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You can enter and edit inventory transactions using SOP.

Step 1: Complete the sales transaction entry window.

  1. Choose Transactions > Sales > Sales Transaction Entry.
  2. Enter line items, and use the expand button to enter details for each line entry.
  3. Complete the window. See the Microsoft Dynamics GP Sales Order Processing Manual for more information. When a transaction is created for a quote, the transaction will have a $0 amount in Job Cost, although the information is saved in Microsoft Dynamics GP and is available when you transfer the quote.
Note
  • Even though you can enter payments in the Amounts Received field of the Sales Transaction Entry window, those payments are not applied to the job. Therefore, we recommend that you enter payments using the Receivables Management.
  • When using SOP Billing on a job, to invoice labor, the item must have an item type of Services. Services item types do not pass costs to SOP Billing Jobs. These Services items will allow Labor to be invoiced without adding Labor costs that would be coming to the job from Time Track or GP Payroll. Item types are set up in the Item Maintenance window (Cards > Inventory > Item).
  • Though you can copy a SOP transaction that was entered in Service Management or Job Cost, the transaction information will not be updated in Service Management or Job Cost.

Step 2: Enter job-related information.

...

  • If the billing type is SOP, which indicates you are billing through SOP, the Signature SOP Transactions window opens.
  • If the billing type is not SOP, which indicates you are billing through Job Cost, the Sales Order Processing Transactions window opens.

Enter a Cost Code and choose OK. 

Note

For SOP billing-type jobs, you cannot add a new cost code if the invoice contains an item with an item type of Services.

...

If you are using SOP to bill jobs, you must assign the appropriate billing type and contract type to the job, and choose the sales/revenue accounts to be used.

Step 1: Set up billing and contract types for jobs

To bill jobs using SOP, the jobs must contain a billing type of SOP and a contract type of Fixed Amount.

  1. Enter or create a job as usual by choosing Cards > Job Cost > Job.
  2. From the Contract Type drop-down list, choose Fixed Amount.

  3. From the Billing Type drop-down list, choose SOP. 

    Note

    You cannot change the billing type if unposted transactions exist for the job.


  4. Choose Save.

Step 2: Choose sales/revenue accounts

You can choose whether to use Job Cost or SOP sales/revenue accounts for billing jobs.

  1. Choose Microsoft Dynamics GP > Tools > Setup > Job Cost > Job Cost Setup > Posting Options.
  2. In the Sales/Revenue Accounts for SOP Billing From section, choose the accounts to be updated for billing SOP transactions. Choices include Job Cost and SOP. If you are using the revenue recognition percentage-of-completion posting method, the Job Cost radio button is selected automatically and cannot be changed. If you choose Job Cost, the accounts set up in the Invoice Accounts Setup window (Microsoft Dynamics GP > Tools > Setup > Job Cost > Account Setup > Invoice Accounts) will be used. If you choose SOP, either the item or customer accounts will be used, as set in the Sales Order Processing Setup window (Microsoft Dynamics GP > Tools > Setup > Sales > Sales Order Processing).
  3. Choose Save.

When you're finished setting up SOP invoicing in Job Cost, you can enter and post inventory transactions using SOP.