Category Archives: Accounting/Finance

Voiding A Posted Transaction

Posted on August 27, 2018 by Tony Brumley

VOIDING A POSTED TRANSACTION In Great Plains, click the “Sales” option on the left side Enter the Customer ID and press Tab The customer information should auto-populate On the right side, select the type of transaction you need to void … Continue reading →

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File Maker Pro

Posted on August 21, 2018 by Tony Brumley

FILE MAKER PRO File maker pro is a tool used with many of the procedures at Dental Planet and is used to write up payment requests Open File Maker Pro and close the first pop-up box for choosing a template … Continue reading →

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Void / Cancel An Order

Posted on August 21, 2018 by Tony Brumley

VOID/CANCEL AN ORDER An order should only be voided/canceled if it is 1-2 days old, or it backordered/never sent A canceled order is subject to 5% cancellation fee unless it is on backorder or otherwise noted If a PO has … Continue reading →

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Core Return

Posted on August 17, 2018 by Tony Brumley

CORE RETURN To enter a credit for a core return, go to Great Plains and click “Sales” along the left side Click “Transaction Entry” “Document Type” select “Credit Memo” from the drop down “Description” will be “Core Return ORD #” … Continue reading →

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Return/Credit Memo Codes

Posted on August 17, 2018 by Tony Brumley

RETURN/CREDIT MEMO CODES 410100 – Regular and drop ship returns 400012 – Core Return 400300 – Outbound Freight 700212 – Inbound Freight 410101 – -Warranty Return 410300 – Sales Discount/”Good Guy” 400240 – Sales-Labor 200203 – Sales Tax 500200 – … Continue reading →

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