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

GP and SalesPad

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Posted on by Community Member Microsoft Employee

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

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: GP and SalesPad

    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

  • Bill Campbell Profile Picture
    Bill Campbell on at
    RE: GP and SalesPad

    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.

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