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Dynamics GP

Restricted Item Genie

[vc_row][vc_column][vc_column_text] What would happen if you sold the wrong Private Label to the wrong customer? Do you have a scenario in your business where you carry products that are exclusive to particular customers or you have products that are private labeled for multiple customers?  What would happen if you accidentally sold "Customer A's" product to "Customer B"?  What if they were competitors?  It would certainly be a difficult customer service issue, if not a loss in business. There are a few things in GP that can help litigate the issue, such as utilizing Price Lists or Customer Items.  However; none of the available options...

Dynamics Management Reporter Currency Translation Type

I posted this last year and felt it worth repeating! How Does Management Reporter know what rate to use when translating an Account from its functional currency to the Reporting Currency in Dynamics GP? They say a picture is worth a thousand words. Well, my white paper, Currency Translation in Dynamics GP and MR, has 3,147 words and this image sums it all up! I thought it may be helpful to lay out the logic and connections used by MR to correctly translate a functional to a reporting currency used in the sample Balance Sheet. Account is setup to Currency Translation...

Smartlist Builder to sort by Reporting Ledgers

As of the publication of our white paper, "Eliminations and Adjustments in Dynamics GP and Management Reporter", standard SmartLists for Account Transactions does not have a sort field for Reporting Ledgers. Here is what you need to create an Account Transaction SmartLists by Reporting Ledger. Basically, you have to rebuild the standard SmartLists, Financial>>Account Transactions, to bring in the field, Ledger_ID. GL40001 contains the needed descriptions for the Ledger_ID setup in GP. There are other options and it is hoped that Microsoft will add this field to the standard SmartLists soon, as well as in the Detail Inquiry window. Using separate Accounts dedicated...