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.

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.

What are master records?

  • Inventory Items
  • Employees
  • Customers and Prospects
  • Salespeople
  • Vendors

Belinda Allen from Njevity, Inc. shares information on Microsoft Dynamics GP.

Originally Posted 11/13/2013

Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.

Originally Posted 11/11/13

This is part 2 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin. The view can be located on her blog posting below:

Continue reading “Microsoft Dynamics GP – Excel AR Trial Balance with SQL (with video)”

Microsoft Dynamics GP – Excel AR Trial Balance (with video)

This is part 1 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 11/4/13

This is part 1 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 AR Trial Balance (with video)”

In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned.

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

Continue reading “In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)”

Microsoft Dynamics GP Sales Order Processing Deposits

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents.

Originally Posted September 19, 2011

Today I’ll show you how to enter Deposits with Microsoft Dynamics GP Sales Order Processing (SOP) Documents. I’ll specifically show: 

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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! 

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Microsoft Dynamics GP Revenue/Expense Deferrals

Here I’ll show you how easy it is to defer Revenue over a specified period of time in Dynamics GP. I’ll setup a Deferral Profile to make a template for commonly used deferrals. No more manually deferring, let GP do it for you!

Originally Posted 8/23/11 

Here I’ll show you how easy it is to defer Revenue over a specified period of time in Dynamics GP. I’ll setup a Deferral Profile to make a template for commonly used deferrals. No more manually deferring, let GP do it for you!

Continue reading “Microsoft Dynamics GP Revenue/Expense Deferrals”