There is new security for PO Report Printing. You will need to check the box in Modules > Security Editor and then if needed, set Admin Mode to True to allow editing privileges. Purchase Order printing now matches Sales Document printing – you can have multiple PO forms and choose which format to print per PO.
All tax calculations are handled by Dynamics™ GP and passed on to SalesPad GP. SalesPad GP has no part of the tax calculation process. Taxes applicable to the transaction will vary depending on whether that order is shipped to the customer or picked up at the place of business by the customer.
If the order is delivered, the relevant taxes that GP applies are those in the customer’s location. You would likely see a correct omission of taxes for a customer with an exempt tax code value.
However, if the shipping method is set to pickup, the relevant taxes are those in the location where the pickup will occur, and the customer’s tax-exempt status will not be integrated into the equation.
To troubleshoot, open a sales document and add the customer tax schedule, item tax schedule and taxed amount. This will show you which tax schedules are in use and the taxed amount will show you which, if either, has been applied.
The shipping method has a location-based tax schedule that overrides:
Customer tax schedule
Item tax schedule
Site tax schedule
When you save the document in SalesPad GP, the taxes are applied, so you can tell which ones were relevant.
The Windows user must have admin-level permissions in order to write the successful renewal into the license file. Writing to the file is the only task that requires admin-level permissions in the license renewal process.
There is a setting in SalesPad Desktop called "Lower The Payment Amount To Match Total On Capture." When this is set to True, it will allow the user to capture a higher amount than the total on the document. When the preauthorization is captured, the capture amount will be lowered to match the total on the document plus any freight or miscellaneous charges.
There is a button labeled "Open New Shipment" in the menu. It toggles on and off. When it is activated, it has a highlighted box around it. If you click on it again, the highlight disappears and the invoice will not pop up automatically after creating the shipment.
Your field has displayed on multiple levels of the Field List tree, and you have selected from a level that does not correspond to the line item section of the report.
Drill to the next level of the field list tree so that the field dragged into the report has the correct relationship set up. By selecting from deeper in the tree, the SQL behind the report can "see" the individual values for
each line item and returns them, instead retrieving the first value and repeating that value on each line.
SalesPad GP does not allow users to set item type assignments while creating a return, but instead has the Returns Warehouse setting, which returns inventory into a specific warehouse so items do not automatically get put back as sale-able inventory when the return is posted. Refer to the SalesPad GP Returns document for more information on creating returns in SalesPad GP.
The difference is that a payment doesn't hit the GL until the invoice is posted whereas a deposit hits the GL as soon as the deposit is saved. This is based on GP functionality and not something designed by SalesPad GP. We recommend contacting your GP dealer to discuss which method fits best in your environment.
When accessed from the Actions menu, parent company information will be displayed for the customer, if the open customer card is a child of a parent company. Parent/child relationships are created in Dynamics GP.
There are no specific features that support reporting, but the information could be incorporated through a quick report that filters on that information.
National Account information is stored entirely within the GP tables, so reporting can be handled entirely through Crystal or SQL Server reporting services.
The Collate check box determines the order in which multiple copies of multiple paged documents will print.
When the Collate check box is checked, each copy of a document will fully print before the next copy is started (ex: Page 1, Page 2, Page 3, Page 1, Page 2, Page 3).
If the Collate check box is not checked, all copies of each page will print before all copies of subsequent pages (ex: Page 1 will print 5 times, then Page 2 will print 5 times, then Page 3 will print 5 times.)
Note that it does not matter whether or not the box is checked if you are printing a single copy, or if the document is only one page. Documents will not appear collated when printing to PDF, nor in the print preview.
The Sales Analysis Report reads tables that are automatically updated each night by a timed SQL job. The SQL job is run by the SQL Server Agent.
You can access the agent in the Object Explorer pane of the Microsoft SQL Server Management Studio. If it is running, the agent will display a green arrow.
If it is not displaying a green arrow, you can check to see what has happened. To check:
Expand the agent
Expand the Jobs folder underneath it
Right-click on a job and select View History from the option menu that appears
A list of past events is displayed, including error messages and problem alerts. The error messages should give you an idea of the root cause. Once the problem is resolved, you can right-click on the agent and start it. The nightly job will run again, starting where it left off on the last day it was working.
Earlier versions of SalesPad GP had a menu option named Modules, which contained all SalesPad GP modules. The Modules menu is still present in newer versions, but is depicted by a folder icon:
So, for example, if a document directs you to Modules > Settings (from the older versions), or simply Settings (due to there being multiple ways to access many modules in the newer versions of SalesPad GP), you can click on the Modules folder icon, and find the Settings module (under "System").
SalesPad GP's Navigation document covers the different ways to access SalesPad GP modules in versions 4.0 and later. It contains a list of each module's arrangement wihtin the Modules menu and is a handy reference for accessing SalesPad GP modules.
If an item you are searching for does not appear in the search results, there are a couple of potential reasons. First, in the sales inventory search screen, take a look at the checkboxes in the top right to ensure that only the boxes you need are checked. For example, if the checkbox for Match Beginning is selected and the text entered is not the beginning of the item number, then your desired item will not be listed. Search Previously Purchased can also lead to not finding the desired item. Another important piece is to ensure that the item is not set as Discontinued in Dynamics GP. SalesPad will not display items that are discontinued and have no available quantity.
If you are an existing SalesPad user and have applied a major GP update, such as going from GP 2010 to GP 2013, and are now getting error messages in SalesPad, you will need to run a database update in SalesPad.
Available character entry in the Customer Note field:
Notes on the Customer Card Note tab are limited to 7,799 characters total. Entered notes longer than 7,799 characters will be trimmed (there is currently no notice given) and additional notes entered will not save.
Direct Ship Warehouse is used when a company has a customer order that is shipped directly to the customer from the Manufacturer. Set the warehouse code used for direct shipments in the Direct Ship Warehouse field in Modules > Settings.
Using the Direct Ship Warehouse on a sales line assures that any PO generated from that sales line will be automatically marked as "Ship To Customer" (Direct Ship).
It does NOT:
-do anything to allocations/fulfillments
-mark any line as a Drop Ship item
Order types will still behave as they should based on how they are set up in GP.
Emailing, faxing, and printing are all performed from the Print dialog. Open the sales document you would like to print and click Print*. Select the report to print and select either Email, Fax, Quick Print (to print using the default printer), or Print to… (to find a printer before printing). You can also click Preview to get a preview of the report before emailing, faxing, or printing.
Emailing and Faxing in SalesPad GP requires proper setup:
• For faxing, set the Email to Fax Format String in the Settings module.
Accepted formats include:
When you hit the Fax button, SalesPad GP sends your fax provider (ex. MetroFax) an email with the fax number and a .PDF copy of the file to send, which the provider will fax to the recipient on your behalf.
If you need a low-cost web-based fax service, many of our customers are using MetroFax.
Note: In versions 4.1 and later, there are "Print Allowed" security settings that must be enabled in order to print sales documents (Ex: Security Editor > Sales Documents > Print Allowed allows printing from a sales document and Security Editor > Sales Batch Processing > Print Allowed allows printing from the Sales Batch Processing module).
*Note: You can also print, fax, or email multiple documents at once using Sales Batch Processing. In versions 4.1 and later, you can also print, fax, or email multiple selected documents from the Sales Document Search screen.
Your Invoice form is essentially a type of report that can be copied and edited with the Report Manager and Report Designer tools. Once the report is customized, security settings determine which user groups see the new invoice. Refer to the SalesPad GP Reports document for more information on copying and editing reports.
Product images can be added using user defined fields on the Item Master business object. You can also set up a user defined field as a hyperlink that automatically generates the item's page on your company website, so users can click on it to see product images and other information about the specific item.
To set up item images in SalesPad GP, refer to the following SalesPad GP articles:
You can change the shipping address on a sales document from the Addresses tab (Sales Document Addrs must be enabled in the Security Editor).
Select a different Address Code from the drop-down under the Ship To Address section.
Similarly, you can change the billing address by selecting a different Address Code under the Bill To Address section.
You can also make changes to the address directly in the fields. Use the Add or Update buttons to make changes to the address that will carry over to the Customer Card (Update Button Enabled must be set to True in the Security Editor).
SalesPad Desktop supports all OmniPrice pricing that returns either a calculated price or a markdown percent. SalesPad Desktop does not support any OmniPrice pricing functionality that returns a markdown amount.
OmniPrice is set up within Dynamics GP - all that is required to integrate with SalesPad Desktop is to add our custom stored procedure (contact SalesPad support for information). This also requires installation of the OmniPrice SQL API, which is free from the OmniPrice website.
Yes, SalesPad Desktop has a number of options that can be configured to meet your needs. If those options are not robust enough, SalesPad can write additions to our software for your specific needs. If you're interested in getting a quote or talking with one of our developers please feel free to contact us.