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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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

AP aging in Excel thanks to Victoria Yudin in Microsoft Dynamics GP

  
  
  
  
  

A GPUG (Microsoft Dynamics GP User Group) member was asking about building a report in Excel that displayed open payables that actually matches GP.  There were several great responses to his question, but now I want to add my two cents!

My Friend and fellow Microsoft MVP, Victoria Yudin has made this process a lot easier for you.  She has a SQL view that will organize your open payables and age them for you.

This video shows how I use this view to build a quick Microsoft Dynamics GP Payables Management Aged Trial Balance in a few minutes.

 

If you haven’t visited Victoria’s blog, you should.  It can be found @ http://victoriayudin.com/ and this view in particular @ http://victoriayudin.com/2013/04/24/sql-view-for-current-payables-aging-detail-in-dynamics-gp/ 

 Thanks Victoria for sharing your hard work!

Belinda, from Smith & Allen Consulting, Inc. in New York City, uses a view by fellow Microsoft MVP Victoria Yudin to create a Payables Aged Trial Balance in Excel for Microsoft Dynamics GP.

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

In Use/Service/Return? Microsoft Dynamics GP Inventory (with video)

  
  
  
  
  

If you have ever returned an item in Sales Order Processing in Microsoft Dynamics GP you know you asked to identify the status of the items returned. 

The options are:

  • On Hand
  • Returned
  • In Use
  • In Service
  • Damaged

 

How do these affect Inventory and when should you use each?  Watch this video and find out!

Belinda, from Smith & Allen Consulting, Inc. (SACI) in New York City, shows returns in Microsoft Dynamics GP.

Also note that in Microsoft Dynamics GP 2013, the Field Service Series gives you these same options in Returns Management.

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

Build Check Exception Report in Microsoft Dynamics GP Payroll

  
  
  
  
  

During a GPUG (Microsoft Dynamics GP User Group) training class, a student shared that their biggest issue was in not receiving an error message when there is a posting account missing. 

In this video I show the new Microsoft Dynamics GP 2013 feature “Build Check Exception” report. 

This is for you Cathy!

Belinda, from Smith & Allen Consulting, Inc. in New York City, shows a new Microsoft Dynamics GP Payroll feature.
Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamics GP 2013 Cookbook

  
  
  
  
  

Mark Polino and Ian Grieve have given us the ingredients to make our Microsoft Dynamics GP work easier!  They provide dollops of information that plucks out the difficulty of daily tasks.  As a long time GP user, some of these dishes have been tucked away in the back of my cabinet.  After reading this book cover to cover, I’m ready to …  (I was going to fill every line with "cooking related" puns.)

Enough puns, this book is really great.  Will everything apply to every reader?  No, but there are real gems in here the can save all and any GP user time and energy; and who wouldn’t want their job to be easier?  I found several areas where I can improve my system and the system of my customers.

Thanks Mark and Ian.  Available Here!

Belinda, Smith & Allen Consulting, Inc. in New York, NY, talks about how much she loves this book on Microsoft Dynamics GP.

 

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