web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP and SalesPad
Microsoft Dynamics GP (Archived)

GP and SalesPad

(0) ShareShare
ReportReport
Posted on by Community Member

Trying to understand the process!

Currently, all sales orders are entered here through salespad.  Payments come through card control - linked with salespad.  The orders are invoiced through salespad (after customer service is notified of the order being shipped from our 3rd party shippers).  In salespad, the customer balance is easily identifiable - and it does show what invoices are paid and what is still open.

However - all orders, invoices, payments, credits/debits/etc are OPEN in GP.  No payments are applied to invoices and all the sales orders are still open even though they have been invoiced.

What do other companies do?  I don't agree with how it's being done here (somehow, the GP side is just a collection side and not very usable as far as accounting is concerned  - except the totals agree).  (new to the company - just trying to put all the ducks in a row)

Thanks in advance for your suggestions.

Deanne

*This post is locked for comments

I have the same question (0)
  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    There is a challenge in what I am reading and with what you are suggesting is wrong.

    If an order is in GP, then there is invoice entered in GP that Order should then be closed as part of the 'creating of the invoice'

    Once the payment is recorded in Sales Pad - is it sent over to GP - unapplied to the Invoice?

    If it is unapplied, the using the Apply sales Document window, you can select the payrment and apply to the invoice - thus closing the invoices.

    If the Invoices are sent over to GP and they are not related to the Order, then that is a real problem, but I think it is one in SalesPad - not GP that needs to be fixed.

    Sorry, this is not an answer to your posting specifically, but more a rant - continue to post more details and questions, we (the community) is here to help.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Deanne,

    There is a function to run in GP to move the transactions to history. Go to Sales/Routines/Paid transaction removal

    This will move the invoices/payments/credits and debits to history

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans