Knowledge Base

Dynamics GP – SmartList Export/Import

Subject Overview of the GP2016 feature for Exporting and Importing user created SmartLists.   More Information A new feature was added in GP2016 to allow user created SmartLists to be exported and/or imported. The export creates a file with an...

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RPM – Manual Price Override in Acumatica

Subject Can a user override a price that has been calculated by RPM in Acumatica? More Information The user can check the ‘Manual Price’ field. This will disable the call to RPM and allow the user to manually enter a price in the Unit Price field....

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RPM – Catalog Sheets not pulling correct prices

Subject Catalog Sheets are created/setup, but the prices being returned are not as expected.   More Information Specifically, list prices are being returned instead of expected discounted prices   First, create a Pricing Test Scenario with...

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RPM and non-Inventory Items

Subject How are non-Inventory Items priced with RPM?   More Information With the current design of RPM, because they are not part of Inventory, by default, non-inventory items will not find a price in RPM. The user can continue entering...

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Drop-Ship Transactions in Microsoft Dynamics GP

Drop-ship transactions involve items shipped directly from your vendor to the customer without being received into or sold from your inventory. Marking Items as Drop-Ship Entire Sales Document To mark all line items on a sales document as...

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Split Receipt in Microsoft Dynamics GP

This article discusses the handling of split receipts in Dynamics GP.   More information  After you post a Purchase Order Processing receipt, you may notice that two receipt layers are created. For example, if your receipt was for a quantity of...

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Architectural Overview of Rockton Pricing Management

Rockton Pricing Management (RPM) is a sophisticated software system designed to streamline and optimize pricing calculations. This overview aims to explain the functionalities and components of RPM, providing insights into its operation, including...

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How to use the Dynamics GP Help Within GP  

Subject  This article discusses the information in the Dynamics GP Help file.  More Information  GP Help will help you learn about the fields, buttons, and processes in Dynamics GP.  One of the most useful ways to use GP Help, is inside of any...

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Microsoft Dynamics GP User Preferences Window

Subject This article discusses the User Preferences window, and some of its available options/settings. More Information Various options and settings in the User Preferences window are often overlooked time savers and allow a user to make some...

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Mass Assign Site in Inventory

Subject This article discusses how to mass add an Inventory Site to multiple Items More Information This process can be useful when a new location ( Site ) has been created. Mass assigning the Site to multiple items speeds data entry, allowing use...

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How to Process RPM Rebates in Dynamics GP

Subject The steps here explain how to Process Rebates within Rockton Pricing Management (RPM) and Dynamics GP. Resolution Rebates are a great incentive program, but they come with manual processes. The Rebate Management (Process Rebates) function...

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How to use the Export & Import feature in RPM

Subject The steps listed explain how to use the export and import feature within Rockton Pricing Management (RPM). Resolution A powerful feature in RPM is the ability to export data from RPM, adjust the data as needed, then re-import that data...

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How to Recalculate RPM Prices in Acumatica

Subject Describes the recalculate feature in Rockton Pricing Management (RPM) and how to use it. Resolution There may be times where you want to recalculate your pricing for your sales transactions. Some examples for needing a recalculation are:...

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How to Recalculate RPM Prices in Dynamics GP

Subject Describes the recalculate feature in Rockton Pricing Management (RPM) and how to use it. Resolution There may be times where you want to recalculate your pricing for your sales transactions. Some examples for needing a recalculation are:...

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Using Import/Export to Update Price Sheet Details

Subject The steps here explain how to use the import and export feature in Rockton Pricing Management (RPM) to make changes to existing Price Sheet Details. Resolution   Overview Pricing can be set up in a variety of ways using Rockton Pricing...

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How to Create a Document Attribute in Dynamics GP

Subject The steps here explain how to create a Document Attribute in Dynamics GP that can then be used as part of a Price Calculation in Rockton Pricing Management (RPM) and Dynamics GP. Resolution Document Attributes in RPM are a powerful feature...

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Record in ERP did not Delete in RPM

Issue When you delete a record in Acumatica/Dynamics GP, the record still appears in Rockton Pricing Management (RPM) under the Acumatica/Dynamics GP Data records. Cause Deletes are not synched between Acumatica/Dynamics GP and RPM. Resolution...

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