Choosing SOP Invoicing Options
Before using SOP invoicing, you must select invoice options. Your choices in the Signature SOP Setup window (Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Invoice Options) determine the default format of all new SOP documents.
SOP Document Creation
You must assign a default document type for new SOP documents. Select one of the three options.
- Use SOP Setup Document Type
The document type defaults based on your Microsoft Dynamics GP setup. - Ask Each Time
You will be prompted to select a document type and a type ID each time you select the Invoice button in the Service Call window or the New Document button in the Service Documents window. - Use Doc Type
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.
SOP Batch Creation
When you create a service call, a primary SOP document is created and assigned to a batch. You must select the batch name format.
- User ID
The batch name will be your user ID, up to 15 characters. - User ID and Date
The batch name will be your user ID and the date (two-digit month and two-digit day), up to 15 characters.
Calculate Commissions in SOP
Mark this checkbox if you want to calculate commissions in SOP for Service Management transactions.
Cost Code Default
Select the default cost code for line items on a SOP transaction assigned to a service call. If a default cost code is not entered, the system assigns the Equipment cost code (1) to the line item.
You can change the cost code on a line item in the Signature SOP Transactions window. You access this window by choosing the expansion button attached to the Service Call field in the Sales User-Defined Fields Entry window.
TimeTrack Inventory Items
You must associate items entered in TimeTrack with a Microsoft Dynamics GP inventory item that has an item type of Services. In addition, the inventory item must have a price level and unit of measurement assigned to it although the price level and unit of measurement will not be used for inventory items originating from TimeTrack. Billable amounts are determined by Service Management. Further, for costs to calculate accurately, inventory transactions must be created and edited in TimeTrack and not SOP. Use the lookup buttons in the cost code fields to assign the cost categories to inventory items. See Entering transactions using SOP Invoicing in the TimeTrack User Manual.
