SalesPad for Dynamics GP Settings Guide

REV62212 | SETTINGS GUIDE | 1 | WWW.SALESPAD.NET

SalesPad for

Dynamics™ GP

Settings Guide

A software product created by SalesPad Solutions Copyright 2004-2012 www.salespad.net

SalesPad Solutions, LLC.

3200 Eagle Park Drive, Suite 100 Grand Rapids, MI 49525

Phone: 616-245-1221

Email: [email protected] Web: www.salespad.net

Legal Information

Copyright Copyright © Sales Pad, LLC (SalesPad Solutions) All rights reserved. Trademarks SalesPad is a registered trademark of Sales Pad, LLC.

Published April 2012

Note: Some settings are designed exclusively for interfacing with third party products. Such interfaces were created on a custom basis for a specific customer configuration. Before use, please contact SalesPad to confirm compatibility of versions of SalesPad and interfacing third party products. If you need functionality beyond the features outlined in this document, please contact your SalesPad Partner or SalesPad Solutions to receive a quote on support for the desired version or functionality.

SalesPad® Settings

The Settings feature in SalesPad® (Modules > Settings) allows administrators to set system-wide defaults that apply to all users, and further customize SalesPad to their company’s needs. The following explains where and how the settings function, how they can be applied, and the tasks each setting enables.

Notes:

 You may need to log out and back in to SalesPad for saved Settings changes to take effect.

 This is a comprehensive list that may change. Not all settings are available in all versions of SalesPad.

 In versions 4.0+ you can use the Export Settings/Import Settings buttons to export and import Settings configurations between databases/companies in SalesPad.

Address Tools



Specify, using free-form text separated by commas, the countries to validate (i.e. UNITED STATES,USA,US,CANADA,CA,NONE)



Drop-down menu choices: AvaAddressQueryHandler

Select AvaAddressQueryHandler to turn on Address Query Handlers.



If True, SalesPad will use the country code to get and set the country for address validation.



If an option is selected, the related information will be queried to return the city and state on the Customer Card Addresses tab, based on an entered zip code.

Drop-down menu choices: CustomZipHandler, ZipInfoFromWebserviceX, ZipInfoFromDynamicsGP If “CustomZipHandler” is selected, a locally stored table will be queried. Requires a custom stored procedure.

If "ZipInfoFromWebserviceX" is selected from the drop-down menu, WebserviceX, a free webservice, will be queried.

If "ZipInfoFromDynamicsGP" is selected from the drop-down menu, city and state will be returned based on a query of existing addresses in the GP database.

Note: The webservice used is a free service and not maintained by SalesPad Solutions. If the service no longer functions correctly, the option must be unselected to prevent delays in entering customer address information.

Aggregate Pricing



Drop-down menu choices: Append, Prepend, Replace, DoNotUpdate

This setting will affect how the comment will be written to the sales line when selecting the aggregate pricing action.

-If set to Append, the aggregate pricing comment will appear in the sales line comment field, after the sales line comment.

-If set to Prepend, the comment will appear before the sales line comment.

-If set to Replace, the aggregate pricing comment will replace any existing sales line comment.

-If set to DoNotUpdate, the aggregate pricing comment will not appear in the sales line comment field.

REV62212 | SETTINGS GUIDE | 3 | WWW.SALESPAD.NET

Application Defaults



Sets the default number of months to include in historical searches. Setting the value to zero will set to the last used value.

Avalara



If True, SalesPad will use the country code to get and set the country for AvaTax and address validation



Specify the account number for the AvaTax Service



Specify which field will be used to calculate tax. Defaults to Extended_Price



Specify the company code that will be sent to the AvaTax Service



Specify the user defined field that stores the usage type for the customer address



Specify the freight code to use for the AvaTax Service



Specify the taxability code for AvaTax



Specify the password for the AvaTax Service



Specify the Misc Charge Code



Specify the tax schedule that will trigger the use of the AvaTax Service



Specify the URL used to connect to the AvaTax Service

Back Ordered Items



If True, users will be allowed to allocate backordered items while in the Backordered Items module.



Sets a list of holds to remove when processing orders.



Workflow queue orders must be in to allow processing.

Blanket Orders



Sets the name of the user defined field that will track the quantity of items released on a blanket order.

Catch Weights



Sets a value used to divide the weight value if it is not stored in a standard decimal. (3600 = 36.00)



If there is an error when processing catch weight items, the specified process hold will be applied to the document.



Specify an Item Master number to use for catch weight lines, or leave blank to use a non-inventory item ('CW:{ITEM}').



A semi-colon delimited list of Catch Weight Units of Measure (LBS; KG).

CCH Sales Tax Office



Sets the user field on the customer level for storing Customer Type.



Specify the Sales Tax Office Division ID.



Specify the Sales Tax Office Entity ID.



Sets the user field on the customer level for storing Provider Type.



Specify the SKU Sales Tax Office Handles (Item Number or Item Class)



Specify the URL used to connect to the Sales Tax Office Service.

CCH Sales Tax Online



Specify the item number that will be passed in for document freight (optional).

Contact/Address Settings



If True, enables the third address line field on the Contact Information entry screen.



If True, allows a user to create new addresses for the customer.



If True, allows a user to create new addresses for the vendor.



If True, enables a second phone number field on the Contact Information entry screen.



REV62212 | SETTINGS GUIDE | 5 | WWW.SALESPAD.NET

Create PO



Sets a warehouse code that will be used to indicate direct shipments. If a sales line is set to the direct ship warehouse, the Direct Ship check box will automatically be checked upon purchase.



If True, the Sales Person ID is used as the Buyer ID when purchasing from a sales document.

Credit Card Processing



Sets allowed charge types. Specify one or more: AUTHORIZATION, CHARGE, MANUAL. These set the type of credit card transactions allowed for all users, then security can be used to specify the

transaction types from this setting allowed per security group.



Sets default mapping of credit card types to Dynamic credit card names. Example: AM:AMEX; DI:Discover; MC:Mastercard; VI:Visa.



Sets the default payment processor to use when 2 or more payment processors are defined.



Sets the default charge type. Specify one: AUTHORIZATION, CHARGE, MANUAL.



If True, SalesPad will lower the payment amount to match the document total when capturing a preauth. This option is only available when the document total is LESS than the preauth. If False, SalesPad will capture the entire preauth, which is only relevant if the Authorization Up Charge

Percent setting under Sales Entry Overrides has a value.



If True, credit cards will be masked when viewed within Dynamics GP on the payment screen.



Sets a process hold to apply to a sales document when a preauth transaction is processed. The specified process hold will need to be setup in Dynamics GP with the Posting checkbox marked. This will prevent any invoice that has the preauth hold code from being posted in GP before the capture is complete. The Preauth Batch Processing module uses this hold code to designate which

documents are available for batch captures.

CRM

These settings are visible in the Additional Info section of the Task Entry screen within the CRM tab of the Customer Card.



Sets values for the Type drop-down field within CRM Task Entry. Example: Call;E-mail;Fax;



Sets values for the Status drop-down field within CRM Task Entry. Example: To-Do; Complete; In- Process;

Custom Item Wildcard



Sets one or more prefixes to indicate a Drop Ship item in the item number. Example: DS-; CSTM-. When used on a sales document, the drop ship box will automatically be checked



Sets one or more prefixes to indicate a non-inventory Matrix item in the item number.



Sets one or more prefixes to indicate a Custom/Non-Inventory item in the item number.

Customer Contact Options

Note: Customer Contact Addresses must be enabled in the Security Editor.



The Contact Type used to flag the Contact to display on the Customer A/R tab.



Sets values for the Contact Type drop-down field (in the Contact Information section of the Contact Information entry screen. Customer Card > Contact Addresses Tab > NEW or Double Click Address Type. Note: This setting requires that a user field be created and specified in “Contact Type Field for a Customer Address”.



Labels the first phone number field in the Contact Information entry screen.



Labels the second phone number field in the Contact Information entry screen.



Labels the third phone number field in the Contact Information entry screen.

Customer Inquiry



If True, a customer's permanent note will display in a popup window when the Customer Card is accessed.



The User-Defined Field in Customer Address Entry that will store the Contact Type.



The User-Defined Field in Customer Address Entry that will store the Contact Type.



If True, Enables Default Warehouse, stored in User Defined Field 1 on a Customer Card. This will be the warehouse used on each new sales document created for this customer.



If True, the Customer Card will remember the last Doc ID selected for quotes, orders, invoices, and returns.



If True, a warning message will display when updating a customer address.

Customer Layout



Sets a value (such as Customer_Class) used to determine which tabs are displayed on the customer card, based on setup in the Layout Tab Setup Screen.

REV62212 | SETTINGS GUIDE | 7 | WWW.SALESPAD.NET

Customer Notes



Sets a delimited list of supported note types, which will appear as a drop-down on Customer CRM Note Entry on the Customer Card.

Customer Search



If True, Customer Search results will include matches in the customer's first address line.



If True, Customer Search results will include the 2nd address line when applicable (additional address line between name and state).



If True, Customer Search results will include the 2nd address line when applicable (additional address line between name and state).



If True, Customer Search results will include matches in the customer contact's address code.



If True, Customer Search results will include matches in the customer's contact names.



If True, Customer Search results will only include matches in the customer name (not customer #). *If all are False, Customer Search results will include matches in the Customer Name and Customer #.



If True, Customer Search results will include the customer’s email address.

Dashboard



Sets the file system path where dashboard configuration .dash files are stored.

Data Filtering



If True, enables Data Filters (Profiles and data filter scripts must be configured).

Delivered Freight Options



Sets the Delivered Freight Item Number.



If True, displays an option to include Delivered Freight on Order.

EDI Review

–

Batches



No longer supported



Equipment Management



Enter the equipment-level user fields that specify the customer number that owns the equipment.



Enter the equipment-level user field specifies the customer address code that the equipment was assigned/sold to.



Enter the format (example: {0:yyyyMMdd}_{1:00000}) to use for auto-generated serial numbers (generated when new equipment is added). If blank, SalesPad will not auto-generate serial numbers. Enter “GP” to use the serial number format defined in GP’s item master.



Enter the Sales Document Ids used for Equipment Management.



Enter the sales document user fields that define which piece of equipment is being worked on.



Enter the sales document user fields that define the item description for the piece of equipment that is being worked on.



Enter the sales document user fields that define the item number for the piece of equipment being worked on.



Enter the sales line user field that defines which piece of equipment is being worked on.



Enter the sales document user field that stores the third party/warranty billing customer.

FedEx Account Settings



The FedEx online API key issued by FedEx.



The FedEx Account Number issued by FedEx.



The FedEx online API password issued by FedEx.



The FedEx meter number issued by FedEx.



The URL to query FedEx rate services. There should be no need to change the default URL.



The user defined field on the Customer address that will drive the default FedEx service type on a sales document.

Funnel - Ship To



Defines the SQL Server connection string to a UPS Worldship database instance

(server=ups\upswsdbserver; uid=-shipto; password=shipto). This is only valid when using ShipTo with the Funnel.

REV62212 | SETTINGS GUIDE | 9 | WWW.SALESPAD.NET

Inventory Control



If True, the allocation in SalesPad will be done through Inventory Control.



Defines the URL that SalesPad will use to connect to the Inventory Control web service.

Inventory Lookup



If True, the "Search 3rd Party Items" check box will default to checked in the Inventory Lookup module. Note: If False, the box will default to unchecked the first time, but individual users’ last used setting will be respected.



If True, the “Search Vendor Items” check box will default to checked in the Inventory Lookup

module. Note: If False, the box will default to unchecked the first time, but individual users’ last used setting will be respected.

Inventory Search Settings



If True, the Sales Inventory Search grid will display the total quantities from all warehouses. Not available in the Inventory Lookup module.



If True, Inventory Search results will include matches in the item's Generic Description as well as the Item Number and Item Description.

Linked Purchase Orders



If True, when a sales document has a service line item, that cost is pulled to the linked Purchase Order line.

Matrix Class Maintenance



Specify the Indicator character (ex: *) to trigger a string replacement.



If True, Matrix Class Replacement Text is enabled.

Misc



Set the document types for which line items will receive price updates (* for all).



If True, allows changes to the Selling UofM and UofM Schedule on the Item Maintenance screen in Inventory Lookup.



Reserved for future use.



Reserved for future use.





If True, shows a tooltip with information about a module when the cursor moves over its icon on the Ribbon menu or the Navigation drop-down.



Select the Dynamics GP Item User Field to show on the Item Properties tab in Inventory Lookup.



Sets a different color theme for when a test connection is in use. Defaults to Caramel. Alternate color themes must be typed in and options can be viewed from the “Paint Style” drop-down ( ) on the top of the login screen.



Defines a path for program updates. If specified, SalesPad auto-updates and license files will be saved to this path. This path should be accessible by all users.



If True, shows defined pricing levels on the Properties tab in Inventory Lookup.



If True, Selling UofM quantities display in Inventory Lookup next to Base UofM quantities in the Available column (“Avail”).

Mobile Reporting

New Sales Document Creation



If True, copies a customer’s permanent note to the Internal Notes on a sales document.

PaperSave Common



Specify the company name here, when using PaperSave



Enter the connection string to the PaperSave SQL Database



Specify the host application here, when using PaperSave

Pick Ticket / Pick Ticket Processing



If True, Qty fulfilled will automatically be used as Qty picked on pick tickets.

Pick Tickets



This setting is visible in the Funnel screen. If True, it will add a note to the current document in the Funnel when the pick ticket is printed. (Example: "Pick Ticket On: {DATE} {TIME} by {USER}")



Sets the batch that backorders will be sent to from the Pick Ticket Processing window.



If True, workflow rules will apply when pulling a document.



REV62212 | SETTINGS GUIDE | 11 | WWW.SALESPAD.NET



If True, integrates the Funnel with UPS WorldShip using ShipTo.



Sets shipping methods separated by semi-colons, that the Other Report (Report specified in the Funnel setup) should print.



If True, enables the Auto-Calc Freight option. Auto-calculation of freight must be pre-configured by the database administrator.



If True, a COD field linked to USRDEF03 will display for a sales document while in the Funnel.



If True, the ship date will be updated when the packing slip is printed from the Funnel.



Sets a list of warehouse codes that should be caught by UPS Worldship (separated by spaces).

Printing



If True, when bulk printing in Sales Batch Processing, Sales Batch Line Processing, or from the Sales Documents search screen, all selected documents will print as a single print job.



If True, when printing a sales document, any PDF attached to the item master record or sales document, through user fields, will also print.

Profitability



Sets the number of receipts that will be shown for items in the Profitability plugin.

Purchase Order Layout



Sets a value (such as PO_Type) used to determine which tabs are displayed on purchase orders, based on setup in the Layout Tab Setup Screen.

Purchase Order Settings



If True, prompts the user to accept the new price for the price level and UofM combination when the selling unit of measure is changed on the PO line.



Sets a password required to delete a Purchase Order. If blank, no password is needed.

Purchasing



Sets the desired costing method from the following options: Manual, Current_Cost, Standard_Cost, Last_Vendor_Invoice_Cost, PO_Cost_Selection_User_Field. Note: If the PO is created from a sales order, it will use the SO unit cost.



Specify the user defined field used to determine PO cost. PO_Cost_Selection_User_Field must be selected in the PO Cost Selection setting.

If True, the cost from the drop ship sales line items will be used when generating a PO.

Radio Beacon



Sets numbers for the Radio Beacon locked states. Example: 4;5. (AVAILABLE=1, STATUS RELEASED=2, STATUS ACKNOWLEDGED=3, STATUS LOCKED=4, STATUS CONFIRMED=5.)

Receiving



Define the string used to assign lot numbers (Default is " {0:yyyyMMdd}_{1:0000}").



Define the string used to assign serial numbers (Default is " {0:yyyyMMdd}_{1:0000}").



Set the character that will separate the lot number and weight when receiving catch weight items (Default is "_").

Reporting



Set the names of the reports that will be visible (* for all) when printing a purchase order



Set the names of the reports that will be visible (* for all) when printing a sales document

Sabrix



Specify the external company ID provided by Sabrix.



Specify the product code used to pass freight into Sabrix.



Required: Specify the Host ID. It should be set to a value that can uniquely identify the environment that sent the request.



Specify the product code used to pass misc. charges into Sabrix.



Specify the product code used to pass Non Inventory items into Sabrix.



Specify the password for Sabrix.



Specify the tax schedule that will trigger use of the Sabrix Tax service.



Specify the URL used to connect to the Sabrix Tax Service.



Specify the user name/account number for Sabrix.

Sales



Specifying one or more order/invoice IDs will backorder all items by default when a new document of the specified ID is created.

REV62212 | SETTINGS GUIDE | 13 | WWW.SALESPAD.NET



If True, service items will automatically be backordered and the line's Purchase Status will be set to “Needs Purchase”.



If True, a customer’s permanent note will be copied to the internal notes on a sales document.



The Item Master User Field used to categorize items for discounting.



Sets the Customer User Field used to track what discount(s) the customer is eligible to receive.



The Item Master User Field used to categorize items for discounting. Leave blank to disable item category discounts. The list of fields available to use can be found in the SalesPad Available fields in

spvItemMaster Knowledge Base article.



If True, SalesPad™ will attempt to standardize new names. Example: smith, mike --> Smith, Mike. Set to True if consumers are generally your customer.



If True, the Required Ship Date field will default to 1/1/1900. If False, the Required Ship date will default to the date the document is created.



If True, Kit items on a sales document will automatically be set to backorder. If False, the line item quantity of a kit with components on backorder will be reduced to the quantity available to sell complete.



If True, users can enter a Cash/Check payment on an Order. Using the Sales Document smart field "sf_CreditCardTypeName", you must have a Credit Card setup called CASH or multiple CASH credit cards set up with suffixes.



If True, by default, a vendor item number entered during sales document entry will be automatically changed to the actual (inventory) item number. If True, and a modified spcpItemBarcode stored procedure exists, a scanned barcode will convert to an actual (inventory) item number. If False, a vendor item number or barcode entered will prompt the Inventory Lookup screen to pop up, where the proper item can be selected.



If True, users can specify the Ship To address while on the customer card by selecting the contact address ID and then selecting the new document type to create. The new document will use the selected contact address ID instead of the default Ship To address ID.



If True, forces Gift Certificate Number entry to upper case. All characters entered will default to upper case.



If True, the report field UOfM_Details will show all scheduled UOfM in the breakdown.



Sets the Item Master field that is copied to the comment field of a sales line item during order entry. When an item is added to a sales document, any data on this user field for the item will



Sets the indicator that is placed in the Item Description to designate that a Kit item should be treated as a Package item.



Sets a prefix for the Package Item Number entered on a sales document (Example: ^. ^ + PHONEITEM = ^PHONEITEM). The package item will be a non-inventory item in the document.



Sets the indicator (in the Item’s Description) that designates the item as a "Royalty" item. The item will not be eligible for a discount.



If True, multiple discounts can be used on the same sales document.



Defines the Sales Document User Field used to track what discount is being applied to sales documents.



Sets the priority rule for which discount will be chosen when more than one discount applies to the same item when multiple discounts are being used on the same sales document. Options are Most_Recent, Highest_Percent, Lowest_Percent.



Defines the Sales Line Item User Field that will store the parent package item number.



Defines the Sales Line Item user field that indicates the vendor for the line item.



If True, the credit card used on the sales document will be automatically saved to the customer card.



Defines the number of serial/lot numbers to display per row on a printed pick ticket.

Sales Batch Processing



If True, will allow orders to be partially transferred to an invoice in Sales Batch Processing. The original order will be moved to history and the line remaining will be moved onto a new order using the same order number and the suffix specified in the Shipment Suffix setting.

Sales Document Entry



If True, discounts can be applied to package items.



No longer supported.



If True, SalesPad will automatically prompt for a notification email address when saving a new document.



If True, SalesPad will automatically prompt for Sales Document Notes when creating a new document.

REV62212 | SETTINGS GUIDE | 15 | WWW.SALESPAD.NET



If True, enables the calculate Freight hyperlink which will call a custom stored procedure. The stored procedure is not included with the core product.



If True, a sales document will close automatically when it is forwarded to another queue.



If True, when the selling unit of measure is changed on the sales line or a discount level is reached, the user will be prompted to accept the new GP price for the price level and UofM combination.



If True, enables custom pricing (SalesPad™ can store customer/item specific pricing).



If True, customer Credit Hold messages will display across the top of the Customer Card and any new sales document created for that customer.



If True, users will be prompted to save the Sales Document before freight can be calculated.



Sets the absolute location for the Liaison Messenger Print application. Requires that Liaison Messenger be installed and configured.



If True, non-inventory items can be saved ONLY on a quote.



If True, a prompt to change price will display when converting a quote to an order.



If True, a document will be re-priced when it is copied to another document.



Sets the Item Number to use for a Sample Item.



If True, attribute field values on Attribute Search will be saved for the next search.



Sets the default for a new customer's Ship Complete check box.



If True, enables the Auto-Calc Freight option. Auto calculation of freight must be pre-configured by a database administrator.



If True, a pop-up save notification will display with the new document number when saving a sales document for the first time.



If True, and a preauth exists on the sales document, the preauth will be split between the

documents when the document is split. If False, the entire preauth will move to the .1 document when split. A pop-up notification will display during the initial save.



If True, SalesPad will respect the GP Process Hold setting for ability to print documents on hold. If False and the GP Process Hold is set to not allow printing, SalesPad will ignore that setting, and allow the user to print.

Sales Document Entry Layout



Sets a value (such as Sales_Doc_ID) used to determine which tabs are displayed on a sales document, based on setup in the Layout Tab Setup Screen.

Sales Document Inventory Lookup



Specify the user defined field that customer item descriptions (vs. standard inventory item descriptions) will be written to.



Specify the user defined field that customer item numbers (vs. standard inventory item numbers) will be written to.

Sales Document Settings



If True, users can modify existing Internal Notes. This setting is ignored when using Note Categories.



Changes the name displayed for the Custom Group column in the Order Entry grid.



If True, the alternate company name displays as part of the bill to address information.



If True, a prefix “DROPSHIP:” will appear on an item description for drop shipped items.



If True, loads the sales line item price.



Sets the Named Note to display below line items when entering a Quote.



Sets the password required to delete a Sales Document.



Defines custom note categories visible on the Notes tab during sales entry. (Place an * at the end of note name to disable printing.)



If True, the Quote Number will remain the Order Number when a document is transferred to an order.

Sales Document Splitting



If True, users will be prompted to split a document containing backordered items when it is processed in the Funnel.



REV62212 | SETTINGS GUIDE | 17 | WWW.SALESPAD.NET

Sales Email Confirmation

These settings are for configuring e-mail. All users will use the specified account when sending email from within SalesPad.



Sets the email server hostname or IP address.



Sets the username used to authenticate against the email server.



Sets the password used to authenticate against the email server.



Sets the port number to use for the SMTP connection to the email server.



If True, allows product to work with web-based email systems that require SSL or TLS encryption.



Sets the name of the report to email to a sales rep when a new order is created and moved out of the first workflow queue.



Controls how to format the "Send To" email address when faxing with a mail-to-fax gateway. For example, when using GFI Faxmaker in a default configuration, enter '{0}@faxmaker.com'

Sales Entry



Sets the number of days in the future that SalesPad will create a quote follow up task. Defaults to 0.



If True, when an item is not found in item entry, it will default to a non-inventory item instead of popping up the Inventory Lookup screen.



If True, all lines in a package will be deleted when the top item of the package is deleted.



Sets the item number prefix for a gift certificate, allowing gift certificates as payment. If blank, the Gift Certificate tab will not appear in the Payments plugin.



Sets the date placed on an invoice when transferred from an order to an invoice in Sales Batch Processing, from the following options: Today, Source_Document_Date, Application_Date, Actual_Ship_Date.



Sets the items (semi-colon delimited) to copy onto each split document when splitting.



Sets the Check Book to use for Cash and Check payments (leave blank to use the default setup in GP).



If True, the quantity for every line in a package will adjust when the header item quantity is changed. This is based on the quantity per for specified when setting up the Kit in GP.



If True, users will be prompted if an extended pricing promotional price is available for an added item.



Controls The Save/Forward behavior behind the Sales Entry Screen. Options: Always, Never, When_No_Plugin



Defines the field on the Item Master that the Sales Document Shipping Weight Plugin will use to calculate order weight.



Defines the Sales Tax Query Handlers to be used, in preferred order, from the following options: AvaTaxQueryHandler; CCHSalesTaxOnlineQueryHandler; EconnectTaxQueryHandler; SalesPadTaxQueryHandler.

Any or all can be selected from the drop-down list, but to change the preferred order, they must be manually copy/pasted or typed.



If True, users will select the Doc ID from a list when transferring a quote. If false, SalesPad will use the default setup from GP SOP Setup.



Defines the Shipping Method to use for a new Quote, Order, and Invoice. Leave blank to use the customer's default. Type (empty) to default the Shipping Method to empty.



Defines the URL to use when the tracking number cannot otherwise be identified by SalesPad. Currently SalesPad only support UPS and FedEx tracking numbers. All other will be submitted to the catch all link.



Sets a list of options for the UPS Zone field on the Customer Card and the Sales Document Addresses tab. Leave blank to allow free form entry.



If True, the customer's billing email will be the default email for billing email on new sales documents. If both Use Shipping Email From Customer and Use Billing Email From Customer are False, no email address will be automatically populated.



If True, the user currently logged in will be listed as the "created by" user for documents resulting from splits. If False, the original "created by" user will remain.



If True, the user currently logged in will be listed as the "created by" user for documents resulting from transferring quote to order. If False, the original "created by" user will remain.



If True, the user currently logged in will be listed as the "created by" user for documents resulting from transferring order to invoice. If False, the original "created by" user will remain.



If True, uses the customer shipping email as the default email for shipping email on new sales documents. If both Use Shipping Email From Customer and Use Billing Email From Customer are False, no email address will be automatically populated.



If True, shipping method type (pickup/delivery) is used when determining the default tax schedule for a document. Note: If the Use Shipping Method When Selecting Default Tax

REV62212 | SETTINGS GUIDE | 19 | WWW.SALESPAD.NET

Schedule setting (Company Setup Options) is not selected in Dynamics GP, it must also be False in SalesPad.



If True, the standard cost will be used for margin calculations instead of the current cost.

Sales Entry Overrides



If True, Line Items can be set to ship from multiple warehouse locations.



Sets the percentage to upcharge credit authorizations (this allows room for freight charges added later, to ensure that the credit authorization will clear).



If True, the customer's primary credit card number will automatically be used when entering credit card transaction information.



If True, a new payment will be started when the Payments screen is shown and no payments have been entered.



If True, the Payment screen will close automatically after a payment is entered and the document is fully paid.



If True and the sales document payment terms are Credit Card, the payment screen will pop up on each save until paid.



No longer supported



If True, overrides the Warehouse Code specified with the logged in user’s Warehouse Code as defined in User Setup in the Security Editor.



If True, overrides the Sales Person ID specified with the logged in user’s Sales Person ID as defined in

User Setup in the Security Editor.

Sales Entry Settings



If True and the package quantity is changed, SalesPad will check GP price lists for tiered pricing and adjust the price if needed.



If True, SalesPad will use tiered price levels if they are set up in GP. Users will be able to change the quantity on a line item and apply discount/group pricing to the added quantity.

Sales Line Item Groups



Defines the labels used for Sales Line Item Groups, displayed on different tabs during sales transaction entry.



If True, the group labels specified in the Default Sales Document Groups will be visible during sales transaction entry.

Sales Monitor



Sets the date format used in the Sales Monitor Screen. (Default: {0:MM/dd/yyyy})

Sales Returns



Specifies the named note to be used for a return.



Specifies the default warehouse that will be used when creating a return document. Leave blank to use the warehouse from the originating document or the customer’s warehouse.



If True, and a price correction is entered on the return creation screen, the trade discount field will be used to store the price correction. If false, the markdown amount will be used for the price corrections.

Sales Transfers



Defines the Sales Document Header field that will drive the date for Inventory Transfers from the Sales Transfers Screen. Blank assumes today's date. Options are: Doc_Date,

Actual_Ship_Date, Fulfillment_Date, Req_Ship_Date or Created_On.

Sending Emails



Specify the default subject line format for emails (to automatically include the Report Name, Document Number, or both). Enter “ReportName – DocumentNumber” to pull that

information from the report into the subject line.



If True, when bulk emailing or faxing in Sales Batch Processing, Sales Batch Line Processing, or from the Sales Documents search screen, all selected documents will be emailed or faxed in a single email or fax message, per customer.

Shipments



If True, the order line item comment will update when using the Ship button to transfer that line to an invoice. (Example: [10 moved to STDINV2383])



If True, a line item will be removed from the Sales Order when it has been completely shipped. If False, the line will stay on the order and the quantity will be 0.



If True, Qty. Fulfilled will be automatically entered for shipping Qty.

Shipping/Invoicing



Controls the suffix that is appended to the document when using partial invoicing in SalesPad.



If True, the Shipment Suffix will be used when an order is partially shipped. If it is not used, the original is moved to history with the suffix of ‘*’.

REV62212 | SETTINGS GUIDE | 21 | WWW.SALESPAD.NET

Smart Printing



Sets the text to be used as the default email subject line when using Smart Printing. Enter

“ReportName – DocumentNumber” to pull that information from the report into the subject line.

Smart User Fields



Names the User Field that will be used to store a Sales Document’s Blind Ship flag. The field should be a bit/Boolean. If using a GP user field, make sure the existing data can be converted to a Boolean (0 or 1).



Names the User Field that will be used to store a customer’s Do Not Charge Freight flag. The field should be a bit/Boolean. If using a GP user field, make sure the existing data can be converted to a Boolean (0 or 1).

System



No longer used.



Sets the Company's Remit To Address Code.



Sets country codes, in a semi-colon delimited list, that will not be printed in the address.

Vendor Contact Options



Sets values for the Contact Type drop-down field (in the Vendor Contact Information section of the Vendor Contact Information entry screen. Vendor Card > Contact Addresses Tab > NEW or Double- Click Address Type.

Note: This setting requires that a user field be created and specified in “Contact Type Field for a

Vendor Address”.



Labels the first phone number field in the Vendor Contact Information entry screen.



Labels the second phone number field in the Vendor Contact Information entry screen.



Labels the third phone number field in the Vendor Contact Information entry screen.

Vendor Inquiry



If True, a warning message will appear when updating a vendor address.

Vendor Layout



Sets a value (such as Vendor_Class_ID) used to determine which tabs are displayed on the vendor card, based on setup in the Layout Tab Setup Screen.

Vendor Notes

Sets a delimited list of supported note types that will appear as a drop-down on Vendor Note Entry.

Vendor Search



If True, Vendor Search results will include matches in the vendor's first address line.



If True, Vendor Search results will include matches in the vendor contact's address code.



If True, Customer Search results will include matches in the customer's contact names.



If True, Vendor Search results will only include matches in the vendor name (not the vendor ID). *If all are False, Vendor Search results will include matches in the Vendor Name and Vendor ID.

Workflow Script

