Month: January 2013

Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership. 

Originally Posed 1/23/13

Below is an exert from a future “Tech Tips” that I wrote for the Microsoft Dynamics GP User Group (GPUG) to send to it’s members.  If you are not a member, you should review membership.

 

Continue reading “Microsoft Dynamics GP User Group (GPUG) Tech Tips Exert”

Microsoft Dynamics GP Sales Tax Setup Overview (video)

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Originally Posted 1/13/13

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Sales Taxes calculations are made based on:

  1. The item being sold,  is it setup as Taxable, non-taxable or is tax determined based on whether or not the customer it taxable?
  2. Is the Customer Taxable or non-taxable?
  3. How is the item being received, by delivery or is the customer picking the item up?

Continue reading “Microsoft Dynamics GP Sales Tax Setup Overview (video)”

Use Microsoft Dynamics GP Inventory Returns Part 2 (video)

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Originally Posted 1/13/2013

 

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 2 (video)”

Use Microsoft Dynamics GP Inventory Returns Part 1 (video)

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Originally Posted 1/13/13

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 1 (video)”

Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

You now have a custom Microsoft Dynamics GP Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

Originally Posted 1/10/2013

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

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Microsoft Dynamics GP – Create Sales Return with Copy (Video)

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

Originally Posted 1/8/2013

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

In this video, I use Microsoft Dynamics GP 2013  to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

In this scenario, I have been instructed to create a single return that offsets 1 entire previously posted invoice and a single line from a 2nd previously posted invoice.  I use the copy feature to do this very step.

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Microsoft Dynamics GP Purchase Order Approvals

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Originally Posted 1/4/2013

NOTE:  This is using eOne’s SmartList Builder Tool

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Continue reading “Microsoft Dynamics GP Purchase Order Approvals”