Category: How Tos

People Watching 101—An important Marketing Tool

Have you ever sat down on a park bench or table in your mall food court (really anywhere in a populated area) and just people watched?

To People Watch (v.): to observe, in silence, the surrounding population’s individualism to obtain their personality traits or overall view of the world.

Truthfully, this is a habit I have been doing since I was little. My mom and I would go to the park, lie out at the beach, or even drink our milkshakes on the sidewalk in front of our house, and just watch people. In some ways, it was humorous; in others, it slowed down the world in such a way that from watching what people did (without judgment) allowed us to understand the world better. You got to see a different side of people, and you also paid attention to people that, because many of our lives are so busy, we would just skip over. It gives a different outlook on things. And thus why I use it, or a version of it, as a marketing person today.

September 19, 2014

Writing off uncollectable invoices in GP–Accounts Receivable module

Knowing the correct way of writing off uncollectable invoices in Great Plains can save time in the future when companies are analyzing and investigating their customers’ timely payments. Ability to see historical records of payments and non-payments can help companies to set holds on such customers’ accounts.

1. Create credit memo for the open amount of the invoice

April 2, 2014

Entering Sales Orders

You can use the Sales Transaction Entry window to enter and print orders for your customers and to view, void, delete, or transfer existing orders.

To enter a sales order:

1. In the file menu, click Transactions—Sales—Sales Transaction Entry.
2. In the Type/TypeID, choose Order.
3. Enter or select the ID of the type of order to enter, for example STDORD.
4. Enter a document number or accept the default entry.
5. Create a Batch ID.
6. Enter or select a customer ID and enter the purchase order number if the customer has provided you with one. The purchase order number will appear on the order.

March 25, 2014

Using BI360 and SSIS to Automate a Daily Flash Report

Have you ever had to link multiple spreadsheets together to generate a “readable” or “useable” report? Back in a previous life/career, I was a Director of Finance at a casino, where I provided Daily Flash Reports to management. The reports were quite detailed with slot, table games and restaurant sales data. It would generate KPIs and a summary income statement for the day, month to date and year to date figures for current year, previous year and budget (screen shot below).

February 26, 2014

Create or Open a New Fiscal Year in Dynamics GP

As the New Year begins, many companies are finding that they can’t post transactions to 2014. In Dynamics GP, fiscal years need to be set up prior to making transactions for that year. To start a new fiscal year in Dynamics GP, follow these instructions:

January 29, 2014

Fixing Management Reporter’s Segment Dimension Names

Recently, while working with a client during a GP2013 and Management Reporter implementation, I got a request to change the Segment ID names from Segment 1, Segment 2, Segment 3 and Segment 4 in the Account Format Setup window to the name listed below in the screen shot.

January 29, 2014

Microsoft Dynamics GP 2013, 2010, and Dynamics SL Year End Tax Update

Year-end payroll tax updates are here from Microsoft. Before you close out your year make sure you update your system for the end of the year tax changes for Microsoft Dynamics GP 2013, 2010, and Dynamics SL.

January 7, 2014

Resource Descriptions in Microsoft Dynamics GP: View Table and Field Information

In order to build reports and integrations for Microsoft Dynamics GP, an understanding of the database tables and fields are essential. Table and field information in Microsoft Dynamics GP is readily accessible and built into the software. To locate the tables and fields:

January 7, 2014

Tip’s and Trick’s: Year End Closing checklist

With the new year around the corner and tax season on the way it is important to start getting everything set to close out the

December 17, 2013

5 Ways to Make Your Holidays Safe and Fun

The holidays are fast approaching and KTL Solutions would like to take a moment and wish you a happy holiday season. We also know that many of you will be going to parties, visiting family and attending holiday-themed events, so the staff here at KTL Solutions has taken the liberty to provide you with 5 tips to help make this time safe and fun.

1. You can never sing too loud.

During the holiday season some of our favorite songs will be playing in stores, radios, at the gym all to get you in the spirit. And every year you wait until you get to your car to start singing your heart out. We know you want to sing, we see you tapping your foot to Mariah Carey’s “All I Want for Christmas Is You.” This year sing loudly, dance crazy and enjoy the moment. The louder you sing and the crazier you dance, the closer you are to a holiday flash mob.

November 22, 2013