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Microsoft Dynamics GP (Archived)

Sales Transactions for billing and receipt of payment

Posted on by 30

My GP Home page has a "Transaction" drop down but this drop down does not show "Sales".

It only shows Financials and Purchasing.

I have set up my customers but cannot see where on the Home page to post transactions to the individual debtor/ client accounts.

Need help please.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transactions for billing and receipt of payment

    Hi SFOSAH,

    This is probably just a security issue.  Have you confirmed you have security access to sales transactions?  By default, the "Customer Service Rep*" security role will have access to the sales screens.

    -Trevor

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