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Sales Multiple Orders to Invoices Transfer in GP 2016

Posted on by 75

Hi,

There used to be a window called Sales Multiple Orders to Invoices Transfer in Transactions >> Sales >> Transfer Multiple Orders. Can't find this in GP 2016. Is this still available or any equivalent? 

Thanks.

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  • Rinno Ray Profile Picture
    Rinno Ray 75 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    Thanks Buddy! you saved me today. This is what our users were looking for.

  • Suggested answer
    Jothi Krishnan N Profile Picture
    Jothi Krishnan N 1,865 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    Ok I found out that for you.... It's missing in the menus, but you can add it through Quick Links on the home page or Toolbar>> Customize>>Transactions>>Add and then select the menu from the list.

  • Jothi Krishnan N Profile Picture
    Jothi Krishnan N 1,865 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    I dont know about the option you mentioned as I haven't seen it...what I'm giving is an alternate option.

  • Verified answer
    Jothi Krishnan N Profile Picture
    Jothi Krishnan N 1,865 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    Rinno,

    It's navigation list on the left pane, not the menu. If you dont see then use the "sa" or power user login to see that, and then you may have to "Save as" to make a copy of it as you cannot make changes to the original, and give access to Everyone else.3513.Capture.PNG

  • Rinno Ray Profile Picture
    Rinno Ray 75 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    Hello Jothikrishnan,

    I don't see "Sales Order Transactions". Weird. As per GP Windows, this is what a user needs to get access to that window.

    Sales Multiple Orders to Invoices Transfer window : SOP

    Transactions >> Sales >> Transfer Multiple Orders

     

    Task ID:   TRX_SALES_008*

    Task Name:   Transfer multiple orders

    Task Description:   (No Description)

    Role ID:   BOOKKEEPER*   Role Name:   Bookkeeper

    or

    Role ID:   CUSTOMER SERVICE REP*   Role Name:   Customer Service Representative

    or

    Role ID:   OPERATIONS MANAGER*   Role Name:   Operations Manager

    or

    Role ID:   ORDER PROCESSOR*   Role Name:   Order Processor

    or

    Role ID:   SHIPPING AND RECEIVING*   Role Name:   Shipping and Receiving

    I added operations manager* and I still don't see it. Am I missing something?

  • Suggested answer
    Jothi Krishnan N Profile Picture
    Jothi Krishnan N 1,865 on at
    RE: Sales Multiple Orders to Invoices Transfer in GP 2016

    Go to "Sales Order Transactions" navigation list under Sales tab, then select the orders using check box and then click "Transfer" button on the Actions pane .  Hope it should work.

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