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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sales clerk can sell m...
Microsoft Dynamics GP (Archived)

Sales clerk can sell machinery without adding serial number

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Posted on by Mayra Humprey 3,125

  The license model is Microsoft GP 10.0 Business Essentials Edition.

  Sales is able to create receipts without including the serial number in the receipt.

The procedure they do is the following:

transactions> sales> sales entry transaction> then they include the information of the sales transaction but let's say they choose 082-022 which is a soldering kit once they hit tab after the unit quantity the serial number new windows appears so instead of asking the inventory/storage department for the serial number they press "yes" then a new screen appears you don't have any privileges to proceed so it gives them to options yes or no. they click yes and then the sales transaction is applied. So when the person receives the cash at makes the daily closing she can't process these orders until the next day.

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  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at
    Re: Re: Sales clerk can sell machinery without adding serial number

    Good day Mariano, Please find below the details, let me know if you need clarification. Before you choose to select a serial number press cancel instead of picking ok, i need to make this option unavailable. transactions> sales> sales entry transaction> then they include the information of the sales transaction but let's say they choose 082-022 which is a soldering kit once they hit tab after the unit quantity the serial number new windows appears so instead of asking the inventory/storage department for the serial number they press "yes" then a new screen appears you don't have any privileges to proceed so it gives them to options yes or no. they click yes and then the sales transaction is applied. So when the person receives the cash at makes the daily closing she can't process these orders until the next day. Have a nice day, Mayra
  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    Re: Sales clerk can sell machinery without adding serial number

    Ok, I get you are talking about entering serial numbers in SOP. I went ahead and enter a sop invoice and selected an item that's tracked by serial number. I was prompted to select a serial number. I chose one from the ones listed and inserted it... but that was it.

    Now, from what you describe, I can tell you are having a problem with security to some window, but will not/cannot pinpoint what that might be if you are not able to provide the exact steps you are following. Also, it would be helpful to know if you are working with any third party products.

  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at
    Re: Re: Sales clerk can sell machinery without adding serial number

    Good day Ms. Vail,

     I apologize maybe I put too much detail and not clear information, but thanks for being patient.

    The issue is with the sales clerk when he is creating a receipt.

    Steps= transactions> sales> sales entry transaction>

    The problem is that sometimes they "forget" to include the serial number on the receipt and it is hard to keep on top of the information.

    Please advice, have a nice day.

    Mayra

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Sales clerk can sell machinery without adding serial number

    Hi Mayra,

    I apologize for being dense here, but what exactly is the question? Also, what allocation/fulfillment options have been selected for the invoice. Is this an Invoice you are speaking of?

     Kind regards,

    Leslie

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