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Batch Convert (Transfer)

  • 1.  Batch Convert (Transfer)

    TOP CONTRIBUTOR
    Posted 12 days ago

    We are on GP2015R2.  We have two companies, one is catalog sales.  These are drop-shipped to the customer.  Currently, I key the invoice from the vendor, receiving the product shipped as listed on the invoice.  I posted my purchasing batch. 

    Then I go to the Sales Module, and I pulled up each order, and transfer it to the invoice to bill the customer.  We print one invoice with each transfer to attach to paperwork.  Then we print the invoices for the complete batch to ONE PDF.  Then I post my sales batch. 

    We open the PDF with a utility to split it into single pages.  We import these to program from which we can email out.  It is semi-automated, but at our volumes it is not a problem.

    I process two of the larger vendors.  We have EDI but I have not used it, yet.  But could.  My co-worker has to do all of his purchasing invoices manually.

    Both of us would benefit if the process of transferring the fulfilled orders to invoices could be handled as a batch.  Can GP2015R2 do that?  We do it like the former AR Billing person did it.  But she was not known for doing things other than "the way we have always done it".



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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
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  • 2.  RE: Batch Convert (Transfer)

    TOP CONTRIBUTOR
    Posted 8 days ago
    I found this video that helped explain the process.  Batch Transfer Orders to Invoices (or whatever)


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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
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