Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
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”
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.
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)”
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.
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.
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.
Continue reading “Microsoft Dynamics GP SOP, Which Status Field to use when building reports”
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)”
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)”
One of my Microsoft Dynamics GP customers had accidentally created two (2) Inventory items for what was actually one item
One of my Microsoft Dynamics GP customers had accidentally created two (2) Inventory items for what was actually one item. If you end up with duplicate Inventory Items and want to combine, watch this video on how to use the free Professional Services Tool Library (PSTL) to do just that.
Continue reading “Combining Inventory Items with PSTL Microsoft Dynamics GP (with video)”
Ever have a hard time trying to find a specific inventory item in your warehouse? If you said yes, you should be using the multiple bins feature in Microsoft Dynamics GP.
Ever have a hard time trying to find a specific inventory item in your warehouse? If you said yes, you should be using the multiple bins feature in Microsoft Dynamics GP.
Continue reading “Using multiple bins in Microsoft Dynamics GP Inventory Control (With Video)”
In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.
Originally Posted 1/29/16
In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.
Continue reading “Using a separate Fulfillment Process in Microsoft Dynamics GP”
Belinda Allen, Microsoft MVP Business Solutions 