Master of the (Microsoft Dynamics GP) Order

The Master number is a unique number that links together Microsoft Dynamics GP Sales Order Processing (SOP) documents, following a customer order from Creation to Posting.

This video shows how I temporarily keep an Order Open, for Change Orders to be issued later, all the while keeping the same Master Number.

Originally posted 4/29/11

The Master number is a unique number that links together Microsoft Dynamics GP Sales Order Processing (SOP) documents, following a customer order from Creation to Posting.

This video shows how I temporarily keep an Order Open, for Change Orders to be issued later, all the while keeping the same Master Number.

Continue reading “Master of the (Microsoft Dynamics GP) Order”

Stop the presses, well the Microsoft Dynamics GP printing (in SOP)

Another “Out of the Box” Microsoft Dynamics GP Sales Order Processing (SOP) feature that is not used enough is Process Holds. In this video, I not only show how to set up a hold, but assign it, use it, and inquiry on them. 

StopThePresses

Originally Posted 5/4/2011

Another “Out of the Box” Microsoft Dynamics GP Sales Order Processing (SOP) feature that is not used enough is Process Holds. In this video, I not only show how to set up a hold, but assign it, use it, and inquiry on them.

Continue reading “Stop the presses, well the Microsoft Dynamics GP printing (in SOP)”

Microsoft Dynamics GP, What work was posted today?

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question. 

Originally Posted 3/29/12

Image from Microsoft Dynamics GP 2018

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.

Another great rea/son to look at this field is for problem-solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it’s not. Use Smartlist to see what was ACTUALLY posted today regardless of the GL Posting or Transaction date. That’s where your problem will be.

Printing from Dynamics GP in Bulk

In this video, I review how to setup Report Groups and Combined Reports. This will help when you need to print multiple reports on a regular basis (e.g. Period End Reports, Audit Reports, etc. using Microsoft Dynamics GP. 

Originally Posted 5/21/11

In this video, I review how to setup Report Groups and Combined Reports. This will help when you need to print multiple reports on a regular basis (e.g. Period End Reports, Audit Reports, etc. using Microsoft Dynamics GP.

Continue reading “Printing from Dynamics GP in Bulk”

Microsoft Dynamics GP SOP, Which Status Field to use when building reports

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.
Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.

Continue reading “Microsoft Dynamics GP SOP, Which Status Field to use when building reports”

Overview of Landed Costs in Microsoft Dynamics GP (with video)

This video gives an overview of Microsoft Dynamics GP Landed Costs and their setup. This includes both the Inventory Control and Purchase Order Processing modules.

This video gives an overview of Microsoft Dynamics GP Landed Costs and their setup.  This includes both the Inventory Control and Purchase Order Processing modules.

Continue reading “Overview of Landed Costs in Microsoft Dynamics GP (with video)”

Creating and receiving a Drop ship PO Microsoft Dynamics GP (with video)

One of my clients asked me about cleaning up Drop Ship Purchase Orders in Microsoft Dynamics GP.

One of my clients asked me about cleaning up Drop Ship Purchase Orders in Microsoft Dynamics GP.

Continue reading “Creating and receiving a Drop ship PO Microsoft Dynamics GP (with video)”