Transfer Doc Auto-Mark Options will set the checkboxes on the Sales Transfer Documents window automatically depending on the type of document being transferred, and the quantities on the line items.
An order, for example, with a backordered quantity on a line, will have the Create Back Order and Include Totals and Deposits boxes automatically marked.
This Tweak works when transferring documents from Sales Transaction Entry, and Sales Batch Entry.
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to TWK-SOP: Transfer Doc. Auto-Mark Options, then click DONE.
The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.
Using Transfer Doc. Auto-Mark Options
Depending on the SOP Type being transferred (i.e. Order) and the line quantities, this Tweak will automatically mark the transfer options checkboxes. If an order has one or more lines with a Quantity To Invoice, the “Transfer to Invoice” and “Includes Totals and Deposits” boxes will be marked. If an order has one or more lines with a Quantity To Backorder, the “Create Back Order” and “Include Totals and Deposits” boxes will be marked.
In the event a document has quantities to transfer to two different document types, the Totals and Deposits box will be marked for the Invoice.
When transferring a Batch, boxes will be marked based on the documents in the Batch.