Tag: ERP

Setting Up and Running Recurring Transactions in Acumatica Cloud ERP

Last month, we discussed how uploading journal transactions in Acumatica Cloud ERP was one way of solving the problem of hand-keying large, multiple line journal entries into your general ledger each month. Having to make entries for depreciation expense, expensing pre-paids, allocating costs or making accruals can be tedious, while the exposure to error exists as well. The other way of combating these entry dilemmas is to create and run Recurring Transactions.

December 16, 2015

How to do a Return transaction in POP (The other side to a RMA in GP)

Step one is to understand what type of return transaction needs to be done.

Return document types are as follows1:

· Return:

December 8, 2015

Microsoft Dynamics GP 2015 Purchasing All in One View

In Microsoft Dynamics GP2015, there are several new features. One that may be useful is the Purchasing All in One View. After selecting the appropriate vendor, this view enables the user to view Purchase Orders, Receipts, Invoices, Payments, and Returns.

December 4, 2015

Connections between Dynamics GP and Excel

Dynamics GP interfaces with Excel in several different ways. The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports. These are the base interfaces, but there are also several other methods to link GP data to Excel. Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc. In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.

November 19, 2015

Leverage Your GP Reports Outside of GP!

Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.

November 16, 2015

How to Copy Word Template Formats

When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format. We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.

It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well. Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template.

November 12, 2015

Uploading Journal Transactions in Acumatica Cloud ERP

Most of us have experienced the pain and agony of having to hand-key a very large, multiple line journal entry. You add G/L account number after G/L account number, debit after debit, and credit after credit. You get to the end of the very long journal entry press the save button only to find that your very long, multiple line journal entry is out of balance. So you start your quest. You go line by line comparing the numbers you keyed against your source documentation to ensure that all of the numbers have been entered correctly. If you’re lucky, you’ll find the data entry error in time so that the last thing left to eat in the cafeteria for lunch isn’t a cold grilled cheese sandwich.

November 6, 2015

How To Process A Sales Return On A Sales Invoice

1. Create a sales batch : go to Sales / transactions / Sales Batch

2. Go to transactions

October 29, 2015

WOW! A Dynamics GP multi-company Financial Dashboard

Dynamics GP can deploy some great Excel dashboard’s in GP2015 and Jared Hall created a awesome Financial Dashboard that you can download here. The problem with all of these solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s dashboard. So I took it upon myself to modify the one provided by Jared Hall to work in a multi-company Dynamics GP setup.

October 21, 2015

Pumpkins, piercings and the paranormal: 10 scary ways states apply sales tax

Bwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.

October 19, 2015