Safety data access, computer network security, user account pass
Mike

Change User Type to System Admin in Dynamics GP

A client recently had some changes in their IT department that required the accounting department to no longer use the System Administrator (SA) user. In order to use an existing Dynamics GP user account or create a new user account with SA-level permissions, the following permission and access need to be assigned. Dynamics GP Steps … Read more

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Writeoff payments in GP
Mike

Writeoffs in Dynamics GP

I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time.  With this tool you can write off overpayments and underpayments quickly and easily for all customers, regardless of … Read more

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Disable Smartlist Builder
Mike

How to Modify SmartList Designer When SmartList Builder is Installed (in Dynamics GP)

Have you ever experienced this issue with Microsoft Dynamics GP? When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled.  This is an easy fix. The steps below describe how to do this. First open SmartList.  Next, go to Tools … Read more

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Post Cast Receipts in Dynamics GP
Mike

Automatically Post Cash Receipts in Dynamics GP

We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup >  Company > Company.   Next, click Options.  Then mark the box next to “Automatically post cash receipt deposits.”  Click OK, and then … Read more

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Valuation Methods
Mike

Inventory Valuation Methods in Dynamics GP

Valuation methods are what determines how the costs of inventory items are calculated. There are several different methods you can use in Microsoft Dynamics GP. I recently had a client question how the various Inventory Valuation Methods in Dynamics GP differ. In this client’s case, the valuation they were using did not make sense for … Read more

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SmartList Builder- Purchase Order
Mike

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

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Management Reporter Refresher
Mike

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, that … Read more

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Date Overview in GP
Mike

Microsoft Dynamics GP Dates Overview Guide

Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean.  All the dates in Dynamics GP can be confusing.  So, I created this handy overview to help you out.   Basic User Dates Thanks to Jen Kuntz for her post. User Date:  Your “User Date” … Read more

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Time Management with Multi Entities
Mike

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

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Mike

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

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