I recently had a client who was trying to create a Report Writer report for a new Check Format. They were adjusting one of the existing check formats to create a Check Stub Stud Report. In order to do this, they had to move the first stub section to the body. They also had to move … Read more
Posts by Mike Gordon
Dynamics GP: Why are Check Numbers Skipped in AP?
There are times when Microsoft Dynamics GP payable will skip a check number. Why does the system do this? First, if you have multiple users working in your system, Dynamics GP will place a lock on any check number in use and increments the Next Check number. For example, if one user is in a … Read more
Dynamics GP Quick Tip: Add Window to Home Page
Occasionally our team will get a request from a client seeking an answer to a question that isn’t easy to find on the web. We LOVE this. It allows us to flex our Dynamics GP muscles (or any ERP we support!) and solve somebody’s issue, even if it’s a small one. This is one such … Read more
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
AP Accrual SmartList in Microsoft Dynamics GP
I had a client recently inquire as to how to run a list of payables transactions they wanted to accrue. For example the client needed to see documents that were posted after July 31, 2020 and the Document Date was before August 1, 2020. They also needed to see the Account Number. In order to … Read more
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
How to Enter a Blanket Purchase Order in Dynamics GP
In Microsoft Dynamics GP, a blanket purchase order lists a single item and its quantities that will be delivered in a series of shipments, usually on specific dates. Blanket purchase orders allow you to make long-term agreements with vendors to purchase the same item—usually to receive a volume discount or to be sure of obtaining … Read more
How to Use Dynamics GP Customer and Sales Order Processing Holds
In Microsoft Dynamics GP, you can use customer or sales process holds to prevent any further sales to a customer. You may want to do this, for example, if the customer has an unpaid balance, a shipping address hasn’t been verified, or any other reason. You still can receive payments from customers on hold, but … Read more
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
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
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
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
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
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
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
Dynamics GP Purchase Order Received But No Invoice
Have you ever encountered a Purchase Order in Microsoft Dynamics GP that was still open but should be closed? I had a customer run into this problem recently. Here’s what I did to fix it. First, I reviewed the Purchase Order process the client used. We entered a PO like this one. Next, we entered … Read more
Dynamics GP: New Item Cost Not Showing on Purchase Order
I recently helped a customer solve an issue with their Purchase Order (PO) in Microsoft Dynamics GP. They had changed the cost on an inventory item, but the new item cost was not showing up on the PO. Why is this? Here’s what happened First, my customer had changed the “Current Cost” of an item … Read more
Dynamics GP: Missing Setup on Inventory Item Causes Purchasing Issues
Problem & Fix I recently encountered an issue with a Microsoft Dynamics GP Purchase Order not being allowed for a specific item. When I looked closer, I found the Inventory Item was missing setup information, which was causing the problem. Here is the Item Maintenance Card: In the Dynamics GP Item Maintenance card, make … Read more
Dynamics GP: Using SQL to Change Inventory Currency Decimal Places
A customer recently had an issue with the number of decimal places for the price of an item on an open Sales Order. The item was incorrectly setup with 2 decimal places when it needed to be four. Note your Item Number and your Order Number. Is there a way to change the Currency Decimals … Read more
Microsoft Dynamics GP SmartList Window Not Showing or Blank
Recently, a client of mine had an issue where the Dynamics GP SmartList Window would not open or when it did, it was blank. I found that this is a known issue, as the window settings in the DYNAMICS SY01402 table can become corrupt and cause the window to hide or be blank. Troubleshooting & … Read more
Entering a Blanket Purchase Order in Dynamics GP
There are many instances when you will need to use a Blanket Purchase Order in Microsoft Dynamics GP. For example, you might have subscriptions for support, where a customer is billed $200 per month on an annual basis. Or, you might have a recurring order of widgets, but maybe you get 5,000 every other month. … Read more
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