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/ October 2009 - Posts
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Do you wonder why GP allows you to over-receive against a PO? So do the rest of us. In my opinion, this is a shortcoming that is basic to exercising adequate control over the purchasing process. However, if you do need that functionality in your business...
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Here's a good one for you, gang. If you're using GP Manufacturing and you ever restore one database over another - for example, if you're setting up a new company, run these scripts on the new company - Select * from COSS0401 Select * from...
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You know the dialog box that appears when you stay logged in overnight asking if you want to change the user date? This is known as the 'Change Date Dialog Message'. This message is created by the system at midnight. I'm not sure why GP doesn't...
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Just a tip to remind you that if you or your consulting team are installing a new instance of GP, make sure you allow for expansion in your account segments. I have a client that wants to change their accounts from a 3-segment to a 4-segment number to...
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Let's make this really simple. Say your company buys and sells automotive shock absorbers. You stock them as 'EACH', buy them by the 'DOZEN', and sell them in 'PAIR'. Stocking UOM = EACH Purchasing UOM = DOZEN Selling UOM ...
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If your company is a heavy user of Sales Order Processing (SOP) and has Customers that place repeat orders which list their Item Numbers and not yours, GP provides a simple, easy to setup, and efficient method to speed up the order entry process – Customer...
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Have you ever seen the following message when entering an Invoice or Sales Order document? * click image to enlarge What is it, why does it appear, and how do you get rid of it? This message appears because both the GP Invoicing module and Sales Order...
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Are you annoyed that every time you want to enter an invoice in the Sales Transaction Entry window, you have to manually change the Transaction Type? Here's how to avoid that annoyed . . . Tools>Setup>User Preferences (GP9 & Previous) MDGP>User...
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Here's another FRx tip, courtesy of one of the GP forums. When setting up security in FRx, make sure that the usernames and passwords in FRx match GP usernames and passwords EXACTLY. The reason for this is that FRx has its own security module that...
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Let's say you have a statistic, perhaps 'Employee Headcount' from a unit account that you want to appear on your FRx Profit and Loss Statement but you want the headcount to appear in only one column, not in all the columns on the report. Here's...
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And speaking of 1099s, how do you verify that the correct 1099 amount is reported for your vendors? Here's how - 1. Using the canned '1099 Vendors' SmartList, add the '1099 Amount YTD' and 'Amount Paid YTD' columns and compare...
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I'm not sure if this technically qualifies as a GP tip but as we're nearing calendar year-end, I think it's appropriate. One of my pet peeves with GP is that 1099 and W2 production and filing is not friendly at all. Especially frustrating...
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It's a pretty safe bet that anyone who uses SmartList knows that you can double click any record in the results pane and drill into the underlying document. However, did you know you can use the Go To button to access windows other than the default...
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Here's a question that popped up on one of the GP forums the other day. 'Is it possible to put a customer on SOP process hold if an order exceeds their credit limit?'. The answer is yes and here's how you do it. 1. Setup a Credit Process...
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A question I run into rather regularly from users is 'Where do I enter the MACRS tables?'. Well, the short answer is, you don't. GP doesn't utilize MACRS tables for calculating MACRS depreciation. Instead, it uses a combination of the...
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Okay folks, here we are. We closed the other modules earlier this week and it's time to close the Fiscal Year in Financials. Here's what this process does - - Transfers all current-year information for each account in the chart of accounts to...
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Closing Fixed Assets for the year increases the current Fiscal Year by one year for each book being closed and changes the Year-to-Date Depreciation Amount and YTD Maintenance Amount fields to zero. The following fields are also updated when closing FA...
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Closing the Fiscal Year in Purchasing updates the Year-to-Date, Last Year, and Life-to-Date information in the Vendor Credit Summary and Vendor Yearly Summary Inquiry windows. Closing the Calendar Year transfers Year-to-Date 1099 amounts to the Last Year...
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Closing the Fiscal Year in Sales updates information in the Customer Summary window and Customer Yearly Summary Inquiry window when you select 'Amounts Since Last Close' in the Summary View List in those windows. Closing the Calendar Year does...
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Closing an Inventory Fiscal year transfers summarized current-year information to history. You can also choose to remove Discontinued Items, Sold Lot Attributes, Sold Receipts and Cost Change History, and change your Standard Costs to prepare for the...
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http://msdynamicsworld.com/story/accounting/seven-ways-tell-if-you-are-shaving-bear-microsoft-dynamics-gp#comment-132 Gotta love it - great job Mark!
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I was going to wait until nearer the end of the year to discuss this topic but a very good friend of mine at Kissimmee Utility Authority asked me to cover the topic now as their fiscal year ends September 30. We'll cover these procedures over the...
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If you're on GP's Advanced Management licensing, then you have access to the Customer/Vendor Consolidations functionality which eases payment processing when you have a Customer who is also a Vendor. But, what if you're on GP's Business...
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