SmartList Builder- Purchase Order
Mike Gordon
Mike Gordon

Dynamics GP SmartList Builder: Purchase Order Shipment Receipt and Matching Line Number

I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines.  Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more

Read More…

Management Reporter Refresher
Mike Gordon
Mike Gordon

A Management Reporter (MR) Refresher: Advanced MR Tips with downloadable guides!

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL!   Maybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, … Read more

Read More…

Time Management with Multi Entities
Mike Gordon
Mike Gordon

Dynamics GP:  Multi Entity Issues with Vendors, Customers, or Items not Being Available

I recently came across a client that had issues accessing new Items, Customers, and Vendors.  The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup.   What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more

Read More…

Mike Gordon
Mike Gordon

Account Payable Check Batch Issue

We often run into Micorosft Dynamics GP errors with check batches.  Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that.  The problem is, when someone comes along to do a check run, the run will not complete.  If you can’t complete … Read more

Read More…