Microsoft Dynamics GP

Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

Adjust the credit limit warning calculation when a cash receipt is entered and is applied against an outstanding invoice.

By |2023-07-25T20:58:36-04:00November 29th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Credit Limit Warning Calculation for Unposted Credit Documents

Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

One thing that I learned the hard way during the Year-End close process is related to a newer checkbox in the Year-End Closing window. I hope that sharing my “not so fun” story will help others avoid this in the future.

By |2022-03-25T12:01:07-04:00November 29th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Year/Month End Closing Tips|Comments Off on Dynamics GP Tip: Beware of Maintain Inactive Accounts Option in Year End Closing

Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

New process for Reconciled Transaction Maintenance in Routines, Moves reconciled transactions to Bank Reconciliation history tables, With data moved to history, bank reconciliation processes performance will improve, When remove history, will also remove any moved reconciled transactions

By |2023-07-25T20:58:36-04:00November 28th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Bank Reconciliation Tracks History

Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

Sales Transaction Entry and Payables Transaction Entry windows will default the scrolling window expanded or collapsed based on the previous display state, This is a per user per form automatic setting, Inquiry windows included

By |2023-07-25T20:58:36-04:00November 23rd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Sales/Payables Distribution Line Display Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

GL Transaction Entry and Journal Entry Inquiry windows will default the scrolling window expanded or collapsed based on the previous display state, This is a per user per form automatic setting

By |2023-07-25T20:58:36-04:00November 22nd, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – GL Distribution Line Display Opens Expanded

Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

Update the Transaction Description on the credit card vendor Invoice to easily track back to the originating voucher, Modify Reconcile to GL for Payables to link the credit card payment and credit card vendor invoice to GL entries with Matched Transactions

By |2025-02-17T21:11:18-05:00November 21st, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Link Credit Card Invoices to Original Invoice

Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical Transactions

When drilling into the sales transaction tax details, the tax percent used at time of transaction displays instead of the percent that is setup on the tax detail maintenance window

By |2025-02-17T21:03:58-05:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Display Tax Percent for Historical Transactions

Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

Cancel purchase order line quantity when linked to a purchase requisition, Available in Purchase Order Entry and in Edit Purchase Order, Warning is given but can continue

By |2023-07-25T20:58:36-04:00November 18th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Cancel PO When Linked to Requisition

Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

Update linked icon to display if the Purchase Order has been updated so the requisition cannot be fulfilled

By |2023-07-25T20:58:35-04:00November 17th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled

The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016

  • CAL's Year End Closing Webinar Series
  • Upgrading to Dynamics GP 2016
  • SalesPad Corner: Tip: Easy Subtotals with Pivot Table Reports
  • Actionable Steps to Take When There's Too Much on Your Plate
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:39-05:00November 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – November 2016

Pardoned turkeys give sales tax the bird

It’s an annual tradition for the President of the United States to pardon a turkey at Thanksgiving. Which president started the trend is up for debate, but White House history dates the first turkey clemency to 1865, when Abraham Lincoln’s son took a liking to a bird intended for Christmas dinner.

By |2022-03-21T20:04:37-04:00November 15th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Pardoned turkeys give sales tax the bird

Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups

Users can assign SmartList Designer Lists to Advanced Lookup windows and Lookup windows include all of the lookups from the advanced lookup setup window

By |2023-07-25T20:58:35-04:00November 14th, 2016|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2016 R2 Feature of the Day – SmartList Designer in Advanced Lookups

How to Setup Automatic Signatures in Outlook

I get e-mails from way too many companies that have no signature and no phone number which makes it harder for me to give them a call back. At my last company, the CFO was typing in his signature on emails all the time.

By |2021-11-09T10:47:33-05:00October 25th, 2016|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Setup Automatic Signatures in Outlook

3 tips for online sellers about drop shipping and sales taxes

Drop shipping can be a big boon for online sellers, especially small businesses that don’t have the funds or space to stock up on and store inventory. With drop shipping, sellers can take orders from customers for an item and then turn around and order that item from a supplier, which then ships it to the customer. The seller doesn’t have to handle the physical item at all, the customer gets his or her order, and everyone’s happy.

By |2022-03-20T18:11:42-04:00October 25th, 2016|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on 3 tips for online sellers about drop shipping and sales taxes

The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016

  • Microsoft Dynamics GP Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy StepsPoint
  • Fall Savings GP Add-On Solution Promotions!
  • SalesPad Corner
  • The Best Ways to Get Through Hundreds of Emails In One Day
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:38-05:00October 21st, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – October 2016

How to Choose a Password That is Secure and Easy to Remember

A good analogy for a password is a lock on your front door. It is the first line of defense of protecting your valuables. Hardly anyone would argue against a lock on their door and we’ve come to (reluctantly) accept that access to the resources stored on our computers which hold valuable information should be afforded similar protections.

By |2021-11-09T10:47:34-05:00September 28th, 2016|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How to Choose a Password That is Secure and Easy to Remember

The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016

  • Microsoft Dynamics GP Tip: Cheat Sheet for Accounts Receivable Month End Processes in Microsoft Dynamics GP
  • Now Playing: CAL Connect Event Video and Photo Highlights
  • ISV Spotlight: Nodus Technologies
  • Five Keys to Success That Will Transform Your Life
  • SalesPad Corner: Smart Printing
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-11-11T20:22:38-05:00September 15th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – September 2016

Why I Don’t Trust Expensive ERP Discovery Studies

I hate it when companies are over-sold by a salesperson. In my experience, one of the most guaranteed ways to buy more than you need is to pay for an expensive discovery report before you buy Dynamics GP. I just met with a distribution company using Microsoft Dynamics GP. They had paid $12,000 to a large Dynamics GP partner for a “business analysis”.  I saw a copy of the report. I was not impressed.  Now, almost 2 years later this company is way over budget and they are still not where they should be at this point.

By |2024-06-17T20:38:30-04:00September 8th, 2016|Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Why I Don’t Trust Expensive ERP Discovery Studies

FRx Tip for Dynamics GP: Catalog Queued Successfully

Although FRx is no longer used in the newer versions of Microsoft Dynamics GP, there are still many companies out there that continue to rely on it in older versions. And we continue to support them. Here is a recent support question and the resolution.

By |2022-03-22T16:04:45-04:00September 6th, 2016|Dynamics GP Tips, ERP Tips & Tricks Blog, Mgmt Reporter/FRx Tips, Microsoft Dynamics GP|Comments Off on FRx Tip for Dynamics GP: Catalog Queued Successfully
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