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?

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  1. Auditing Changes in Dynamics GP-Blog Header
    Microsoft Dynamics GP

    Choosing the Right Tools for Auditing Activity Inside Dynamics GP

    Change… It is something that every organization faces.  Whether it is the change of a business process, change of personnel, change of a software solution or change of data within a software.  Some types of change are more complex than others, but even something as simple as the changing of data within a system can…

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  2. Finding the right columns for your everyday Smartlists in Dynamics GP - Blog Header
    Microsoft Dynamics GP

    Finding the right columns for your everyday Smartlists in Dynamics GP

    We all know how powerful Dynamics GP Smartlists are but sometimes it can be hard to find the right columns/fields to build them out with additional information that we need. One that comes up quite a bit, is the Batch ID associated with posted account transactions. When you add the Batch Number column to the…

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  3. Reconciling Inventory to the GL in Dynamics GP
    ERP, Microsoft Dynamics GP

    Reconciling Inventory to the GL in Dynamics GP

    There are multiple ways to reconcile sub-ledgers to the GL in Dynamics GP, the Reconcile to GL routine being one of my favorite, but there can be times when you’re still stumped wondering what happened? I had a client recently face this situation. They ticked and tied every transaction to the GL, but their Inventory…

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  4. Unit of Measures Design with Item Configuration Equals Inventory Accuracy
    ERP, Microsoft Dynamics GP

    Unit of Measures Design with Item Configuration Equals Inventory Accuracy

    In the Importance of a Good Unit of Measure Schedule blog, we walked through the importance of unit of measure schedules and how to design a unit of measure schedule. Using a well-designed unit of measure schedule and proper configuration of inventoried items in Dynamics GP, enables your system to accurately track inventory balances. An item card…

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  5. Importance of Good Unit of Measure Schedule GP
    ERP, Microsoft Dynamics GP

    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…

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  6. 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…

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  7. 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…

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  8. 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…

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  9. 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…

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  10. 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…

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  11. Field-Level-Security-EFT
    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…

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  12. 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’…

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