News, tips and insights from Microsoft Dynamics ERP Professionals
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SmartList Report Part 1 1

Many users struggle when it comes down to creating new SmartLists reports using either SmartList Builder Tool or Microsoft Dynamics GP SmartList Designer. One of the major challenges that users face is that they do not know how data flows within Dynamics GP from one module to another module. I would suggest the following steps …
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Tips for Setting up Multi-Currency 2

Creating translated financial reports in Management Reporter is, in large part, dependent on how you setup multi-currency in Microsoft Dynamics GP. Careful planning and attention to specific details can help to ensure that the reports you generate are accurate and in accordance with GAAP. Use the following recommendations when configuring multi-currency to save you time …
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Floor Stock 1

Production often requires an item for which the quantity is not precisely defined. Usually these are relatively inexpensive items, and the quantity consumed is left to the operator’s discretion. To keep from running out, often a two bin inventory philosophy is used. Material is pulled from bin one, when bin one is empty, the material …
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Backup and Disaster Recovery for Dynamics GP – Part 1 1

How do I protect my Microsoft Dynamics GP environment from data loss? The answer, very often is, “It depends.” Each organization is unique and has unique requirements, and the key question gets boiled down to “What kind of recovery solution is right for my organization?” Specifically, it depends on answers to some of the following …
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Displaying External Item #s 1

The ability to increase communication between customers and vendors is always essential. Microsoft Dynamics AX allows its users to better communicate with customers and vendors by offering the functionality to assign external item descriptions to all products. This functionality is useful for utilizing a vendor-specific item code to ensure the correct product is purchased. This …
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GP Best Practices 1

Navigating through the posting process in Microsoft Dynamics GP can be challenging if you do not understand how the system handles the posting process for various types of transaction origins. Understanding how the modules in Dynamics GP are integrated and the posting options available will save users a lot of time and frustration if they …
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Customer Furnished Material 1

While Dynamics AX is a very comprehensive ERP solution, there is really no completely tailored solution for managing customer furnished material in a standard cost environment. Customer furnished material is defined to mean when the customer furnished you a component at no charge to incorporate into your product. The assumption is that the furnished item …
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MSFT Dynamics GP Roadmap

Microsoft Dynamics GP is on track for the promise of bi-annual significant update releases. Adding many new features with the latest build of Dynamics GP 2015 R2, I’d recommend staying current for more reasons than staving off an unsupported environment. Many of the changes revolve around reporting, namely better data integration with Management Reporter (financials), …
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Deleting a company in Management Reporter 2012 1

Management Reporter is a common tool for the Microsoft Dynamics ERP solutions, Dynamics AX, Dynamics GP and Dynamics SL alike. Its flexibility moves beyond traditional reporting functionality to allow companies to efficiently design a variety of reports. In this case, my client called about wanting to delete a company. The following are the simple steps …
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Changing from Single EFT Format 1

We recently had a client who needed to process an EFT payment in Microsoft Dynamics GP to an individual’s personal checking account.   The pre-note was rejected by the bank because the EFT format indicated a business account. To resolve the issue we setup a separate EFT format to handle individuals. The steps to do this …
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