GP Tech Conference Session – Workflow!

#GPTechConf will be held next week, August 8th, 9th & 10th, in Fargo, ND.  I am very excited to tell you that I just finished putting the finishing touches on my presentation for next week’s conference!

Image result for gptechconf

This event is going to be a great opportunity for consultants from all aspects of GP!

I can’t wait to see my friends and learn Learn LEARN!!!  For a full list of sessions, and to register, check out : GPTechconf.com

Now more about my contribution to this awesome training opportunity!

Continue reading “GP Tech Conference Session – Workflow!”

#GPLifeHacks 176 – Requisition to PO – A Workflow gap identified!

If you’ve heard any of my ‘soapbox’ special discussions recently, you know that I am a huge fan of the enhancements flooding into Microsoft Dynamics GP.  In particular, I love to explore the workflow functionality!

Today I was asked a great question about controls involving turning a requisition into a PO.  At first, I was thinking that workflow handled this type of ‘control’.  However, after some discussion, I realized I was not listening well enough, and in fact, there is an easy way a requisition user can change the quantity, amount, etc… as they turn the requisition into a PO – after it was approved!  YIKES!!!!

GP Life Hack #176 – Requisition to PO – A Workflow gap identified! (and fixed!)

Continue reading “#GPLifeHacks 176 – Requisition to PO – A Workflow gap identified!”

#GPLifeHacks 152 – Put individual Payable Documents on Hold

Putting a vendor on ‘Hold’ is a helpful option when we want to prevent any payments from being made against a particular vendor.  This can be done for a variety of reasons, for example, (and my favorite!) we might put a vendor on hold until we receive their W9 document.GPLifeHack 152 Image 1

This allows us to continue entering invoices but prevents payments being made to that vendor…. for all of that vendor’s invoices.

But… wait.  What if I just have a question about a particular invoice and don’t want to accidentally pay it, but do not want to put the vendor on hold?

 

 

GP Life Hack #152 – Put individual Payable Documents on Hold

Continue reading “#GPLifeHacks 152 – Put individual Payable Documents on Hold”

GPLifeHack 117 – How to Quickly Resolve Navigation List Errors

Navigation Lists in GP are pretty powerful but often ignored for just a few simple reasons.

Either users are not aware of them, or they get errors when trying to open Navigation Lists so they just give up and never circle back to them.

GPLifeHack 117 Image 2If you fall into the former group, Navigation Lists can be found by visiting a module within Microsoft Dynamics GP and looking in the left margin (Navigation Pane).

Navigation Lists can save you tons of valuable time by performing many tasks right from within the list itself.  For example, if you wanted to put a few vendors on ‘hold’, or approve multiple workflow documents at once, you could do this right from the list window.

 

“Focus Shawn!  Tell us more on Navigation Lists in another blog, for today, we want to learn how to fix that pesky error!”  Ok, Ok 🙂 Onto the fix.

Continue reading “GPLifeHack 117 – How to Quickly Resolve Navigation List Errors”

#GPLifeHacks 103 – Track JE’s in #Excel – Paste into GP

I love Excel!  Who doesn’t, right?  As an accountant, I live in Excel.  This is the easiest place for me to track and create Journal Entries. But after all that work, how do we get it into our accounting system, Microsoft Dynamics GP? Easy, we just ‘Paste’ the entry. Simple, I know.

GP Life Hack #103

Dynamics GP offers the cool functionality of pasting in copied data from Excel.  This includes distribution reference, the GL Account number, Debit Amount and the Credit Amount:

1

GP Life Hack #103 … click to see original posting

The Early Bird… #Summit2017

Every time I hear ‘early bird’, it reminds me of my grandmother and the many times she took me to play Bingo.  LOL

Well, almost every time – This time, I’m referring to Summit 2017!  GPUG Summit, that is.  🙂 Check it out here –>  GPUG Summit 2017 Website

The early bird discount that GPUG Summit offers expires soon – so get the worm!  Or, even better, save some money!

As part of the planning committee, I can personally guarantee you that this year’s event in Nashville will make sure that your boots were made for walking!!!  It’s top notch and full of over 170 sessions of educational content!

The biggest reason people don’t do more with GP… they don’t learn more.  Let’s get to work (and have some fun!)  Hear more from the most Irish Cowboy on the planet, @Bob McAdam – check out this video: GPUG Summit 2017 Video Series_1

Need some help convincing your boss?  Tell them Shawn sent you – or better yet, check out this download 🙂
GPUG Summit – Convince your boss

Last but not least… if you are an end user looking to show off your GP skillz – send me a message – we’d love to have you share your knowledge at a chapter meeting or even possibly present at  Summit 2017!  (Sorry DC marketing, I like to call it Summit 2017 instead of Summit Nashville 🙂  )

#GPUGSummit

#MFWD

http://www.interdynartis.com

 

 

#FabrikamDay How to quickly update the sample data to 2027

Welcome to the future of Dynamics GP! Here’s to 10 more years!

David Musgrave's Winthrop Development Consultants Blog

David Meego - Click for blog homepageIn case you missed it, yesterday was Fabrikam Day for the Microsoft Dynamics GP community. This was the 12th April 2017, the date that the sample company’s, Fabrikam, data is based around.

For more information about Fabrikam Day and the sample company have a look at my article from yesterday:

View original post 456 more words