Focus on Your Company’s Future, Let Dynamics GP Focus on Accounting Tasks

How can Microsoft Dynamics GP help you spend less time focusing on individual accounting tasks, and more time focusing on your company’s growth and future planning?  Dynamics GP can help you automate some processes, minimizing data entry error and allowing expenses to be effectively tracked and reported.

Here are a few items in Dynamics GP which can assist with efficiency and accuracy.

  1. Setup Control Account Management. This feature allows the company to determine which account segment to use for analyzing payables or receivables information.
  2. Assigning Accounts in Vendor and Customer Cards.  In customer and vendor cards, there is an option to enter in GL accounts and payment terms.  This enables GP to automatically populate distributions resulting in more accurate reporting and reduced processing time.
  3. Establish Variable Allocation Costs and Fixed Allocation Costs.  Variable Allocation and Fixed Allocation costs can reduce data entry errors and improve expense reporting. Costs can be distributed based on unit accounts such as square footage or number of employees.
  4. Workflow. GP’s workflow feature can establish approval settings for items such as purchase orders and batches.  A company may have multiple approvers, or may have approval settings based on amounts.

To learn more about these features, reach out to Tridea Partners and let us help you improve your business processes so you can focus on your company’s business strategy!

This article was written by Teresa Cortez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Viewing Missing Transactions in Apply Sales Documents with National Accounts

One of our clients recently encountered an issue where they were unable to see posted invoices for a customer in the Dynamics GP Apply Sales Documents window.  These documents were correctly created and processed, and were visible in inquiry, but were not available to have payments applied when viewing the customer in Apply Sales Documents.

After some troubleshooting, we ascertained that the cause of the issue was National Accounts.  By default, when a user enters a customer in Apply Sales Documents, the National Account radio button is automatically selected next to View/Apply:

Dynamics GP National Account radio button

This is normally not a problem, but occasionally the parent account is in a different status or handled differently than the children.  In this case, we simply needed to select the Specific Customer option and choose the child from the dropdown; this allowed users to view and apply payments to the invoices that were previously missing!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA, NY and surrounding regions.


Microsoft Dynamics GP2015 R2 Feature of the Day

Combine General Ledger Inquiry

In Microsoft Dynamics GP 2015 R2 in General Ledger, the inquiry windows have been consolidated.  Now, you can view open and historical information in the same window for Summary Inquiry, Detail Inquiry and for Account Summary.  Any GoTos or drill backs will now go to the single window instead of the user picking open or history.

 GP 2015 R2 Combine General Ledger Inquiry

 GP 2015 R2 Combine General Ledger Inquiry

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!


How To Find The Hiding Notes Window In Dynamics GP

Have you ever clicked on the Notes icon in a GP window, saw it flash, but the window never popped up? Well here is a trick to help get it back up on your screen instead of hiding in the background.

When you click on the note icon in the GP window and nothing pops up, hold down ALT and SPACEBAR, this will bring up the following menu.

Dynamics GP Note Window

Click on Maximize. This will open the note window to fit your computer screen. Then just simply resize the window by dragging in the corners and/or sides of the maximized Note window. Once you close out of the resized note window, it will open to that newly resize window you just created. This issue can come up a lot with users who use dual monitors. Hope this helps!

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

Tracking/Exporting Changes in Dynamics GP

You might be facing the dilemma of figuring out where to start with tracking the changes to Dynamics GP tables and then exporting those changes to some file. You might be out of ideas on what to do, and by some chance, you end up at this blog post. Well, you’re in luck; this post is on how you can approach tracking changes to Microsoft Dynamics GP tables and then exporting them.

MSSQL (from here onward, referred to as SQL) includes a tool named triggers that allows one to run custom query code in conjunction with inserts, updates, or deletes done to a table. Triggers have access to two special temporary tables – the inserted table and the deleted table – that hold information on what was changed when the change occurs. The inserted table includes information on inserted and updated records, while the deleted table has data on what was deleted. In order to track the changes to a table, a trigger can be programmed to pull information from the inserted and deleted tables and then log them to a custom log table.   If there was a need to track newly created records to the Vendor card in GP, for example, one would add triggers to at least the PM00200 (Vendor Master File – Purchasing) and PM00300 (Address Master – Purchasing) tables and use information from the inserted table to create entries to the custom Vendor card log table. Some words of caution: before deploying any triggers to production, be sure to test the trigger extensively. Having a bad trigger that fails can interrupt GP functionality. If, for example, the insert trigger on a PM00200 fails while creating a Vendor card, the Vendor card will fail to be created as well.

There are two main options for exporting changes from a logging table.

  1. The first would be having someone with some SQL know-how to go into SQL Server Management Studios and then query the logging table. If the table contains a logged datetime field, the user can add a date filter to the where-clause of the query and look at log entries from a particular interval. The query results can then either be saved to a file by choosing to execute the results to file or they can be viewed within SQL Server Management Studios by executing the results to a grid.
  2. The second option involves building a custom application that exports the changes. The application would have to connect to the custom log table in SQL and execute a query that pulls the appropriate data and then write this data to some file.

This article was written by Kevin Huynh, Dynamics Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider serving CA, UT, CO and surrounding regions.