Writeoff payments in GP
Mike Gordon

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 Gordon

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 Gordon

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 Gordon

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 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

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Management Reporter Refresher
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

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Time Management with Multi Entities
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

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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

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