RG Connect Innovate. Integrate. Elevate. Dynamics GP Enhancement Showcase for Sales and Purchasing

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1 Dynamics GP Enhancement Showcase for Sales and Purchasing Purchase Order Entry Default Buyer ID If Buyer ID = User ID, Buyer ID is defaulted in when entering a new PO. Lock Down Document Date on existing PO: 1

2 Purchase Order Entry Window Improvements Moved Item/Vendor Item Description to top line and added part of the Line item comment: Added QTY Shipped to second line with a drill down to the PO Document Inquiry: 2

3 Purchase Order Current Promise Date Changed When the Current Promise Date is changed, the Promise Date Change window opens, allowing the user to check Notify Requisitioner(s). This will automatically be sent via a SQL job and avoids the user having to manually notify. There is also a Mass Promise Date Change that will change all line items Current Promise Date and notify the requisitioner. Select Purchase Orders Moved QTY fields to the top line, reducing the scrolling window to 2 lines (instead of 3), allowing the user to see more information at a glance and more PO lines. 3

4 Receivings Transaction Entry Moved UofM, QTY ordered & QTY Previously Shipped to top row Window wider, scrolling window reduced to 2 lines per item, made Item Description wider. Added Trx Desc (transaction description) this flows to the GL in the Reference field (OOB this is Receivings Transaction Entry ). This allows you to have a better description in the GL. Purchasing Invoice Entry Added Due Date (display only) Added Trx Desc (transaction description) this flows to the GL in the Reference field (OOB this is Receivings Transaction Entry ). This allows you to have a better description in the GL. Added Short Pay button. 4

5 Purchasing Short Pay A new window is provided to track why a Vendor s Invoice is going to be short paid. When the AP Check is printed, the Short Pay Notification report is also printed. Reasons to short pay: Shortages, pricing differences, freight or other reasons. Payables Apply Zoom Added drill down to the Document Number. This will open the Purchasing Invoice Inquiry Zoom, Payables Transaction Entry Zoom or the Payables Payments Zoom window, depending on the Type and origin of the Document. 5

6 Payables Transaction Inquiry - Vendor Default the Documents to be by Document Date when window opened or Vendor ID changes Moved Due date to top line Added PO Number with a drill down to the Purchase Order Inquiry Zoom window Purchase Order Processing Document Inquiry Defaulted the Open Purchase Orders and Historical Purchase Orders and Receipts Received checkboxes to Checked. (Who has forgotten to check those and were confused as to why there are no documents returned?) 6

7 Purchase Order Processing Item Inquiry Defaulted the Open Purchase Orders and Historical Purchase Orders checkboxes to Checked. Receivings Transaction Inquiry Zoom Moved QTY Ordered to top line Shipment/invoice added Due Date 7

8 Apply Payables Documents OOB: documents sorted in Document Number order. Our version sorts documents by Due Date Order Sales Transaction Entry Pulled User Defined fields onto window this avoids having to open the Sales User Defined Entry window. Pulled Payment Terms ID (avoid Customer Detail Entry window) and Reference onto main window. Reference flows to the GL. 8

9 SOP Distribution Change Custom code can be added to automate changing of distribution accounts, based on your business rules. Distribution accounts changed when: Posting (transaction, batch or series), edit list printed, additional menu option Change Distributions Example based on Salesperson ID field added to define Segment 1. In this case, salesperson PAUL W. is assigned to segment 1 value = 100. If the resulting account number does not exist, the document is placed on a Process Hold and the user will get a report listing missing distribution accounts. Before and after printing an edit list. In this example, Sales, Cost Of Sales and Return accounts were automatically changed. 9

10 Remove SOP Empty Batches Do you find you end up with a lot of empty SOP batches? These can be a pain to cleanup as you have to do it one empty batch at a time. Before and after process reports on how many Sales Trx Entry batches removed and window is redisplayed: 10

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