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  • Use SOP Setup Document Type: The
    The document type defaults based on your Microsoft Dynamics GP setup.
  • Ask Each Time: You
    You will be prompted to select a document type and a type ID each time you choose the Invoice button in the Service Call window or the New Document button in the Service Documents window.
  • Use Doc Type: Your
    Your entries in the Use Doc Type field and the Type ID field will default to all new SOP documents. Possible document types include: Quote, Order, and Invoice. Fulfillment Orders are not supported.

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When you create a service call, a primary SOP document is created and assigned to a batch. You must choose the batch name format.

  • User ID: The
    The batch name will be your user ID, up to 15 characters.
  • User ID and Date: The
    The batch name will be your user ID and the date (two-digit month and two-digit day), up to 15 characters.

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