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You can enter and edit inventory transactions using SOP.

Table of Contents

Step 1: Complete the Sales Transaction Entry Window

Select Transactions > Sales > Sales Transaction Entry.
Enter line items, and use the expand button to enter details for each line entry.
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 When using the Copy function to add lines into an SOP transaction that was entered in Service Management or Job Cost, the transaction information will not be updated in Service Management or Job Costorder that is assigned to SOP billing, when you select Save, you will be prompted that the Job Cost Codes distributions are incorrect. You will need to add the cost codes on the new lines.

Select User-Defined in the Sales Transaction Entry window.
Enter a Job Number and tab off the field. The job's billing type determines which window opens.
- 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 select 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.
Select OK in the Sales User-Defined Fields Entry window.
Save or post the sales order transaction.

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