Tag: Dynamics GP

3 Steps to See if You are Web Client Ready

If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.  

Read More »

How to Conquer Mass Modification to Price Lists in GP

I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.

Read More »

We have an App for you!

KTL Solutions has been creating customizations for Microsoft Dynamics GP since before there was a Microsoft Dynamics GP. Dynamics GP was originally Dynamics by Great Plains Software and some of our products go back that far. These add-on modules for GP have been designed to fill a need that the core functionality of GP does not provide. We will be looking at 3 core products that KTL offers as add-ons to GP. These are AP Fast Entry, Payroll Security, and Advanced Distributions.

Read More »

How to UnApply – ReApply a Cash Receipt in GP

Three reasons why a user may need to Unapply or reapply a cash receipt.

  1. The Customer has payment, credit memo, or return that was applied to the incorrect invoice. 
  2. The Customer has payment, credit memo, or return that was applied to the correct invoice, but the amount was applied incorrectly. 
  3. The Customer has an outstanding payment, credit memo, or return that can now be applied to the correct invoice. 

So how do I do this?

Read More »

Dynamics GP & CRM Integration Demystified: Part 2

Continuing from my previous post about Dynamics GP & CRM integration I will go over the tools and technical details on the integration. You don’t have to decide on the integration tool right from the beginning, again it will depend on your requirements and also keeping in mind your future needs. The marketplace is flooded with a lot of integration tools for GP and CRM so take your time in understanding your needs and then choose the integration application. 

Read More »