Microsoft Dynamics GPCUSTOMER PORTAL

Dynamics GP Customer Portal
Self-Service Orders, Invoices and Inventory

Provide your customers with self-service, 24x7 insight into their orders, invoices and inventory availability with our Customer Portal Solution for Dynamics GP.

Manage customer relationships more efficiently. Increase customer engagement while reducing customer support time and expenses.

Create Customer Login
Create Customer Login

The Admin Console where a system administrator can create customer logins. A unique User Name and Password will be assigned to Customer ID’s from the Dynamics GP database. Customers can have multiple Users with access to the portal. We would recommend an email address as the unique User Name.

Find Customer Login
Find Customer Login

The View Logins page allows the system administrator to view currently assigned customer logins.
Order Status List
Order Status List

The Order Status List displays information about the customer's Sales Order - retrieving information from the Dynamics GP SOP Work Header for open orders. The Order Number column includes a hyperlink that provides capability to drill-down to the Order Detail. The data displayed on the Order Status List includes: Order Number, Customer PO, Order Date, Expected Date (Requested Ship Date) and Shipment Tracking Number
Order Detail View
Order Detail View

The Order Detail View is displayed by a drill-down on the Order Number from the Order Status List form. The Order Detail View displays the individual line item information related to a specific order. The Order Detail View data is retrieved from the Dynamics GP SOP Work Detail for the selected order. Data displayed on the Order Detail View includes: Order Number, Item Number, Qty (Qty Ordered), Qty BKO (Qty Back Ordered) and Expected Date (Requested Ship Date)
Order Confirmation Detail PDF
Order Confirmation Detail PDF

The user has the ability to print or download a PDF version of the Order Confirmation details. This capability defaults to the properties of your locally installed PDF Reader.
Packing Slip PDF
Packing Slip PDF

The user has the ability to print or download a PDF version of the Packing Slip details. This capability defaults to the properties of your locally installed PDF Reader.
Invoice List
Invoice List

The Invoice List form displays information about a customer invoice in a list view retrieving information from the Dynamics GP SOP History Header for posted invoices. The Invoice Number column includes a hyperlink that provides capability to drill-down to the Invoice Detail form. The data displayed on the Invoice List includes: Invoice Number, Customer PO, Order Date, Invoice Date, Expected Date, Invoice Amount and Shipment Tracking Number
Invoice Detail
Invoice Detail

The Invoice Detail View is displayed by a drill-down on the Invoice Number from the Invoice List form. The Invoice Detail View displays the individual line item information related to a specific invoice. The Invoice Detail View data is retrieved from the Dynamics GP SOP History Detail for the selected invoice. Data displayed on the Invoice Detail View includes: Invoice Number, Item Number, Qty - (Qty Invoiced), Unit Cost, Amount and Ship Date
Invoice PDF
Invoice PDF

The user has the ability to print or download a PDF version of the Invoice details. This capability defaults to the properties of your locally installed PDF Reader.

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