November is the perfect time to start preparing for those pesky, yet required 1099’s. First step is making sure you have a Tax ID for all your 1099 vendors. In this video I’ll show you how to use Microsoft Dynamics GP:
- Use SmartList to pull up all Vendors that are 1099 vendors
- Print a letter for your vendors requesting a W-9 form
- Exclude any vendor for which you already have a Tax ID number, so you’re only printing letters requesting W-9’s from the right vendors.
What can the Navigation Panel do you for? For one thing, it can make finding reports easier. Watch me make your Microsoft Dynamics GP reports for Payables Management easier to find!
A Follower asked me: “What would you do if there are no invoices in the system for that particular vendor? I can't get the vendor to show because we currently do not owe them for any invoices.” This comment was in reference to prepaying an invoice in Microsoft Dynamics GP. Here is a specific video just for this follower. I hope it helps!
Smith & Allen Consulting, Inc.Belinda, The GP CSI.com
If you want to use Excel to help you see what is unposted in Microsoft Dynamics GP, these 2 videos show you just how to do that!
Video Part 1:
1. Access a SQL view in Microsoft Query
2. Save a Microsoft Query
3. Save a MS Query to your QuickLinks
Video Part 2:
4. Create a SQL View
5. Grant Access to the new view
All this to use Excel to EASILY see payables transactions that have not been posted yet.
Belinda, The GP CSI
SQL View Link - Click me
Posted by Rubal on Oct 12, 2011 @
I recently came across this question in GP Community related to warning displayed while entering SOP quotes in GP.
Warning Message:
Message -“Line item quantities are not fully distributed. Do you want to continue?” is displayed when you enter line items in the SOP quote in Sales Transaction Entry window.
Reason:
Option to transfer quote to either Order or Invoice is not selected in quote ID setup. If you try to transfer such quote to order or invoice, all options will be disabled.
Resolution:
Check on Transfer to Order or Invoice in Quote ID setup.
1. Open Sales Quote Setup window from Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Sales Order Processing >> Sales Document Setup button >> select the Quote option
2. Select the Quote ID for which are getting the error message
3. Check on Transfer Quote to Order and/or Transfer Quote to Invoice.
• Transfer Quote to Invoice-Mark this option if you want to be able to transfer documents with this quote ID to invoices.
• Transfer Quote to Order-Mark this option if you want to be able to transfer documents with this quote ID to orders.
4. Enter the order ID in ‘Use Order ID’ field and/or invoice ID in Use Invoice ID depending up options you have checked on.
5. When you check on order or invoice options, ‘Default Quantities’ field is enabled. Use it to select whether item quantities will appear automatically in the Quantity to Invoice or Quantity to Order fields in the Sales Transaction Entry window
This video reviews the date “Gotcha’s” in payables voiding.
Smith & Allen Consulting, Inc. Belinda, The GP CSI.com