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Microsoft Dynamics GP 2013 Guide: Sales Order Processing

This document describes how to set up Sales Order Processing and enter and print quotes, orders, invoices, back orders, and returns. It also includes information about generating purchase orders from sales documents, working with allocations and fulfillments, and analyzing sales information.

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  • Version:

    2013

    Date Published:

    12/18/2012

    File Name:

    SalesOrderProcessing.pdf

    File Size:

    2.2 MB

    You can use Sales Order Processing to enter and print quotes, orders, invoices, back orders, and returns individually or in batches. When necessary, you can enter drop-ship items on sales documents and determine how quantity shortages will be handled for individual items or for entire documents or batches.
    You also can use Sales Order Processing to complete the following tasks:
    • Transfer customer information from one document type to another
    • Transfer item information and quantities from one document type to another
    • Enter and post sales deposits
    • Allocate and fulfill items on orders, fulfillment orders, and invoices
    • Fulfill items separately from item allocation
  • Supported Operating Systems

    Windows 7, Windows Server 2003, Windows Server 2008

    To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.
    1. Click Download to download the manual in PDF file format.
    2. Save the file to your computer. When prompted for a location for the file, save the file to the Documentation folder in your Microsoft Dynamics GP 2013 folder. By default, this is C:\Program Files\Microsoft Dynamics\GP2013\Documentation.
    3. If you’re asked if you want to overwrite the existing file, click Yes.
    4. Repeat these steps on each computer where you want to install the file, or save the file to a shared folder where other others can access it.

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