Topic: ‘Purchasing’

it happens from time to time…you receive items and match receipts and invoice to the wrong Purchase Order in Dynamics GP.   Then only to discover that mistake right after you have posted the Receipts, Invoices, everything, Ops!  If you have ever done this you are not alone. Read the rest of this entry »

If you work with Dynamics GP Payables Management (PM) and Receivables Management (RM) modules you will notice a difference between how fully paid transactions are handled.

• In Payables Management a vendor invoice that you have paid in full will be automatically transferred to History.  The Dynamics GP inquiry window will show “HIST”.
• In Receivables Management the Sales Invoice that you have received full payment and have applied the full amount of the payment to the Sales Invoice is still in “OPEN” status.

Why does Dynamics GP Receivables Management handle fully paid documents differently?

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The default date on SOP (Sales Order Processing) and POP (Purchase Order Processing) transaction entry window (Sales Order, Quote, Invoice etc… and Purchase Order) have two methods of default. 

(1)  As the previous date entered

(2)  As the User’s date

When Dynamics GP is first implimented the default is “Previous Date Entered” and over time you may notice that User’s enter invoices (Quote, Orders, Invoices, Backorders and Return) as of today’s date the majority of the time.  In addition to the less frequent “other date.”  If this is true for your company consider a simple setup change on the SOP or POP setup window.

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Dynamics GP “1099 Details” window found by going to either Cards>>Purchasing>>1099 Details or from the Purchasing page expanding Cards and click the 1099 Details gives you access to view and change 1099 information. Read the rest of this entry »

Service Pack 5 for Microsoft Dynamics GP 10.0 Causes Performance Issues in Electronic Funds Transfer (EFT) for Receivables Management.

Click Here to go to Customer Source / Partner Source for full article and fix.

Microsoft Partnersource had a an article that posted this morning, “No Sorting Options for EFT Check Remittances in Microsoft Dynamics GP 10.0″

I know that many of you print Remittances after your EFT  run and you have noticed that it will only print by check number.  Well, here is one “How To” solution that will allow you to print by Vendor Name instead.

CLICK HERE for full article.

It’s not to late to register for What’s New in Dynamics GP 2010 Webinar tomorrow June 1, 2010 at 11AM.  And it’s FREE!!!

CLICK HERE to Register

Date: 6/1/2010 11:00-12:00 ESTSpeaker: Lisa Price, Principal ConsultantLearn about the new features available in GP 2010.

Major make-over for the Payables Management “Select Payables Checks”  Build Batch Window….

Allowing users to select multiple ranges.  See for yourself.

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Being from an accounting background and after years of mannually reconciling AP/ AR in an Excel spreadsheet Microsoft finally developed the “Reconcile to GL” function in Dynamics GP.  Introduced in version 10,  automatic reconciliation capability has long been an idea of novelty for most accountants.  Wouldn’t you agree?  Now, it has arrived.    Read the rest of this entry »