Documentation

SalesPad

Prepare to take one step closer to the full power of SalesPad.

Access to the Path Denied Activity Locks Avatax setup Address Validation for AvaTax (version 4.0+) Allow Users to Print But Not Edit Select Documents Audit Tabs in SalesPad Auto Item Conversion AutoStart Setup Available Fields in spvItemMaster Backordered Items Report Batch Failed to Complete Posting Blanket Orders (version 4.0+) BOM and Assembly (Beta) Cannot Insert Duplicate Key in Object Catch Weight Changing the Vendor for a Line Item Clearing Orphaned Batch/Activity Locks Connecting A/R & CRM Notes Contact Type Field on Customer Card Converting a Non-Inventory Item to Inventory Copying a Sales Document Could Not Find DataBase ID 102 Counter Sales (for version 4.0+) Creating/Opening Purchase Orders Credit Card Processing Setup and Credit Card Payments Credit Card Processor Still Sending Test Transactions, even with Mode set to P CRM Tasks and Notes Custom / Special Pricing Customer A/R Tab - Average Days to Pay Customer Card Customer Discounts Customer One Time Items Customer Search Error 'Index and Length Must Refer to a Location within the String' Customizing Phone Labels DevExpress Error when Opening Report Designer Disable Creation of New Documents for Customers on Hold Disabling Multi-Currency on a Live Database Document Release Document Save Error: Negative Quantities or Dollar Amounts Dynamics GP Shipping Methods Setup Editable/Read-Only Queues (Queue Access List) Emailing and Email Templates (for version 4.0 and higher) Enable Item Barcode Conversion Error when Emailing in SalesPad Errors When Running Checklinks on SOP Tables Failed Database Update: Stored Procedure is Missing Favorites Toolbar Setup FedEx Freight Quote (version 3.7) Filter Scripts for use with Script Manager Functional Currency Gift Certificates Grouping Sales Line Items Hiding an Address on Reports for Blind Ship Import Manager Invalid Object Name 'PA10601' Inventory Bin Transfers Inventory Transfer Item Attributes (New 4.1) Item Category Report Item Maintenance - Creating & Editing Items Item Replacement/Sales Line Replacement Kit Exploder Linking POs and Sales Line Items Login Error: "A Dynamics GP Table is Missing on Your Database" Managing Users and Groups Missing adobl.dll and stdole.dll New Customer Pre-Save Script No Application is Associated with the Specified File for this Operation Nodus Credit Card Processing Integration with SalesPad On Load User Field Script Opening Report Designer from a Quick Report Orphan Purchase Plans Packages/Kits and Retail + Password Encryption in 4.1 - Login Issue When Reverting to Previous Build Plugins - Configure Actions: Organizing Plugins / Adding Plugins to the Header PreAuth Setup (PreAuth Batch Processing) Pre-Save Script to Open Cash Drawer Printing Item Images on a Report Profile Selector and Script Manager Purchased Line Editor Quick Report Examples Quick Report: Finding Syntax Errors in Document Notes Quick Reports Receiving Recurring Sales Remote Web Service Reports Restricting Document Printing Ribbon Menu/Navigation Sales Analysis Report Sales Batch Processing Sales Document Holds Sales Document Tasks Sales Line Excel Import Sales Line Mass Update Sales Monitor Sales Transfers SalesPad 4.0 and up Installation and Update Information SalesPad Breaking Changes SalesPad Database Objects SalesPad Grids - Filtering and Customizing SalesPad Outlook Add-in SalesPad Product Licensing Overview SalesPad SDK Scripts SalesPad Shortcut Keys Sample Merge Fields Setting Up Notes Tabs on Sales Documents Setting Up/Testing Authorize.Net Shipping Review Showing Gross Margin on a Sales Document Showing the User Fields Mapped to the GP User Fields in Sales Monitor Smart Printing Splitting a Sales Document Stored Procedure: Example spcpPurchaseOrderReport Successful Run of sppUpdateDW, but No New Data on Tables System Requirements Test Connection Notification Third Party Catalog and Import Manager Unable to Save Edits to Customer Notes in GP Use Drop Ship Sales Line Item Cost User Field Hyperlinks: Item Number Generation Feature (Smart Hyperlinks) Using Report Designer for Quick Reports Using the Doc Number as Base Number for POs Generated from a Sales Document Vendor Card Vendor Search & New Vendor Creation Wallet (Beta) for Recurring Sales Zip Code Functionality PreSave Examples and Field Reference SalesPad Developer Resources Sample Email Templates with Merge Fields

Active Users Add Item Plugin Benefits of Closing SalesPad Nightly Advanced Grid Search Attempting to set a non-NULL-able column's value to NULL AUTH_CAPTURE Transaction Not Successful Automatic Purchase Order Generation (version 4.0+) Availability Back - SalesPad Document Header Plugin Backordering Service Items Benefits of Closing SalesPad Nightly Blocked Items Calculating Freight Cash and Check Payments CCH - Corp System Sales Tax Office Checking eConnect Version Configuring SalesPad for Purchasing Connections via Regedit Import/Export Contract Pricing Copying a Printed Report Copying SalesPad Configuration from Test to Live Counter Sales (for version 3.7) Creating a New Customer Credit Card Payments with CardControl Credit Card Processor Log Inquiry Credit Card Utilities Cross Company Inventory Lookup Custom SQL Customer Card Banner Alerts Customer Address Card Pre-Save Script Customer Default Items Customer Items Customer Search Customizing Layouts Dashboard Designer and Viewer Direct Sales Entry Disabling Caching on Tax Schedules Document Error Save: Decimal Places Document Save Error: eConnect error executing taSopHdrIvcInsert Drop-Ship Shipping Methods and Purchase Orders (ccode eConnect error) eConnect error executing taPOLine: Input variable contains null value (238) Emailing and Email Templates (for version 3.7) Emailing and Printing as a Single Job Equipment Management Error When Printing Two Reports Excel Sales Document Report FASCOR Lock Status Faxing a Sales Document FedEx Freight Quote (version 4.0) Finding and Editing Quick Report Source Files Funnel Group Pricing Guide to SalesPad Fields How to Copy Grid Layout Files Installing Microsoft eConnect Inventory Analysis Inventory Lookup Item Aggregate Pricing Item Attributes (Pre 4.1) Item Configuration Item Note Plugin (Item Pop-Up Notes) Item Sales Options Layout Tabs Setup Loading a Report From a .repx File Login Error: Buffer Cannot Be Null Matrix Items Moving a Report from Test to Production New Order Adds Line Item Automatically No Licenses Available for SalesPad - All Users Locked Out On Account or Remaining Account Not Reflecting Document Totals Open and Historical Invoice with Same Document Number Order in Which Pricing is Applied in SalesPad Overriding Shortages (Backordered Line Items) PaperSave Integration Pick Ticket Printing Populating SalesPad spx Tables Pre-Save Script for Sales Document Entry: Disallow Processing on Discontinued Items Printing and Emailing PDF Attachments Procedure or Function sppUpdateSystemUser has too many arguments specified. Profitability Purchasing Advisor Quick Report User Field Drop-Downs Quick Report: Sales Line Detail by Workflow Queue Quick Reports Reference Guide Recent Customers and Recent Sales Documents (Most Recent Order/Customer) Related Purchases Report Designer Save Issues Resetting the Item Sales Tab Returns Run Script Sales Batch Line Processing Sales Document Entry Sales Document Mass Update Sales Fulfillment Sales Line Item Replacement - Convert from UDF Version to Built-In Field Version Sales Line Quick Report Plugin Sales Monitor and Sales Document Mass Update Status Column - Codes and Descriptions Sales/Word Document Report SalesPad 4.2 Breaking Changes SalesPad Compatibility with Third Party Vendors SalesPad Error 'taSopLineIvcInsert|SOPTYPE' SalesPad Installation & Connection Guide SalesPad Performance Considerations SalesPad Screen Shots SalesPad Setup Guide SalesPad Today Security Settings Setting Up Pre-Saved Comments Settings Guide Shipping Weight Showing Price Levels on Inventory Lookup Properties Tab Signature Pad spActivity Table Lost During Server Reboots or Outages SQL Error: Truncated Data in a Table Beginning with spx Stored Procedure: Example spcpSalesDocumentReport SY00500 Defaults Tax Schedules The ACCRUED/PURCH Distribution(s) do not equal the Actual Amount Trade Discount Update Invoice Date in GP User Defined Fields User License Download: Site Name Discrepancy Using SalesPad with Dynamics GP MRP Using Vendor-Specific Item Cost Values in a PO Vendor Items Vendor Special Costing Workflow Compatibility & Updates SalesPad 4.1.3 (Service Pack 3) New Features SalesPad Release Notes

SalesPad Mobile

Installation & Mobile Server Usage Guide SalesPad Mobile Usage Guide Upgrading from Beta

SalesPad Mobile Reports System Filter Overview

DataCollection

DataCollection Console Shortcut Keys DataCollection Installation & Setup DataCollection Pallet Tracking DataCollection Web Service Install -- 404 Error Extra character printing on barcodes in Report Designer

DataCollection Desktop Shortcut Keys DataCollection User's Manual DataCollection Validation PO Reports - Backward Incompatibility with DataCollection DataCollection Release Notes

Inventory Control

InventoryControl User's Manual

ShipTo

FedEx - Stop Multiple Processing of Packages Handling Licensing When Moving ShipTp to New Computers ShipTo - Sender ID ShipTo Installation and User Guide ShipTo Shortcut Keys FedEx Variable Rate Handling WorldShip Keyed Import Map Missing

FedEx Ship Manager Setup and FedEx Ship Manager Keyed Import Map Missing ShipTo - Error Installing UPS WorldShip to a Mapped Folder Path ShipTo Bill Transportation Setup ShipTo Residential Shipments ShipTo/FedEx Country Code Matching UPS - Create Keyed Import Launch Button ShipTo Release Notes

CardControl

CardControl Configuration CardControl Road Map CardControl Security and Application Settings Using CardControl with Dynamics GP Additions Release Notes

CardControl Installation Guide CardControl Testing Procedures PA-DSS 2.0 Implementation Guide CardControl Release Notes