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Emailing Documents in Dynamics GP 2010

john Hoyt — Thu, 03 Feb 2011 23:53:04 +0000

E-mail overview By using the e-mail functionality in Microsoft Dynamics GP, you can embed document into the body of an e-mail or send documents as attachment. You can send a single document, batches of documents, or multiple documents from sales and purchasing transaction lists. When setting up the e-mail functionality, you can select which documents to [...]

4 Steps to a Successful Implementation

john Hoyt — Fri, 06 Nov 2009 16:45:32 +0000

4 Ways to Ensure Success During Your New ERP System Implementation

Switching to a new ERP program, like Microsoft Dynamics GP (Great Plains), presents great opportunities within your company for increasing efficiency, improved reporting and analytics, and reducing the overall costs of operations. You have successfully completed the software evaluation process and signed the contracts. Should be smooth sailing from this point forward, right? Not so fast. In many ways, the toughest part of a companywide software implementation is just beginning. Your software Implementation project will take time, hard work from everyone involved, and the dedication of your project team. By following these four guidelines, you will have a much easier time with your implementation.

The Importance of a Dynamics GP Partner

Brenda — Mon, 21 Sep 2009 22:42:44 +0000

This past weekend, I made the drive up the 405, back home to Valencia. My mom put together a going away brunch for my sister, who will be leaving in a week to study abroad in France until early next year. Among the guests at our house that morning was my great aunt Gloria. She works [...]

Limit Default Posting Accounts in AP

john Hoyt — Thu, 30 Jul 2009 22:06:17 +0000

With Microsoft Dynamics GP, you can configure the Accounts Payable system to restrict which General Ledger accounts are available to be selected during the voucher entry process. When selecting the expense account for a new payables voucher, only thos eaccounts that have been assigned to the Vendor Account will be available. For example, when keying [...]

Creating Advanced Lookups in GP 10.0

john Hoyt — Thu, 30 Jul 2009 21:33:11 +0000

Use the Advanced Lookups Setup window to create custom sorting options for the lookup windows that have advanced capabilities. These custom lookups allow you to create sorting options in addition to the standard sort option within Microsoft Dynamics GP.Setup Advanced LookupsTools > Setup > Company > Advanced Lookups Lookup by ‘Additional Sorts’ or ‘Custom Sort’Search by [...]

Match at Least One SmartList Criteria

john Hoyt — Thu, 30 Jul 2009 20:56:44 +0000

In Microsoft Dynamics GP (Great Plains) Smartlist, you may want to find something that meets at least one of your search criteria. For example, you may want to look for customers that have a balance on their account greater than zero, in either the 30, 60 or 90 day column. Here is how you do [...]

Compare Fields In SmartList

john Hoyt — Thu, 30 Jul 2009 20:51:58 +0000

In Microsoft Dynamics GP (Great Plains) Smartlist, you may want to compare a field against a value within you Dynamics GP database. For example, you may want to pull customers who have a balance greater than their credit limit. Here is how to accomplish that……Open Search Window Select First Column to Compare Mark Check Box for Field [...]

Take your first “Sure Step” towards success

john Hoyt — Mon, 27 Jul 2009 18:37:08 +0000

Switching your business operations over to new ERP software can be time consuming, difficult and especially risky. It takes time to learn the different software functions and could even lead to clerical errors which could set a business back. However there is now no need to fear the rigors of new ERP implementation. By addressing [...]