Founder and principal of East Coast Dynamics, a Microsoft Certified Business Professional - GP, Microsoft Certified Trainer and Microsoft MVP.
Syndicated From:
http://gp2themax.blogspot.com/ September 2009 - Posts
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Okay, I'm sneaking this one in just under the wire today but here it is. A client ran into a posting issue today on an SOP Invoice. This issue seems common to users who only occasionally process non-inventory sales invoices. Although everything on...
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I don't know about you, but I like to view all posting journals and edit lists on screen before deciding whether or not to print them. However, setting the default print destination for the 220 different journals is a real chore. If you have reasonable...
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In GP versions 9 and prior, use of a single Budget ID was limited to the periods that defined a fiscal year. GP10 changes all that. For instance, let's say you have a project that spans 18 months. You want to be able to enter a budget for the accounts...
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This can be a vexing issue with no apparent cause. It also can lead to questioning the integrity of GP. Here are some primary reasons why GP can appear to be skipping a check number (or PO, or SO, etc. - any document number that automatically increments...
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Account Category - one of the required fields in the Account Maintenance window - seldom seems significant except to those companies that use AFA (Advanced Financial Analysis). AFA uses the Account Category in presentation of financial reports. But for...
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Many GP users maintain Price Lists or use Extended Pricing for all their saleable items. For those who don't, or who may have a new item that Pricing has not been setup for yet, here's a little tip that can save you some time in Sales Order data...
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Sometimes it is necessary to change the valuation method on one, many, or all of your inventory items. This can be due to an item having been setup incorrectly or perhaps a management decision to change the inventory valuation method from say, Average...
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A Shipping Method is one of many ways that goods are transported to your company from your vendors, and from you to your customers. You can use the same Shipping Methods for your vendors and your customers. A Shipping Type indicates whether goods you...
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This topic can be a user confuser so let's make it simple. For example, here in the Sunshine State (FL), the state sales tax is 6%. Most counties and some municipalities also impose a local sales tax. These two components of sales tax are each considered...
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One characteristic of SmartList that can be frustrating is the way the SmartList window shrinks when you drill into another window from a SmartList record. When you close the sub-window, the SmartList window remains at its reduced size and you have to...
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Here's a simple trick that can make clearing transactions in Bank Rec a little quicker and easier. If you have a series of consecutive transactions that need to be cleared, instead of checking each transaction indiviudally, you can clear a whole range...
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Having more than 12 periods in your Fixed Asset Calendar can cause undesirable behavior with depreciation calculation and posting, especially if you make the mistake of running & posting depreciation in the 13th or greater period. I've had to...
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Companies that use the Inventory module and manually enter purchase orders for their items may find this tip useful. When entering POs for inventory items, manually typing item numbers can lead to errors in the PO because, unless you check the 'Add...
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Let's say you have a supplier that you issue POs to on a monthly basis - maybe it's for office supplies, maybe it's for an inventory item that you buy month-after-month. Althought it doesn't have to be, in our example below, the PO is...
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One recurring issue, at least in my experience, is clients keeping their Accounts Payable control account reconciled to the AP Trial Balance. A frequent contributor to this is general journal entries being posted to the control account. We're going...
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Today, we look at how to attach documents in our Note window. Open a Note window - Click on the paper clip to open the OLE (Object Linking & Embedding) container - Click on Edit to insert an object - Select ' Insert New Object' - Note that...
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I am frequently puzzled that most users, especially accounting staff, don't make better use of the Note fields that are available in every window in GP. One would think accountants, with their need to document transactions for subsequent review and...
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So you want to efficiently take a call from a customer, check their credit status, item pricing, and enter a new order . . . Unfortunately, this topic is for V10 users only as prior versions of GP don't include the powerful Lists functionality in...
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My friend Christina Belding came up with a name for the Daily Tip that I really like - Dynamic du Jour. As she says, it's a little Frenchie, but hey, we're a cosmopolitan group here, right? Dynamic du Jour it is!! Thanks Christina!
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These settings can be confusing to some who have not studied what this terminology means. Go Tools>Setup>Posting>Posting - The main difference between these options is that when you Post To General Ledger, you have an extra opportunity to verify...
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I'm going to start posting a Daily Tip for GP users. I posted the first one today on 'Changing Currency Decimals on Inventory Items'. I'd like your help coming up with a name for this daily tip. I'd love to call it the Daily Dynamic...
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Sometimes we need to change the Currency Decimals on an existing Inventory Item. This cannot be accomplished through the Item Maintenance Card – it must be done via Tools>Utilities>Inventory>Change Decimal Places. This is an easy change to accomplish...
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