Showing archived posts for: June 2017


Oh My, How You’ve Grown! Excessive File Size Growth in Management Reporter (MR) Database

Posted by Kraig Kumlin, Sr. Support Analyst on June 13, 2017

Has your MR database gotten so big it’s out of hand?  I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my…

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Using Templates for Reports in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on June 8, 2017

With Dynamics SL reports, users can save templates of their report options.  They can use these templates the next time they run the same report, so they do not need to set the options back up each time.  Some examples are: Running an AP Check Register for a…

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Using Credit Memos in Dynamics SL Accounts Receivable

Posted by Tiffany Bennett, Senior Consultant on June 8, 2017

Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice.  Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in…

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Paid Transaction Removal for Dynamics GP Receivables

Posted by Sean Casey, MCTS on June 8, 2017

The paid transaction removal tool is used to transfer paid sales transactions to history. It is also used to consolidate balance forward accounts. It consolidates the balance forward transaction amounts and adds the total to the noncurrent aging period. Paid transaction removal will speed up receivables processes, inquiries and windows…

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Creating a Dynamics GP Budget Excel Template

Posted by Sean Casey, MCTS on June 8, 2017

Many businesses use Excel templates to create their annual budgets.  By creating a budget template in Excel, you’ll save yourself time.  Just populate the monthly data by the general ledger account, and then after uploading the budget into Dynamics GP, you can include these budget numbers…

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Error 5003 when logging into Dynamics SL – Common Fixes

Posted by Tiffany Bennett, Senior Consultant on June 7, 2017

One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases.  Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user…

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Dynamics GP Errors Couldn’t Close Table and Other Connection Issues

Posted by Kraig Kumlin, Sr. Support Analyst on June 7, 2017

Have you ever worked in Dynamics GP and encountered the “FP: Couldn’t Close Table!” or “Open Operations on File” errors when trying to close out of Dynamics GP? Why might this happen? The reason why these errors occur is usually that something is &ldquo…

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Using Professional Services Tools Library (PSTL) To Change Key Fields in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on June 6, 2017

With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database.  It’s called PSTL (Professional Services Tools Library).  You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and…

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Learn the Basics of Dynamics GP SmartLists

Posted by Misty Galbreth, Support Analyst on June 6, 2017

The SmartList feature in Microsoft Dynamics GP is everyone’s favorite feature.  It makes compiling useful data easy for everyone.  To help you get started, download our PDF guide  for step-by-step directions on these basic must-knows: Where are SmartLists Rename a column Increase the Number of…

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How to Fix a Closed Year with an Incorrect Posting Type in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on June 6, 2017

It happens to everyone.  You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*.  That means your Retained Earnings either are over or under stated.…

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