Action Name: Create Sales Order

Action ID: CUST_SOP_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Customer Maintenance window to open the Sales Transaction Entry window. It will populate the Customer ID based on the Customer ID that was selected in the Customer Maintenance window.

 

 Action Name: Transaction Inquiry

Action ID: CUST_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Customer Maintenance window to open the Receivables Transaction Inquiry – Customer window. It will populate the Customer ID based on the Customer ID that was selected in the Customer Maintenance window.

  

Action Name: Payroll Transaction Inquiry

Action ID: EMP_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Employee Maintenance window to open the Payroll Transaction Inquiry window. It will populate the Employee ID based on the Employee ID that was selected in the Employee Maintenance window.

  

Action Name: Create Adjustment

Action ID: ITEM_ADJMNT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transaction Entry window with the Document Type of Adjustment. It will populate the Item Number based on the Item Number ID that was selected in the Item Maintenance window.

  

Action Name: Create Transfer

Action ID: ITEM_TRNSFR_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transfer Entry window. It will populate the Item Number based on the Item Number that was selected in the Item Maintenance window.

  

Action Name: Create Variance

Action ID: ITEM_VARNC_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transaction Entry window with the Document Type of Variance. It will populate the Item Number based on the Item Number that was selected in the Item Maintenance window.

  

Action Name: Create Quote

Action ID: PRSPCT_QUOT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Sales Prospect Maintenance window to open the Sales Transaction Entry window. It will populate the Customer ID based on the Customer ID that was selected in the Sales Prospect Maintenance window.

  

Action Name: Apply Documents

Action ID: VEND_APPLY_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Apply Payables Documents. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

  

Action Name: Create Invoice

Action ID: VEND_INVC_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Transaction Entry with the Document Type of Invoice. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

 

 Action Name: Create Payment

Action ID: VEND_PMNT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Manual Payment Entry. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

  

Action Name: Create Purchase Order

Action ID: VEND_PO_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Purchase Order Entry. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

  

Action Name: Transaction Inquiry

Action ID: VEND_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Transaction Inquiry – Vendor with the Work, Open, and History options included. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.