All,
I have Microsoft Dynamics GP 2018 and am having an issue.
I have numerous Sales Batch's stored that I transfer monthly to Invoices for our client billing.
I would like the Batch to be sorted by Client ID before transferring to Invoice - how can I make this happen?
I have been searching for a solution for MONTHS!!
Please help.
Thanks,
Jon
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Marino,
Thanks for your reply.
Ideally the batches (over 30 of them) would be in BOTH Client ID and Invoice order. It would be wasteful to print them in Client ID order and then either, manually resort them or re-print.
I just find it hard to believe that once a batch is created, it cannot be resorted BEFORE transferring to invoice.
Regards,
Jon
Jon,
If I understood correctly, you only need the invoices in customer ID order so your team can verify them, then sorted back by invoice ID to print them. In reality, they are both just printing issues that are handled already by GP. You can choose to print the documents by customer ID, then hand those out to your verification team, then print them by invoice number when you need to send them out. What am I missing?
Are there any "work arounds" anyone here can think of?
It would be pointless to re-enter the batch, because as soon as I added a new order, it would once again be out for Client ID order!
Really need a solutions
Our batch billing is verified by in house reports that are in Client ID order.
Printing the invoices in Client ID order is not a solution that will work for us because when the verification process is completed, we then need the invoices back in "invoice order".
The solution, as I see it, is to re-order the batch so it will be in Client ID order when transferred to Invoices.
Thanks,
Jon
There's no out-of-the-box capability to sort a batch by customer ID before transferring the batch. However, you have the ability to print invoices sorted by customer ID in the Print Sales Documents window. Perhaps you can elaborate a bit why you feel a customization like this is required? Thanks in advance.
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