Tips, Tricks and Shortcuts for Microsoft Dynamics GP.
Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way.
What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)
In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.
All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.
You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.
In this tip you will see how Microsoft Dynamics GP 2015 now enables you to copy user security and home and area page settings when adding new users or when updating existing users.
When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.
It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.
Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.
Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.
Watch this video tip to find out and then see how fast you can build an AP (Accounts Payable) Check Batch in Microsoft Dynamics GP.
There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.
One of our distribution clients using Microsoft Dynamics GP would [...]
One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.
This is a great tip for those vendors for whom [...]
Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.
Several of our customers have asked this question recently, so [...]
Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.
Microsoft Dynamics GP was built to work with Microsoft Dynamics Excel. In this short video you will learn how to: Create a PivotTable, Quickly reproduce Pivot table background data and Insert and use Slicers to filter data from Microsoft Dynamics GP.
Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.
There are two ways to easily generate a list of [...]
Watch a Video Demo: Microsoft Dynamics GP Video Tip: SmartList [...]
Now that Management Reporter (MR) has replaced FRx for Microsoft [...]
A change you will notice right away in Microsoft Dynamics [...]
Watch Video Demo: Microsoft Dynamics GP Tip: Changes to Menu [...]
CustomerSource is an amazing wealth of knowledge for Microsoft Dynamics [...]
Every Dynamics GP users should have access to CustomerSource. You [...]
Every Microsoft Dynamics GP user should visit the CustomerSource website [...]
Our Year End Resources webpage at https://www.calszone.com/client-resources/year-end-resources/ has been updated [...]
