April 23, 2010

GPTip42day - Price not found in Price List

Tired of getting this message when adding an item to a sales document?  Open the Sales Order Processing Setup window and check the Prices Not Required in Price List checkbox.  You can even password protect this option if you'd like.

Sales>Setup>Sales Order Processing

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April 7, 2010

GPTip42day - Can I post transactions to a year prior to the most recent closed year?

The short answer is no - unless you want to spend some $$ and hire MBS Professional Services to open the year in question for you.  There are those who've tried it on their own and they report it as a very ugly process, resulting in the need to fix a lot of transactions.

If you need to do it - hire the experts!

April 5, 2010

GPTip42day - Can I transfer non-inventory items between Projects?

Yes, you can but you need to make sure the Do not allow Non-Inventory Items box in Inventory Transfer Setup in PA Setup is unchecked.

Project>Setup>Inventory Transfer

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Then, perform your transfer transactions out of the incorrect project and into the correct project.

Project>Transactions>Inventory Transfer

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