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 […]
Dynamics GP – Inventory Stock Count Overview One of our customers recently emailed asking about the process for Inventory Cycle counting. I put this together based on the Help Text, pulling together the information and adding screenshots. Stock count overview To maintain an accurate inventory it is best to continually count your inventory. The following easy […]
GP 2013 R2 Enhanced feature now allows you to set: Separate email addresses by document type. Previously the same email address would default to be used for documents sent to the same customer such as a Sales Quote and Sales Order. When you are sending Sales Orders and Invoices they might need to go to different […]
GP 2013 R2 Document Attach 2.0 Another new feature that is part of the just released GP 2013 R2 is Document Attach 2.0. There are several areas that have been enhanced with this new feature. Scanning documents and attaching them directly to a master record, document, transaction or line item. a. Select the record. […]
GP 2013 R2 has been released! One of the new features you can look forward to is: Copy Paste journal entries from Microsoft Excel into Transaction Entry. The first step is to create your spreadsheet that contains your journal entries. There are four columns that your source excel file must contain (The columns must be […]
Preparing for the Dynamics GP 2013 R2 Upgrade The release of GP 2013 R2 will be here soon! Refer to our previous post at: http://www.isolutionspartners.com/?p=280 to find out about all the new features included in this release. Some things you should think about when deciding when you should upgrade. Are your Server and all the client workstations […]
GP–Posting Invoices to a Credit Card Vendor Do you pay Vendor Invoices with a Credit Card? Do you have employees that use a company Credit Card to pay for Business Expenses? You want to track Purchase History for the Vendor, however also need to track that it was paid with a Credit Card and then […]
GP – Receipt for a National Account If you selected to Allow Receipts Entry for Children of the National Accounts, you can still enter a Receipt directly to the Child Account. In addition, you can enter a Receipt to the Parent and distribute the payment amount to invoices for the Parent and Child customers. Auto […]
Dynamics GP – RM – National Accounts Receivables Management – National Accounts A National Account allows you to combine related customers that are all part of a larger Organization. The parent customer is the controlling Customer of the national account. This parent customer has child customers and is usually the customer that distributes payments on […]