Managing Customizations in Dynamics GP

Recently, a customer approached me with questions about how a particular custom report could be deployed to all users. After explaining all the ins and outs of Dynamics GP customization deployment, it occurred to me that a lot of users (and their IT support folks) are not entirely aware of how to best manage customizations across their companies. This lack of understanding can potentially lead to lost customizations or reports when a workstation is replaced or when an upgrade is performed. This blog explains the options you have and pros and cons of each of them. Read More...

Applying multicurrency cash receipts in Dynamics GP

How can we apply a payment in one currency, to a document in another currency? Microsoft Dynamics GP is very flexible in how it handles the process of applying payments involving documents in multiple currencies. There are some basic rules, however, that we need to know in order to exploit this functionality correctly.
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FREE SalesPad Boost tool for Dynamics GP!

Whether you are working from home, part of a skeleton crew, or trying to stay on top of an increased demand, SalesPad and ICON want to help during these challenging times. To that effect, SalesPad created SalesPad Boost as a completely FREE add-on to Dynamics GP, that makes customer searches quicker, and with quicker access to customer item and sales information. Read More...

Who Posted that transaction?

This is a question we hear fairly frequently. The good news is that the answer is just a few clicks away… Read More...

New feature: Long Descriptions in Payables Transactions

The October 2019 update to Dynamics GP includes a new feature son you can express yourself by typing a very long description in any payables transaction… Read More...

Automate your posting process in Dynamics GP

Have you ever stayed late in the office waiting for others to finish their jobs just so you can post the day's transactions? Has someone forgotten to post some transactions? Are there integration processes in your company that require you to post transactions manually after they are created in the system?

If you answered "Yes" to any of these questions, then you might be interested in Post Master. Read More...

Suggested Items in Sales Documents

Simple and efficient. With the suggested items functionality, Dynamics GP makes it simple and quick to make sure that your salespeople are reminded to include additional items to the ones being billed. Increase your sales and make sure needed items are included in your billing.

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Document attachment in Dynamics GP

From version 2013R2, Microsoft introduced a new way to manage document attachments in Dynamics GP. We call this functionality DocAttach. DocAttach is an excellent functionality that allows users to add all sorts of documents to either master records or transaction records within the application.

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PO Prepayments in Dynamics GP

How do you handle purchase order prepayments in GP? Well, very easy: Dynamics GP allows the user to specify a prepayment amount directly in the purchase order entry screen, and then provides a simple workflow for the payment to be issued through the normal vendor check runs process. Let's see …
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Awesome New All-in-One views!

All-in-One Views (AIO) are an exceptional new feature that allows the user to easily track the complete cycle for a particular transaction or group of transactions. AIOs have been introduced in Dynamics since version 2015 with the first one being the Purchasing AIO, but in GP2016 we now have new Sales and Inventory AIOs to go with it. This makes for easy review of the transaction flow for any documents selected by the user. Read More...

How to correct Vendor 1099 information in Dynamics GP

Every year there comes a time when you need to deal with 1099 reporting. And this process can be stressful for many. Along the year, some vendors may have been setup incorrectly, the some transactions entered and posted, then the vendor corrected, and so on. You get the idea. The following is a step-by-step guide that shows how to correct 1099 vendor and transaction information in Dynamics GP 2015 R2.
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Dynamics GP Landed Costing

Landed costs in Dynamics GP are the additional costs that might be associated with purchasing a product. This includes all transportation fees (both inland and ocean), customs, duties, insurance, crating, handling and payment fees.

Dynamics GP has great functionality related to landed costs, allowing customers to manage the process end-to-end. This is a quick example of how Landed Costing works in Dynamics GP. Read More...

How to create a quick sales return

Sometimes it is the simpler functions that users miss. Such could be the case for sales returns. When creating a return, many users don't know a very nice sales returns feature provided by Dynamics GP. Since version 2010 Microsoft unleashed some of the functionality of the Field Service module so that users could take advantage of it in other modules, and one of them is a quick sales returns function described here.
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New Payment Terms setup options in GP 2015

Dynamics GP 2015 comes packed with many improved functions. One of these functions is the new payment terms setup window; let's take a look. Read More...

Copy and Paste GL Entries from Excel

Would’t it be great if we could simply take a journal entry from Excel, and paste it into Dynamics GP? Would you be surprised if I told you you can do it, today? (I can see you smiling already) ... because in this Tip I am going to tell you “Yes, you CAN” and I am going to show you how easy it is.
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Tolerance handling in receivings

Dynamics GP can help you deal with shortages and overages when receiving inventory. Users can setup the desired percentage thresholds for overage and shortage of both inventory and non-inventory items received via the Purchase Order Processing module.
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Writing off those pesky "pennies" massively

During normal operations on your business, it is inevitable that some sales documents (both debit and credit) might remain open because small remaining balances. This can happen if customers don’t pay the exact amounts owed due to mistakes or rounding errors, but the amounts are too small to bother with engaging the customers to correct the issue. In any case, this calls for writing off these remaining amounts, but the volume of documents may be big, making the process tedious.
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Changing the date with the keyboard... Super-fast!

Changing the date of a transaction in Dynamics GP is something normally done by using the calendar button, or by typing the date on a date field. Did you know that you can also change the date with the keyboard way faster? Here we show you how: Read More...