New Guy Question (Why Batches in SOP)

[NEmacGuy]

We are entering orders in SOP. Why do we have to enter a Batch if we want to save a order. Can we turn this off, or default all orders to one batch.

Thanks

 

[jazgeek]

batches in sop are there as a convenience to group together sop doc's. on quotes and orders I agree they are rather reduncant, but on invoices they make posting groups of invoices much more convenient.



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and they wonder why they call it Great Pains!

jaz

 

[winthropdc]

The design of Great Plains for almost all transactions is that you can either post at the transaction level (if security allows it) and there must not be a batch number entered OR you can save to a batch.

You could use VBA to default the Batch number in when the window opens, but most sites like having different batches based on User and/or month/week/day.

David Musgrave [MSFT]
Senior Development Consultant
Escalation Engineer
MBS Support - Asia Pacific

Microsoft Business Solutions

http://www.microsoft.com/BusinessSolutions

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.

 

[Dukester0122]

Your current setup is batch posting and this is why Batch ID is required when you save it BUT you can change this is Sales Setup. Your organization will have to decide if you want orders to be batch or not. If you don't want to do it by batch then if you change it, you'll have the users posting orders on transaction level.