible in inquiry, but were not available to have payments applied when viewing the customer in Apply Sales Documents.

After some troubleshooting, we ascertained that the cause of the issue was National Accounts.  By default, when a user enters a customer in Apply Sales Documents, the National Account radio button is automatically selected next to View/Apply:

Dynamics GP National Account radio button

This is normally not a problem, but occasionally the parent account is in a different status or handled differently than the children.  In this case, we simply needed to select the Specific Customer option and choose the child from the dropdown; this allowed users to view and apply payments to the invoices that were previously missing!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA, NY and surrounding regions.

 

Microsoft Dynamics GP2015 R2 Feature of the Day

Purchasing All in One Document View Options

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.  Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.  The Options button will allow users to select which columns they want to see in this window.  For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts.  By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

GP 2015 R2

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

How To Find The Hiding Notes Window In Dynamics GP

Have you ever clicked on the Notes icon in a GP window, saw it flash, but the window never popped up? Well here is a trick to help get it back up on your screen instead of hiding in the background.

When you click on the note icon in the GP window and nothing pops up, hold down ALT and SPACEBAR, this will bring up the following menu.

Dynamics GP Note Window

Click on Maximize. This will open the note window to fit your computer screen. Then just simply resize the window by dragging in the corners and/or sides of the maximized Note window. Once you close out of the resized note window, it will open to that newly resize window you just created. This issue can come up a lot with users who use dual monitors. Hope this helps!

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

Adding Extended Weight Field to Picking Ticket in Dynamics GP

First, the Item Master table needed to be added to the Report. In report writer, open up the SOP Blank Picking Ticket Order Entered form. Click on Tables to open up the Report Table Relationship window. Click on sopIndividualPickTicketTemp table, and then click New. Select Item Master and click OK.

Report Table Relationships

The Item Master will now be added to your list in the Report Table Relationships window, then click Close.

Now that you have added the Item Master you can create the Extended Weight field on the report. Click Layout on the Report Definition window. In the Toolbar, click on the drop down and select Calculated Fields. Then click New.

Calculated Fields

Follow these steps to create the Extended Weight field within the Calculated Field Definition window:

  1. Name the field
  2. Set Result Type to Integer
  3. Set Expression Type to Calculated
  4. Insert QTY * Shipping Weight into the Expressions Calculated formula bar by:
    1. Go to the Fields Tab, select sopIndividualPickTicketTemp for Resources, and QTY for Field, then click Add.
    2. Next click on the * under Operators
    3. Go to Field Tab, select Item Master for Resource and Item Shipping Weight for Field, then click Add
    4. Click OK to create the new field.

Calculater Field Definition

The field can now be added to the Picking Ticket report. I added it to the Body section of the report, set the Display Type to Data and Format to DLR6_S2 so it would display with normal formatting showing decimals.

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.