ERP Tips & Tricks Blog

The CAL Zone – Microsoft Dynamics GP Newsletter – August 2015

  • GP Tip: How to Clean up Home Page Layouts
  • 37 Free but Dangerously Powerful PSTL Tools for Microsoft Dynamics GP
  • Module of the Month: SafePay
  • ISV Spotlight: Nodus Technologies
  • Amber Bell Chosen as GPUG Summit 2015 Speaker
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:23-04:00August 17th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – August 2015

43 Questions You Must Ask Before Hosting Dynamics GP Online

We want to make the Dynamics GP Cloud experience as SIMPLE for you as possible. We have come up with 43 questions designed to cover everything you need to know so you can make an informed decision and compare “apples to apples” of various cloud software vendors and between different Dynamics GP data center offers.

By |2021-11-09T10:46:39-05:00August 7th, 2015|Dynamics GP New Features, Dynamics GP Online, Dynamics GP Promotions/Cost, Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on 43 Questions You Must Ask Before Hosting Dynamics GP Online

Microsoft Dynamics GP Product Strategy and Roadmap Through 2016

Once you make an investment in a product you want to know the roadmap, the direction where it is headed. Microsoft Dynamics makes that information very clear. Check out the published “Microsoft Dynamics GP Roadmap” graphic and download the latest “Microsoft Dynamics GP Product Strategy Statement of Direction PDF”

By |2022-11-07T20:37:47-05:00August 6th, 2015|Dynamics GP New Features, Dynamics GP Online, Dynamics GP Upgrade Resources, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on Microsoft Dynamics GP Product Strategy and Roadmap Through 2016

Declare your independence from burdensome sales tax management

So it’s not without some irony that July 1 marks the date when many U.S. states put their newly increased sales tax rates into effect — the same month when both France and the U.S. celebrate their independence. While a few percentage points increase hardly merits waging an all-out war against sales tax, revolutionizing the way you manage tax compliance is a worthy cause.

By |2022-03-20T18:07:09-04:00August 6th, 2015|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Declare your independence from burdensome sales tax management

PRESS RELEASE: Connecticut Based CAL Business Solutions Celebrates First Listing as Bob Scott’s Insights Top 100 VAR

Every year the Top 100 VAR (Value Added Reseller) partners based on revenue. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. CAL Business Solutions, a Microsoft Dynamics GP reseller, is honored to have been named to this list for 2015.

By |2024-06-17T20:38:30-04:00July 29th, 2015|CAL News, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on PRESS RELEASE: Connecticut Based CAL Business Solutions Celebrates First Listing as Bob Scott’s Insights Top 100 VAR

Dynamics GP Video Tip: How to Merge Customer Accounts

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.)

By |2022-03-22T16:07:56-04:00July 24th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Merge Customer Accounts

Dynamics GP Video Tip: How to Change Customer IDs

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.

By |2022-03-22T16:07:56-04:00July 21st, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Change Customer IDs

The CAL Zone – Microsoft Dynamics GP Newsletter – July 2015

  • 10 Scary Things Users Can Do To Screw Up Microsoft Dynamics GP
  • ISV Spotlight: AvidXchange
  • Modules of the Month: Purchase Order Processing & Requisition Management
  • How Much Does it Cost to Upgrade from Dynamics GP 10 to GP 2015?
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:22-04:00July 20th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – July 2015

Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

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.

By |2022-03-22T16:07:56-04:00July 15th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Professional Services Tools/PSTL Tips, Video Tips|Comments Off on Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’

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.

By |2022-03-22T16:07:56-04:00July 15th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Professional Services Tools/PSTL Tips, Video Tips|Comments Off on Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’

37 Free but Dangerously Powerful PSTL Tools for Microsoft Dynamics GP

Before 2012 Dynamics GP users had to pay a fee for these tools and they were not cheap. Then Microsoft made them all available for free. And now some of the most popular tools have been incorporated right into the main Dynamics GP system. But if you want to use the rest of the free PSTL tools they still need to be specifically installed or activated in your Dynamics GP system.

By |2023-09-18T20:06:32-04:00July 15th, 2015|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 37 Free but Dangerously Powerful PSTL Tools for Microsoft Dynamics GP

Dynamics GP Video Tip – How To Clean Up Page Layouts 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.

By |2022-03-22T16:07:56-04:00July 9th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip – How To Clean Up Page Layouts in MICROSOFT Dynamics GP

How Much Does a Microsoft Dynamics GP Upgrade Cost?

We provide an average price but there are several variables to consider, such as number of companies, database size, and other factors that impact the total. This video gives several tips to help you save money and lower the cost of your next Microsoft Dynamics GP upgrade.

By |2024-06-17T20:38:35-04:00July 8th, 2015|Dynamics GP Demo/Videos, Dynamics GP Promotions/Cost, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How Much Does a Microsoft Dynamics GP Upgrade Cost?

Dynamics GP Video Tip – How to Copy Home Page Settings in MICROSOFT Dynamics GP 2015

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.

By |2022-03-22T16:07:55-04:00July 6th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip – How to Copy Home Page Settings in MICROSOFT Dynamics GP 2015

How To Find the Dynamics.Set File To View Installed Dynamics GP Modules

Did you know that there is a file that gives an “inside view” into your Dynamics GP system? This can be especially helpful to us if we have not worked with your system before and we want to see what modules you have installed.

By |2022-11-07T20:37:46-05:00July 3rd, 2015|ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on How To Find the Dynamics.Set File To View Installed Dynamics GP Modules

Microsoft Dynamics GP 2015 R2 Feature of the Day – Display Debits before Credits

This feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.

By |2023-07-25T20:58:32-04:00June 19th, 2015|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 R2 Feature of the Day – Display Debits before Credits

Microsoft Dynamics GP 2015 R2 Feature of the Day – Enable Email on All Sales Order Document Formats

The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.

By |2023-07-25T20:58:32-04:00June 18th, 2015|Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP 2015 R2 Feature of the Day – Enable Email on All Sales Order Document Formats

The CAL Zone – Microsoft Dynamics GP Newsletter – June 2015

  • Dynamics GP Video Tip: How to Take Screen Shots in Dynamics GP
  • What's New Since Dynamics GP 2013?
  • Fixed Assets - A Forgotten Dynamics GP Module You Already Own
  • 7 Tips for Reducing Vacation Stress
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:22-04:00June 18th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – June 2015
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