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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Microsoft Dynamics GP 2013– New Lookup feature (video)

  
  
  
  
  

When looking up master records in Microsoft Dynamics GP 2013, you can save any custom sort order you create.   Watch this very short video on how to do it.

 

What are master records?

  • Inventory Items
  • Employees
  • Customers and Prospects
  • Salespeople
  • Vendors
Belinda, from Smith & Allen in New York, NY, shows a new feature in Microsoft Dynamics GP 2013.
Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamics GP - Excel AR Trial Balance with SQL (with video)

  
  
  
  
  

In this video, I create a Summary Aged Trial Balance for Receivables Management using a custom SQL view created by Microsoft Dynamics GP MVP, Victoria Yudin.  The view can be located on her blog posting below:

 

http://victoriayudin.com/2012/01/25/sql-view-for-current-receivables-aging-in-dynamics-gp/

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

 

 

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

Microsoft Dynamics GP 2013– New Purchase Order (POP) feature (video)

  
  
  
  
  

In Microsoft Dynamics GP 2013 there is a little feature with a BIG benefit.  You can setup Purchase Order Processing or POP to warn you if you try to close a Purchase Order when there are remaining quantities received but not invoiced.  This can save you a BIG reconciliation headache.

 

You can even password this warning to prevent someone from just clicking on the warning without ready it.

Belinda of Smith & Allen Consulting, Inc. in New York, NY shows a new Microsoft Dynamics GP 2013 feature.

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

Microsoft Dynamics GP - Excel AR Trial Balance (with video)

  
  
  
  
  

This is part 1 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 create a Summary Aged Trial Balance for Receivables Management with NO SQL work, No VBA’s, No Macros, No VLookups and No named ranges.

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.

The formulas used in this video are:

  1. Amount:  =IF([@[Document Type]]="Payments                       ",-[@[Current Trx Amount]],IF([@[Document Type]]="Credit Memo                    ",-[@[Current Trx Amount]],IF([@[Document Type]]="Returns                        ",-[@[Current Trx Amount]],[@[Current Trx Amount]])))

  2. Days Due:  =IF([@[Document Type]]="Payments                       ",0,IF([@[Document Type]]="Credit Memo                    ",0,IF([@[Document Type]]="Returns                        ",0, DAYS(TODAY(),[@[Due Date]]))))
  3. Bucket: 

    =IF([@[Days Due]] <1,"Current", IF([@[Days Due]] <31,"0 - 30 Days",IF([@[Days Due]] <61,"30 - 60 Days",IF([@[Days Due]] <91,"60 - 90 Days","Over 90 Days"))))

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

Creating and receiving a Drop ship PO Microsoft Dynamics GP (with video)

  
  
  
  
  

One of my clients asked me about cleaning up Drop Ship Purchase Orders in Microsoft Dynamics GP.  This video covers the PO side of creating and receiving a Drop Ship PO, including moving the completed PO to history.

Belinda, from Smith & Allen Consulting, Inc. shows a customer how to create and receive a Drop Ship PO for Microsoft Dynamics GP.
Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Overview of Landed Costs in Microsoft Dynamics GP (with video)

  
  
  
  
  

This video gives an overview of Microsoft Dynamics GP Landed Costs and their setup.  This includes both the Inventory Control and Purchase Order Processing modules.

This video gives an overview of Microsoft Dynamics GP Landed Costs and their setup.  Video by Belinda from Smith & Allen Consulting, Inc.

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

How to track changes in Payroll in Microsoft Dynamics GP (with video)

  
  
  
  
  

Every time I teach a GPUG (Microsoft Dynamics GP User Group) Payroll training class I am asked about how changes to payroll records can be tracked.  In this video, I show you how!

 

Belinda, from Smith & Allen Consulting, Inc. in New York City shows how to use a free utility to track all payroll changes.

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

Balancing Payables to General Ledger Microsoft Dynamics GP

  
  
  
  
  

In this video I walk through the steps I use when I start a project balancing Payables to the General Ledger in Microsoft Dynamics GP.

 

 

Below is the view I created and use when I balance Payables to the General Ledger:

 

SELECT OP.vendorid AS Vendor_ID,
       OP.docdate  AS Document_Date,
       CASE OP.doctype
         WHEN 1 THEN 'Invoice'
         WHEN 2 THEN 'Finance Charge'
         WHEN 3 THEN 'Misc Charge'
         WHEN 4 THEN 'Return'
         WHEN 5 THEN 'Credit Memo'
         WHEN 6 THEN 'Payment'
         ELSE ''
       END         AS Document_Type,
       OP.vchrnmbr AS Voucher,
       OP.docnumbr AS Document_Number,
       OP.docamnt  AS Document_Amount,
       GL.actnumst AS GL_Account,
       CASE OD.disttype
         WHEN 1 THEN 'Cash'
         WHEN 2 THEN 'Payable'
         WHEN 3 THEN 'Discount Available'
         WHEN 4 THEN 'Discount Taken'
         WHEN 5 THEN 'Finance Charge'
         WHEN 6 THEN 'Purchase'
         WHEN 7 THEN 'Trade Disc.'
         WHEN 8 THEN 'Misc. Charge'
         WHEN 9 THEN 'Freight'
         WHEN 10 THEN 'Taxes'
         WHEN 11 THEN 'Writeoffs'
         WHEN 12 THEN 'Other'
         WHEN 13 THEN 'GST Disc'
         WHEN 14 THEN 'PPS Amount'
         ELSE ''
       END         AS Distribution_Type,
       OD.debitamt AS Debit_Amount,
       OD.crdtamnt AS Credit_Amount,
       OP.ptdusrid AS Posted_By
FROM   dbo.pm20000 AS OP
       INNER JOIN dbo.pm10100 AS OD
               ON OP.vchrnmbr = OD.vchrnmbr
       INNER JOIN dbo.gl00105 AS GL
               ON OD.dstindx = GL.actindx
WHERE  ( OP.voided = 0 )
UNION
SELECT HP.vendorid AS Vendor_ID,
       HP.docdate  AS Document_Date,
       CASE HP.doctype
         WHEN 1 THEN 'Invoice'
         WHEN 2 THEN 'Finance Charge'
         WHEN 3 THEN 'Misc Charge'
         WHEN 4 THEN 'Return'
         WHEN 5 THEN 'Credit Memo'
         WHEN 6 THEN 'Payment'
         ELSE ''
       END         AS Document_Type,
       HP.vchrnmbr AS Voucher,
       HP.docnumbr AS Document_Number,
       HP.docamnt  AS Document_Amount,
       GL.actnumst AS GL_Account,
       CASE HD.disttype
         WHEN 1 THEN 'Cash'
         WHEN 2 THEN 'Payable'
         WHEN 3 THEN 'Discount Available'
         WHEN 4 THEN 'Discount Taken'
         WHEN 5 THEN 'Finance Charge'
         WHEN 6 THEN 'Purchase'
         WHEN 7 THEN 'Trade Disc.'
         WHEN 8 THEN 'Misc. Charge'
         WHEN 9 THEN 'Freight'
         WHEN 10 THEN 'Taxes'
         WHEN 11 THEN 'Writeoffs'
         WHEN 12 THEN 'Other'
         WHEN 13 THEN 'GST Disc'
         WHEN 14 THEN 'PPS Amount'
         ELSE ''
       END         AS Distribution_Type,
       HD.debitamt AS Debit_Amount,
       HD.crdtamnt AS Credit_Amount,
       HP.ptdusrid AS Posted_By
FROM   dbo.pm20000 AS HP
       INNER JOIN dbo.pm10100 AS HD
               ON HP.vchrnmbr = HD.vchrnmbr
       INNER JOIN dbo.gl00105 AS GL
               ON HD.dstindx = GL.actindx
WHERE  ( HP.voided = 0 )
Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Transfer Inventory to Fixed Assets in Microsoft Dynamics GP

  
  
  
  
  

A Microsoft GP User sent me an email asking about how they can consume inventory items for use and how they can transfer inventory items to Fixed Assets.  For the second part, I found a fabulous blog posting from my friend and fellow Microsoft MVP, Mariano Gomez (the link is below).

This video is simply putting Mariano’s blog posting into action.  Thanks Mariano for this great answer to Jeanne’s question.

Mariano Gomez and Belinda Allen attending a Microsoft Dynamics GP technical conference.

See Mariano's Post here!

http://dynamicsgpblogster.blogspot.com/2010/03/moving-items-out-of-inventory-and-into.html

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

Removing the Social Security # on the Payroll Check Register in Microsoft Dynamics GP

  
  
  
  
  

For those who want to remove the Social Security Number from the (US) Payroll Check Register in Microsoft Dynamics GP, this video is for you.

Belinda, from Smith & Allen Consulting, Inc. in New York City provides an answer to a question from a GPUG class.

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