Dynamics GP 2015 R2 All-in-One Purchasing View

Posted by Jen Bieker on June 18, 2015


It’s probably happened to you or your accounting staff.  A vendor calls in asking questions about the invoice related to their payment.  Or asking which check was for a specific PO.  Then the fun begins.  We have to go digging around in Dynamics GP, hopping between screens.  And if you’re like me, sometimes I click the wrong thing, or end up in the incorrect area.

Microsoft has listened to our woes.  One of the customer requested items was an all-in-one view of vendors and related documents to the payment; such as,  POs, receipts, invoice, payments, etc.  Now we have a new window to use:  the Purchasing All-in-One View.

Additionally, when you click on a section in here, it will drill into that area – or filter out only documents relating to the item you clicked on.  At the top of each section, there is a filter icon.  Using that, a new pop-up filter window will appear.  Each column will have a filter with different options and search capabilities.

Here’s what it looks like when I click on a single PO.

The new Purchasing All-in-One view is accessible from multiple locations throughout Dynamics GP, including:

  • Vendor Maintenance
  • Purchase Order Processing Document Inquiry
  • Vendor Inquiry
  • Transaction Inquiry – Vendor
  • Transaction Inquiry – Document
  • Purchase Order Processing Item Inquiry
  • Navigation Lists
  • Vendors
  • All Purchasing Transactions
  • Payables Transactions
  • Purchase Order Transactions

Get this customer requested favorite today.  It’s available for download now with Dynamics GP 2015 R2.  Need to upgrade your Dynamics GP system?  Contact Crestwood today!


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