Microsoft Connect – Obscure Smartlist Reminder Issue

Tonight I decided to clean up my “future blog posts” folder, where I dump in screen shots and brief snippets of text for future posts, hoping I remember what I was thinking at the time the entire topic would look like! ¬†This one is a snippet and a URL that I’m lacking screen shots on so I’ll do my best to describe it.
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Poor man’s dashboard?

A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible.

Simple question, not so simple answer. I admit it never occurred to me, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.

So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.
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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?
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