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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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.comThis...

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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...

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Date Shortcut & New Year Hack for Microsoft Dynamics GP

In this video I will show you how I enter dates in Microsoft Dynamics GP, saving entry time. I’ll also show you how I keep myself from making end of year entry errors. Before I began editing my fiscal...

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Using a separate Fulfillment Process in Microsoft Dynamics GP

In this Video I will show the various methods of fulfilling an Invoice in Microsoft Dynamics GP Sales Order processing.

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Creating a Microsoft SQL Server view from 2 Microsoft Dynamics GP Databases

Someone reading my book asked me the following question: Do you know or can point me in the right direction on how to join or union other company databases? For example we have 4 companies with...

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Using multiple bins in Microsoft Dynamics GP Inventory Control

Ever have a hard time trying to find a specific inventory item in your warehouse? If you said yes, you should be using the multiple bins feature in Microsoft Dynamics GP. Think of bins as a shelf or an...

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