My Favorite Microsoft Dynamics GP Receivables Inquiry Window

I love the Microsoft  Dynamics GP Payment Summary Inquiry Window! (Inquiry – Sales – Payment Summary) 

Originally posted 6/20/16

I love the Microsoft  Dynamics GP Payment Summary Inquiry Window! (Inquiry – Sales – Payment Summary)

This window tells you everything you need to know from a receivables perspective for a customer. It shows the last date of an invoice, payment, and statement. It shows the last date it was aged.

There is also credit limit information, NSF and Write off amounts.

My favorite is the bucket (aging) information on the left. Highlight a bucket (aging period) and clicking the word “Amount” that is blue and underlined, the Transaction by Customer Inquiry window will appear showing only the documents that make up the balance you highlighted.

Note the buckets are aged based on the “Aged As of” date in the top right corner.

This is the perfect window to review the status of a customers account.

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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