sales Configurator and sales forecast
I am trying to use the sales Configurator in Great Plains in
conjunction with the sales forecast. The problem I am running in to is
the items in the forecast are the items that make up the configured
item, therefore, the item doesn=92t show as a line item on the Sales
Order, therefore, not deducted from the sales forecast.
I know it's a lot said in one sentence.
Forecast item A for 5, B for 3 and C for 2 all in the month of June.
Then a sales order for a configured item (Config) has a due date in
June calling out A qty 1 and C qty 1.
The forecast QTYs for June should be A for 4, B for ...sales process
In the interest of saving a little time and getting it right does anybody
have a sales process template already built that executes the stages of the
solution selling process?
If so you can you email it to me at:
crm at (go away spammers) ibizinitiatives.com
Or is it posted someplace on the partner site or int tech support someplace
that I haven't found yet?
ibizinitiatives. (spammers go away) com
You can download a tool from Microsoft that allows you to export and import
workflow processes between crm serve...Short Sale of Options
I'm trying out Money Plus Deluxe (trial version). I can't update my
investment account because it's hungup on option transactions.
I download info from my investment account and I have an option short sale
(sell to open). So I now have this list of transactions to enter into Money,
and it hits the short option which is listed something like "CHK Sep 45
Call". It tells me that this item already exists, asks if I want to choose
another from the pull-down list above, but the pull-down is grayed out. Then
I notice an extra space after "CHK", so I delete one ...Exchanging items (return and sale in one transaction)
Is is possible to return and sell an item in the same transaction? For
example, a customer wants to return clothing in one size and get the same
item in another size. There is no price difference. Is there any problem
with recalling the original transaction for return and then scanning the
right size item in that same transaction?
Also, is it possible to return one or more item and simultaneously buy one
or more items with different prices/total costs?
RMS Help file doesn't have information on this.
Bikes...ERROR: attempting to set fiscal settings.
A desperate post here in an attempt to find a solution as the last thread
ground to a halt with no resolution.
Three clients now, two SBS 03 and the other Pro 03 installs.
Both fresh, not upgrades.
ERROR: "An error has occurred. For more information, contact your system
Anyone seen/solved this???
I too have this problem.
It has existed since the first clean install of the system.
Our Microsoft CRM Partner doesn't have a solution.
On Mon, 1 May 2006 23:44:01 -0700, Nathan Warner
<NathanWarner@di...entering a sales order
I am a struggling first time GP 7.5 user, and have set up my company to a
point where I thought I could try to enter a test sales order and follow it
through invoicing, etc...
GP's help (in Contents section, Sales Order Processing, Transaction Entry,
Orders, Entering and Order) says this:
To enter an order:
Open the Sales Transaction Entry window.
(Transactions >> Sales >> Sales Trx Entry)
Select Order, and enter or select the ID of the type of order to enter.
Enter a document number or accept the default entry.
.... and so on....
But when I go to Transaction >>...Trying to close Excel Application in IE
From a Excel workbook opened in IE, I want to use a Macro button to run VB
code to close the workbook, Quit the Application and return to IE. The code I
have seems to work outside IE but not in the IE environment.
If IsEmpty(ActiveSheet.Range("c66")) Then
MsgBox "Please enter Confirmation!"
Dim sPath As String
sPath = "\\J:\html\Content\Direct\Manu\MAN_LOGISTICS_IPT\qms
On Error Resume Next
ActiveWorkbook.Saveas sPath & ActiveSheet.Range("c4").Value
If Err.Number <> 0 ...Changes to Normal Template on Closing Outlook
I posted the message below about a problem I had with
changes to the Normal template every time I closed
Outlook. The respondent suggested I deleted the template
and that it could be a Macro virus. However, my Norton
anti virus (completely up to date) has found nothing.
Could it be another problem, or how can I get rid of the
virus if it is one? Thanks.
>Every time I close Outlook XP, I get a window that says
>that changes have been made to the normal template. No
>matter what I do, accept, reject or just cancel, this
>happens every time. I do not ...outlook needs to close.
over the l;ast few days, outlook crashes on me for some reason. I get
the error message :-
Appname outlook.exe AppVer 11.0.8217.0 modname msvcr80.dll modver
8.0.50727.3053 offset 00007c45
any help would be appreciated
Have you tried running Detect and Repair?
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375
After furious head scratching, charlieisleofwight asked:
| over the l;ast few days, outlook...Z Report missing sales transactions
We have 42 stores connecting to RMS HQ and stores blind close and then
perform a Z Report every morning.
When looking at our year end procedures, we have found hundreds of sales
transactions over the past year which appear on the detailed sales report but
for some reason are not included in the Z Report sales figures. It is usually
just 1 or 2 missing items per Z Report. Any ideas what causes this and how to
first step of diagnosing would be.. are these sales missing at the store
level? or are they only missing at the HQ level?
sometimes not all sales are posted...Repeating Sales order document!!
On GP 7.0, in SO setup screen there is a box call ALLOW REPEATING DOCUMENTS.
What is this function do and how it work. I tried to search for the topic
but no luck.
Allow Repeating Documents in Sales Quote Setup:
Mark this option if you want to allow documents with this quote ID to
repeat. If you mark this option, the Frequency and Times to Repeat fields in
the Sales Document Detail Entry window will be enabled and you can enter
repeating information as you enter repeating quotes.
If you choose to use repeating quotes, you'll have to enter them in a batch
so they can ...Error when forwarding email in Sales outlook Client
I'm getting an error: "an error has occured please
contact your system admin" when I tried to forward an
email that has been promoted to CRM in the Sales Outlook
client. And, the email is not forwarded because of that
error. This error happens once we put a patch in our windows 2003 server
that's compatible with Windows xp2 for workstation that runs CRM. After we
pt the patch, we re-installed CRM on that server.
Before this patch is put, there was no error. Has anybody experienced the
Thank you for your help.
...Best Super property sale site for you......sale...sale...sale...sale...sale...sale...
The best site for your information all about property sale
...Purchase Order Generator and "Include Orders with No Vendor ID"
GP 8.0, SQL
We use Purchase Order Generator. We have a problem with employees not
unchecking the box "Include Orders with No Vendor ID"
What constitutes an order with no vendor ID? And how can I correct the data?
I would like to remove this situation so it doesn't matter whether or not the
box is checked.
Thank you for posting to the Great Plains Newsgroups.
PO generator looks at the Primary vendor associated to the Item/site
combination. If you go to Cards ...excel Visual basic opens then closes for users
I have users with Excel 97 on a domain.
One of them is learning VB in excel. When she opens the visual basic
editor it imedietely opens and then closes. When I do it as
administrator it opens and stays open. Obviously a permission issue.
Does anyone know how to allow her to open the VB editor in Excel and
use it w/out giving her administrator access to the whole computer. I
tried giving her write permissions to the Excel.exe but this does not
solve the problem.
...Sales For Outlook unable to syncronise with CRM server
I have installed the CRM server and loaded up the sample data for evaluation
purposes. I then installed the Sales for Outlook on my PC (No errors during
any installation so-far). Now when I try to create an appointment task or
e-mail, I get the following error:
An error occurred while trying to synchronize the appointment information to
the Microsoft CRM system.
Is there some configuration I have failed to complete, or does anyone have
any ideas about this error?
...I need to set sales rep ID for a recall to original sales rep??
At our store, we have run into some problems when people return an item in
exchange for another item. When the transaction is recalled for return, the
salesrepID from the original transaction appears on the returned items, which
is what we want. However, the new items added to the transaction have the
sales rep ID of the current POS session. In our particular circumstance we
want the sales rep ID for the exchanged items to match the sales rep ID for
the original transaction. We do not want to different rep IDs on the
I tried to solve this with a customization, here is ...Security by site ID in Purchase Order Receiving
We are looking for a way to restrict purchase order receiving by side ID and
user ID, since we have many different production sites we don not want the
user to receive a purchase order that is destined to another site.
The receiving clerk should ultimately be able to see only the transactions
that are for his production site.
For a more robust solution you may need to use Dexterity for this
customization, but you can get it done with VBA, though rejecting large
amounts of records with VBA in a lookup can be a bit ugly.
Mariano Gomez, MIS, M...changing from calendar to fiscal
A client wants to change from a calendar year to a fiscal year of 09/30.
Are there KnowledgeBase articles that instruct on how to do this, or is this
something that involves using the Fiscal Period Modifier tool?
Moving from a year ending 12/31/2008 to 11/30/2008 is not a big problem.
Edit your fiscal periods and subsiquent fiscal years to match. (the year
starting 12/1/2008 will be the 2009 year but most of the months are in that
calendar year anyway.)
After changing the fiscal year, run a reconcile on the financial tables to
recalculate the periods and upda...Outlook Periodic Check [Exchange Server]
I use MS Outlook 2000 on Windows XP using a connection to an MS
Exchange Server. Is there anyway I can set up my client to only
exchange emails with the server on a periodic basis, or when I hit the
Send/Receive button (like a POP account) or is this entirely dictated
by the server?
...layaway and sales transaction
Situation: Customer wants to layaway expensive item, but also has small
items she wants right away. I seem to be having a hard time figuring the
right way to do this. When I tender I thought it would ask me if it's a
partial pickup or not , but it doesn't. Instead it wants a deposit on the
entire order some of which needs picked up right away. Now I know I can do
it in 2 transactions, but is there a way to do it all in one transaction. I
require a 50% deposit on layaways. I've been doing this in 2 transactions
and adding the totals together for far too long. Please tell me I...Outlook closed during cached mode
I have looked for a document hoping to find a clear answer but have been
The question is, does Outlook have to be open for email to be sent during
the use of Cached Exchange Mode?
I understand that CEM syncronizes once Outlook is opened but I've been
receiving mixed reports from users and I am unclear on how it all works
because of the mixed reports.
1. Outlook 2003 is closed on the local machine. Users open IE and do a
"Send To:" of the webpage and it is going to their Outbox on their local
machine. It only sends when they ...Outlook 2003 Spontaneously Closes
Frequently, just after opening Outlook 2003, I click on the Inbox for an
IMAP email account in the "Favorites" folder. When I do this, Outlook 2003
I reopened Outlook 2003, went to "Help", and clicked on "Detect and Repair".
The repair was supposed done. The same problem occurred.
Does anybody have any ideas as to what is going on?
I was able to "fix" this problem by deleting the IMAP account, rebooting,
and then re-entering the account.
Thanks for reading my problem.
"Russell W...Workflow and Sales Processes
I am struggling with some CRM workflow issues. For instance, when a
proposal is created from an opportunity, I'd like to automatically
change the opportunity's sales stage. For some reason, I can't figure
out how to determine if a proposal is related to an opportunity and
therefore change it's stage!
Other issues I'd like to address but can't figure out include closing
activities when it's promoted to a response.
Any idea? Am I trying to do things that the workflow manager can't
In the sales process you would have an activity i...Camera Sale -Nikon , Canon, Minolta , Sony ,Xcam2 , Fujifilm , #2
Camera Sale -Nikon , Canon, Minolta , Sony ,Xcam2 ,
Camera Sale -Nikon , Canon, Minolta , Sony ,Xcam2 ,
from $50 -up for the top brands