Understanding Vendor Cards in Microsoft Dynamics GP

Friday, 21 January 2022 by AccSoft Evangelist

Use Vendor Cards to track the status of vendors and to print reports. Moreover, it’s important to keep this information up to date to reflect your company’s current activity. So, use the Vendor Maintenance window to create new vendor cards. Before you begin entering the first vendors, consider how to arrange the current and future vendor records. The minimum to set up a vendor is the Vendor ID, Name, and Class ID. You might want to assign specified groups of IDs to different types of vendors. You also might want to assign them to different vendor classes.

Start Microsoft Dynamics GP and click ‘Purchasing’ → click ‘Vendors’ under ‘Cards’ and the following window will appear:

Some fields in the window will have default values. Some default values are the same for all vendor information, but others come from the vendor class information entered in the Vendor Class Setup window.

Steps to set up Vendor Cards

Select or enter Vendor ID. It is advisable to use similar IDs for all the vendors. Any alphanumeric set of characters is acceptable. Likewise, the maximum length of this field is 15 characters, be sure that all the IDs have the same number of characters. Use the system consistently for the best results when printing reports and using other windows.
Enter or modify the Name of the vendor. The Short Name can be used in circumstances when the vendor name is too long. Also, the name printed on checks is the Check Name.
Use status for categorizing your vendors according to their business practices. Vendors can be active, inactive, or temporary. As a result, each of these statuses limits the data entered or posted and places restrictions on deleting or modifying a vendor card.
Assign the vendor to a class. Once a Class ID is entered, much of the information in this window, the Vendor Maintenance Options window, and Vendor Account Maintenance windows will appear as default values, which can be changed on a per-vendor basis.
Enter Address ID.
Click to enter or modify the internet address for a vendor.
Enter or modify Address, Contact Information, Phone, and Fax Numbers.
Modify the Tax Schedule and Shipping Method or accept the default.
Enter or modify Comments for reference purposes. (Optional)
Click ‘Options’ to open the vendor maintenance window.
Enter vendor options, or change vendor options from those that are provided as default values from the class. When you’re satisfied with the entries, choose OK.
Click ‘Accounts’ to open the vendor account maintenance window.
Enter the Account number for the vendor or change from those that are provided as default account numbers from the class. Finally, when satisfied with the entries, choose OK.
If the vendor has multiple addresses, click ‘Address’ to enter a different address for the same vendor.
Click the printer button to print the contact card or click ‘Save’ to save the vendor card.
If you want to delete any vendor card, select vendor ID and click ‘Delete’.

More Info

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

Published in Add-on, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Mobile, Technology

No Comments

Creating Shipping Methods in Magento and Map them with Dynamics GP

Friday, 07 August 2015 by AccSoft Evangelist

How to Create Shipping Methods in Magento and Map them with Dynamics GP

Magento is the market leader in eCommerce solutions for many reasons, chief among them is its flexibility in specifying and setting up a variety of shipping methods in Magento for the convenience of the customers. Similarly, x2x Connect extends that flexibility by allowing you to map any shipping method created in Magento to any shipping method in GP. As a result, it gives your solution scalability and flexibility in reaching out to the global market.

CREATE SHIPPING METHODS IN MAGENTO

Go to Magento Admin Panel and to Configuration→Sales → Shipping Methods. Subsequently, the system will display all the enabled shipping methods on your Magento website. Contact your preferred shipper for their API information so that you will benefit from real-time shipping estimates and rates. To clarify, let us see how to set up FedEx as a shipping method in Magento.

Setting up FedEx Shipping Method

Before you start: As of May 2012, FedEx made some changes to their Shipping API. If you are experiencing problems setting up the FedEx Shipping method, you will need to install a Patch that was released by FedEx which can be found here. The API credentials you will need to set up the FedEx shipping methods are:

Account ID
Meter Number
Key
Password

By signing up at FedEx’s Developer Resource Center, you can generate Test credentials intended for developers and general testing purposes. It is recommended to start the setup using these credentials first before moving to production. More information about FedEx Web Services can be found here. Log in to your FedEx account and proceed to the Develop and Test step, from there click on the Get your Test Key button.

Then fill in the required information on the registration form.

Take note of the Country, State/Province, and ZIP/Postal Code information that you provide; they will need to match exactly with the information. You will later provide it under Shipping Setting in Magento. When finished, click continue and accept the terms on the next page. Then you will have given the Developer’s Test Key. Along with the Test Account ID and Test Meter Number. The password will have sent separately to your Primary e-mail.

With the password sent to your e-mail, you now have all the four fields that you need to set up FedEx Shipping on your Magento site. Make sure that Sandbox mode is checked to yes.

And there you have it, folks!

MAPPING MAGENTO SHIPPING METHOD WITH DYNAMICS GP

Open the General Mapping window and select the Shipping Method dropdown. You will see all the Shipping methods defined in Magento before the last time. The automatic scheduler has updated the Magento data into GP. For instance, click on ‘Synchronize Default Values’ and ‘Start’. This will bring all the values defined in Magento to GP. Select the Magento Shipping method in the list and use the browser to select the corresponding GP shipping method. This will map the shipping method in Magento with the shipping method in GP