Etelligent ERP Blog

Dynamics GP 2013 FAQ: How to Run File Maintenance.

Scott McHale — Tue, 21 May 2013 14:30:36 GMT

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...(read more)

New Collections Management Release for GP 2013

Scott McHale — Wed, 15 May 2013 15:14:23 GMT

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...(read more)

Dynamics GP 2013 FAQ: Adding New Users

Scott McHale — Tue, 07 May 2013 14:00:00 GMT

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...(read more)

Dynamics GP 2013 SP1 Has Been Released

Scott McHale — Tue, 30 Apr 2013 13:26:00 GMT

Etelligent Solutions Microsoft released Dynamics GP 2013 SP1 on April 19, 2013. For those of you that keep track of version updates, here are the latest versions released with the service pack. Customers can download the service...(read more)

Using Management Reporter to Create Consolidated Financial Statements from Dynamics GP Data

Scott McHale — Tue, 23 Apr 2013 14:00:00 GMT

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...(read more)

GP 2013 – Moving To The Web Client

Scott McHale — Thu, 18 Apr 2013 14:23:44 GMT

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...(read more)

GP 2013- Fixed Assets Depreciation Changes

Scott McHale — Mon, 08 Apr 2013 16:12:36 GMT

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...(read more)

Microsoft Dynamics Business Analyzer now available on Windows 8!

Scott McHale — Tue, 02 Apr 2013 14:12:00 GMT

Etelligent Solutions Microsoft has released a number of its own in-house created apps for Windows 8 in the past several months, ranging from News and Sports apps from its Bing team to the Fresh Paint art program. In January, the company...(read more)

GP 2013 – Fixed Assets Depreciation Changes Because Fiscal Periods Changed in GL

Scott McHale — Wed, 20 Mar 2013 01:30:00 GMT

Etelligent Solutions 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 growth mode. In Dynamics GP...(read more)

Posting Drop Ship Sales Item in Dynamics GP

Scott McHale — Wed, 13 Mar 2013 05:06:24 GMT

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...(read more)

Dynamics GP 2013 – Using the Ole Container to Store Scanned Documents Or Emailed Attachments

Scott McHale — Tue, 05 Mar 2013 15:49:00 GMT

Etelligent Solutions In business, we are always looking for ways to be more efficient. Document storage, online instead of in file folders or in storage bins, is becoming more and more popular, as organizations use electronic messaging...(read more)

Handling Penny Rounding in Dynamics GP

Scott McHale — Wed, 27 Feb 2013 16:46:06 GMT

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...(read more)

Collections Management Is No Longer Offered As Part of Microsoft Dynamics GP

Scott McHale — Wed, 20 Feb 2013 15:21:00 GMT

Etelligent Solutions Microsoft has announced that after a successful 12 year licensing relationship, Microsoft is transferring the ongoing sales, maintenance and support of Collections Management back to Professional Advantage, the authors of the...(read more)

Updating Management Reporter to Use a New GP Budget

Scott McHale — Tue, 12 Feb 2013 14:00:00 GMT

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...(read more)

Use Credit Cards to Pay Vendors in Dynamics GP 2010 or 2013

Scott McHale — Wed, 06 Feb 2013 18:16:00 GMT

Etelligent Solutions Recently, I have had several clients ask me about setting up credit cards to pay vendors. There are several options. This is a generic discussion of how the process can work. If you are having difficulty with...(read more)

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

Scott McHale — Wed, 30 Jan 2013 06:29:41 GMT

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...(read more)

Tracking Dynamics GP in Twitter

Scott McHale — Wed, 23 Jan 2013 18:09:00 GMT

Etelligent Solutions As we roll into the end of the first month of 2013, many users are wondering how they can keep up with all of the “new” that is rolling out of Microsoft for Dynamics GP 2013. An easy way to do this is to follow all of the developments...(read more)

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

Scott McHale — Tue, 15 Jan 2013 16:51:00 GMT

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...(read more)

Microsoft Dynamics GP – General Ledger Closing Procedures 2012

Scott McHale — Wed, 09 Jan 2013 14:47:00 GMT

Etelligent Solutions Many organizations have fiscal year ends ending December 31. This coincides with the payroll year end closing so companies can have a lot of adjustments and reports to run. The key to getting through the year...(read more)

Use SmartList Options to Improve Searches in Dynamics GP

Scott McHale — Wed, 02 Jan 2013 15:00:00 GMT

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...(read more)

Questions That Drill Down Into Dynamics GP 2013

Scott McHale — Fri, 21 Dec 2012 16:00:00 GMT

Etelligent Solutions Today’s post deals with some specific questions about the functionality in Dynamics GP 2013. We hope that this post will help reduce some of the reservations about moving forward on this new version. 1. Our company...(read more)

Processing Holdbacks in Dynamics GP Time and Material Projects

Scott McHale — Wed, 19 Dec 2012 22:43:40 GMT

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...(read more)

Dynamics GP 2010 Tools For POP

Scott McHale — Tue, 11 Dec 2012 16:05:00 GMT

Etelligent Solutions Microsoft has released many of the tools that they have used to support Dynamics GP over the past years. The most well known of these tools is probably PSTL (Professional Services Tools Library). ...(read more)

Are You Ready for Canadian Payroll Year End?

Scott McHale — Thu, 06 Dec 2012 15:22:47 GMT

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...(read more)

Let’s Look At The Current Software Requirements for Dynamics GP 2013

Scott McHale — Tue, 27 Nov 2012 16:26:00 GMT

Etelligent Solutions One of the challenges of changing software releases is that the software that supports it or integrates with it, must also change. IT Departments or Budgeting Departments need to be aware of the changes that coming...(read more)