From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.  In this part we’ll use our new object to create a Microsoft Excel Refreshable Report.

Continue reading “From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP”

Date Shortcut & New Year Hack for Microsoft Dynamics GP

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time.

Originally Posted 1/4/2016

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time.

Continue reading “Date Shortcut & New Year Hack for Microsoft Dynamics GP”

Easy way to kind close a period in Microsoft Dynamics GP (with Video)

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Originally Posted 5/6/14

Need to stop people from entering and posting information Microsoft Dynamics GP for a period that has already completed with final Financial Statements?

Continue reading “Easy way to kind close a period in Microsoft Dynamics GP (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.

Originally Posted 11/13/13

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 Sales Tax – More Detail

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

Originally Posted 5/29/13

I was sent an email recently from someone who ready my January Post (link below) regarding Microsoft Dynamics GP Sales Tax Calculations.  The email requested more information on the following section of the blog:

If the item is going to be delivered to the customer, AND the tax was setup with the item, we charge based on the tax details that are common in both the Item tax schedule AND the customer’s tax schedule.

Continue reading “Microsoft Dynamics GP Sales Tax – More Detail”

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”