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...I cant open links in MS outlook.
Help! I cannot access any links in MS oulook. Everytime I try to open a
link, it pops up and wants me to tell it what program to run it with.
...Starting Excel from a non-MS application
What is the command line syntax for invoking Excel to
open to a specific place (i.e. either a specific cell or
a named bookmark)?
see your post in Excel.misc
P.S.: please don't multipost
Rob Gordon wrote:
> What is the command line syntax for invoking Excel to
> open to a specific place (i.e. either a specific cell or
> a named bookmark)?
Sorry. Wasn't sure which category was more appropriate
>see your post in Excel.misc
>P.S.: please don't multipost
...Running a database without ms access
It took me close to one year to build a database. This database
contains 46 tables, 237 queries, 105 forms and 180 reports.
Is it possible to make something with it so people who don't have
Microsoft Access can use it exactly the same than if they had Ms
If the answer is yes, what are the steps to do it ?
On 19.04.2010 17:01, jean wrote:
> It took me close to one year to build a database. This database
> contains 46 tables, 237 queries, 105 forms and 180 reports.
Quite a piece of work.
> Is it possible to make s...How can I view Publisher files without having MS Publ. installed?
If I want to send someone a MS Publisher file I have created, is there anyway
they can view it without have the full MS Publisher program installed?
Lance Persson <LancePersson@discussions.microsoft.com> was very
recently heard to utter:
> If I want to send someone a MS Publisher file I have created, is
> there anyway they can view it without have the full MS Publisher
> program installed?
If you use a PDF converter such as PrimoPDF (www.primopdf.com), you can
convert files to PDF format. PDF files are viewable with the free Adobe
Reader, which virtually everyone has some ...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 ...CRM 4.0 Desktop Client
I installed a brandnew MS CRM 4.0 System Enterprise and a brandnew XP Pro
Client with Office 2007 installed. On this xp client I then installed the CRM
4.0 Outlook client. Everyting seems fine, Outlook starts without any problems.
I then configured a new Data Group which should synchronize some contacts. I
enabled this Data Group.
When I try to synchronize Outlook with CRM, my Outlook reports an error and
closes in the middle of the synchronization process.
I then first disabled the Data Group, but still get the same error when
trying to synchronize and also the CRM cli...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...tables without having MS Access installed
I have a VB application that accesses (read and write) some data in a
MS Access (mdb) database. Now, I want to distribute this application
and the database and some of my users might not have MS Access
installed. Is there some way to read and write to the tables without
having MS Office installed. I do not need any access to forms, reports
etc. but only the tables.
I know Access uses some JET database engine and I was wondering if
just installing that would suffice.
Thanks for any help you can give me.
If your VB app does all the data manipulation, there's no need t...ms money #2
I just posted and hit the ok button and the screen went
away. Quickly, do I need to uninstall Money standard before
installing Money 2004 Premium, or can I install Premium
over the standard version, saving my financial info.?
Thanks Respond through the forum or email me at
You should be able to install straight over.
Glyn Simpson, Microsoft MVP - Money
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
o...MS Publisher #9
How do I create numbered admission tickets for a function
4718522 <firstname.lastname@example.org> was very recently heard to
> How do I create numbered admission tickets for a function
Use mail merge.
http://www.publishermvps.com/ has a tutorial.
Ed Bennett - MVP Microsoft Publisher
...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 >>...using ms access as database in windows appplication
i gets " unspecified error" when i inserts new data to database and when i
fetches the data from access database is it the problem from access
No one here can see your monitor....
Please provide Windows version, Access version and what you are doing at the
time of the error (ie. opening a form, running a query, etc...). Posting
that information increases your odds of getting assistance.
"I feel I have been denied critical, need to know, information!" - Tremors
"access error" <access email@example.com> ...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 ...Newsletters in MS Publisher
how do I set up an 8 page newletter that will print on 11x17 paper with pages
1 & 8 and 2 & 7 on one sheet and pages 3 & 6 and pages 4 & 5 on the same
...MS Exchange MTA Service is not running
Good morning. I just noticed this problem a couple of
days ago. My MTA service will not start. I have
followed a few procedures to restart it. I ran the
MTAcheck.exe util and it came back with a message that it
could not be fixed easily.
Could someone please give me a hand?
On Thu, 19 Aug 2004 06:18:21 -0700, Mark wrote:
> Good morning. I just noticed this problem a couple of
> days ago. My MTA service will not start. I have
> followed a few procedures to restart it. I ran the
> MTAcheck.exe util and it came back with a message that it
> could not be fixed eas...May anyone help to receive MS RMS 2.0 for testing?
May anyone help to receive DEMO-install vertion MS RMS 2.0 for testing? For
example upload to your ftp and I download.
Thanks in advance about your understanding and answer.
On Jun 29, 3:02 am, RedFoxUA <RedFo...@discussions.microsoft.com>
> May anyone help to receive DEMO-install vertion MS RMS 2.0 for testing? For
> example upload to your ftp and I download.
> Thanks in advance about your understanding and answer.
Try contacting New West Technologies. They are awesome RMS resellers
and they might offer a 30 day demo of RMS. You can find them at
http://www.new...Download directly to MS Money
I'm trying to download directly to my MS Money 2003 Deluxe from a
checking account. All goes well. It Money asks me what account then
I get a message that money was unable to balance the account.
Here is when things go wrong. When I tried to balance my account
manually I first noticed that the end balance from the previous
account was off by less than $10.
First thing I did was restore from my backup and then I looked at the
balance. This time it showed my balance as being equal to the
Now I tried to download again from my bank. Again the balance was
This time I notice...in ms excel 2003 research tool thomson gale is not found why?
i recently downloaded office 2003 60 days trial version.And its key no is
VQR7Q-4PYP9-46WPQ-K7KPF-86KXM.in excel i opened tools menu, in that research
..after opening research i am unable to see "THOMSON GALE" RESEARCH TOOL.. I
have downloaded office SP2
and installed. but all in vein.then i contacted microsoft tele support.but
they said they wont give support for trial version. pls suggerst me to
overcome this problem.
Why do you think that you should see "Thomson Gale" Research Tool on the
Excel Tools menu?
Thomson Gale is part of The Thomso...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
...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 ...