FMTFMT

Teresa Cortez, Author at FMT

Search Archive
Dynamics 365 Business Central – Reporting with Dimensions
Using global and shortcut dimensions in Dynamics 365 Business Central provides much flexibility for reporting options.  One limitation, which isn’t much of a limitation, is that you can only filter on up to four dimensions. However, building the report to use up to four dimensions takes a few steps in order to properly report on dimensions (other than Global 1 and Global 2).  By default, you can create an account schedule using the Global 1 and the Global 2 dimensions but not on shortcut dimensions.  Here are the steps to report on shortcut dimensions: Create an Analysis by Dimension View Update the Analysis by Dimension View Assign the Analysis View to a Column Layout on an Account Schedule Personalize and Design the Column Layout Window to Add Filtering Options Print the Report Sounds simple enough! And it is, but there are a few things to keep in mind. Plus, if […]
The Importance of a Good Unit of Measure Schedule in Dynamics GP
When configuring inventoried items in Microsoft Dynamics GP, we need a clear understanding of the types of transactions which occur against inventoried items. You purchase items, sell items, transfer items between sites and bins, consume items during production, and produce items. That is A LOT of transactions. But…if you think about it, you probably already enter these transactions using Microsoft Dynamics GP. So why not let Dynamics GP track your inventory for you? Okay, so this is a great idea, right?! But where do you start? Obviously you need to know what items are considered inventoried items and you need to know where your items are located.  However, just as important is your unit of measure schedule! We just looked at six transaction types which may occur against an item, but each inventory transaction can occur in different units of measure. You may purchase a box of 50 units but […]
EFT Payables Batch is Empty? The Possible Culprit – Vendor Setup in Dynamics GP
Generating EFT Payments from within Dynamics GP is a quick and easy process. However, if not configured correctly, your EFT batch may be empty and you may be left shaking your head trying to figure out why. The Vendor card may be the reason your EFT batch is empty if your Checkbook in Dynamics GP is configured for EFT Payments. In this article we will troubleshoot some possible issues causing the EFT Payables Batch to come up empty in Dynamics GP. Here are the steps to setup a Vendor for EFT payments: Navigate to the Vendor card (Purchasing >> Cards >> Vendor Select the Vendor ID Click on Address and press Clear to enter in a new Address ID Enter a new Address ID (for all vendors that will be paid electronically such as “EFT” use an Address ID) Enter the Country Code, then select EFT Bank On the Vendor EFT Bank […]
Say Goodbye to Applying Credit Memos at Month-End
Applying credit memos or returns to sales invoices at month end can cause duplicate efforts.  If a user forgets to apply the credit memo, an invoice will populate on the aging report even though the true balance is $0.  In addition, applying credit memos or returns is an extra step that is sometimes unnecessary.    To reduce efforts, users can apply a credit memo, return, or overpayment at the same time a user enters a cash receipt. To do so, enter the cash receipt details by going to Sales >> Transactions >> Cash Receipts. After you enter the cash receipt details (such as customer, date, payment type and amount), select “Apply” to open the Apply Sales Documents window. From this window, mark the invoice to which you wish to apply this cash receipt.  Now, don’t hit OK yet as tempting as it is! Look at the details of your applied […]
Deposit Cash Receipts Automatically with Dynamics GP 2016
New to Dynamics GP 2016, users no longer need to create a deposit for the cash receipts entered in the sales module. Configuring this feature is quick and easy! To post cash receipts as deposits, navigate to Administration >> Setup >> Company >> Company.  Select Options and then mark the box next to “Automatically post cash receipt deposits”. Press OK, and then OK from the Company Setup window. Please note this is a configuration per company so if you have multiple databases, you will need to select this option in each database. Once you mark this option, a deposit will be automatically created when a user posts a cash receipts or cash receipts batch from Sales >> Transactions >> Cash Receipts.  If you post an individual transaction, the deposit amount will be in the amount for that one transaction.  If you post a batch of cash receipts, the deposit will […]
©
2021
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram