May 25, 2010

GPTip42day - Item Cost on Linked SO/PO

A common misconception is that the cost of an item on a Sales Order that is linked to and being fulfilled by a Purchase Order will reflect the cost of the item(s) received on that PO.  This is not how GP works.

If you're using FIFO or LIFO Perpetual valuation method, the cost will always be based on the next available layer in the FIFO or LIFO stack unless the item is serial or lot controlled.

If you're using Average Perpetual, the cost will always be the Average Cost unless the item is serial or lot controlled..

If you're using Periodic (Standard) then the cost will always be the Standard Cost unless the item is serial or lot controlled.

Bottom line is, if you want the actual cost from a PO to flow to a Sales Order/Invoice, it must be a serial or lot-controlled item.

May 24, 2010

GPTip42day - Field Level Security

Would you like to be able to hide certain window fields from specific users?  It's easy and straightforward using Field Level Security (FLS).  For instance, let's say you want to hide the Current Cost field in the Item Card from everyone but your cost accounting department.  Here's how you do it with FLS:

Administration>Field Level Security

* click image to enlarge

1.  Open the FLS window, click on Add
2.  Enter a new Field Security ID
3.  Enter a Description
4.  Select the Product Name, in this case Microsoft Dynamics GP
5.  Select the Form Name
6.  Select the Field Name to be hidden
7.  Select the Security Mode, in this case Hide Field
8.  Click Save
9.  Select the Users you want this Security ID to apply to, select the Field Security ID, then click Apply

Voila - the Current Cost field is hidden from those users to you selected to apply the Security ID to.

May 18, 2010

GPTip42day - SmartList with Cash Receipts and Invoices Applied

Here's a tip from the forums compliments of our friend and my fellow MVP, Victoria Yudin.

Victoria offers a SQL view to form the basis of the aforementioned SmartList using SmartList Builder.  You can take advantage of her work by clicking on this link -

Thanks Victoria.  You're the best!

May 17, 2010

GPTip42day - Modifying the Miscellaneous Check format

Well, I'll be you all thought I had dropped completely off the radar in the last month.  I did, sort of - 2 new clients in 2 months can do that to a person.

However, it's time to get back in the grroove with the daily tips so today we're talking about the Miscellaneous Check.  If you need to modify this form, make sure you're looking for Check with Stub on Top - CM.

* click image to enlarge

If you need to modify the graphical version of the check, look for Check with Stub on Top and Bottom - Graphical - CM.  Regardless of the check format you want to modify, if it's a Miscellaneous Check format, you must select one of the formats that ends in - CM which indicates it's used in the Cash Management (Banking) module.

May 3, 2010

GPTip42day - Microsoft Dynamics GP 2010 Cookbook

Okay folks, here is the best tip you'll get all year for wringing the most out of GP.  Our friend and all-around GP expert, Mark Polino, has a new book coming out this summer.  It's called the Microsoft Dynamics GP 2010 Cookbook and is chock full of great tips to help you extract maximum value from GP.  Don't let the '2010' designation in the title scare you away though.  Most of the tips in this book also apply to GP 8.0 thru 10.0.  Here's a sample of the book cover and a link to get your order in.

Happy Reading!