Surgeons and Microsoft Dynamics GP

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

Originally Posted 10/25/2012

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

So why is my usual excitement regarding training renewed today?  One of my clients invited me to attend their annual conference, so here I am in Miami South Beach watching over 12,000 heart surgeons learn.  (In case you are interested here is the conference website http://www.tctconference.com/).

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Microsoft Dynamics GP AR Tools

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Originally Posted 10/11/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Specifically we will:

  • Combine two customers into one account
  • Change the name of the Customer on all posted records
  • Change the Customer ID
  • Un-apply historical transactions so they may be voided or re-applied

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