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.

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

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.

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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”

Microsoft Dynamics GP Sales Tax Setup Overview (video)

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Originally Posted 1/13/13

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Sales Taxes calculations are made based on:

  1. The item being sold,  is it setup as Taxable, non-taxable or is tax determined based on whether or not the customer it taxable?
  2. Is the Customer Taxable or non-taxable?
  3. How is the item being received, by delivery or is the customer picking the item up?

Continue reading “Microsoft Dynamics GP Sales Tax Setup Overview (video)”

Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

You now have a custom Microsoft Dynamics GP Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

Originally Posted 1/10/2013

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

Continue reading “Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)”

Save 87+ minutes a year when using Microsoft Dynamics GP!

In the image, I right mouse clicked on the blue toolbar, opening the Microsoft Dynamics GP Toolbar Customization Window. I then chose the Main toolbar, the SmartList control that I added and clicked on Modify Selection. From here I can change the icon to text, text and an icon or image, plus more.

In the image, I right mouse clicked on the blue toolbar, opening the Microsoft Dynamics GP Toolbar Customization Window. I then chose the Main toolbar, the SmartList control that I added and clicked on Modify Selection. From here I can change the icon to text, text and an icon or image, plus more.

Originally Posted August  2012
In the image, I right mouse clicked on the blue toolbar, opening the Microsoft Dynamics GP Toolbar Customization Window. I then chose the Main toolbar, the SmartList control that I added and clicked on Modify Selection. From here I can change the icon to text, text and an icon or image, plus more.

Making GP changes like this can save you real time. If you open SmartList 10 times a day and this saves you a total of 20 seconds a day. That’s 5200 seconds a year or 87 minutes a year, I’m being generous saying it’ll save you 2 seconds every time you open SmartList.

Do you print a lot of Microsoft Dynamics GP monthly reports?

You can combine the supporting documentation in Microsoft Dynamics GP to print with just a few keystrokes. Did you know that? 

You can combine the supporting documentation in Microsoft Dynamics GP to print with just a few keystrokes. Did you know that? 

Originally Posted August 2, 2012
You can combine the supporting documentation in Microsoft Dynamics GP to print with just a few keystrokes. Did you know that?

Within each series, under Reports is an option for “Groups.” You can use this window to “group” together all the reports within this series that you want to print.

Keep in mind that you do not get the ability to change the option with this feature, so you must put in criteria that can remain static. For example, do not enter a date range of 01/01/11 – 01/31/11, instead use “Beginning Last Month” to “End of Last Month.”

Also keep in mind that you need to set the destination each option to the printer so they’ll print automatically rather than ask you each time.

Once you create a group for each series, you can use “Combine Groups” under Reports to combine the groups.