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Dynamics GP: Troubleshoot Accounts Receivable Out of Balance
What can you do before you call us for help? Read on to find out: While we are very happy to help you isolate an out of balance, there are a number of self-help things you can do first. Historical...
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Dynamics GP: Using PSTL Account Modifier to Change GL Account Codes
The Account Modifier is used to change one GL code to another or to combine two existing ones together. This ensures that all transaction history follows into the new account. If history exists in both...
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Dynamics GP: Processing Refunds from Creditors
I recently did a site visit to one of our clients with the purpose of looking at what they were doing and making some enhancements to their processes. As is often the case, the learning went both ways...
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Processing Payment Batches to Exclude Current Month Credits
When processing an Accounts Payable payment batch in Dynamics GP starting with the select cheques process, there are check boxes that will either include or exclude automatically applying unapplied...
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Dynamics GP: Accounts Receivable Month End Processes
Month end processes can vary from site to site – not all functions are needed. This post will look at the options for Receivables that are used or needed by most sites in New Zealand. Note: you do...
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Entering Purchasing Returns
Transactions à Purchasing à Returns Transaction Entry Select the correct document type Enter a creditor document number if needed Enter the date Choose the creditor ID Choose to replace returned...
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Dynamics GP: Changing Settings on Default SmartLists
I am often asked about how to find some of the columns in SmartList – there are a few common ones that jump out (based on screen name or perception of what it might be called). This is particularly...
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Using PSTL to merge Customer / Debtor Records
The Professional Services Tools Library (PSTL) in Dynamics GP can be used to merge two customer records into one by using the Customer Combiner tool. The only user who can access this tool is the sa...
View ArticlePurchase Order Maintenance
Purchase Order Maintenance I have discovered recently that some of our more mature sites that are using purchase orders in Microsoft Dynamics GP are not keeping up with the maintenance that is...
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Correct Payables Batch posted to the wrong period
If you have posted an Accounts Payable batch to the wrong period, you have a couple of options to correct. Void all the transactions via payables and re-enter Do a GL journal to account for the...
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