Dynamics Communities | Clay Tait | Activity https://dynamicscommunities.com/community/members/bctaittaitdistributors-ca/activity/ Activity feed for Clay Tait. Tue, 09 Jun 2026 13:22:19 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 5d3c50f6986f68427269cdf01e42ac0a Clay Tait replied to the discussion GP 18.6.1695 (2023) Software for a Portal so Customers Ck Inventory and Order in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-software-for-a-portal-so-customers-ck-inventory-and-order/#post-71812 Wed, 07 Aug 2024 18:28:54 -0400 Reply to GP 18.6.1695 (2023) Software for a Portal so Customers Ck Inventory and Order

Thank You Windi for directing us to that option. We will check it out.🙂

]]> 126b0d2f348546bca5a706e6c4e505c7 Clay Tait started the discussion GP 18.6.1695 (2023) Software for a Portal so Customers Ck Inventory and Order in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-software-for-a-portal-so-customers-ck-inventory-and-order/ Thu, 25 Jul 2024 21:26:08 -0400 GP 18.6.1695 (2023) Software for a Portal so Customers Ck Inventory and Order

  1. Our business is a Canadian Wholesale Distributors of Outdoor Power
    Equipment and the related parts. We primarily sell business to business,
    with a very small amount of retail sales (to assist end users if we do not
    have a B2B customer in the area to help them). We bring in most of our
    whole goods (equipment) and parts…

Read more

]]> a5bf7d86f759d92e669ff28c0713e4ce Clay Tait started the discussion GP 18.6.1695 (2023) Hung Quote from 12/31/99 in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-hung-quote-from-12-31-99/ Thu, 09 May 2024 00:09:05 -0400 GP 18.6.1695 (2023) Hung Quote from 12/31/99

First, thanks to Kerry and Jo for helping last time, I was unable to tag another reply to their inputs to thank them. So thank you both now.

New Question, In smart list I have this one old quote that is not something we did – it just seem to have gotten there, I don’t know when, but it is there, and I can’t void or delete it. It says that…

Read more

]]> 185be5fc883bd9cfbff6b16efa37f950 Clay Tait started the discussion GP 18.6.1695 (2023) Sales Cards Customers Deletion in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-sales-cards-customers-deletion/ Thu, 02 May 2024 23:40:50 -0400 GP 18.6.1695 (2023) Sales Cards Customers Deletion

Our little company has been Great Plains then Dynamcis since at least 1989, and have some very old customers in our system, I haven’t really cleaned up the system. There is really no need to keep customers in our system that we haven’t sold for over 10 or 12 years. Our original partner probably explained how to do this years ago (but I…

Read more

]]> 25011f4e2fb838d87115d3445af13fe2 Clay Tait replied to the discussion GP 18.6.1695 (2023) Inventory Item Update Tool? in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-inventory-item-update-tool/#post-56673 Thu, 04 Apr 2024 16:06:15 -0400 Reply to GP 18.6.1695 (2023) Inventory Item Update Tool?

Thank you Chris & Kerry for you reponses. Yes, I signed on as SA and notice that the PSTL tool is for a single item at time (which would take a long time). but we can do some limited work with it, so that is great.

For the emailing, we currently do not use the Word Templates (just the a Modified SOP BLANK INVOICE FORM), and I am not an expert…

Read more

]]> d54ab1fd71fd80670cfb8896ba5ec6fb Clay Tait replied to the discussion GP 18.6.1695 (2023) Inventory Item Update Tool? in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-inventory-item-update-tool/#post-56652 Wed, 03 Apr 2024 23:21:08 -0400 Reply to GP 18.6.1695 (2023) Inventory Item Update Tool?

Wow! Thank you Chris for replying so quickly.

I will look into it, but Yes, I think I have seen it mixed in there somewhere (maybe on the server?). Now that you have given me something to look for, I will go from there.

Another question, we have never implemented the direct emailing out of our customers Invoices, Quotes or Statements, because…

Read more

]]> 0abea5493413f3d460bb6380c5372a9e Clay Tait started the discussion GP 18.6.1695 (2023) Inventory Item Update Tool? in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/gp-18-6-1695-2023-inventory-item-update-tool/ Wed, 03 Apr 2024 22:44:47 -0400 GP 18.6.1695 (2023) Inventory Item Update Tool?

Hello

We have been in business 45 yrs, and recently added several new product lines, but some existing and discontinued product lines have conflicting Prefix’s as their Item Number. And the prefixes we use for other Current Inventory Item Numbers don’t make as much sense as they should. After 45 yrs, it would be great if we could quickly Mass…

Read more

]]> 0dbef58be9c2d559106ad9d96d82b74b Clay Tait joined the group Dynamics GP https://dynamicscommunities.com/community/p/34315/ Wed, 24 May 2023 15:57:37 -0400 0