Donna explains GP Transfer, the report format used within Microsoft Dynamics GP, to move shipment data to Strategic Movements in this three minute video.

Transcript

Hi! I’m Donna and today I will be telling you about using GP Transfer.

GP Transfer allows you to send sales transaction data from Microsoft Dynamics GP to Strategic Movements.

You select a sales transaction, print using the GP Transfer report, and send the transaction to Strategic Movements.

To use this product, you must first install the Walzik Upload Robot and the GP Transfer report on the machine where you are running Dynamics GP.

If you have not done the installation, you can watch the videos and complete the installation.

In Dynamics GP, open any sales transaction.

When you are ready to send the sales transaction data to Strategic Movements, click on the Available Reports button. Then click on the Walzik GP Transfer link.

Next you will see the data being sent. Click on the output selection button and select CSV.

The sales transaction will be sent to Strategic Movements.

In Strategic Movements, you will be notified that your sales transaction has been received.

If you are in the Plans screen, the number of jobs in the plan will be updated and an asterisk is displayed next to the number showing that it has changed. If you need to change the estimated work time for the Job, click on the Jobs link, select the Job, and then click on the Edit link. If the job is too large to fit on a single vehicle, it can be split using the Split link.

If you are in the Dispatch Board, the new job will appear at the top of the list of unassigned jobs and is also shown on the map. Here you can click on the hamburger menu and select either Change Work Time or Split Job to make any necessary changes.

In either case, the job created from the sales transaction is now in Strategic Movements and is ready for assignment by the route planner.

GP Transfer. An easy way to send sales transactions from Dynamics GP to Strategic Movements for route planning and scheduling.

Thanks for watching. Hope to see you again soon.