Tips & Tricks Dynamics GP

Scheduling, Scheduling, Scheduling Payments in Dynamics GP | Dynamics GP Insights Scheduled payments are not used extensively in Microsoft Dynamics GP , but they can be quite helpful if you need to record scheduled invoices to post over time. If you want to pay off an invoice in installments, in payables management, or if you have negotiated with a customer to allow them to pay a large bill over time, scheduled payments can be helpful. They are available in both the receivables and payables management modules and work similarly in both. We’ll look at this feature in Payables Management. 

DynamicAccounting.net: Weekly Dynamic: Receivables Scheduled Payments

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Problem :   When you transfer a payment to the history tables in Receivables Management in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains, you cannot un apply the payment.   To work around this problem, use one of the following methods.   Method 1: Remove the payment and the applied documents from the history tables 1.      Use the Remove Receivables Transaction History window to remove the payment and applied documents. To do this, use one of the following methods: o     In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Tools , point to Sales , and then click Remove Transaction History . o     In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Utilities on the Tools menu, point to Sales , and then click Remove Transaction History . 2.      Reenter the payment and the applied documents in the Receivables Transaction Entry window and in the Cash Receipts

Question: When I go into the Revaluation window and choose Current Year, I receive the message Year does not exist . If I choose Other Year and enter a period, I receive the message, Period does not exist. I have verified or done the following: 1. Renamed my fiscal period setup files and re-setup all of my fiscal period. 2. Verified that the user date falls within a valid fiscal period. What else can I do to resolve this issue? Answer: Go into Audit Trail Codes Setup (Setup - Posting - Audit Trail Codes). In the Financial series, verify that you have an audit trail code for Revaluation. If you do not have an audit trail code for Revaluation, clear data on the Audit Trail Codes file to recreate the audit trail codes with Multicurrency audit trail codes. Before you clear data on this file, print out the Audit Trail Codes report (Reports - Company - Setup - Audit Trail Codes), then after you have cleared data, reenter the Audit Trail Codes based on this report. Article ID: 86

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To restore a full backup of the Company database or the DYNAMICS database, follow the appropriate steps.   Using Microsoft SQL Server 2000 1. Click Start , point to All Programs , point to Microsoft SQL Server , and then click Enterprise Manager . 2. In the navigation pane, expand Microsoft SQL Servers, expand SQL Server Group, expand (local) (Windows NT), and then expand Database. 3. Right-click the database that you want to restore, click All Tasks , and then click Restore Database . 4. In the Restore as database box, select the database that you want to restore. 5. In the Restore area, click From device . 6. In the Parameters area, click Select Devices to open the Choose Restore Devices dialog box, and then click Add . 7. Click the File name field lookup (…) button, and then select the backup file of the dat

If you have SmartList Builder and GP 2010, you have access to a new feature called Navigation List Builder.  This tool enables you to create your own lists that appear on the Navigation Pane.  What are navigation lists, and why would you want to create your own?  Let’s look at an example of a navigation list that’s a standard option with GP for viewing sales documents. Click the Sales button on the Navigation Pane. Click “Sales Order Transactions” in the Shortcut Bar. You can filter this list and save your filter as a favorite. For example, you can filter the list to display only invoices and exclude historic invoices. The only problem you may have is that the system can be slow to display your data. Using Navigation List Builder, you can create a list that automatically displays just the data you want and the columns you want. Go to Microsoft Dynamics GP menu >> Tools >> SmartList Builder >> Navigation List Builder. Enter List ID, List Name and Navigation Pane op

If you are current on your annual maintenance and have not yet upgraded to Dynamics GP 2010, it’s time to think about taking advantage of your maintenance benefits. While every company is unique and may have specific reasons for not upgrading, you may want to consider getting current. By staying current, upgrading to future versions will be simpler. Why would you want to upgrade to GP 2010? There are several improvements and new features in GP 2010, even for those companies using GP 10. Here are 10 reasons you may want to consider upgrading to GP 2010, including: 1.     Deliver faster access to personalized insight – You no longer have to give users full access to GP for them to get information from the system. With role centers, you can give users personalized dashboards and KPIs with drill-back capabilities. You also can view GP data on a variety of devices and applications. 2.     Get more out of Excel integration – Imagine being able to open an Excel file and have up-to

By default, the work drive path is set to the temp directory for the current user (as defined by the TEMP environment variable), but it can be changed for each user. If the user's TEMP environment variable contains an invalid path, or if the path specified was removed, this error will occur.   The Optional Work Drive is a directory used by FRx while building GL index files or reports. Once the index or report has been built, FRx moves the file to its proper location.   The path may be changed by using either of the following methods: From within the FRx Designer: On the Admin menu,click Processing Options.Click thearrow in the Optional Work Drive box.Browse to the desired path. Click OK. Close Designer, and then open it again - the error should no longer occur. From the FRX.INI file: Click the Start button, then click Run. Type frx.ini, and then click OK - the file should open in Notepad. Locate the [Network] section. Change the value on the WorkDrive line to a val

1. Open the Depreciation Projection window. (Microsoft Dynamics GP menu Routines >> Fixed Assets >> Projection)   2. To project depreciation for an asset group, unmark Project all assets and select an asset group ID. Otherwise, leave Project all assets marked to project depreciation for all assets.   3. Enter the date to project depreciation through in the Depreciation Projection Target date field.   4. Select a book and choose Insert to move the book to the Selected Books list.   5. Choose Projection and close the window.   6. You can print projection reports or view the information in the Projection Inquiry window     Regards,   Muhammad Arif Hussain GP System Administrator  

Go Tools>Setup>Posting>Posting - The main difference between these options is that when you Post To General Ledger, you have an extra opportunity to verify Batch transactions before they affect the General Ledger. When you Post Through General Ledger, you save time by not having to complete the additional verification step. Post to General Ledger If you choose to Post to General Ledger, batches posted in all other modules will update the module in which the transaction originated, and then create a batch of General Ledger transactions. Then you must post those batches within General Ledger as well, to update the posting accounts for the transactions. There is one exception to bear in mind – Bank Transactions – all Bank transactions are single transactions – there are no batches in Banking. However, if you have Bank Transactions set to Post To, a batch is automatically created by GP for each individual transaction. The Batch ID will begin with ‘CMTRX’. Post through Genera

I searched a lot on google.com about to solve this problem, but I could not get best solution for this issue. I tried by myself to open the SQL Server database of that company in which the batch was stuck. Find SY00500 table and find that batch record which was stuck and not showing in Batch recovery Window in GP and set its BCHSTTUS field from 5 to 0. ( 5= being printing, 0= available ) After this action now we can post and print the Batch smoothly.   Arif Cell : +923328244088

A consultant had a case come through that was a great reminder of the benefits of classes in Dynamics GP.  So, we thought it would be a great tip for you if you are not currently using Classes.  In all modules except Fixed Assets, classes are completely optional. However, there are some very practical reasons to use classes, which include: Provide defaults for new records Roll down changes to records Group records for reporting and other processes An Example:  Let’s use Inventory! When you set up an item from scratch (using Cards>>Inventory>>Item), the maintain history checkboxes are not marked by default (in Cards>>Inventory>>Item>>Options).  If the track history box is not checked, the inventory history will NOT be tracked for that selected item. Yes. You heard that right. No inventory history, which will then interfere with the printing of historical reports like the historical stock status. So…how does a class help this?  Simple, if yo

Year End Closing for Dynamics GP Module must be done in following order A)  Inventory B)  Receivable C)  Payables D)  Fixed Assets E)  GL Year End GL Year End Close should be done after you have completed you Year End Closing for all above Module in above order. Let see go Module wise Year End Close procedure and its affects. A)  Inventory GOTO-->Tools-->Routines-->Inventory-->Year End Close Inventory Year End Close affects i) Transfers all summarized current-Year Quantity, Cost and Sales Amounts to last-year for the Items for which you have been keeping summarized sales history ii) Updates each item’s beginning Quantity from the Quantity on hand at each site iii) Zeros the Quantity sold field in the Item Quantities maintenance (Cards-->Inventory-->Quantities/sites) for each site iv) Give you the Option to: Remove Discontinued Items, remove sold Receipts, Remove Sold Lot Attributes, and update Item’s Standard cost. Key Points to remembe

On the Company menu, click Specification Sets. The Specification Sets dialog box appears. Note the location and file name for the Specification Set. Make a copy or backup of that file. Click Close. On the Admin menu, click Organization. The Organization Information dialog box appears. Click the SysData button. The SysData Directory dialog box appears. Note the location of the SysData folder and click OK. Browse out to the SysData folder and then make a copy or backup of the FrxSys32.mdb file.Verify that all other Microsoft FRx users have closed Microsoft FRx. On the File menu, click Compact FRx Database. Select either Current Spec Set Database, FRx System Database or FRx Queue Database. When prompted to Compact Now, click Yes.

FRx has been around forever and is the most often recommended tool to do financial statements for the Dynamic GP and SL. The life span is coming to an end in the distant future but will still be around for many years. Over the past several years I've made a most common technical support list for FRx. FRx buzz has a top 12 tips list you can check out as well. Here is my top trouble shooting list in no particular order: Can't launch FRx from GP (Reports>>financial>>FRx) - Tech doc 850786 - The path to FRx is stored in the FRXDYN.INI file in the Great Plains directory on the workstation. If the path was entered incorrectly rename the FRXDYN.INI file, launch FRx again from Great Plains, and choose the correct path to the FRX32.exe file on your particular workstation. Missing accounts in BS or P & L (or financials don't tie) - FRx does not automatically update accounts added in GP. Run exception report in FRx then add accounts that are missing or dupli