1. GPUG Presentation
Accounts Receivable

2. Customer Card Addresses Note Field Class ID Sales Tax Schedule Terms
Price Level
Attach Function

3. Customer Card – Options

4. Price List Price List Method Dropdown: Currency Amount % of List Price
% Markup – Current Cost
% Markup – Standard Cost
% Margin – Current Cost
% Margin – Standard Cost

5. CRM/GP Integration

6. Sales Order Processing
Attach Function
Note Field
Date Shortcut
Copy/Paste Line Items

7. SOP - Continued Under Go TO: Date Fields
Customizable Fields – specific to your company – useful for reporting

8. SOP – User Defined Customizable Fields

9. SOP - Continued Under Actions:
Copy Feature – Allows the user to copy an existing document for credit or invoicing purposes.

10. Financial Accounts Account Types Fixed Allocation Variable Allocation
Unit Allocation

11. Questions
April Van Kooten Controller Amber Ogren Accounts Receivable Clerk