With Microsoft Dynamics GP, there are 2 different ways to view your unposted Sales Transactions documents: the SOP Edit List and the SOP Batch List. Each view has its own distinct approach and usage. Selecting the proper report should be based on your current need and application. The SOP Edit List is used to review those Invoices that are ready to be posted, and the SOP Batch List is used to review all of the documents in a batch.
With Dynamics GP, you can configure the Sales Transaction Entry screen to allow for the quick printing of Sales Invoices and Sales Orders with a keyboard shortcut. Simply locate the Sales document that you wish to print, and then use the keyboard shortcut to print the document!
Transactions > Sales > Sales Transaction Entry > Extras > Options > Quick Print Setup (more…)
Use the Write Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a writeoff limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The debit or credit memos that you create will be posted and applied to the documents you’re writing off balances for.
Use the Payables Check Stub Documents window to edit check stubs. If you marked Print Previously Applied Documents on Remittance in the Payables Management Setup window, the previously applied information attached to the check is printed on the check stub. If the option is not marked in that window, the previously applied information for the check isn’t printed on the check stub. THe Payables Check Stub Window allows you to determine which documents (Vouchers, Payments, Credit Memos, etc) will be printed on an individual check stub.
Switching your business operations over to new ERP software can be time consuming, difficult and especially risky. It takes time to learn the different software functions and could even lead to clerical errors which could set a business back. However there is now no need to fear the rigors of new ERP implementation. By addressing these five success factors, and the help of Microsoft Dynamics Sure Step, an enterprise can easily avoid the risk! (more…)
