Microsoft Dynamics GP Archives

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

Read More
  1. Extender-Record-GP
    Microsoft Dynamics GP

    Creating Extender Records automatically using Extender Actions

    We all know how to create an Extender window and track additional information. Recently there was a customer request to track the Revision Level whenever an item is purchased. In order to track the Revision Level, an Extender window has been created and linked with the Purchase Order Detail Entry window as shown below. During…

    Read More
  2. Integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect
    Microsoft Dynamics GP

    Using SmartConnect Customization to capture Dynamics GP Fixed Asset ID with GP Rolling Column

    Recently, I had a client that needed to integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect. When building the integration, I encountered an issue with using a GP Rolling Column for the Fixed Asset ID; SmartConnect does not include the native capability to capture the next Fixed Asset ID with their GP…

    Read More
  3. create new companies with existing setups in GP
    Microsoft Dynamics GP

    Create new companies with existing setups in Dynamics GP using clear data

    Creating new companies in GP and copying the set-up on an existing company into them, is frequent request consultants usually get. In this blog, we will go over how to create a new company with the setup of a current company with the same chart of accounts using data  The traditional method for creating new…

    Read More
  4. Hot to create Payables Historical Aged Trial Balance Summary SSRS report
    Microsoft Dynamics GP

    How to create a Payables Historical Aged Trial Balance Summary SSRS report

    SQL Server Reporting Services is an amazing reporting tool. However, I recently noticed that most of the reports print in detail.  Users want the same functionality from SSRS that is available to them in Dynamics GP, such as Detail and Summary versions of reports.  In this step-by-step guide, I will walk you through creating a…

    Read More
  5. Microsoft Dynamics GP

    [Video] Improving Inventory Control in GP

    You’re in the business of making, moving and managing inventory. To keep operations running smoothly and to maximize profit, you need to do more than just track inventory levels. You need real-time visibility that can help you effectively manage your product and streamline ordering and fulfillment. With advanced inventory and EDI from SalesPad and SPS…

    Read More
  6. Field-Level-Security-EFT
    Field Level Security, Microsoft Dynamics GP

    How to Setup Field Level Security to Access the Vendor EFT Window

    Have you ever needed to tighten security within GP so your end users cannot access your vendor’s EFT bank information?  No need for a fancy customization!  It’s all available to you within GP with Field Level Security.  In just a few steps, you can setup security to the EFT Bank button on the Vendor Address…

    Read More
  7. GP item substitution process
    Microsoft Dynamics GP

    Dynamics GP item substitution in Sales Order Processing

    Guess what? When your primary items are depleted whether fulfilling a sales order or picking during BOM assembly, there is a quick and easy way to setup alternate items and use them in place as needed. This GP item substitution process will save time and money consistently by not having to delay your production workers’…

    Read More
  8. Microsoft Dynamics GP-Bank-Transfer-Node
    Bank Transfer Node for SmartConnect, Microsoft Dynamics GP

    Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management

    Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node. In this blog, we will go…

    Read More
  9. Microsoft Dynamics GP, Year-End Close

    [Video] Microsoft Dynamics GP Year-End Close

    Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event!   <span data-mce-type=”bookmark” style=”display: inline-block; width: 0px; overflow: hidden; line-height: 0;” class=”mce_SELRES_start”></span>  Hopefully, this video helped you learn…

    Read More
  10. Bill of Materials Mass Update, Microsoft Dynamics GP

    Bill of Materials Mass Updates

    Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the…

    Read More
  11. Microsoft Dynamics GP, VBA Customization

    Enhancing Dynamics GP With VBA Customization

    There are times in Dynamics GP where you want to change the behavior of a form and VBA customization (Visual Basic for Applications) can be a great tool to use! For instance, changing the site ID and requested ship date in a sales order header doesn’t revise sales line items that are already in the…

    Read More

The FMT Way

Optimizing your business processes—and achieving your goals—can be easier. With our team of experts, from designers to architects, you’ll gain the technology experience, dedication, and know-how that your business needs.

We’re here to inspire your greatness through technology.

Let's Start the Conversation