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Sales processing setup

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Posted on by reneeb

Hello,

We are setting up GP sales order processing for the first time and running into an issue. We have setup the document defaults in the sales order processing window however when we attempt to enter a transaction nothing is showing in the sales type id window for selection. When selecting the type the type id appears to flash in the window but doesn't stick/save.

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Richard Wheeler 75,850 Moderator on at

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The next document number is alphanumeric. Do not use 1 as the first. Use at least 00000001 or INV000001. This will then increment correctly.

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reneeb 62 on at

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We've updated the document number and still not able to populate when trying to enter sales transaction

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Craig Fuller 411 on at

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On the first window...Sales Order Processing Setup...enter the default ID's under Document Defaults on the right half of the window.

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reneeb 62 on at

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They are listed, please see screen shots. I'm able to click the mag glass and the default shows in the sales type IDs window but the same does not show in the sales trans entry window when clicking the mag glass on type ID

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Craig Fuller 411 on at

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Do the other types default in? Just wondering as the invoice id starts with numeric and don't know if that could be the underlying issue since ours are all Alpha.

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reneeb 62 on at

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No none of them will default in. When I select an option it flashes in for a split sec but doesn't hold.

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Craig Fuller 411 on at

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What happens when you click in that field and/or type in the 4843 Type ID value and tab off the field? Do you have any customizations, VBA, DotNet, Dexterity that may be conflicting with the native functionality.

Your window shows facility info fields which our native GP2018 doesn't. Is that a 3rd party product?

I would also suggest disabling all customizations in Microsoft Dynamics GP - Tools - Customize - Customization Status, then test it and if it works, enable one by one until you determine which one is conflicting.

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