- [Instructor] The sales all-in-one view is a great
new feature that was introduced with Dynamics GP 2016.
If you're familiar with using the sales order module
in Dynamics, you're very familiar, most likely,
with the Transaction by Customer inquiry.
Now, this is something that has been
somewhat of a pain point for years
because of the fact that it's hard to tie together
the document with the related payment in this window,
you end up scrolling through, and even though
you can filter it here, by the document date
and the document number, as you see
there aren't many options to filter
what you're seeing in the grid below.
This is unposted, posted but not paid, and paid.
Here, that's a good filter, for instance
if I only want to see things that are open
I can redisplay, but this is not anywhere
as powerful as this new all-in-one view.
Now, notice it's disabled, you have to
actually click on a document, and then
you can click the all-in-one view,
but you will see only that document
or documents that are related to it.
So, for instance, if we wanted to see something
that's been paid, we'd look in the history, we redisplay,
this is an invoice that has been paid,
so if I click the all-in-one view
you'll see the order, which was transferred,
to invoice, and a related payment,
and that's a great view, that's really handy.
If you want to see a bigger picture of this customer's
entire document view, you can clear this,
then select that customer again,
now you'll see everything, and each one of these columns
can be filtered, similar to how
Excel works by filtering columns.
So again, I have the filter on the posted versus historical,
I can see just things from, in this case,
the sales order module are the documents
that begin with ST, I have more columns to choose from,
I'm going to say, document number begins with ST,
and click OK, and now I'm only seeing those documents
from the sales order module in that column.
Another great way to customize this screen
for how you work with your documents,
for instance, if you don't use Quotes
you could click on Options, and remove that
from the all-in-one view and maybe add in Back Orders,
hit OK, and the screen reconfigures for
the all-in-one view that will help you
order and organize your customers' documents.