gp2themax

GPTip42day - Transferring Inventory Items between Projects

2010-03-19T03:32:00Z

How do you transfer an inventory item from one project to another in Project Accounting ? Use the Inventory Transfer transaction. Project>Transactions>Inventory Transfer * click image to enlarge Use the Return Transaction Type to return the item to inventory from Project A, then use the Standard Transaction Type to transfer the item from inventory to Project B....(read more)

GPTip42day - Editing the GP Launch File

2010-03-18T02:39:00Z

When GP and any associated 3rd party applications are installed, a file is created called Dynamics.set, aka the Launch File . The Launch File contains instructions as to which products to initiate when starting GP and where the applications, forms, and reports dictionaries are stored. Should you need to edit this file, for instance, to change the location of the reports dictionary to a shared directory, go Administration>System>Edit Launch File * click image to enlarge From this window you...(read more)

GPTip42day - Mass Modify Chart of Accounts

2010-03-16T19:46:00Z

This feature is very helpful if you need to copy a certain range of accounts to create a new range. For example, let's say you need to setup a new department in you chart of accounts. Rather than setting each account up one-by-one, use Mass Modify to set them all up at once. Financial>Cards>Mass Modify * click image to enlarge The first step in the process is to select the type of change you want to make. In this example, we choose Copy . Then we select the origin for the description -...(read more)

ERP Implementation Strategies

2010-03-16T14:17:00Z

Our friends over at http://www.softwareadvice.com/ are taking an informal survey about ERP implementation strategies at http://www.softwareadvice.com/articles/manufacturing/erp-implementation-strategies-1031101/ . They want to determine which implementation strategies are the most popular and most successful. Big bang, phased rollout or parallel adoption. If you have a chance, click on the link and give them your input. Thanks!...(read more)

GPTip42day - Miscellaneous Recurring Batch

2010-03-16T03:14:00Z

Need to do a recurring batch but none of the standard recurrence frequencies suit your needs? Use the Miscellaneous frequency. The Miscellaneous frequency allows you to specify the number of recurrences and the number of days between each recurrence. For instance, let's say you need to post the same transaction daily for 30 days. Here's what it would look like - * click image to enlarge...(read more)

GPTip42day - The Purchase Receipts report

2010-03-12T15:31:00Z

Have you experienced the frustration of trying to perform a Returns Transaction in Purchasing , only to have the system tell you there are no quantities available to return against a PO? Here's how to determine if there are quantities remaining on hand for a specific receipt. Inventory>Reports>Activity>Purchase Receipts * click image to enlarge Note that each receipt provides the Quantity Received and Quantity Sold . When the Quantity Sold equals or exceeds the Quantity Received , no...(read more)

GPTip42day - Printing MICR checks

2010-03-12T03:01:00Z

If you print MICR (Magnetic Ink Character Recognition) checks, are you still buying special MICR cartridges for your checks printer? Check with your bank to make sure MICR toner is really required to process your checks. Optical Character Recognition (OCR) software and hardware has improved over the years to the point that many banks use OCR readers in place of or in addition to MICR readers. In addition, the regular toner used in LaserJet printers is somewhat magnetic and can usually be read by...(read more)

GPTip42day - Lock that Budget!

2010-03-10T20:33:00Z

Ever notice the little padlock-looking button next to the Budget ID field in Budget Maintenance ? The button allows you to password-protect your budgets so that other users can't change the data in them. Just click on the padlock, enter a password, and you're good to go. * click image to enlarge...(read more)

GPTip42day - Where do I enter Manufacturing Registration Keys?

2010-03-09T14:36:00Z

Typically, upon installation of Manufacturing , the Manufacturing Series Registration window opens upon first login to GP. However, if you don't choose to enter the keys at that point, how do you find the registration window later? The MS developers stuck the window in a neat little hiding place in GP10. Administration>Setup>System>Registration * click image to enlarge With the registration window open, click Additional and Manufacturing Registration . The Manufacturing Series Registration...(read more)

GPTip42day - Miscellaneous Charges, Services, & Flat Fees

2010-03-09T03:24:00Z

What are these Item Types, how do they differ, and how do they differ from Sales Inventory and Discontinued ? These Item Types differ from Sales Inventory and Discontinued items in that Sales Inventory and Discontinued items track both cost and quantities. The above Item Types do not track both. Also, Sales Inventory and Discontinued items represent traditional inventory items that can be stocked, costed, and planned....(read more)

GPTip42day - Excluding non-1099 amounts from Payables Transactions

2010-03-05T19:44:00Z

This tip comes compliments of fellow MVP Leslie Vail . Sometimes, especially where subcontractors are concerned, you need to post an invoice which includes both 1099 and non-1099 amounts. For instance, you may be paying the subcontractor for reimbursable expenses they have incurred in the course of providing service to you. Here's the easy way to segregate the two amounts. Transactions>Purchasing>Payables Transaction Entry * click image to enlarge Enter the full invoice amount in the Purchases...(read more)

GPTip42day - Resolve Batch 'Stuck' in Posting

2010-03-05T04:00:00Z

Occasionally, a batch will 'hang' during the posting process and not show as available to be recovered in Batch Recovery . When this happens, follow these steps to 'unstick' the batch. Note: to be performed by GP Administrators only. 1. Run the following script against the company database. Replace XXX with the batch number or the name of the batch that you are trying to post. UPDATE SY00500 SET MKDTOPST=0, BCHSTTUS=0 where BACHNUMB='XXX' Note: The value of BACHNUMB is the...(read more)

Sharpen the Axe - Part 1

2010-03-03T22:08:00Z

Have a look at my latest article on MSDynamicsWorld. This is the first of three articles leading up to my presentation at MSDynamicsWorld's virtual conference - Decisions2010 in May. http://msdynamicsworld.com/story/accounting/sharpen-axe-and-increase-your-microsoft-dynamics-gp-productivity...(read more)

GPTip42day - Remove Bank History

2010-03-03T16:31:00Z

If you find that loading transactions when using Checkbook Balance Inquiry takes a long time, you might want to Remove Bank History . Tools>Utilities>Financial>Remove Bank History * click image to enlarge This process allows you to remove transactions from completed bank reconciliations from the database, thereby allowing inquiries to run faster. Of course, prior to running this process, yoiu should take a backup of the database and archive it, in case you ever need to restore the transactions...(read more)

GPTip42day - What does Checklinks do?

2010-03-01T13:21:00Z

Occasionally, data corruption can occur in tables due to power failures, printer failures, network failures, etc. The most common indicator of data corruption is an alert message that indicates an error in a specific table. However, data corruption may not always be this obvious and it may be more difficult to identify in which table or tables it has occurred. Other indicators of data damage can include: - Alert messages that you can’t explain - Inaccurate data in windows or on reports - Unusual...(read more)

GPTip42day - In which order should I run the Reconcile Utilities in GP?

2010-02-26T20:03:00Z

The is the prescribed order for running Reconcile ( Tools>Utilities>xxxmodule>Reconcile ) - 1. Sales Order Processing 2. Purchase Order Processing 3. Inventory 4. Project Accounting (if used) 5. Field Service (if used) Running Reconcile in this order is important because of the interaction between the modules affecting Item Quantities . Running Reconcile in a different order can result in incorrect Item Allocation Quantities ....(read more)

GPTip42day - Dude, where's my Batch ID??

2010-02-25T22:40:00Z

When looking for the Batch ID in a Financial Transactions SmartList , one would think that if you add the Batch Number column, you'd see the Batch ID in one of those fields. But noooooooooo . . . that's the case only if the batch isn't posted. To see the Batch ID for a posted batch, you have to add the Originating Source field - * click image to enlarge Mystery solved!...(read more)

GPTip42day - Uh oh, we closed the GL with an incorrect posting type on an account

2010-02-25T02:44:00Z

If this happens in your company, here's the fix - https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb$en-us$864913&wa=wsignin1.0 Note: You must have access to either CustomerSource or PartnerSource to access this document. If you don't, contact your Partner. If you don't have a Partner, let me know. I'll help you out....(read more)

GPTip42day - Horizontal Scroll Arrows

2010-02-23T15:40:00Z

Ever wonder what the setting in User Preferences called Horizontal Scroll Arrows does? * click image to enlarge For companies that have very long account numbers, checking this box enables scrolling arrows in account lookup windows to make it possible to view the entire account number if it's too long to view in the field provided. * click image to enlarge Hopefully, not many companies use an account number this long. I can't imagine what the chart of accounts would look like!...(read more)

GPTip42day - Adding a non-depreciating asset

2010-02-22T13:55:00Z

From the GP forums this morning comes the question 'How do I capitalize an asset without depreciating it?' The poster had received some fixed assets as gifts and didn't want to depreciate them. Here's how you do it - very simple. In the Asset Book window, select No Depreciation as the Depreciation Method . * click image to enlarge...(read more)

GPTip42day - Item History Card

2010-02-19T20:53:00Z

Here's a rather obscure window in GP that I don't see used often. Go Cards>Inventory>Item History to view. * click image to enlarge As you can see, this window provides a wealth of historical information about the sales and usage of your items, by period, by year. Additionally, if you're running MRP or using the PO Generator in GP, this window can be used to enter forecast usage of items for planning purposes. Access this window and click on the Help icon for more infomation....(read more)

GPtip42day - Reopening a closed Fixed Asset fiscal year

2010-02-18T05:01:00Z

I'm sure this has never happened to anyone, but if by chance you ever inadvertently close the Current FA Fiscal Year, it will prevent you from posting depreciation into any period in the current fiscal year. How do you get around that? It's pretty easy. Go Tools>Setup>Fixed Assets>Book and set the Current Fiscal Year back to the prior year. * click image to enlarge For instance, let's say you're closing 2009 and you accidentally close 2010 also. At that point, the Current...(read more)

GPtip42day - Using SQL Wildcards to search & filter in SmartList

2010-02-17T17:22:00Z

Did you know that you can perform searches and filter using wildcards in SmartList? It's true. Because SmartList is a query tool that uses SQL-like search functions, SQL wildcards can be used successfully in SmartList. So you ask, what are the SQL wildcard characters? Here they are - * click image to enlarge For instance, suppose you want to search your Vendor list for all Vendor IDs that begin with A, D, F, N and U. You can't enter these search criteria separately in the Search Definition...(read more)

GPtip42day - Track User Inactivity

2010-02-16T17:01:00Z

I generally don't get into the technical side of GP in the Tip42day but this is just too good not to share. A user on the https://community.dynamics.com/forums/32.aspx forum posed the following question - Is there any column that will show the last activity time for a user? I would like to be able to send email alerts to users who are logged in but haven't been active for 1 hour. This is a great idea but I'm not aware of any field in any table in GP that stores this info. However, I didn't...(read more)

GPtip42day - How to handle a check voided in error

2010-02-15T22:06:00Z

You issue a check to a supplier and then someone erroneously voids that check. How do you recover from this without having to contact the vendor, issue a new check, and stop payment on the old one? First, go Cards>Financial>Checkbook and select the checkbook from which the check was issued. If the Duplicate Check Numbers checkbox isn't checked, check it. Click Save . Leave the Checkbook Maintenance window open. We'll be coming back to it. * click image to enlarge Go Transactions>Purchasing>Manual...(read more)