Apply Credit Memo to Partially Paid Invoice in Microsoft Dynamics GP

by the TrinSoft Dynamics GP Team In order to close an invoice with an unapplied amount but will not be paid at any point in the future, we will need to apply a credit memo to move the invoice to history. 1. Identify the invoice that is partially applied and note the unapplied amount for … Read moreApply Credit Memo to Partially Paid Invoice in Microsoft Dynamics GP

Tip: Vendor Combiner & Modifier in Microsoft Dynamics GP

In some cases, there is a need to combine two vendors into a single vendor. For instance, if two vendors were set up independently but should only be a single vendor, and both have open or historical documents. Additionally, you may want to rename a vendor to streamline your vendor list or correct a typo. … Read moreTip: Vendor Combiner & Modifier in Microsoft Dynamics GP

Tip: Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP

In Dynamics GP there are a few windows related to cash receipt, bank activity and reconciliation of bank statements; below is a breakdown of each window: Bank Deposit – enter a deposit of funds (with or without receipt) that updates the checkbook Cash Receipt Entry – recording of funds received from a customer Bank Transactions … Read moreTip: Bank Deposit, Bank Transactions, & Reconcile Bank Statement Windows in Microsoft Dynamics GP

Tip: Add a Feature to an Existing Microsoft Dynamics GP Installation

Open control panel > Programs > Programs and features Select Microsoft Dynamics GP and click Change Select Add/Remove Features and it will move you to the next screen. Right click on the Fixed Asset Management feature (Or any feature that you want to install, provided it’s already installed on the server) and select ‘Run from … Read moreTip: Add a Feature to an Existing Microsoft Dynamics GP Installation

Tip: Microsoft Dynamics GP 1099 Update & Modify

There are a couple of tools within Dynamics GP that enable users to review and update the 1099 status of their vendors. The 1099 Modifier tool from within PSTL on the navigation pane is a good tool for updating vendor tax status on payments that have already been made. Note, the 1099 Modifier tool does … Read moreTip: Microsoft Dynamics GP 1099 Update & Modify

Tip: Quantity Tolerances in Purchase Order Processing in Microsoft Dynamics GP

You can specify quantity tolerances for shortages and overages for the quantity ordered when receiving against a standard purchase order or a blanket purchase order. Quantity tolerances are not calculated for purchase orders created from Sales Order Processing documents. For inventoried items with an item type of Sales Inventory or Discontinued, you can set up … Read moreTip: Quantity Tolerances in Purchase Order Processing in Microsoft Dynamics GP

Tip: SmartList Window Changes in Microsoft Dynamics GP

With the release of Dynamics GP 2013 a few changes were made to the SmartList window. To access the SmarList reports select Microsoft Dynamics GP drop down and then select SmartList. Once a user selects a report from the drop down menu within SmartList the favorites pane is now minimized. A user now has the … Read moreTip: SmartList Window Changes in Microsoft Dynamics GP