Dynamics GP – Balancing RNI Report to GL First let’s look at how the Received Not Invoiced Report works: (Information for: Balancing RNI Report to GL is taken from Microsoft Support document: https://support.microsoft.com/en-us/help/951236/information-about-why-the-values-on-the-received-not-invoiced-report-m Records will appear on the Received/Not Invoiced report if the receipt of the goods is posted through transactions that are entered in […]
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 […]
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 […]
Using Account Categories in Management Reporter Dynamics GP Financials: Account Categories are groupings of General Ledger accounts that are typically reported on together, especially for financial statements. You access Account Categories in Financial >> Setup >> Category. Dynamics GP Financials provides 48 predefined account categories. You may change the descriptions, you cannot delete them. You […]
The Client: CRS Reprocessing Services CRS Reprocessing Services provides fluid reprocessing services to industry world-wide. CRS’ US headquarters is in Louisville, KY and offers their services across the globe through its offices on three continents. The Challenge: Standard GP Project Reports Were Insufficient CRS uses Microsoft Dynamics GP (Great Plains) to keep the company’s books. […]
By Ryan McBee After doing several upgrades to Management Reporter 2012 the past few weeks, we ran into one issue where we went to add an existing GP company and got the error below which reads “An error occurred while retrieving company information. Verify that the specified credentials are valid. Check the deployment log for […]
By Ryan McBee Prerequisites 1. You need to install the SMTP feature on your Windows Server instance. In Server Manager go to the features section and click on Add Features. 2. Create and setup a Gmail account at http://www.gmail.com 3. Enable the Gmail account for POP3 in Gmail, you can follow the instructions on how to […]
By Ryan McBee When trying to deploy a large Dynamics GP report to your SSRS server or creating a subscription for one of your canned GP SSRS reports, you may run into an error like this: Error 2 There was an exception running the extensions specified in the config file. —> Maximum request length exceeded. […]
By Ryan McBee When upgrading to GP 2010 R2, you will want to make sure that you configure the Reporting Tools Setup window under Microsoft Dynamics GP>>Tools>>Setup>>System. If you do not have this window configured, you will receive the message below which reads “Could not connect to configuration report. Do you want to change your […]
By Ryan McBee One of the most common needs when setting up multiple Great Plains Companies is to report against each company in a single report. If you are looking for Financial reporting, it is fairly easy to setup a tree within Management Reporter or FRx which will meet your needs. However, data that is in the […]