Tag Archives: Purchase Order Processing

You Cannot Print An Unauthorized Purchase Order

As the title says, “you cannot print an unauthorized purchase order”. This is an error message which I encountered the other day on my demo system when I was trying to print a PO. Now, I’m largely not surprised to see errors occur on that VM and regularly either build a new one or, more often, redeploy the Fabrikam, Inc. sample company, but in this case I was a little surprised to see this message;

You cannot print an unauthorized purchase orderYou cannot print an unauthorized purchase order

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , | 2 Comments

MDGP 2013 Feature of the Day: Manual Prepayments

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The eighty seventh feature they’ve announced is Manual Prepayments.

This feature allows the management of the prepayment amount from Purchase Order creation through the creditor invoice by using the Manual Payment process in Payables Management while allowing the purchaser to control the prepayment amount.

The user has the ability to pay the prepayment at the time of creating the Purchase Order by using a check or credit card. GP tracks prepayment amounts separately from the vendors account balance which means creditor aging is not affected by prepayment transactions;

Purchasing Prepayment Entry

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , | 1 Comment

MDGP 2013 Feature of the Day: Computer Prepayments

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The eighty sixth feature they’ve announced is Computer Prepayments.

This feature allows a user or multiple users to process a Purchase Order Prepayment using a computer check or EFT (Electronic Funds Transfer). The process is managed from the creation of the purchase order with the prepayment through the consumption of the prepayment when the vendor invoice is posted.

When raising a purchase order, there is now a field for entering the Prepayment amount (which can be printed on the PO);

Purchase Order Entry

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , , | 1 Comment

MDGP 2013 Feature of the Day: Prevent PO Close with Unmatched Quantity

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty ninth feature they’ve announced is Prevent PO Close with Unmatched Quantity.

With Microsoft Dynamics GP 2013 Purchase Order Processing you will be warned if you try to close a purchase order when the quantity invoiced doesn’t match the quantity shipped on the purchase order.

In Edit Purchase Orders each line on the PO will check the quantity shipped and quantity invoiced. If the quantities don’t match and you try to close the PO line, a warning will be given for the line item. If you try to close the PO, a warning will be given if one or more lines have quantities that don’t match. You can continue to close the PO once the warning is given.

Edit Purchase Order Status

This new feature is targeted at the following roles:

  • Accounts Payable
  • Purchasing Agent
  • Purchasing Manager
Posted in Dynamics, GP, Microsoft | Tagged , , , , , , | Leave a comment

MDGP 2013 Feature of the Day: Document Attach

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty eighth feature they’ve announced is Document Attach.

You can now easily and efficiently attach documents to a Purchasing or Sales transaction or Purchasing, Sales or Inventory master records. This feature creates the foundation for Document Attachment and the necessary additions to address Document Attachment for the Procure to Pay & Quote to Cash process and Inventory card.

The feature supports the scan process “Scan to be attached later”. “Scan to be attached later” – Is the process when documents are scanned using either a desktop or bulk multi-functional scanner to a storage location. At a later time the image is attached to a transaction or record in the ERP system.

Document attachment will store the initial scans in a file location and then upon attaching to the Microsoft Dynamics GP 2103 record, the image will store the attachment in a new SQL table specific to Document Attach. Attachments are stored by company.

Easy access is achieved from the transaction or record.

The default location for the documents to be attached can be specified in a new Document Attachment Setup window;

Document Attachment Setup

When entering a Purchase Order, for example, a new button is available in the scrolling window;

Purchase Order Entry

Which opens the Document Attachment Management window where the user can specify the files to be attached;

Document Attachment Management

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Accounting Manager
  • Purchasing Agent
  • Shipping and Receiving
  • Accounts Payable Coordinator
  • IT Manager
Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , , , , , | 3 Comments

MDGP 2013 Feature of the Day: Inactivate Item/Site

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty fourth feature they’ve announced is Inactivate Item/Site.

Inactivate a Site – This feature allows a customer to keep the site in the system for historical transaction analysis. Marking the item/site inactive will stop an end user from posting transactions for the site;

Site Maintenance

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , | 1 Comment

MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty second feature they’ve announced is Copy AA Trx Dimensions for POP, SOP And GL.

In Microsoft Dynamics GP 2013 when you copy a Sales Transaction (SOP) or Purchase Order (POP), you can now include the Analytical Accounting Transaction Dimension information;

Copy a Sales Order

Continue reading

Posted in Analytical Accounting, Dynamics, GP, Microsoft | Tagged , , , , , , , , , , , | 1 Comment

MDGP 2013 Feature of the Day: Encumbrance Cost Difference Notification

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifty first feature they’ve announced is Encumbrance Cost Difference Notification.

When you encumber an item in Purchase Order Entry, you reserve a certain amount of your budget for the item based on the item cost.

With Microsoft Dynamics GP 2013 Encumbrance Management, in order to help users reduce data entry errors and control costs, if the receipt item cost is different than the original encumbered item cost, you will be warned that the costs are different.

When notified, you will be allowed to continue and enter the receipt or correct the item cost;

Receivings Transaction Entry

This new feature is targeted at the following roles:

  • Purchasing Agent
  • Accounts Payable
  • Receivings Clerk
Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , | 1 Comment

MDGP 2013 Feature of the Day: Default View Stores Sort Order

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty seventh feature they’ve announced is Default View Stores Sort Order.

Customers have the ability to choose additional sorts or custom sorts within lookups and can choose Set as Default View. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the sort they Set as Default View.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , , , , , , , | Leave a comment

MDGP 2013 Feature of the Day: Password Protection For Word Forms

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twenty ninth feature they’ve announced is Password Protection for Word Forms.

Users will now have the ability to email their word documents with password protection. This will ensure the recipient of the document will not be able to edit the document to make changes without entering a password.

Continue reading

Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , , , | 1 Comment