Tag: Dynamics

Microsoft Dynamics GP 2013 New Features Part 2 – Inventory Sites

Today we’re going to look at the Microsoft Dynamics GP Inventory Control module. We will look at how to assign all items to a specific site or a range of items to a specific site. This feature has been included in Dynamics GP for a long time, but it’s a feature that many users don’t know about or have forgotten about.

Originally Posted 9/12/2012

(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.”)

Today we’re going to look at the Microsoft Dynamics GP Inventory Control module. We will look at how to assign all items to a specific site or a range of items to a specific site. This feature has been included in Dynamics GP for a long time, but it’s a feature that many users don’t know about or have forgotten about.

Continue reading “Microsoft Dynamics GP 2013 New Features Part 2 – Inventory Sites”

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)”

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.

Dynamics GP Payables Management or Fancy Check Writing System?

Do not use Dynamics GP Payables Management for a fancy check writing system, use it for Managing Payables!

Tips on Microsoft Dynamics GP from Belinda Allen.

Originally Posted 8/1/2012

Do not use Dynamics GP Payables Management for a fancy check writing system, use it for Managing Payables!
Enter invoices in every day, use the correct payment terms (making sure they are setup right) and then the system will help you:
  • Determine when to pay an invoice, so you keep the cash flow as long as possible
  • Pay Invoices on time, so your credit stays good
  • Allow you use the system to manage disputed invoices (by using the hold feature)
  • Look Good to your boss, because at month end your work will be all done!

Microsoft Dynamics GP Inventory Item Cost

In this video I will walk you through the scenario where receiving items (both with and without Lot Numbers) in Microsoft Dynamics GP can create an entry where the Lot Number is duplicated with a quantity of 1 with a Cost much higher than the remaining items.

In this video I will walk you through the scenario where receiving items (both with and without Lot Numbers) in Microsoft Dynamics GP can create an entry where the Lot Number is duplicated with a quantity of 1 with a Cost much higher than the remaining items.

Originally Posted 8/1/2012

In this video I will walk you through the scenario where receiving items (both with and without Lot Numbers) in Microsoft Dynamics GP can create an entry where the Lot Number is duplicated with a quantity of 1 with a Cost much higher than the remaining items.

Continue reading “Microsoft Dynamics GP Inventory Item Cost”

Microsoft Dynamics GP Bank Rec out of balance to your GL?

There are two common reasons why the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance do not match.

Originally Posted 7/31/2012

Microsoft Dynamics GP User Group.

The following is an exerpt from the GPUG Tech Tips for August 2012.

There are two common reasons why the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance do not match.

Most Common Reasons for Variances in Balances
There are two common reasons why the Microsoft Dynamics GP Bank Reconciliation Checkbook Balance and the General Ledger Checkbook Balance do not match.

 

Continue reading “Microsoft Dynamics GP Bank Rec out of balance to your GL?”

Microsoft Dynamics GP – Add a Comment on Your Check (With Video)

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Originally Posted 6/7/12

While visiting with a client this week, I was asked how a comment can be placed on a Microsoft Dynamics GP AP check. Apparently this client needs to occasionally, for a few specific vendors, put information on the comment or memo field of the check itself.

Continue reading “Microsoft Dynamics GP – Add a Comment on Your Check (With Video)”

Void a Partially Applied Payables Credit Memo in Microsoft Dynamics GP

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Originally Posted 5/10/12

Ever try to void a Payables Credit Memo, Return or Payment in Microsoft Dynamics GP only to receive the error message that is it either on hold or partially applied?

Removing a hold is easy, but what do you do if it is partially applied.

In this video I will walk you through the easiest way I found to handle just this scenario!

Continue reading “Void a Partially Applied Payables Credit Memo in Microsoft Dynamics GP”

Microsoft Dynamics GP – Manage Purchase Orders with Excel

If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.

If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.

Originally Posted 5/7/2012

If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.

I will show you how to use Excel Refreshable Reports to monitor both Open and Historical Invoices.  It’s easier than you might think!

Continue reading “Microsoft Dynamics GP – Manage Purchase Orders with Excel”