The SOP Blank History Invoice Form will default to Template when printing even if not enabled in Template Configuration
The SOP Blank History Invoice Form will default to Template when printing, even if there isn't a template assigned for it, once any template is assigned for the non-history form. Since there is no access marked to the History form, should default to Standard, but once the non-history template is ...
SOP Document Association - Master Number update
Allow SOP Documents to be associated manually via the Master Number. We have a document chain, say Quote to Order to Invoice, then sometimes this chain needs to be broken. When we enter a separate document that needs to associate with an existing document it would be nice to be able to do this....
SOP Transaction Entry Numeric User Defined
Add a couple of numeric User Defined fields for the SOP Transactions Screen. Many of my clients would like to store the actual shipping cost associated with an order. They do not charge the customer freight or charge a flat fee so the Freight field will not work. I'm sure there are other piece...
All in One Document Viewer - Saving settings
By default the all in one viewers do not show the historical documents, and if the user goes in and changes it, then it only sticks until they exit GP. Once the user logs back in, then they have to go back and set the preferences again. It would be nice to two one of the two options: 1st choic...
This was a feature in the 18.4 release
Blank Invoice Form with Options prints blank when you print from Navigation List when you include tax details
When printing Blank Invoice Form with Options from the All Sales Transactions or Invoicing transactions Navigation list the report prints with no lines on the report when you include tax details. The workaround is User will need to pull up the transaction in Invoice Entry and print or print by b...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
Sales Batch Approval Workflow
Would be nice if there was a sales batch approval workflow like other transactions/batches have as options so you wouldn't have to approve invoices one at a time.
This has been completed
(+) Microsoft Dynamics GP October 2021 - Auto Post Workflow for complete end to end process - Microsoft Dynamics GP Community
Thanks
Terry Heley
Microsoft
SOP - CCode Doesn't Update on the Transaction Level when the Bill To and Ship To are different.
We primarily sell to Canadian customers, however some customers have a headquarters in the US. Our Primary contact/bill to would be the US company, but we are shipping to their Canadian counterpart. When the order is put in, the Bill to and Ship To addresses are filled in at the document level...
The ability to have a variance tolerance for SOP transactions
Would like to have the option to implement a variance tolerance for SOP transactions. Currently, our industry has standards for both Vendors and Customers to allow for a +/- 10% variance. Currently, GP will allow this on the Purchasing side, but not the Sales side. This lack of function is cau...
Simple web client order entry with credit card, tax and shipping
A lot of our smaller clients cannot afford a third party ecommerce solution. So it would be ideal if GP had a lower cost/cloud based order entry front end. Alternatively a simple integration with entry level ecommerce sites like Shopify/Ebay/ would be helpful. These solutions are available, ...
Best regards.
Ability to use company setup option 'Require Tax Detail Totals to Match the Pre-Tax Amount' with Sales order Processing (SOP
Would like the ability to use the company setup option 'Require Tax Detail Totals to Match the Pre-Tax Amount' with Sales order Processing (SOP). Currently just used with PM and RM. In SOP if it doesn't match there are not warnings and it just lets you post as there is no functionality built in.
Administrator
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
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