Tag Archives: dynamics

14 Aug

Dynamics GP Reconcile Remove Sales Documents

By Tracey BrinkmanGP Reporting, Microsoft Dynamics GP, Receivables Management, Sales, , , , , With 2 comments

Dynamics GP Reconcile Remove Sales Documents We occasionally will have customers call asking how get transactions removed from the SOP open files when they are complete. There is a Utility in GP that will do that for you. Make sure you have made a backup first. Then go to: Sales >> Utilities >> Reconcile-Remove Sales

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14 Aug

Dynamics GP Paid Sales Transaction Removal

By Tracey BrinkmanGP Reporting, Microsoft Dynamics GP, Receivables Management, Sales, , , , With 2 comments

Dynamics GP Paid Sales Transaction Removal Do you have Sales Transactions that continue to print on your Customer Statements and reports even though they are complete because they have not moved to History? There is a Routine that will allow you to move those transactions to History (If you are setup for History). Dynamics GP

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18 Mar

Repeating Orders and Blanket Sales Orders for Dynamics GP

By Tracey BrinkmanMicrosoft Dynamics GP, Sales, , , , , With 0 comments

Repeating Orders vs. Blanket Orders  Entering a repeating order in Sales Order Processing You can create repeating orders if the order ID is set up to allow repeating documents. Repeating orders are useful if you want to create a template document for a customer that requests the same information multiple times. Repeating orders must be

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18 Mar

With Multiple Companies: How do I set my Default Company?

By Tracey BrinkmanCompany, Microsoft Dynamics GP, , , With 0 comments

From the Company Login screen, choose the Company you would like to be your default and mark the box for Remember this company. Remember this company Mark to log in to the selected company automatically without using the Company Login window. You must restart Microsoft Dynamics GP before this option takes effect. You should mark

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17 Mar

Professional Services Tools Library – (PSTL)

By Tracey BrinkmanMicrosoft Dynamics GP, System, , , , With 0 comments

The Professional Services Tools Library is designed for use with Microsoft® Dynamics™ GP. This document contains a list of Tools and a description overview on the functionality of each tool. This document does not contain detailed information or instructions. Please contact us if you need assistance with any of these (PSTL) tools. Before you begin

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