All-in-One Purchasing View in Dynamics GP 2015 R2

Microsoft Dynamics GP 2015 R2 New Feature

Purchasing All-in-One View

Along with the Microsoft Dynamics GP 2015 R2 update comes the Purchasing All-in-One View window. You can now easily view all transactions for a particular vendor, or other Purchasing documents related to a particular Purchasing transaction.  If a vendor calls asking about a specific payment, users will be able to select the vendor and then view all documents related to the payment, such as the PO, receipt, invoice, payment, etc! While this information has always been available in Dynamics GP, we now have an easy to use, central location to quickly access the information you need to server your Vendors most efficiently.

A new window has been added – the Purchasing All-in-One View window. This window is accessible from multiple locations in GP, including:

  • Vendor Maintenance
  • Purchase Order Processing Document Inquiry
  • Vendor Inquiry
  • Transaction Inquiry – Vendor
  • Transaction Inquiry – Document
  • Purchase Order Processing Item Inquiry
  • Navigation Lists

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When a summary record in a section is tapped or clicked the new Purchasing All-in-One View window will be filtered to show only documents relating to the document that was tapped/clicked. For example, here’s what happens when a single PO is selected:

 

All-in-one-PO_png-550x600

 

Clicking the expansion arrow will give expanded details about the transaction selected:

All-in-one-expanded-PO_PNG-550x600

The filter icon will open a new pop-up filter window to allow for filtering and searching. Each column will have a filter with different options as well as search capabilities.All-in-one-filter_png-550x800

 

All manner of Purchasing and Payables documents are shown, including:

Purchase Orders
Shipments
Invoiced
Payments
Returns
Credit Documents

You Need to be on Dynamics GP 2015 R2 to take advantage of these updates

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