Microsoft Dynamics GP – Inventory Item Reorder Dashboard (with video)

This is part 4 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

This is part 4 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Inventory Item Reorder Dashboard (with video)”

Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)”

Microsoft Dynamics GP 2013–Lookup feature (with video)

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.

When looking up master records in Microsoft Dynamics GP, you can save any custom sort order you create.   Watch this very short video on how to do it.

 

What are master records?

  • Inventory Items
  • Employees
  • Customers and Prospects
  • Salespeople
  • Vendors

Belinda Allen from Njevity, Inc. shares information on Microsoft Dynamics GP.

Originally Posted 11/13/2013

Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:

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Microsoft Dynamics GP–Purchase Order (POP) warning feature (with video)

In Microsoft Dynamics GP there is a little feature with a BIG benefit. You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.

In Microsoft Dynamics GP there is a little feature with a BIG benefit.  You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.  This can save you a BIG reconciliation headache.

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Microsoft Dynamics GP – Excel AR Trial Balance (with video)

This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

This is part 1 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance (with video)”