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
- 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!