September 23, 2012

GPUG Summit 2012 is Fast Approaching!

This year I'll be presenting 4 sessions:

  • Using Microsoft Dynamics GP Job Costing as 'Project Accounting Lite'
  • 13 MORE Classic, Underused Features in Dynamics GP
  • Word Up! Learn How to Setup and Use Word Templates and Email in Dynamics GP 2010
  • Stay Alert with Business Alerts!

See you in Seattle!

September 20, 2012

How do we add new reports to My Reports?

I had this question from a client today and thought it may good to refresh this topic because the process is not that intuitive.
There are two methods, depending on the type of report you want to add.  We’ll look at adding a GP report first.
The first step is to open the report window you want to add.  Select the appropriate report and report option and click ‘Modify’.  In the Report Options window, click the ‘My Reports’ button.  This adds the report to your My Reports list on your home page.

Next, let’s look at how you add a SmartList Favorite to your My Reports list.
In the Navigation Pane, expand the ‘Report Shortcuts’ folder.  Select ‘SmartList Favorites’.

The Navigation List for SmartList Favorites opens.  Select the desired Favorite by placing a checkmark next to it and then click the ‘Add To’ button in the middle of the List Ribbon.
You’ve now added the Favorite to your list in My Reports.
Simple.  But not necessarily straightforward.

September 11, 2012

Field Service Business Alerts

I had a question come up during a GPUG Lunch 'n Learn session last week on Business Alerts.  A user wanted to know how to set an alert using the Field Service tables.  I had never tried that before and found that the Field Service tables were not available in the Business Alerts Wizard.  Thank goodness for the Dynamics GP Forum and Leslie Vail.
Leslie explained that the tables must be added via Business Alerts Table Maintenance (Administration>>Utilities>>Business Alerts.)  See the image below -
Select your Dictionary, Series, and Table(s), click Process and you're good to go.  Now the Field Service tables are available in the BA wizard.
Thanks Leslie!

September 4, 2012

Receivables Document Writeoff

This was driving me nuts last week.  I could not figure out why, no matter what parameters I used, no documents were presented for write off in Write Off Documents (Sales>>Routines>>Write Off Documents).  So, to the Dynamics GP forum I went.  Tim Williams kindly set me on the right path.  On the Customer Card, under the Options button, if Maximum Writeoff is set to zero, you won't be able to write off documents for this customer.  For this particular client, ALL customers were marked to not allow write offs.  Thanks Tim for the great tip!

My Son's Wedding

I don't typically post personal info on this blog, but I'm so proud of my son Brad and new daughter-in-law Susanne, I couldn't resist.  They were married on Sunday, September 2nd, 2012.  Here's the handsome couple . . .

Congratulations Brad and Susie!!

PO Receipt Tolerance

Have you ever wondered why Dynamics GP allows you to receive a greater quantity of product on a PO than was originally ordered?  I seet this as a glaring hole in controlling PO receipts, and for years have suggested to Microsoft in various forums and formats that they include PO Receipt Tolerance functionality out of the box.  In fact, the functionality has been there for some time, but it was a $750 add-on available from MBS Professional Services that not many people knew about.  Now that GP2013 is going to incorporate this out of the box, the tool has been made available to Microsoft Partners free of charge for GP10 and GP2010
If you'd like to enable PO Receipt Tolerance in your company, contact your GP Partner and have them download the .cnk file and install it.  Once installed, you can set a percentage tolerance to limit over-receipts as desired.  Here's the link to the PartnerSource download -

There's a version for both GP 10 and GP 2010.  After installation, a user will get this message if they try to receive in excess of the defined tolerance -