Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (with video)

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Originally Posted 11/18/13

This is part 3 of a 7-part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Excel Power Pivot SOP Dashboard (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–Purchase Order (POP) warning feature (with video)

In Microsoft Dynamics GP there is a little feature with a BIG benefit. You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.

Originally Posted 11/7/2013

In Microsoft Dynamics GP there is a little feature with a BIG benefit.  You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.  This can save you a BIG reconciliation headache.

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Transfer Inventory to Fixed Assets in Microsoft Dynamics GP

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets. For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez

Originally posted August 13, 2013

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets.  For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez (the link is below).

Continue reading “Transfer Inventory to Fixed Assets in Microsoft Dynamics GP”

Bill of Materials Introduction – Microsoft Dynamics GP (with video)

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control.

Here I’ll provide a brief demonstration on the functionality of the Bill of Materials module in Microsoft Dynamics GP Inventory Control. 

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Selling Kits in Microsoft Dynamics GP (with video)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

What is a Kit?  (THIS IS DIRECT FROM GP HELP)

An item type assigned to items that consist of other component items that are assembled at the time of sale. The kit is a single item with an item number; it consists of one or more component items in your Microsoft Dynamics GP inventory. Component items can be services, sales inventory, discontinued, miscellaneous charge, and flat fee items.

 I do not know what McDonald’s uses for an Accounting/ERP system, but if you use Microsoft Dynamics GP Sales order Processing, I’m sure you can think of a lot of opportunities by using Kits.

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Use Microsoft Dynamics GP Inventory Returns Part 2 (video)

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Originally Posted 1/13/2013

 

If you use Microsoft Dynamics GP Inventory Control, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.  The return window will return any item entered as returned through Sales Order Processing (SOP) or any item entered in Inventory from Inventory Transactions.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 2 (video)”

Use Microsoft Dynamics GP Inventory Returns Part 1 (video)

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Originally Posted 1/13/13

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Continue reading “Use Microsoft Dynamics GP Inventory Returns Part 1 (video)”

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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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”