Roll down customer class to customers at Dynamics GP

How to roll down the customer class setting to all customers at Dynamics GP.

  1. Navigate to customer class which requires a roll down

    Customer Class dynamics gp menu

    Customer Class dynamics GP 2010 menu

  2. Select the customer class

    customer class

    customer class

  3. Update the setting which needs to be rolled down and save the change.
  4. Dynamics GP will prompt if a roll down is required

    roll down changes

    roll down changes

  5. Click yes for roll down of the change to all customers for the class.
  6. If there is no change to any setting, but only a roll down is required, just change the setting to a wrong value, save the change, answer no GP prompt for a roll down.  Reset class setting to correct value again, save and answer yes for roll down.

Cheers!

Sanjay

Partially Apply payment to multiple receivables invoices in dynamics GP

Partially Apply payment to multiple receivables invoices in dynamics GP

These steps show how to Partially Apply payment to multiple receivables invoices in dynamics GP.

  1. Navigate to cash receipts entry:

    Cash receipts dynamics gp

    Cash receipts Dynamics GP 2010

  2. Open the cash receipts window:

    Cash  receipts entry dynamics gp

    Cash receipts entry dynamics gp

  3. Hide details at the apply screen (optional)

    Apply sales documents details

    Apply sales documents details

  4.  Enter/distribute partial amount to be applied at the apply amount column.

    apply partial payments to invoices

    apply partial payments to invoices

  5. Click ok and complete the payment entry process.