Microsoft Dynamics GP Purchase Order Approvals

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Originally Posted 1/4/2013

NOTE:  This is using eOne’s SmartList Builder Tool

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Continue reading “Microsoft Dynamics GP Purchase Order Approvals”

Surgeons and Microsoft Dynamics GP

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

Originally Posted 10/25/2012

Today I am all excited about training.  Please, please, please do not ignore this all import aspect of your Microsoft Dynamics GP system.

So why is my usual excitement regarding training renewed today?  One of my clients invited me to attend their annual conference, so here I am in Miami South Beach watching over 12,000 heart surgeons learn.  (In case you are interested here is the conference website http://www.tctconference.com/).

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Microsoft Dynamics GP AR Tools

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Originally Posted 10/11/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.

Specifically we will:

  • Combine two customers into one account
  • Change the name of the Customer on all posted records
  • Change the Customer ID
  • Un-apply historical transactions so they may be voided or re-applied

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Microsoft Dynamics GP Customer Item Window with Substitutes

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product? 

Originally Posted 9/28/12

(The attached video includes most of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

How can Microsoft Dynamics GP improve your customers’ experience when ordering your product?

  • Customer Items
  • Substitute Items

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Entering a Purchase Order using Navigation Lists in Microsoft Dynamics GP

Today I want to walk you through entering a purchase order in the Purchase Order Processing (POP) module from Microsoft Dynamics GP.

Originally Posted 9/20/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

Today I want to walk you through entering a purchase order in the Purchase Order Processing (POP) module from Microsoft Dynamics GP.

Today I want to walk you through entering a purchase order in the Purchase Order Processing (POP) module from Microsoft Dynamics GP. We’re going to create this purchase order using the list on the navigation pane rather than using the traditional approach of pallets or the menu at the top.

From the Purchasing button on the left side of your Dynamics GP window click on the purchasing button. In the white area above the buttons you will see several options, click on Vendors and you will notice that a list of vendors appears in your window.

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Payables Check Stub Options in Microsoft Dynamics GP

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

Originally Posted 9/20/12

(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

On a recent customer visit, we heard about an issue that the payables staffer was having, which was ensuring that credit memos show up correctly on check stubs. Today I’d like to review all of the different options available to display credit memos and other documents on Microsoft Dynamics GP check stubs.

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How Microsoft Dynamics GP Inventory Kits Work (video attached)

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

Originally Posted 8/24/2012

I’d like to walk you through how Kits are setup in Microsoft Dynamics GP Inventory Control and how they work in Sales Order Processing.

What is a Kit?

Continue reading “How Microsoft Dynamics GP Inventory Kits Work (video attached)”