Dynamics GP Sales Tax with no Shipping Method
Maintaining Sales Taxes in GP can be a daunting and time consuming task. If the Shipping Method (delivery or pickup) does not affect the tax rate applied to a customer then you can save some time by turning the option to tax by "shipping method" off, which is on by default. This assumes that the customer will be charged the same Sales Tax regardless of the shipping method on the sales order. The following steps will walk you through the process. Company Options Uncheck the option, Use Shipping Method when Selecting Default Tax Schedule. Tools>>Setup>>Company>>Company, Options button Use Shipping Method when Selecting Default...
Dynamics GP wrong Invoice Date prevention
When entering an Invoice Date there is no system warning that you are using the wrong date, usually typing in the wrong year. Once the Invoice is posted you cannot change the invoice date (well, easily). Here is a great idea, have a validation on the Invoice Date similar to the Posting Date. Oh, and do not charge me for this! Good news for Dynamics GP 2010 users! There is a new Professional Services Tools Library called “Doc Date Verify”, I like the sound of that. Doc Date Verify (FREE) Available only on Microsoft Dynamics GP 2010 Using Doc Date Verify When Doc Date Verify...
Month End Receivables Processes in Microsoft Dynamics GP
Dynamics GP has developed a number of routines to help companies with their month end receivables processes. These routines can be modified to reflect the exact process that your company uses. To utilize these routines in MS Dynamics GP 10 you would go to Microsoft Dynamics GP | Tools | Routines | Sales. There you will see all of the receivables activities that Microsoft found companies may do at month end. Two activities that all companies should do monthly is age there receivables and remove paid transactions to history. Below is an example of the routines that are available for...