Getting a list of write-offs follow up

Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow up where I’ll walk through in fairly high level detail a way that should be a lot more reliable as it’s based on the apply table(s) in Dynamics GP.

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Getting a list of write-offs

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use the Write Off Documents routine I describe in the blog linked above. The key is this is looking only for documents with a “write-off” amount.

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GPUG Summit 2018 Day 1

Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right!

This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events, I’ll go through what my day looked like.

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