Topic: ‘PO’

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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(Part 4) of series Dynamics GP 10 and 1099s. 

IRS Regulations, 3^rd party applications and Dynamics GP 10.  Read the rest of this entry »

In continuation of our 4 part blog series “Dynamics GP 10 and 1099s” (Part 3) covers reviewing vendor’s 1099 information and how to make changes.  Read the rest of this entry »

Dynamics GP 10 and 1099s (Part 2) Tracking the W-9.  Tracking W-9s can be a tedious task in itself.  Make a list of 1099 vendors and mark off W-9s received. Send out W-9 notifications to vendors, receive some W-9s back, send out another notification, receive a few more and the cycle continues. 

Knowing that collecting W-9s  is a project here are some tips you can use to track W-9 received using Dynamics GP’s user defined fields and Smartlist. Read the rest of this entry »

So you implemented or upgraded to Dynamics GP 10.  Year End is approaching and you are wondering what to do about tracking W-9s and processing 1099s.  What are the options?

This 4 part blog series titled “Dynamics GP 10 and 1099s”  is an overview of the different options for those who upgraded this year and those who implemented, for the first time, Dynamics GP 10.  In this series, we will look at Dynamics GP 10 1099 functionality, W-9 information tracking, reviewing and updating the Vendor’s 1099 box, IRS rulings and other 3^rd party product add-ins to help you decide the most effective approach to handling your 1099s.  Read the rest of this entry »

Sales Tax collection and remittance is an often covered issue but Use Tax is often overlooked or ignored. In these difficult times, governments are increasing collection efforts and we are definitely hearing about increased use tax audits. While Microsoft Dynamics GP doesn’t provide specific use tax funtionality beyond it’s built in sales tax strengths, the sales tax features can be used quite effectively to accomodate use tax calculation, reporting and allocation.

To improve awareness of these features, I’ve created The Complete Guide to Use Tax Functionality in Microsoft Dynamics GP 10. The guide provides specific instructions and screenshots detailing how to setup Dynamics GP for various use tax scenarios using only default system functionality.

At iSight last week, I presented a high speed session titled 50 Dynamics GP Tips in 50 Minutes. Attendees got the presentation and notes on a USB drive but in case you’ve lost your drive or just need to point a colleague to the presentation, you can get the presentation with related notes here.