This is all about how I use GP, based on what I learned in my investigations with clients...

Using multiple bins in Microsoft Dynamics GP Inventory Control

Posted by Belinda Allen on Feb 5, 2016 2:44:59 PM

Ever have a hard time trying to find a specific inventory item in your warehouse? If you said yes, you should be using the multiple bins feature in Microsoft Dynamics GP.

 InvetoryBottles.jpg

Think of bins as a shelf or an aisle, so with the combination of Site ID and bins you can walk right to your items. Default bins can be assigned to sites for transactions such as Purchase Receipts, Purchase Returns, Sales Order Fulfillment, Sales Returns, Assembly Receipts, Material Issues, Manufacturing Receipts and Repair Issues.

 

Let’s say you receive an item (from a PO) to your WAREHOUSE site. By default it is placed in a bin called “Receivings”. When your warehouse person moves the item to its proper place in the warehouse, a bin transfer is recorded in GP.   Yes, it is an extra step, but how big is your inventory site? How important is it to know exactly where that item is located? How much is your inventory worth?

 

If you choose to use multiple bins in GP, a bin must be specified for each and every transaction. The default site can be used or you can manually edit the bin in the transaction.

 

If you already use GP and want to start using bins there are a couple of very important steps that must occur:

  1. Perform a backup of your database.
  2. All Sales Order Processing transactions must be posted, deleted or voided.
  3. Perform a backup of your database.
  4. Check the Enable Multiple Bins in the Inventory Setup window.
  5. Perform a backup of your database.
  6. Run Check Links for all Inventory tables.
  7. Perform a backup of your database.
  8. Run Reconcile for Inventory Items
  9. Perform a backup of your database.
  10. Verify there is a Next Document Number in the Inventory Setup window.
  11. Enter bins for your sites.
  12. Specify default bins for your sites.
  13. Oh, and Perform a backup of your database.

 

Watch the video below for multiple bins in action!

Tags: GP, Inventory

Creating a Microsoft SQL Server view from 2 Microsoft Dynamics GP Databases

Posted by Belinda Allen on Feb 2, 2016 3:40:45 PM

2PuzzlePieces.jpgSomeone reading my book asked me the following question:

 Do you know or can point me in the right direction on how to join or union other company databases? For example we have 4 companies with separate databases and these queries will only pull from one company at a time.

 

In the following video I will show how to create a single Microsoft SQL Server View using 2 Microsoft Dynamics GP databases.

Tags: GP, SQL

Using a separate Fulfillment Process in Microsoft Dynamics GP

Posted by Belinda Allen on Jan 29, 2016 4:20:42 PM

In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.

Inventory.jpg

Tags: GP, Inventory, Sales Order Processing

Date Shortcut & New Year Hack for Microsoft Dynamics GP

Posted by Belinda Allen on Jan 4, 2016 12:45:44 PM

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time.

Calendar.jpg

 I’ll also show you how I keep myself from making end of year entry errors. Before I began editing my fiscal periods I would make several entries in the wrong year every year, causing me to have to make correcting entries.

 

 

Tags: System Manager, Miscellaneous

Microsoft Dynamics GP Dropship Qty Variance

Posted by Belinda Allen on Oct 2, 2014 8:42:00 AM

You know I love questions on Microsoft Dynamics GP and recently I was asked the following question:

 What happens when the drop-ship item in the SO is for quantity 10 and the vendor sends 11 and the PO invoice is received with 11. The inventory was already sent to the customer, the SOP Entry program will not allow you to change to 11. Since you already received, you cannot change the PO. Any thoughts? 

 Watch the following video to see how I suggest handling this situation!

 

Belinda Allen, from Smith & Allen Consulting, Inc. in New York City shares how to handle Dropship quantity variances in Microsoft Dynamics GP.

Tags: Purchase Order Processing, Sales Order Processing

Microsoft Dynamics GP Accounts Payable Cool Idea for check!

Posted by Belinda Allen on Aug 18, 2014 10:22:00 AM

I was entering cash receipts into my Microsoft Dynamics GP this morning when I noticed that one of my customers put their AP email address right on the address of the check.

AccountsPayable@xyz.com

This is just BRILLIANT!  Particularly when the check recipient is a MS Dynamics GP user (because we can email the invoices directly from GP.)

I just thought it was cool and wanted to share it.  My next check order, will include my email alias for AP.

Beinda from Smith & Allen Consulting, Inc. in New York, NY shares something cool she saw while working in Microsoft Dynamics GP.

Tags: Payables Management

Multi Select in Microsoft Dynamics GP POP Return

Posted by Belinda Allen on Jun 3, 2014 10:15:00 AM

Using the Web Client in Microsoft Dynamics GP, I show the new GP2013 feature of being able to select multiple serial numbers using standard Windows commands (CTRL to select non-sequential items and SHIFT to select sequential items.) 

POP Return Multi-Select Web Client

Not only am I showing this feature using the Web Client, my data and Microsoft Dynamics GP exist on Microsoft Azure (in the cloud.) 

Belinda, Smith & Allen Consulting of NYC, Microsoft Dynamics GP shows POP Multi Select on the Web Client in Microsoft Azure.

Tags: Purchase Order Processing

Microsoft Excel Power Maps in Power BI

Posted by Belinda Allen on Jun 2, 2014 10:25:00 AM

This AWESOME Power BI tool allows you to “Visualize” your data not only in a map, but as a video over a period of time.  It allows you to SEE your data in ways you never even thought amount.  Take a tour with me of Elevator Complaints in New York City for Q1, 2014.

Power Map Elevator Complaints Q1-2014

 I am using this with Microsoft Dynamics GP Sales Order Processing Data in my own system.

Belinda, Smith & Allen Consulting of NYC, Microsoft Dynamics GP blogger shows Microsoft Power BI Power Maps!

Tags: Excel

1099 Review for Microsoft Dynamics GP

Posted by Belinda Allen on May 7, 2014 3:45:00 PM

Need to make sure you have all the necessary information for 1099 transactions? 

With Microsoft Dynamics GP 2013 SP2 and higher, SmartList Designer can be used to create just want you need.  Watch this video to see how to do it!

Belinda, of Smith & Allen Consulting in New York City, NY talks about 1099 mangement in Microsoft Dynamics GP.

Tags: Payables Management, SmartList

Easy way to kind close a period in Microsoft Dynamics GP (with Video)

Posted by Belinda Allen on May 6, 2014 4:38:00 PM

Need to stop people from entering and posting information into a period that has already completed with final Financial Statements? 

Watch this video to see how to prevent this from happening with a “Soft Close” using Microsoft Dynamics GP.

Belinda from Smith and Allen Consulting in New York City shares a Microsoft Dynamics GP tip.

Tags: System Manager, Miscellaneous