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  • Blog Post: Dynamics GP 2013 FAQ: How to Run File Maintenance.

    Scott McHale
    Etelligent Solutions File Maintenance options are not much different in Dynamic GP 2013 than in previous versions of Dynamics GP. However, our office regularly gets questions about running file maintenance, whether it is in relation to upgrade preparations or addressing errors and issues. So...
    on 21 May 2013

  • Blog Post: New Collections Management Release for GP 2013

    Scott McHale
    Etelligent Solutions Collections Management for Microsoft Dynamics GP has been transferred back to its creator, Professional Advantage . Collections Management has not had a functionality upgrade for a while. On June 1, 2013, Professional Advantage will be releasing a new version of Collections...
    on 15 May 2013

  • Blog Post: Dynamics GP 2013 FAQ: Adding New Users

    Scott McHale
    Etelligent Solutions To add a new Dynamics GP user, use the following steps: Create the user in Dynamics GP - Log into Dynamics GP with a user that has elevated rights on the SQL Server. The elevated rights should be the securityadmin SQL fixed server role and the db_securityadmin, and...
    on 7 May 2013

  • Blog Post: Using Management Reporter to Create Consolidated Financial Statements from Dynamics GP Data

    Scott McHale
    Etelligent Solutions I was working with a colleague this week that wanted some help with creating a consolidated balance sheet in Management Reporter 2012. In providing help, I wanted to offer something more than a conversation and checked out the Dynamics Corporate Performance Management Blog...
    on 23 Apr 2013

  • Blog Post: GP 2013 – Moving To The Web Client

    Scott McHale
    Etelligent Solutions Convergence is over, and people came home with starry eyes because they had seen “The Web Client”. It was an awesome sight to behold! And, the people said, “When can we move to the web client?” With all the excitement around Dynamics GP 2013, this is a valid...
    on 18 Apr 2013

  • Blog Post: GP 2013- Fixed Assets Depreciation Changes

    Scott McHale
    Etelligent Solutions GP 2013 – Fixed Assets Depreciation Changes Because Fiscal Periods Changed in GL Managing Fixed Assets seems like such a simple task. However, anyone who has managed FA in Excel will tell you how quickly the asset management can get out of hand, especially if a company is in...
    on 8 Apr 2013

  • Blog Post: Posting Drop Ship Sales Item in Dynamics GP

    Scott McHale
    Etelligent Solutions In Dynamics GP, Sales Line Items can be marked as Drop Ship items by marking the “D” check box (Figure 1).  The usual scenario is that a Drop Ship  Purchase Order is then entered and the item is delivered from the supplier (vendor) directly to the customer. ...
    on 13 Mar 2013

  • Blog Post: Handling Penny Rounding in Dynamics GP

    Scott McHale
    Etelligent Solutions Use of the penny is being phased out in Canada.  Payments made for goods and services by cheque, credit card and debit card are not affected by this amendment but cash payments are.  As of February 4, 2013 businesses and retailers should be rounding the amount required...
    on 27 Feb 2013

  • Blog Post: Updating Management Reporter to Use a New GP Budget

    Scott McHale
    Etelligent Solutions I was responding to requests on the Etelligent Support Desk a couple of weeks ago when I addressed a situation where budget numbers had been updated in Dynamics GP but an income statement in Management Reporter wasn’t reflecting the changes. This is a question that I have...
    on 12 Feb 2013

  • Blog Post: How to control the use of non-inventoried items in Dynamics GP Sales and Purchasing

    Scott McHale
    Etelligent Solutions In my consulting experience there have been multiple times when I have helped clients who have had inventory concerns as a result of items not being set up properly.  In one scenario a new item gets entered on a purchase order and is subsequently received as a Non-inventoried...
    on 30 Jan 2013

  • Blog Post: How to Make Changes to Posted Receivables Transactions with the Professional Services Tool Library for Dynamics GP

    Scott McHale
    Etelligent Solutions If you have ever needed to make a change to posted receivables transactions in Dynamics GP you will know that the rules are different depending on whether or not Paid Transaction Removal routine has been run.  But are you aware of the updated rule book that took effect in...
    on 15 Jan 2013

  • Blog Post: Use SmartList Options to Improve Searches in Dynamics GP

    Scott McHale
    Etelligent Solutions Do you frequently use the default view for a SmartList as the starting point for a search in Dynamics GP but then make the same edits each time?   If so then you should consider using the SmartList Options window (Microsoft Dynamics GP>Tools>Setup>System>SmartList...
    on 2 Jan 2013

  • Blog Post: Processing Holdbacks in Dynamics GP Time and Material Projects

    Scott McHale
    Etelligent Solutions This content for this article is once again compliments of my colleague, Brenda Oliver.   She put this material together for one of our clients and has generously chosen to post it so others can benefit.   Thank you Brenda! Sheldon Gitzel , ERP Consultant for Etelligent...
    on 19 Dec 2012

  • Blog Post: Are You Ready for Canadian Payroll Year End?

    Scott McHale
    Etelligent Solutions The content for this week’s post is from my colleague, Brenda Oliver. I asked for her assistance in preparing an article to address this week’s topic and she exceeded my expectations by delivering all of the following content that she was going to send to the clients...
    on 6 Dec 2012

  • Blog Post: Do You Run Paid Transaction Removal in Dynamics GP Receivables Management?

    Scott McHale
    Etelligent Solutions I was working with a colleague at a client site recently when we discovered that the client has never run the Paid Transaction Removal routine available in Receivables Management. Now this is not the first time that I have come across this scenario so I have decided to address how...
    on 20 Nov 2012

  • Blog Post: Fixed Asset ID Missing in Dynamics GP 2010

    Scott McHale
    Etelligent Solutions I recently helped a client that reported that one of their Asset ID’s had disappeared in GP 2010. As I helped them with this issue I wanted to accomplish two goals: 1. Restore the missing information, 2. And determine what may have caused the issue. It turns out...
    on 6 Nov 2012

  • Blog Post: Added Control for Posting Dates from the PSTL

    Scott McHale
    Etelligent Solutions As a controller or finance manager you put processes and procedures in place to ensure that you have an accurate and reliable financial system. One aspect of accuracy is ensuring that all transactions posted into your accounting system are posted into the right fiscal period. Dynamics...
    on 23 Oct 2012

  • Blog Post: Connecting 3rd Party Service Items on Dynamics GP Sales Orders to the related PO

    Scott McHale
    Etelligent Solutions Some Dynamics GP users have encountered the scenario where a customer brings in something that needs to be fixed or serviced, but that service assignment is then outsourced to a 3 rd party vendor. The GP user wants to track the outsourced service and connect it to the original sales...
    on 10 Oct 2012

  • Blog Post: Fixed Asset Feature in Dynamics GP 2013: Historical Depreciation Reports

    Scott McHale
    Etelligent Solutions Dynamics GP 2013 will include interesting new functionality, like the web client, that members of the Dynamics GP community are fascinated in learning about and looking forward to trying out. But there is more than just net new functionality to look forward to in Dynamics GP 2013...
    on 25 Sep 2012

  • Blog Post: Dynamics GP 2013 Beta Release Available to Partners

    Scott McHale
    Etelligent Solutions I am attending the Microsoft Dynamics GP Technical Airlift 2012 conference in Fargo, ND this week. The focus of the event is the upcoming release of Dynamics GP 2013 and a significant announcement on Wednesday, September 12 was that the Dynamics GP 2013 Beta is available for download...
    on 13 Sep 2012

  • Blog Post: “Post To” versus “Post Through” in Dynamics GP

    Scott McHale
    Etelligent Solutions Recently a fellow consultant at Etelligent was asked twice in one day if there are any benefits to having sub-ledger transactions only “Post To” the general ledger rather than “Post Through” the general ledger. As he considered the question he couldn’t...
    on 11 Sep 2012

  • Blog Post: Using the PSTL Account Combiner in Dynamics GP with Canadian Payroll

    Scott McHale
    Etelligent Solutions Recently I was working with a client that wanted to utilize the Account Combiner tool within the Professional Services Tool Library (PSTL) to update their company’s chart of accounts. We discussed the process and I pointed out to them that the Canadian Payroll module, which...
    on 28 Aug 2012

  • Blog Post: Etelligent Acquires SurePath

    Scott McHale
    Etelligent Solutions Etelligent Solutions Inc. announces the acquistion of SurePath Solutions Etelligent Solutions (Etelligent Solutions Inc.) and SurePath Solutions Inc., two leading providers of Microsoft Dynamics business solutions announced the acquisition of SurePath by Etelligent and their joining...
    on 20 Aug 2012

  • Blog Post: Looking Ahead at Dynamics GP 2013

    Scott McHale
    Etelligent Solutions A new version of Dynamics GP is scheduled to be released later this year and will be called Dynamics GP 2013. There will be some significant changes coming with this new version including a new pricing model and new features; a Web Client is one example. Microsoft has already identified...
    on 14 Aug 2012

  • Blog Post: “Account Not Found” When Posting Stock Count Variances in Dynamics GP

    Scott McHale
    Etelligent Solutions I recently came across a scenario where a client was surprised to find a General Ledger batch that originated from an inventory stock count was sent to Batch Recovery due to a missing account (see the sample edit list in Figure 1 ). I helped them identify that this scenario resulted...
    on 31 Jul 2012
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