Warning “Sales Order Processing and Invoicin...

Error Message: “Sales Order Processing and Invoicing modules are both installed. They do not share information. Transactions should be entered in one module only.” Below I discuss how you can turn off this message using Dynamics Utilities and SQL. Reason: This message is displayed to prevent users from accidentally entering transactions in both the Sales Order Processing and Invoicing modules in Microsoft...

Modifying Reminders’ display on GP Home page

Last week, I was adding a series of reminders on the home. As I kept on adding more reminders, I noticed it was getting harder and harder to read them. I wanted to make the data displayed on Microsoft Dynamics GP home page more readable. I decided try modifying the home to accomplish this. These changes are applicable to both GP 10 and GP 2010. For some background about modifying the home page refer to following articles: How...

Error message -Could not find a part of the path &...

Error message: Could not find a part of the path ‘\\server_name\Excel Reports path\CompanyID\ CompanyID Report Name\xl\workbook.xml’ when you try to publish the report created using Excel Report builder Cause This error message is displayed when you try to publish an excel report to Report Library and report library path is not set up in Reporting  Tools Setup window (Microsoft Dynamics GP menu >>...

AA Budget made easy-Roll Budget Total Up/Down in G...

Entering Analytical Accounting budget is a tedious task especially if you have more than couple of dimensions. In earlier versions of GP, you had to calculate the total for each dimension, at each level. You could create budget in Microsoft Excel and import it in GP – Still it was lengthy task. With GP 2010 R2, you don’t have to enter the budget for dimensions(nodes) at all levels of the budget tree. You can simply...

Tips and tricks for setting up User Security in Mi...

The questions related to security are posted often in the Dynamics GP community. Today, I am going to summarize the various resources available to help you set up roles for users in Microsoft Dynamics GP: Overview of all existing Roles and Tasks Search by Resource (Window) Name Unassigned Security Operation report Troubleshooting security privileges error message Granting access to Smartlist Builder Objects   1.  ...

How to enter check received from a vendor(refund) ...

I recently had written a post about the entering refund for customers. Today I am going to discuss various scenarios about entering refund from vendor in Microsoft Dynamics GP Refund from a vendor with credit balance(over payment) Refund from vendor with no existing balance for the vendor in the GP   Case 1: There is credit balance probably from an overpayment or credit memo for the vendor. It means vendor owes you and...

How to enter a refund for customer in Microsoft Dy...

Every once in a while we have to refund a customer. For recording a refund in GP, you can use one of following three options: Refund customer for an overpayment (Credit Balance) in cash, using credit card or write a check Refund customer for a paid invoice (Return) Refund Checks Module   Option 1: Refund customer for an over-payment (Credit Balance) For this you will need to enter a debit memo. Open the Receivables...

SQL Where Clause to XML Export Window – Supp...

Today, I am going to discuss another new feature of Support debugging Tool in new build 15. The option to export data from and import it back in another company or another setup. You can refer to the following article for details about using the XML export and import. Dynamics GP SDT Essential Series 2– Transfer AA Dimensions and Codes from Test to Production Now, you can enter the Where Clause in the XML Table Export. You...