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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There is loads of good information, including a forum that I actively answer.

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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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Microsoft Dynamics GP Dropship Qty Variance

  
  
  
  
  

You know I love questions on Microsoft Dynamics GP and recently I was asked the following question:

 What happens when the drop-ship item in the SO is for quantity 10 and the vendor sends 11 and the PO invoice is received with 11. The inventory was already sent to the customer, the SOP Entry program will not allow you to change to 11. Since you already received, you cannot change the PO. Any thoughts? 

 Watch the following video to see how I suggest handling this situation!

 

Belinda Allen, from Smith & Allen Consulting, Inc. in New York City shares how to handle Dropship quantity variances in Microsoft Dynamics GP.

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

Microsoft Dynamics GP Accounts Payable Cool Idea for check!

  
  
  
  
  

I was entering cash receipts into my Microsoft Dynamics GP this morning when I noticed that one of my customers put their AP email address right on the address of the check.

AccountsPayable@xyz.com

This is just BRILLIANT!  Particularly when the check recipient is a MS Dynamics GP user (because we can email the invoices directly from GP.)

I just thought it was cool and wanted to share it.  My next check order, will include my email alias for AP.

Beinda from Smith & Allen Consulting, Inc. in New York, NY shares something cool she saw while working in Microsoft Dynamics GP.

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

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
Tags: 

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
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