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Showing posts with the label Sales Order Processing

Revisiting: SOP Quick Print

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Continuing with my Revisiting series, today I look at an article I wrote in 2009 regarding the SOP Quick Print feature. Summary SOP Quick Print is one of those gems in Microsoft Dynamics GP hidden within plain site. Written by my friend David Musgrave , it was designed to save time when saving and printing sales orders, fulfillment orders, and invoice. SOP Quick Print is activated by pressing CTRL + Q on your keyboard, and after a simple setup, it's good to go. SOP Quick Print Setup window One of the frustrating things about saving most documents in Dynamics GP, is that the window is cleared completely from the document that you were working on. Depending on what you are trying to achieve, this can be an inconvenience if all you wanted to do is save your document up to that point, so you can keep working on it. Current business logic would have you retrieving that document once more by either typing the document number or retrieving it via a lookup. With SOP Quick Print...

Microsoft Dynamics GP 2016 Feauture of the Day Series - Week 1

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A busy schedule or perhaps constant movement from one client site to another may have prevented a lot of you from noticing the release of the new Microsoft Dynamics GP 2016 Feature of the Day series. As customary, my good friend Pam Misialek  (twitter:  @PamMisialek ) has began publishing insights into the soon to be released Microsoft Dynamics GP 2016. Here is a summary of the articles published last week: Wednesday, March 23, 2016 Microsoft Dynamics GP 2016 Feature of the Day: Web Client Friday, March 25, 2016 Dynamics GP 2016 Feature of the Day: Web Client Part 2 Friday, March 25, 2016 Dynamics GP 2016 Feature of the Day: Web Client Search Friday, March 25, 2016 Dynamics GP 2016 Feature of the Day: Sales All In One Document Viewer Please stay tune for my summary articles compiling all these features in one place. I will be expanding on some of them soon. Until next post! MG.- Mariano Gomez, MVP

SOP Quick Print feature does not work when window ribbons are enabled

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Happy New Year!! Hope all of you had a great time with family and friends and that you are back getting used to the daily grind once more. Today, I want to kick off the year with an issue in Sales Transaction Entry window related to the cool ribbons implemented since Microsoft Dynamics GP 2013 R2. By now, you are probably getting used to the absolutely gorgeous user interface which features Microsoft Office style ribbons on every window. Furthermore, you probably already know that the use of such ribbons is actually customizable and in many ways optional - albeit being the default configuration - as described by fellow Microsoft Dynamics GP MVP, Leslie Vail in her article GP 2013 R2 Ribbons . As it turns out, there's a Dex.ini switch, EnableWCRibbons=FALSE , that controls whether ribbons are enabled within Microsoft Dynamics GP or not. When ribbons are enabled, users can further customize the appearance of the action pane or return to the traditional menu bar for each wind...

Word Templates: We can't open template because we found a problem with its contents

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Just recently I was working on a Sales Invoice Word Template customization for a customer and ran into a strange issue when attempting to print a batch of invoices for customers assigned to this template. When printing the entire batch of invoices, the following error would appear: Once the OK button was clicked, Word would proceed to display the following error message: "Word found unreadable content in "Template.docx" . Do you want to recover the contents of this document? If you trust the source of this document, click Yes.". Upon clicking the Yes button, Word would go to work and "recover" the document in perfectly good condition with the invoices matching to the penny. What makes this even more puzzling is, if you print each invoice individually from the Sales Transaction Entry window, there would be no error and invoices would print fine. Solution To troubleshoot this issue, one just needs to focus on the original error - I assume ...

The Dynamics GP Blogster Best Articles of 2013

Well, this year was quite the year in the Microsoft Dynamics GP world! Everything from partner readiness training events for Microsoft Dynamics GP 2013 Web Client around the US., to Convergence in New Orleans from which I happened to walk away with a severe case of pinkeye  ( side note: what was it with that city? I heard of more than 100 people attending the Conference walking away ill with anything ranging from stomach flues, to fever, to pinkeye, to...well you get the point ), to the actual launch of Microsoft Dynamics GP 2013 and the web client, to the Microsoft Dynamics GP Technical Airlift in Fargo, ND, to the GPUG Summit in Tampa, to the MVP Global Summit in Seattle which counted for the first time with Microsoft Dynamics GP content. Who could also forget the release of the Business Analyzer Windows Store app and the marathon of features released with Microsoft Dynamics GP 2013 SP2, forcing my dear friend Pam Misialek to write another set of Feature of the Day articles. Wo...

The Dynamics GP Blogster's best articles of 2012

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It's that time of the year again! Time to say goodbye to the outgoing year, 2012, and receive the new one, 2013, making all sort of resolutions that we never seem to be able to achieve and with good measure, since most of us are simply consumed with the daily grind that lifting our heads up to take a breather and see the forest from the trees seems difficult and sometimes downright impossible. 2012 however was a very good year and gave me tons of stuff to write about. In retrospect, 3 conferences, 2 virtual conferences, the release of Microsoft Dynamics GP 2013 and the Web Client are simply a subset of the activities that allowed me to write some really cool stuff that you expressed through your comments to enjoy. Without further due, here is a list of the "best articles of 2012" written on this site (in no particular order): 1. Microsoft Dynamics Convergence 2012 Houston . Convergence Houston in March of 2012 was a very cool experience and probably one that I will ne...

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 15 Digest

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Week 14 saw no activity from the Inside Microsoft Dynamics GP team, since all the relevant players were out at the GPUG Summit 2012 Seattle event - read GPUG Summit 2012 Seattle - Wrap Up!  to find out more. Last week, the Inside Microsoft Dynamics GP team, however, went nuts (probably as a result of jet lag) with Pam and Jay mixing things up a bit in renaming the "Features of the Day" to "Feature when Pam or Jay Reveals it". The truth is, these two are a bit unpredictable, so I will simply continue to call this - and in the interest of keeping your sanity and mines in check - Feature of the Day . Feature When Pam or Jay Reveals It: Reprint Payables Management Remittance Now you can reprint remittances from Payables Payment Zoom window Original article: Feature When Pam or Jay Reveals It: Reprint Payables Management Remittance Link to presentation: GP2013 13716_Reprint PM Remit FOD.ppsx Learning script: N/A Feature When Pam or Jay Reveals It:...

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 8 Digest

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Welcome to Microsoft Dynamics GP 2013 "Feature of the Day" Week 8 Digest! As you read this article, I will be putting the final touches (well, the stuff I am wearing to be precise) to my suitcase to travel to Fargo, North Dakota for the Microsoft Dynamics GP Technical Airlift 2012 hosted by GPUG's GP Partner Connections (GPPC) . Much of the Technical Airlift content will focus on Microsoft Dynamics GP 2013: how to sell the product, install it, customize it, and support it - doesn't get any better than that! For those of you not attending the conference, the "Feature of the Day" series, published by Inside Microsoft Dynamics GP and summarized here on a weekly basis as a digest article, is the best way to keep building your Microsoft Dynamics GP 2013 knowledge, in addition to the Technical Airlift blog articles I will be releasing all this week, live from the conference. Without further due, here are the articles topics for last week. Feature of t...

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 6 Digest

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Six weeks! Can you believe it? And so far 30 new features in Microsoft Dynamics GP 2013. The features have ranged across the board: payables, receivables, SOP, POP, inventory, system manager, you name it! Without further due, here are the features for Week 6 digest. Feature of the Day: Requisition List Requisitions Navigation List in HR & Payroll Original article: Feature of the Day: Requisition List Link to presentation: GP2013 FOD_Requisition_List.ppsx Learning script: N/A Feature of the Day: Consolidated Invoicing Sales Bulk Confirmation window Original article: Feature of the Day: Consolidated Invoicing Link to presentation: GP2013 FOD Consolidated Invoicing.ppsx Learning script: GP2013 Consolidated Invoicing Learning Script Feature of the Day: Reconcile Bank Reconciliation to General Ledger   Reconcile Bank Rec to GL Original article: Feature of the Day: Reconcile Bank Reconciliation to General Ledger Link to presentation: GP2013 FOD ...

How to add a "Cover Letter" page to a Microsoft Dynamics GP Word Template document

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I wrote an article almost a year ago showing a simple technique to add a  Terms and Conditions page to a Microsoft Dynamics GP Word Template document. You can read more about this here: How to add a "Terms and Conditions" page to a Microsoft Dynamics GP Word Template document Just recently, I received a comment on the article, where the poster was asking how to use the same techniques outlined to add a Cover Page to an invoice document, so I figure, after playing with the idea for a bit, that I would post the steps to accomplish this too. All steps - up to step 3 - are the same, except, you probably would want to give this template an appropriate name. I will continue with step 4 as it applies to this article. 4. Position your cursor immediately above the company address information and add 2 single line tables. Add one table first, then create additional separation with the company information by pressing enter on your keyboard a couple times. Mo...

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 5 Digest

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Week 5 of the "Feature of the Day" series over at Inside Microsoft Dynamics GP is a mix bag of pleasant surprises: improvements in Sales Order Processing, Accounts Receivable, Human Resources/Payroll, and the Dexterity Runtime Engine, you could easily see how keeping track of all these things at once could drive anyone to the loony bin. As usual, this is where I come in by compiling all these features in one place for your delight. Feature of the Day: Relate-Link Items for Suggested Sales Two new windows: Suggest Sales Item Entry and Suggest Sales Item Maintenance Original article: Feature of the Day: Relate-Link Items for Suggested Sales Link to presentation: GP2013 Relate-Link Items for Suggested Sales.ppsx Learning script: N/A Feature of the Day: Cetification, Licensing, and Training Management CLTM now allows to delete history (password protected) and rows Orginal article: Feature of the Day: Cetification, Licensing, and Tra...

Leveraging Custom Links to track carrier shipments in Sales Order Processing

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You know, I believe I will forward this to MVP Frank Hamelly for his next session at the upcoming GPUG Summit Seattle 2012 , " 13 MORE Classic, Underused Features in GP ". And now that I did the plug in for Frank's session... This week I have a chance to review one of those truly underutilized features in Microsoft Dynamics GP, this time, as a result of some quality control work I am performing at one of our projects going live in 2 weeks. My customer, a specialty food and fine chocolates distributor here in the Washington D.C. area needed to provide his customer service staff with the ability to see package delivery status when products leave any of the 5 warehouses around the country. To make matters more interesting, they are currently using Savant Software's Shipping Manifest module coupled with Savant Software's Warehouse Management System , both of which are integrated to Microsoft Dynamics GP. When orders are shipped from the S...