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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? much appreciated. Jerry ibizinitiatives. (spammers go away) com Jerry 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. ______________________________________________________ Larry Leveen OlyBikes Bikes...

ERROR: attempting to set fiscal settings.
Hi all, 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 administrator." Anyone seen/solved this??? Thanks. Regards, Nathan Nathan, 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. Regards, Mark 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. Macro1() If IsEmpty(ActiveSheet.Range("c66")) Then MsgBox "Please enter Confirmation!" Exit Sub End If Dim sPath As String sPath = "\\J:\html\Content\Direct\Manu\MAN_LOGISTICS_IPT\qms mk2\BaaNFormSub\" 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. Original Message: >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.
Hi, 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 thanks chris -- charlieisleofwight 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: | Hi, | over the l;ast few days, outlook...

Z Report missing sales transactions
Hi 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 fix? 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. Thanks!!! 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
Hi, 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 same problem? Thank you for your help. Lia Budiman ...

Best Super property sale site for you......sale...sale...sale...sale...sale...sale...
The best site for your information all about property sale http://www.superpropertysale.info thanks. ...

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. Thanks, Jason ------=_NextPart_0001_63AB11D9 Content-Type: text/plain Content-Transfer-Encoding: 7bit Hi Jason, 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. Thanks. ...

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: --------------------------- Microsoft CRM --------------------------- An error occurred while trying to synchronize the appointment information to the Microsoft CRM system. --------------------------- OK --------------------------- 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 transaction. I tried to solve this with a customization, here is ...

Security by site ID in Purchase Order Receiving
Good Day, 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. Thank You. 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. Best regards, -- MG.- Mariano Gomez, MIS, M...

changing from calendar to fiscal
Hello: 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? childofthe1980s 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]
Hello, 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 unsuccessful. 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. Two scenarios: 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 spontaneously closes. 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? Russ Coover Solution found: I was able to "fix" this problem by deleting the IMAP account, rebooting, and then re-entering the account. Thanks for reading my problem. Russ Coover "Russell W...

Workflow and Sales Processes
Hello! 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 handle? Thank you! 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 , Fujifilm , http://shopforless.itgo.com/ Camera Sale -Nikon , Canon, Minolta , Sony ,Xcam2 , Fujifilm , from $50 -up for the top brands http://shopforless.itgo.com/ ...