Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
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”
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/).
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:
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.”)
Continue reading “Microsoft Dynamics GP Customer Item Window with Substitutes”
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. 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.
Continue reading “Entering a Purchase Order using Navigation Lists 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.
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.
Continue reading “Payables Check Stub Options in Microsoft Dynamics GP”
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”
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.
Continue reading “How Microsoft Dynamics GP Inventory Kits Work (video attached)”
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.
Do not use Dynamics GP Payables Management for a fancy check writing system, use it for Managing Payables!
Originally Posted 8/1/2012
Belinda Allen, Microsoft MVP Business Solutions 