Belinda Allen, Smith & Allen Consulting, Inc. (SACI) aka Belinda the GP CSI.  Microsoft Professional, MCT and MVP.describe the imagedescribe the image

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This is all about how I use GP, based on what I learned in my investigations with clients...

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Multi Select in Microsoft Dynamics GP POP Return

  
  
  
  
  

Using the Web Client in Microsoft Dynamics GP, I show the new GP2013 feature of being able to select multiple serial numbers using standard Windows commands (CTRL to select non-sequential items and SHIFT to select sequential items.) 

POP Return Multi-Select Web Client

Not only am I showing this feature using the Web Client, my data and Microsoft Dynamics GP exist on Microsoft Azure (in the cloud.) 

Belinda, Smith & Allen Consulting of NYC, Microsoft Dynamics GP shows POP Multi Select on the Web Client in Microsoft Azure.

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Excel Power Maps in Power BI

  
  
  
  
  

This AWESOME Power BI tool allows you to “Visualize” your data not only in a map, but as a video over a period of time.  It allows you to SEE your data in ways you never even thought amount.  Take a tour with me of Elevator Complaints in New York City for Q1, 2014.

Power Map Elevator Complaints Q1-2014

 I am using this with Microsoft Dynamics GP Sales Order Processing Data in my own system.

Belinda, Smith & Allen Consulting of NYC, Microsoft Dynamics GP blogger shows Microsoft Power BI Power Maps!

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
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1099 Review for Microsoft Dynamics GP

  
  
  
  
  

Need to make sure you have all the necessary information for 1099 transactions? 

With Microsoft Dynamics GP 2013 SP2 and higher, SmartList Designer can be used to create just want you need.  Watch this video to see how to do it!

Belinda, of Smith & Allen Consulting in New York City, NY talks about 1099 mangement in Microsoft Dynamics GP.

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Easy way to kind close a period in Microsoft Dynamics GP (with Video)

  
  
  
  
  

Need to stop people from entering and posting information into a period that has already completed with final Financial Statements? 

Watch this video to see how to prevent this from happening with a “Soft Close” using Microsoft Dynamics GP.

Belinda from Smith and Allen Consulting in New York City shares a Microsoft Dynamics GP tip.
Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamics GP – Make Excel Data refreshing easier (video)

  
  
  
  
  

This is part 7 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

 

As promised, here you can see how to set Excel to perform data refreshes upon opening the file.

 Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Part 3:  Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154098/Microsoft-Dynamics-GP-Excel-Power-Pivot-SOP-Dashboard-with-video

Part 4:  Microsoft Dynamics GP – Inventory Item Reorder Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154099/Microsoft-Dynamics-GP-Inventory-Item-Reorder-Dashboard-with-video

Part 5:  Microsoft Dynamics GP – Open Purchase Order Table

http://saci.com/blogs/belinda-the-gp-csi/bid/154101/Microsoft-Dynamics-GP-Open-Purchase-Order-Table-with-video

Part 6:  Microsoft Dynamics GP – Why avoid 3D charts in Excel?

http://saci.com/blogs/belinda-the-gp-csi/bid/154104/Microsoft-Dynamics-GP-Why-avoid-3D-charts-in-Excel-video

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
Tags: 

Microsoft Dynamics GP – Why avoid 3D charts in Excel? (video)

  
  
  
  
  

This is part 6 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

 In the video below I show why financial information should never be shown with a 3D chart.

Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Part 3:  Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154098/Microsoft-Dynamics-GP-Excel-Power-Pivot-SOP-Dashboard-with-video

Part 4:  Microsoft Dynamics GP – Inventory Item Reorder Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154099/Microsoft-Dynamics-GP-Inventory-Item-Reorder-Dashboard-with-video

Part 5:  Microsoft Dynamics GP – Open Purchase Order Table

http://saci.com/blogs/belinda-the-gp-csi/bid/154101/Microsoft-Dynamics-GP-Open-Purchase-Order-Table-with-video

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
Tags: 

Microsoft Dynamics GP – Open Purchase Order Table (with video)

  
  
  
  
  

This is part 5 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

In the video below I create custom SQL Code (that you can download below the video) and create an Excel Table that will help me manage Purchase Orders and their Approvals in Microsoft Dynamics GP.

 

Click on the link below is the link for the code I SQL code I created in the first part of the Video.

PO SQL Code Download Here

Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Part 3:  Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154098/Microsoft-Dynamics-GP-Excel-Power-Pivot-SOP-Dashboard-with-video

Part 4:  Microsoft Dynamics GP – Inventory Item Reorder Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154099/Microsoft-Dynamics-GP-Inventory-Item-Reorder-Dashboard-with-video

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamics GP – Inventory Item Reorder Dashboard (with video)

  
  
  
  
  

This is part 4 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

 

In this video, I build an Excel Refreshable Report that shows when I need to reorder Inventory Items based on Item Quantities Maintenance and the Item Resource Planning Maintenance (Order-Up-To Level) in Microsoft Dynamics GP.  

 Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Part 3:  Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard

http://saci.com/blogs/belinda-the-gp-csi/bid/154098/Microsoft-Dynamics-GP-Excel-Power-Pivot-SOP-Dashboard-with-video

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
Tags: ,

Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard (with video)

  
  
  
  
  

This is part 3 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

 

In the following video, I create a Dashboard the shows me the following information:

  1. Top 10 Customers by Sales
  2. Top 10 Items by Sales
  3. Top 10 Items by Quantity
  4. Customer Balance

The three top 10 widgets can be displayed by posted, unposted, by document type, by date range, period, quarter, week year or day.  This video was created in Excel 2013 Professional Plus.

Download Victoria Yudin's view from her blog post by clicking the link below:

SQL view with all SOP line items in Microsoft Dynamics GP

 

Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

 

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

 http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamcis GP 2013 US Payroll Year End Update has RELEASED!!!

  
  
  
  
  

Email From: 

Terry Heley - Escalation Engineer - Microsoft Dynamics GP

Download W-2 Wage and Tax Statement and Data Source Guide HERE

 

Download U.S. 2013 Year-End Update guide HERE


GP 2013 year end is ready to release, yeah!

It will be on the site below in about an hour

Here is the direct link to get it now

MicrosoftDynamicsGP12-KB2897363-ENU.msp

https://mbs2.microsoft.com/fileexchange/?fileID=15d9edac-266c-48d8-95e2-37d68a1588dc

GP 2013 SP 2 Translations are ready to release for French and Spanish, I will get that notice out tomorrow.

We now need to work on Canadian Payroll releases in mid-December and the changes their agency provides (we are still waiting for notice)

Belinda, of Smith & Allen Consulting in New York, NY shares Year End payroll information for Microsoft Dynamics GP.

Happy to announce ahead of schedule the US Year-end changes have released for GP 2010 

Below are the sites that list all the changes, the pages below will synch shortly and you will see it listed.

This update is all inclusive of prior updates for Microsoft Dynamics GP 2010 and GP 2013.

You can start to install and get the MSP via the link below for 2010 now:

https://mbs2.microsoft.com/fileexchange/?fileID=d85e8ceb-e263-49ac-bd6a-39b08025ba1e

Microsoft Dynamics GP 2010

https://mbs.microsoft.com/customersource/downloads/taxupdates/usgpye2010

Once you install the update, your version for GP 2010 will be    11.00.2292

(Also changes to Project Accounting, Fixed Assets, Human Resource, Field Service, Payroll Extensions, Advanced HR)

Microsoft Dynamics GP 2013

https://mbs.microsoft.com/customersource/downloads/taxupdates/usgpye2013

Once you install the update, your version for GP 2013 will be    12.00.1538

(Also changes to Project Accounting, Fixed Assets, Manufacturing, Human Resource, Field Service, Cashbook, Analytical Accounting,
Payroll Extensions, Advanced HR)

2014 US Payroll Round 1 Tax Update (due to release week of 12/16)

Changes so far: (circular E not final)

FICA Social Security limit, California, Kansas, Maryland, North Carolina

Please Note: The 2013 Year-End Update and 2014 Tax Updates will not be available for Microsoft Dynamics GP 10.0 and prior versions.

IMPORTANT TO NOTE THIS YEAR IF YOU USE BUSINESS PORTAL HRMSS:

 

If you are using Microsoft Dynamics GP 2013 SP 2 or above AND you use Business Portal Human Resource Self Service Suite you will need to install the BP Hotfix.

There were table changes made in GP 2013 Service Pack 2 around Payroll Direct Deposit affected Business Portal Human Resource Self Service functionality.

Please refer to my blog 'Microsoft Dynamics GP 2013 Service Pack 2 does not seem to play NICE with Business Portal Human Resource Self Service Suite 6.0' for further details around this:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/11/05/microsoft-dynamics-gp-2013-service-pack-2-does-not-seem-to-play-nice-with-business-portal-human-resource-self-service-suite-6-0.aspx

If you have employees that make over $200.000 you should install the year end update, this is also noted in the changes section.

If you do not install the year end update, when the year end file is created, it will grab an incorrect Medicare limit in the year end file.

If the Year End Update is not installed prior to closing Payroll:

W2 Medicare Taxable Wages may be incorrect on printed W2's (Box 5) for employees making more than 200,000.
Workaround this by updating the FICAMWLM field in the UPR10100 table as follows:
UPDATE UPR10100 set FICAMWLM=' ' WHERE RPTNGYR ='2013'
If you install the year end update you will not have this issue, if you do not have employees that make over 200,000 you also will not see this issue.

The Connect has been changed for year-end and we have a blog featured each week for different modules, check it out!

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/11/07/back-by-popular-demand-microsoft-dynamics-gp-year-end-closing-blog-series-for-2013.aspx

Once US is out the door, we will focus on Canadian Payroll 

We are currently waiting changes for Canadian Payroll
The recent change to the ROE file submission will be in the year end update when it releases.

****Translations for GP 2013 SP 2 should release this week as well for French and Spanish.*****

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
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