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 […]
Would you like to be notified if specific conditions are met within your GP Company database? For instance when a customer balance is over a specified limit? GP has a way for you to set up customized reminders to alert you if: A SmartList favorite meets the conditions that you have specified. Your custom reminder […]
We receive several calls from our customers where they have a “Stuck Batch”. This can happen for instance if you are updating a batch and it doesn’t complete and you get a message to use Batch Recovery. There are times that running Batch Recovery doesn’t work, resulting in a ‘Stuck Batch’. When this happens […]
What does SmartList Designer for Microsoft Dynamics GP 2013 Service Pack 2 do? It extends SmartList so that an end user can create a new SmartList from scratch, or, the person can make changes to an existing list. Ability to create brand new SmartLists Administration >> Reports >> System >> SmartList >> New Administration >> […]
Major Feature Updates to Dynamics GP 2013 R2 include: Requisitions Requisitions of the past have been connected with Business Portal. With this release the new design will start the process of multiple releases of enhancements to requisitions that includes the requisition process being a part of the GP desktop and web client and no longer […]
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 […]
Use the Purchase Order Entry window to enter blanket purchase orders. A blanket purchase order lists a single item and its quantities that will be delivered in a series of shipments, usually on specific dates. The line items you enter for a blanket purchase order must be the same item number. The item will be […]
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 […]
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 […]