I have been a Microsoft Dynamics GP consultant for more than a decade now and have always found that a big point of contention (and confusion) during the implementation of Sales Order Processing in any environment has always been selecting whether posting accounts will default from the customer or from the item for the effects of creating an accounting distribution for transactions entered and processed.

From a business perspective...

Typically, organizations use one of these two criteria -- there may be many more -- for reporting profitability: by customer or by product, these two terms used in the broader sense.




Accounting wise, Customer may refer to a segment in the chart of accounts that represent geographical market location (for example, sales territories, regions; or domestic customers vs international customers), or specific customer activity (for example, retail customers, wholesale customers, not-for-profits, etc). The end goal with this type of revenue and COGS segregation is to report profitability in…

Fellow MVP Frank Hamelly has decided to come out of hiding (sometimes he needs a little push :-) ) with this new…

A few days aback, I was asked how to keep the "This transaction exceeds the customer's credit limit" message box from popping up when entering a Sales Order. At first I thought it was a strange request, since the warning serves its purpose, but then the user explained that they had their own credit management system which takes into consideration a lot more information that GP does not manage beyond the aging buckets and the limit itself. In addition, they already had a…

The tables involved in lotted items are SOP10201 and IV00100. This query will show most of what you need.

 select…

http://vstoolsforum.com/blogs/dynamicsgp/archive/2009/04/30/postin-sequences.aspx

I've updated the entry on SOP posting sequences and also added a link to it on the home page under…

If you frequently transfer Sales orders in bulk from orders to invoices and looking for…

Have you ever spent hours on end in GP trying to figure out what has happened to an order, or even worse an invoice, just to find out that someone deleted it? What about voided? If they void the document, you can see this but you cannot “undo” the void. This has started happening quite frequently, for some reason, where I work. After a little research I found that in GP, you cannot give specific users permissions to delete and void sales orders and invoices, but you can password protect the right (and therefore only share the password with those who should have the right).

To do this,…

User posted the Sales Batch while posting didn’t get any error but found in Item Inquiry Qty Allocation still show wrong for one of the Sales Item which he posted and it didn’t create any Journal Entry into General Journal for that Sales Transaction.

When user Inquiry the SOP…