Dynamics GP Order Inquiry

 

Use the Dynamics GP Order Inquiry screen to display the actual posting information for a particular order. The application references data from Microsoft Dynamics GP and displays it within three categorized tabs, as described in the table below.

 

Tab

Description

Document

View document data grouped by AP and AR module entries within this tab.

Distribution

See a breakdown of distributed amounts by item code and ledger account.

Retained Revenue

This tab provides accurate information on the transactions posted in Dynamics GP for company revenue, commissions paid, and third party expenses. Detail line listing accompany each of these three groupings.

 

Access to the Dynamics GP Order Inquiry screen is through the Tools Menu.

 

Figure 63: Dynamics GP Order Inquiry screen

 

By default, the screen displays data for the order currently accessed by the user. Alternately, a user may switch to another order by entering an Order Number through the Quick Find or use the Find for a more robust record search.

 

In the event that no matching data is available within Microsoft Dynamics GP for the order, then the application returns a warning to the user.

 

Figure 64: No data in Microsoft Dynamics GP warning

 

Export To

Send grid data to view and manage through an external application through the right-click option of Export To. This option is available in both the Distribution and Document tabs.

 

 

Technical Function Information

 

The following table describes the functions available within the screen.

 

Function

Description

 

Quick Find and Order History (Alt+Q)

Start typing the Order Number you want to display and after three characters a list of matching records appears. Use the % wildcard to skip unknown portions of the order you’re looking for.

Press the drop-down button () to view a list of recently accessed orders.

See Quick Find for more information..

Find (Alt+F)
Use the Find dialog to lookup orders by specific criteria, such as the shipper name, Order Number, Customer, and more..

 

Document/Distribution Views

Depending on which tab is open, you have additional options to filter the data by a particular Document or Distribution view.

Expand All (Alt+E)

This function expands all groups that display in the data grid.

Collapse All (Alt+O)

This function collapses all groups that display in the data grid.

Close

This function closes the screen.