Category: Dynamics GP

Today’s #TipTuesday post is another Web Client/User Setup post. This one is a bit simpler than my last few, and it just explains what the Web Client User Only tickbox is for and what happens if that is marked on a user that already has a SQL login. For organizations upgrading and adding the Web…

Here’s my next #TipTuesday post, which is somewhat of a follow-up to another post a few days ago about Web Client & Account Level Security. In that article, I described a couple of bugs that are authentication-related that prevent the use of Account Level Security (ALS) in the Web Client. That bug is predicated on…

Today’s #TipTuesday post is a play on words, an upgrade tip. When upgrading Dynamics GP, during a test upgrade phase, consider renaming (slightly) the company names in the test environment. Why? Every single report printed from Dynamics GP will (by default, at least) have the company name printed on it. The vast majority of reports…

Today’s the next instalment in my #TipTuesday series. This tip is about the home page in Dynamics GP. Wouldn’t you know it? I was trying to think of what I was going to write about for today’s post and a user had an issue with their home page. It was stuck. They couldn’t add or…

Today’s #TipTuesday post is about Dynamics GP Report Options windows. In most reports in Dynamics GP, there are options windows for handling parameters for reports, whether that be inputting a range of customers, GL accounts, vendors, transaction references etc. Over the years, I have repeatedly seen examples where customers have put in redundant restrictions: an…

This is another post in my #TipTuesday series. Today’s topic is a commentary on currency IDs as well as a tip on currency symbols. I doubt everyone will agree with my thoughts on the items below as there are different approaches to configuring Dynamics GP. I think this also has elements of an “it depends”…

Today’s #TipTuesday is another multicurrency tip. This is a simple one but I have still seen many customers with transactional errors simply because the user’s settings are such that it’s easy to mistakenly enter a transaction in the wrong currency. This post is going to be relevant to those organizations whose Dynamics GP environment has…

Today’s #TipTuesday is a short one. This one is about multi-selecting Serial Numbers in Dynamics GP. Yes, this minor feature added in GP 2015 allows a user to select multiple serial numbers instead of clicking and inserting one at a time. In my example below, I’m specifically selecting random, non-sequential numbers. To do this, use…

Today’s #TipTuesday post is a small tip, something to watch for if any GL Accounts in Dynamics GP are revaluing month after month despite having a zero balance in the company’s functional currency. Nearly 20 years ago, I worked for a company that did a lot of transactions in multi-currency and we revalued our A/R…

Today’s #TipTuesday is not an application tip but a technical one. Most Dynamics GP clients have one or more test companies or test environments. I’d be willing to wager that many have some standard scripting that is run when a test company is refreshed and may even automate it in a SQL stored procedure or…

Today’s #TipTuesday is a feature that was introduced in GP 2013 R2 and it’s an alternate way to assign multiple sites to an item quickly as well as some other Item-Site attributes. Why this is cool When adding a new item to Dynamics GP, users need to assign it to one or more sites. Before…

Today’s #TipTuesday is a “back to the basics” tip. I wanted to cover a few areas in GL Account Maintenance that are often overlooked or that users are unaware of. The first one, Allow Account Entry, is a favourite of mine because too often I’ve seen organizations with reconciliation issues that were caused by “rogue”…

This #TipTuesday discusses the feature introduced in GP 2013 R2, the ability to reverse a Fiscal year-end close (i.e. re-open a closed fiscal year). Generally speaking, there should be very few reasons why this is necessary in the first place, as users can post to the previous (most recent) closed year already, which I hope…

Today’s #TipTuesday is a simple one that was introduced in Dynamics GP 2010. Recurring batches have been around forever, but the tiny, nearly unnoticed feature added in GP 2010 was the ability to clear recurring amounts, once the batch is posted. Overview This feature is available in General Ledger batches of the origin General Entry…

Today’s #TipTuesday post is around writing off small customer balances. Year-end is a great time to perform some clean-up tasks (if it’s not part of normal monthly or quarterly processes. This post will cover the default Dynamics GP “Write Off Documents” process that makes this one very easy. Overview The Write Off Documents window is…

I’m starting a #TipTuesday series and this is my first one in the series. Back in 2010, in one of my first-ever blog posts, I wrote about some tips to handle dates. Today I’ll expand to include a few other gems that I find many users don’t already know! User Date Let’s start with the…