SmartPost
Sales
To setup the Analytical Accounting Posting Reports for the Sales series:
| 1. | Open the Great Plains Report Setup window b going to Microsoft Dynamics GP - Tools - Setup - Posting - Posting. |
| 2. | If you are turning off the AA reporting options then de-select the reports below instead of adding the file paths. |
| 3. | We will be changing the Series and Origin for the options below to change the required AA report. |
Sales Transaction Entry
| 1. | Select the Series of Sales and the Origin of Receivables Sales Entry. |
| 2. | Mark the AA Sales Entry Posting Journal report. |
| 3. | Select the file type checkbox and change the type to Html |
| 4. | The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be SOPReceivables.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.) |
Cash Receipts Entry
| 1. | Select the Series of Sales and the Origin of Receivables Cash Receipts. |
| 2. | Mark the AA Cash Posting Journal. |
| 3. | Select the file type checkbox and change the type to Html |
| 4. | The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be SOPCashReceipt.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.) |
Transaction Entry
| 1. | Select the Series of Sales and the Origin of Receivables Sales Entry. |
| 2. | Mark the AA Sales Entry Posting Journal report. |
| 3. | Select the file type checkbox and change the type to Html |
| 4. | The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be SOPReceivables.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.) |