Setting Up the Sales Module

You need to set up the Sales module if you want to record a minimum sales markup value and if you are using Service Management or the Fixed Asset Management module. In the Sales Setup window, you can set up the quote, order, fulfillment order, invoice, backorder, and return IDs to default into your documents. If you have more than one ID set up per document type, you may decide not to set up a default but to enter the ID manually per document.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Sales > Sales Setup.
2. Complete the following fields:
   • Quote ID
     Enter the quote ID to default into your documents.
   • Order ID
     Enter the quote ID to default into your documents.
   • Fulfillment Order ID
     Enter the quote ID to default into your documents.
   • Invoice ID
     Enter the quote ID to default into your documents.
   • Back Order ID
     Enter the quote ID to default into your documents.
   • Return ID
     Enter the quote ID to default into your documents.
   • Minimum Sales Markup
     Enter the minimum sales markup.
   • Reverse Sales Expenses, Reverse Assistance Expenses
     Mark these checkboxes if you want certain presales costs, such as importing, installing, or assembling equipment, and some vendor discounts, to be directed to the accounts that you specify.
   • Assistance Account
     If you chose to reverse assistance expenses, enter the assistance account. This field is only relevant when using Service Management. It is associated with Service Management sales divisions.
   • Cost Of Sales - Extras
     If you chose to reverse sales expenses and/or reverse assistance expenses, enter a cost of sales - extra account. This field is only relevant when using Service Management. It is associated with Service Management sales divisions.
   • Process Hold
     This field allows you to set up default value for the process hold relevant to selling equipment recorded in the Fixed Asset Management module. When equipment recorded as a fixed asset is sold, you will not be able to post the sales transaction until you have retired the asset and removed the automatic process hold on the sales document.
   • Retirement Code
     This field allows you to set up default value for the retirement code relevant to selling equipment recorded in the Fixed Asset Management module. When equipment recorded as a fixed asset is sold, you will not be able to post the sales transaction until you have retired the asset and removed the automatic process hold on the sales document.
   • Use Signature Service Management
     Mark this checkbox if you would like to create service calls from the Sales Transaction Entry window. Marking this checkbox enables the Default Equipment Link Selection checkbox.
   • Default Equipment Link Selection
     Marking this checkbox will mark the Update Equipment Link checkbox in the Sales Transaction Entry window. Updating the equipment link automatically creates an equipment record at the selected customer and location upon posting a SOP document. Further, the Move Equipment utility will be run if necessary to move the equipment record from its current location to the customer and location on the SOP document.