Quick Tip: Track In-Transit Inventory Transfers in Dynamics GP
January 17, 2012
Tracking inventory transfers once the item is in-transit does not need to be the complex task it may seem to be, if you follow these steps:
Complete the In-Transit Transfer information.
Note that a “Via Site” can be tracked, as well as any Landed Costs associated with the transfer.
Generate a Pick List.
Generate a Packing List to accompany [...]
Read More
Quick Tip: Expose Account Setup Errors in Dynamics GP
January 4, 2012
In October, we walked through the way to set up a new account in Microsoft Dynamics GP. Now that you have set them up, how can you be sure you didn’t make any errors? Well, you can use SmartLists to figure it out quickly and efficiently.
Go to SmartList >>Financial >> Accounts
Search for all Accounts with [...]
Read More
Quick Tip: Streamline New Account Entry in Dynamics GP
October 20, 2011
Entering new accounts in Microsoft Dynamics GP can be a tedious, manual task, but there are ways to streamline this process. One of the best ways to do this is to set up Account Segment Descriptions. By setting these up ahead of time, when you enter a new account and assign it an account segment, [...]
Read More
Dynamics GP Tip: Syncing Report Writer Changes in Word Templates
September 22, 2011
Have you ever been modifying a report in Microsoft Dynamics GP Report Writer and then found that certain fields don’t print or print incorrectly when you are leveraging a Word template?
There are certain steps that you must take to sync your modified Report Writer reports with your Word templates to prevent this problem from occurring. [...]
Read More
5 Ways Dynamics GP Improves Regulatory Compliance
June 2, 2011
Whether imposed by a government organization or an internal company directive, compliance regulations have a major impact on your business processes and data management. Complying with and easily auditing the data around these regulations can be a daunting task if not handled efficiently.
The Audit Trails and Electronic Signatures functionality of Microsoft Dynamics GP can help [...]
Read More
Who Needs a Dynamics GP Light User License?
February 14, 2011
As consultants and salespeople focused on Dynamics GP, we spend a lot of time explaining the difference between a Full-Access User and a Light User. The conversations often focus on a particular capability: “What license do I need if I want to <fill in the blank>?” While this approach is helpful in addressing a specific [...]
Read More
What are GP Web Services and Why Should I Care?
November 4, 2010
One of the greatest benefits of Microsoft Dynamics GP 2010 is that it can extend connections between both people and systems. One way it accomplishes this is through the 350 Web Services that it makes available “out-of-the-box”. Unless you are a developer, you may not know what Web Services are or how they should factor into your decision to purchase a Microsoft Dynamics GP solution.
Read More
7 Reasons to Get On (and Stay On) a Software Service Plan
January 29, 2010
If you are using an ERP or CRM solution, then you've seen first-hand how that software benefits your day-to-day business and helps your organization grow. Your ERP and CRM software investment is something that should be protected because it can be a source of tremendous value for your company. One of the easiest ways to do this is to make sure that you renew your annual software service plan (called ClientCare Support Plans for Sage ERP clients).
Read More
General Ledger Intermediate Tips & Tricks for Microsoft Dynamics GP
January 20, 2010
Looking for some quick tips to enhance your use of Microsoft Dynamics GP General Ledger? Here are a handful from two of Socius' Great Plains consultants. Learn about duplicating Journal Entries, checking posting types, speeding band transfers, getting consistent account descriptions, and more!
Read More