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

Amazing Resource on Microsoft Dynamics GP Application Development

Posted by Belinda Allen on Jan 11, 2013 8:53:00 AM

Here is my review on the new book written by my fellow MVP, Leslie Vail:

There are so many methods to customize a Microsoft Dynamics GP installation that it can be overwhelming when trying to decide which approach to take to meet your particular business needs. Leslie Vail's Developing Microsoft Dynamics GP Business Applications does an amazing job of reviewing these options AND providing valuable information on how to use and work with each option.

I pride myself of being a "minor-league programmer" (nowhere near Leslie's skills!); however, this book has motivated me to give Dexterity programming a go, just for fun.

I've worked with the GP product line for 22 years, and I love using many of these tools, so I know a great source when I see one. The explanation of the GP architecture and the overview of available tools are my favorite parts.

This book is now an invaluable part of my tool kit.
Leslie is an amazing resource, and I'm thrilled she's transferred some of her knowledge to paper (physical or electronic)!

Belinda, the Microsoft Dynamics GP CSI reviews a new resource written by Leslie Vail on Microsoft Dynamics GP Business Applications.

 

Purchase Here

 

Tags: GP, Dynamics, Microsoft, Miscellaneous

Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

Posted by Belinda Allen on Jan 10, 2013 2:07:00 PM

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

The best part is that by saving this list, you have the ability to reuse it over and over, saving you time.

This sample principle applies to printing historical documents as well.  It’s the only way to print more than one historical (or posted) invoice at a time.

Steps to Achieve this:

  1. Open the Sales Series from the Navigation Pane (within Microsoft Dynamics GP.)
  2. Double Click on the Navigation List for Sales Order Transactions to open.
  3. Above the List View Window click on the List Title that reads “Sales Order Transactions (read only)” to get the drop down list.
  4. Choose Save As
  5. Give the List a new name and click OK.
  6. Above the List View Window click on the green plus sign “Add Filter” so the red X and the “Where” line shows up (above the green plus sign.)
  7. Leave the option for “Where” rather than “Where Not”.
  8. Change “Date” to “Status”.
  9. Leave “Is” rather than “Is Not.”
  10. In the blank space after “is” click and you will see it become a drop down list.  Choose Work (for Unposted and History for Posted, depending on what you want to see.)
  11. Click on the arrow to the right of “Work” to apply the filter.
  12. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  13. If you want to narrow down further (like I chose to just see Invoices), repeat step 6 and 7.
  14. Change “Date” to “Document Type”.
  15. Leave “Is” rather than “Is Not.”
  16. In the blank space after “is” click and you will see it become a drop down list.  I am choosing to click in the box next to Invoice.  If you want to see more than one document type, simple click which ever box corresponds to the document you want.
  17. Click on both (one at a time) right arrows to “apply filters”
  18. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  19. Celebrate your victory!

I celebrate my Microsoft Dynamics GP victories with cheesecake for Juniors in New York City.

mmmmm...  Devi's Food Cheesecake for Juniors NYC and a big ice tea!

     You now have a custom Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

    Tags: GP, Dynamics, Microsoft, GP 2013, Sales Order Processing, Accounting, Windows 8

    Microsoft Dynamics GP 2013 - Business Portal & Upgrade Release

    Posted by Belinda Allen on Jan 9, 2013 10:55:00 AM

    Microsoft Dynamics GP 2013 Upgrade Notes from Smith & Allen Consulting, NYC

    Although the new version of Microsoft Dynamics GP, called GP 2013, is now available, you’ll need to check with your partner to make sure all the features you use are ready. 

    If you use Business Portal, you must wait to upgrade until March as that is when the Business Portal will be released.

     

    Important notes on the Client Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. A 32-bit ODBC DSN is required for Microsoft Dynamics GP 2013 on a 32-bit and x64 machine.
    3. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Server Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. SQL Server 2012 is the only version of SQL Server supported on Windows Server 2012.
    3. Microsoft SQL Server 2008 Express or Microsoft SQL Server 2012 Express can be installed on a non-server operating system, however it is recommended to install on a server operating system.
    4. Verify processors can be upgraded (to 8 processors for large installs and heavy usage).
    5. Verify switch is capable of handling network traffic.
    6. Increased user count may require greater RAM and Processor speed.
    7. Users utilizing Management Reporter or Crystal reporting via Terminal Services may require increased hardware to increase performance.
    8. REMOTE DESKTOP ONLY:   If using Adobe, Adobe must be installed at the Terminal Server.
    9. REMOTE DESKTOP ONLY:   The amount of RAM needed depends on the number of concurrent users per Terminal Server.
    10. REMOTE DESKTOP ONLY:   If using Lync for Unified Communications, a remote app for Lync must also be configured and copied to the client along with the Microsoft Dynamics GP remote app. The Lync remote app must be launched first and then the Microsoft Dynamics GP remote app.
    11. REMOTE DESKTOP ONLY:   If accessing Citrix, the hardware and software must be supported according to the Citrix configuration requirements.
    12. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Web Server (Business Portal) Requirements:

     

    1. All Microsoft Dynamics GP 2013 web applications must be installed in a domain environment
    2. Business Portal 6.0 and Workflow are only supported on an x64 server.
    3. Workflow is currently not supported with SharePoint Foundation 2013 or SharePoint Server 2013 until the release of Microsoft Dynamics GP 2013 Service Pack 1.
    4. Business Portal and Workflow require Web Services to be installed.
    5. Servers can be load balanced in Customer Profile 2 or 3.
    6. All Customer Profiles require a dedicated Microsoft SQL Server in addition to the servers listed above.
    7. The report deployment with SQL Reporting Services is only supported with SQL Server 2008 SP3 or later Standard or Enterprise Edition, SQL Server 2008 R2 SP1 or later Standard or Enterprise Edition or SQL Server 2012 Standard or Enterprise Edition.
    8. Business Portal, Workflow and Web Services cannot be installed on a server that is a domain controller.
    9. The SQL Reporting Services Reports may be deployed on the SQL Server depending on security and performance concerns.

    Use these notes as a kicking off point, see your Partner or www.Microsoft.com/dynamics for updated information.

    Tags: GP, Dynamics, Microsoft, GP 2013

    Microsoft Dynamics GP – Create Return with Copy (Video)

    Posted by Belinda Allen on Jan 8, 2013 12:37:00 PM

    In this video, I use Microsoft Dynamics GP 2013 on Windows 8 to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

    In this scenario, I have been instructed to create a single return that offsets 1 entire previously posted invoice and a single line from a 2nd previously posted invoice.  I use the copy feature to do this very step.

    By using the SOP copy feature, I save myself quite a bit of time AND I ensure accuracy for duplicating the very line items (or invoices) I want to reverse or return.

    I’m using Windows 8 so my followers can see that Microsoft Windows 8 work well with GP 2013.

    As always, I hope this helps!

    Bill Jelen (Mr. Excel), Microsoft Surface, Belinda Allen (GP CSI) use Windows 8

    Tags: GP, Dynamics, Microsoft, Sales Order Processing, Windows 8

    Microsoft Dynamics GP – Manage Purchase Orders with Excel

    Posted by Belinda Allen on May 7, 2012 5:32:00 PM

    If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.

    I will show you how to use Excel Refreshable Reports to monitor both Open and Historical Invoices.  It’s easier than you might think!

     

    Tags: GP, Dynamics, Microsoft, Purchase Order Processing, ERP, Excel

    Microsoft Dynamics GP – Miscellaneous Check

    Posted by Belinda Allen on May 4, 2012 11:58:00 AM

    Need to print a single check for a one time purchase using Microsoft Dynamics GP?

    In this video, I’ll show you how to do just that!  I’ll use the Miscellaneous Check Entry Window to avoid having to setup a vendor to get 1 check.

    Here the gotchas:

    1. You can only print a check for a bank account that uses the functional currency for the company.
    2. The formatting of this check is separate from the formatting of the Payable Management Check.
    3. You cannot put these checks in batches, its enter-print-post!

    Tags: Dynamics, Microsoft, Payables Management, Bank Reconciliation, ERP

    Microsoft Dynamics GP Inventory Item Cost

    Posted by Belinda Allen on May 2, 2012 4:03:00 PM

    In this video I will walk you through the scenario where receiving items (both with and without Lot Numbers) in Microsoft Dynamics GP can create an entry where the Lot Number is duplicated with a quantity of 1 with a Cost much higher than the remaining items.

    Tags: GP, Dynamics, Microsoft, Purchase Order Processing, Inventory, ERP

    Dynamics GP Reporting Panel Discussion

    Posted by Belinda Allen on Apr 17, 2012 5:14:00 PM

    I will be on the panel for this free Webcast answering your questions about reporting in Dynamics GP!

    MSDynamicsWorld.com

    Join our panel of experts in financial reporting tools forMicrosoft Dynamics ERP to learn the latest thinking on the tools and techniques for building the right reports for the right audiences with the right data. Learn how top minds in the field are using the Microsoft technology stack to enforce compliance, improve secure access, and optimize data visibility and intelligence in different scenarios and in different types of businesses.Is your organization's financial reporting maximizing the tools at its disposal? Do you find yourself producing less than optimal layouts for your executive team based on the tools you have on hand?

    Join us on Friday, April 20, 2012 at 11am EDT (GMT -4) to ask the experts your questions and learn about topics including:

    • When to use out of the box reports vs report writers
    • Potential regulatory hurdles for private and public companies that you should be planning for today.
    • What to expect when moving from FRx to Management Reporter
    • How to justify an investment in SQL Server Reporting Service report development
    • When to embrace - and avoid - Excel reports

    Tags: GP, Report Writer, Dynamics, Microsoft, FRx, Management Reporter, ERP, SmartList, Excel

    Why do we have to age Dynamics GP Receivables?

    Posted by Belinda Allen on Apr 1, 2012 7:43:00 PM


    I frequently get asked "Why is there a separate step to age Microsoft Dynamics GP Accounts Receivable?"

    Believe it or not, it's actually a benefit to you.

    I have a client who charges their customer a finance charge for all invoices 30 days or older; however experience tells them that many times they charge finance charges, only to receive the payment within a day or two causing them the extra work of writing off the finance charge.

    We worked together and created a very smart plan. We change the aging periods from 1-30 to 1-45, then age and charge finance charges for invoices over 45 days old. We then change the aging period back to 1-30 and age again. This method, only ended up charging finance charges for invoices over 45 (even though their customer is expecting over 30)days old.

    There are many reasons you may want or need control over aging, and with GP you have it!

    Tags: Dynamics, Receivables Management, ERP, Accounting

    Dynamics GP, What work was posted today?

    Posted by Belinda Allen on Mar 29, 2012 4:31:00 PM




    Want to see what was posted today, or yesterday, or last week in Dynamics GP?


    Use Smart list and add the "Posted Date" or "Originating Posted Date" to your object. This will be the actual system date (the date in the bottom right hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.

    Another great reason to look at this field is for problem solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it's not. Use Smartlist to see what was ACUTALLY posted today regardless of the GL Posting or Transaction date. That's where your problem will be.

    Tags: GP, Dynamics, Microsoft, System Manager, General Ledger, ERP