Printers get jammed! It happens ... sometimes even when you are printing a cheque. Fear not, there is a solution. If your GP environment does not allow Duplicate Cheque Numbers (as per the Chequebook Maintenance window), you can simply add (or subtract) a leading zero from the Next Cheque Number field & voila, its a new, UNIQUE cheque number for GP to use.
I thought I would share a couple useful posts from our friends at Dynamics University
Who Posted this Journal Entry?
Encumbrance Management for Non-Profits
Purchase Orders, widely known as POs, is vital for keeping track of your orders and inventory as well as for both forecasting and reporting purposes. As far as small businesses are concerned, they consider Purchase Order Processing (POP) a hassle or an accountant’s concern. Well they need to realize that POP is an essential part of any retailer’s or wholesaler’s day to day operation. Even if you use your supplier’s B2B portal, it is important to enter the same information into your system as well. Not only does it help streamlining internal buying procedures but also it provides management information about costs.
Here are some of the reasons why you should consider implementing a POP module, if you haven’t already:
- Cut time - intensive activities and increase efficiency. A single centralized system is linking all departments together and there is no need for paperwork. This also speeds up the movement of documents within and outside the company, because everything is in electronic format and staff can circulate the documents to each other instantly via e-mail and the internet.
- View your costs instantly. POP allows you to have information about your committed costs concerning Purchasing prior even to receiving the relative invoice. That is, when an order is placed in the system upon a specific supplier, you can view your costs immediately in the form of a Purchase Order, without waiting to receive an invoice and key it in the system. Therefore, at the same time POP allows you to have better control over your expenditures.
- Improve your cash forecasting. Recording Purchase Orders in your system and being able to define your future costs, enables you to predict your future cash flows more effectively.
WebSan Solutions offers Purchase Order Processing for Microsoft Dynamics GP to help you improve your vendor relationships and minimize your costs. For more information, join our webinar on Purchase Order Processing on October 17th.
I was recently deploying a number of GP customizations in the model of Forms and Reports with VBA, when I encountered the following error during package importing:
I had never seen this error before but upon review of the customized form, I realized that my VBA code failed to import along with the form itself. All users had logged out of the current environment and the customizations had been tested successfully in a test system. I was stumped. One common IT phrase came to mind when deciding on the next troubleshooting step: “Have you tried turning it off and on again?”
Although I did not restart the terminal server, I took to a similar strategy: I wiped all customizations and started clean. This step has worked in the past when users were navigating through customized GP windows, where the application would suddenly crash without warning. The following entry was logged in EventViewer on the server:
Any time you experience strange application crashes, or error messages when importing custom VBA packages, chances are there are corrupt dictionaries and VBA files sitting in your Dynamics GP program folders. The following are a number of steps to resolve most of these issues in a short period of time:
1) Export all custom packages from the instance of GP that you are experiencing said errors. If you imported a package and received an error, ensure that you do not include the half-imported customization within your exportation (you will be importing the necessary package separately).
2) Backup all DIC and VBA files (only VBA files greater than 4kb in size, meaning they are being used) located in the C:\Program Files(x86)\Microsoft Dynamics\GP2013, and GP2013\Data folders, respectively (this example uses the 2013 version of GP, however the GP2010 version would have a similar file path, and also assumes you are using a 64-bit system, otherwise the path would commence with ‘Program Files’).
3) Delete all the backed-up DIC and VBA files from the program folders.
4) Log into GP with a POWERUSER login and open the ‘Customization Maintenance’ window. You should see a blank list. First, import the package with which you were previously experiencing an issue, and then continue with the exported package from your working environment. Verify that all required custom forms and reports are set in the “Alternate Modified Forms/Reports” menu, and that the annoying '()' brackets are removed from the end of any VBA global modules.
5) Test all the customized items to ensure that the system is functioning as needed.
With everything backed up, there is no risk when running through these steps if you are puzzled by strange VBA issues.
Sometimes, you just need a fresh start.
Today Enterprise Resource Planning Systems (ERPs) are developed and implemented so fast that it is hard to keep up with all this surplus of information. What is more, companies should make sure that during and after the implementation, all employees must be adequately trained on the system’s capabilities.
Using technology to facilitate this process is an essential technique to minimize costs and improve its effectiveness. Instead of buying expensive classroom training courses, nowadays you can easily buy e – learning courses that will save the company money, time and a lot of effort. Below you will find some of the benefits that e –Training will bring to your organization:
- Combine theory and practice by applying your knowledge in real – time.
- A fun and interactive way to understand complicated software, such as ERP.
- Test your knowledge by completing online quizzes.
- Learn on your own pace.
- More affordable than classroom training.
WebSan Solutions offers a comprehensive e - Training solution for Microsoft Dynamics GP through WebSan University. Videos, tests and a lot more of interactive documentation help you understand and apply procedures easily in the convenience of your own time and place. You can also choose between a variety of courses for both beginners and advanced users. You can even setup your company’s unique course catalogue customized to your specific needs.
Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013
We are proud to announce the new features released with our Time and Expense Management System version 4.3. Expense group uploads, General Ledger uploads and overriding default supervisors are a few of the new enhancements that have been added to our system.
Expense Group Uploads
This feature will enable the upload of multi-user expense files. That is, specified users set in the security options have the ability to upload expenses for submission on behalf of other users. So if your department is responsible for submitting expenses, you can now gather all the expense sheets and submit them at once.
General Ledger Uploads
Upload journal entries through a downloadable template and synch them to your Microsoft Dynamics GP General Ledger.
Overriding Default Supervisors
Another new option in the User Management/ Security is the ability to set specific supervisors for users by document type.
WebSan Solutions offers a robust Time and Expense Management System to track your time and expenses hassle-free improving your employees’ productivity and your company’s profitability.
Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013
A common issue in Dynamics GP processing is determining whether transactions originating in your sub-ledger (Sales/Purchasing Modules) have actually created a subsequent Journal Entry in financials for the specified distributions. Clients often will post a transaction in purchasing not belonging to a batch and assume it has posted to their General Ledger. Since transactions are only posted through to the GL when belonging to a batch that has been posted, confusion often follows as to whether the correct accounts have been posted to. Perform the following steps to help reconcile and trace transaction account entries.
1) Depending on the transaction (Sales or Purchasing) document, navigate to the appropriate module in GP. For this example we will use the Sales Module
2) Upon entering the Sales module, select the Transaction by Customer option to open the Receivables Transaction Inquiry – Customer window as shown below:
3) Enter the Customer ID for the transaction which will bring up a listing of all transactions for the customer. Alternatively, you can then filter for a specific document number to narrow down your search results:
4) Once you find the document in question, select the document line such that it is highlighted and click the Document Number hyperlink (Column Title) to bring up the Sales Transaction Inquiry Zoom as shown below. Here you can view further information relating to the document (Note the date of the document for reference purposes).Once you have this window open, select Distributions:
5) The Sales Distribution Inquiry Zoom window will open and provide further details as to what accounts were hit for the specific documents. You should make note of these account numbers for the next step in the tracing process (In the example below, 00-1200-00 and 00-1300-00 are the two accounts affected):
6) Once you have noted down the account numbers, you can verify these accounts were affected by checking the specific account entry details within the Financial Module. Select Financial from the left navigation pane and click Summary within the Inquiry window and enter one of the account numbers previously noted:
7) You will now be presented with a summary of entries for this specific account by month. Select the month in which the document was posted (For this example, the document was posted in November). Once the month is highlighted, select any of the four hyperlinks (Debit, Credit, New Change or Period Balance) to drill further into that month and view specific entries:
8) From here, you will notice the $300 that was debited to 00-1200-00 on November 20th, 2013 based on the original sales document being posted. This is confirmation the appropriate amounts were affected for the specific transaction