Don’t forget about your reminders!

As most of my blog topics start, this begins with fairly standard question from a client asking why their taxes are not defaulting on their Purchase Order in Dynamics GP.

This situation is something I see a lot of in various clients:

  • Something isn’t working
  • They try to troubleshoot it themselves but can’t find the answer
  • They are getting more and more frustrated at the “randomness” of GP by the minute (their words not mine!)
  • They email me with the equivalent of a “WTF?” with screen shots showing me when something works fine and when it doesn’t, assuming it’s completely randomly doing something just to piss them off.

The answer nearly always ends up with some variation of one of these:

  • Someone did something they shouldn’t have done
  • Someone didn’t do something they should have done

Sound familiar?
Continue reading “Don’t forget about your reminders!”

Project Accounting: Update Budget Lines – the good and the ugly

The other day a client asked me if there was a way to mass-add a new cost category to all projects at once.  I actually didn’t know there was a new function to do this starting with GP 10, but a quick google search resulted in a post from Mark Polino describing this exact thing.

Wow.  That doesn’t happen every day… I was thinking of the alternatives I would explain the client, but was really happy to see this added functionality.

Until… today, after the client used the new window, and rolled down a new cost category to every project they have, they found a problem. Uh oh!

This particular article relates to the Project Accounting module in Dynamics GP, and the Update Budget Lines window under the Routines menu.
Continue reading “Project Accounting: Update Budget Lines – the good and the ugly”

Scroll to top