Category: GP System

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.

Save Time and Effort with Microsoft Dynamics GP Advanced Lookups

I have the need to look up invoices in Microsoft Dynamics GP Sales Order Processing by the Ship to Address. Until I setup Advanced Lookups to help me, I didn’t realize how much time and effort I used finding the right invoice. I then expanded my use of Advanced Lookups to include GL Accounts. Wow, taking advantage of a small featured yielded me great benefits! 

Originally Posted 3/29/12

I have the need to look up invoices in Microsoft Dynamics GP Sales Order Processing by the Ship to Address. Until I setup Advanced Lookups to help me, I didn’t realize how much time and effort I used finding the right invoice. I then expanded my use of Advanced Lookups to include GL Accounts. Wow, taking advantage of a small featured yielded me great benefits!

Continue reading “Save Time and Effort with Microsoft Dynamics GP Advanced Lookups”

To Print or not to Print in Microsoft Dynamics GP

I get asked during every new implementation “which posting reports should I keep in Microsoft Dynamics GP?” If you ask which reports I keep, the answer is… None. 

Originally Posted March, 2012

I get asked during every new implementation “which posting reports should I keep in Microsoft Dynamics GP?” If you ask which reports I keep, the answer is… None.

Continue reading “To Print or not to Print in Microsoft Dynamics GP”

What’s up *.dic, Microsoft Dynamics GP Reports.dic that is

The Microsoft Dynamics GP Reports.dic is the file that holds all modifications and new reports that print directly from GP. More often than not, this file is stored on a shared drive so everyone accesses the same file. This saves a lot of commotion if a change to a report is made. 

The Microsoft Dynamics GP Reports.dic is the file that holds all modifications and new reports that print directly from GP. More often than not, this file is stored on a shared drive so everyone accesses the same file. This saves a lot of commotion if a change to a report is made. 

Posted in 2012

What is this file?
The Microsoft Dynamics GP Reports.dic is the file that holds all modifications and new reports that print directly from GP. More often than not, this file is stored on a shared drive so everyone accesses the same file. This saves a lot of commotion if a change to a report is made.

Continue reading “What’s up *.dic, Microsoft Dynamics GP Reports.dic that is”

Microsoft Dynamics GP Payables and Intercompany

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger.

Originally Posted October 6, 2011

When you enter an Intercompany transaction in Microsoft Dynamics GP Payables Management, the posting must be set to update General Ledger. Transactions are not posted to destination companies until they are posted in the originating company’s General Ledger.

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Modifying Reminders’ display on the Dynamics GP Home page

Check out this very cool thing Rubal (my former team mate) did on the home page of Microsoft Dynamics GP! She changed the fonts for the reminders!

Originally Posted October 2011

Check out this very cool thing Rubal, (my former team mate) did on the home page of Microsoft Dynamics GP! She changed the fonts for the reminders!

Continue reading “Modifying Reminders’ display on the Dynamics GP Home page”

Microsoft Dynamics GP Source Documents and Audit Trail Codes

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:

Originally posted 9/27/2011

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:
• Where is created?
• Where is it used?
• Why is an audit trail code important?
• How can I use the Source Document code in Smartlist?

Continue reading “Microsoft Dynamics GP Source Documents and Audit Trail Codes”

Microsoft Dynamics GP Checklists (Routines)

Watch me edit the Routines Checklists to make a customized ToDo for daily and period end procedures in Microsoft Dynamics GP!

Originally Posted August 31, 2011

Watch me edit the Routines Checklists to make a customized ToDo for daily and period end procedures in Microsoft Dynamics GP! 

Continue reading “Microsoft Dynamics GP Checklists (Routines)”

Microsoft Dynamics GP Activity Tracking

In this video I show you where to setup and print reports for various forms of activity tracking in Microsoft Dynamics GP v2010 r2

Originally Posted August 15, 2011

In this video I show you where to setup and print reports for various forms of activity tracking in Microsoft Dynamics GP v2010 r2. I show an example of tracking GL transaction posting, even printing the report that shows the results of my tracking. Need to know what is happening to your data or who is doing what? Then this video is for you. 

Continue reading “Microsoft Dynamics GP Activity Tracking”