Let’s say that you win a new contract that contains a lot of budgeted Cost Categories and inventory parts. You have previously created a similar Contract, and you would like to re-use that contract instead of starting from scratch. It’s pretty easy to do this with the Template functionality built into GP Project Accounting.

When your Checkbook and Cash Account do not tie, it can be frustrating to figure out what has caused the discrepancy. There are a couple quick things to check before you start any time consuming research into the difference.

To design a good Project Accounting system, you need to understand the system strengths and limitations, the organization project structure, and the organization reporting needs. All of these things must be addressed properly and in detail in order to produce a good project accounting design. The primary designators that you will use to identify your projects in Dynamics GP Project Accounting are the Contract Number and the Project Number.

We have noticed, especially just after an install of Project Accounting in an existing Dynamics GP environment, that the warning message, "Project Accounting information for this vendor does not exist. Do you want to add the vendor's project information?" will pop up when you select a vendor record in either the Purchase Order Entry or Receivings Transaction Entry window in Dynamics GP. This is a normal warning, and is generated because the vendor that was selected hadn’t been set up for project accounting. You can click “No” and continue with your transaction entry. However, this warning will appear every time you select the vendor.

If you are refreshing your GP 2013 test company database from a production company, after running the restore and the SQL refresh script, you may get the following message when attempting to log in to the restored company: "The selected company is not configured as a company of the current Microsoft Dynamics GP system database. You must resolve the database configuration to log in to the company"

In Dynamics GP there are two basic ways to look up information, through the inquiry section in each of the modules, or through SmartLists. SmartLists are a great and very useful tool in GP, but the inquiry sections can provide a lot of useful information as well. These can prove very useful in Sales and Purchasing.

The instructions for Dynamics GP payroll year-end close tell you to print your 941's prior to year-end close. If you forget to print your 941, you will get all zeros on your 941 for 4th quarter. Here is a very simple trick to print your 941 after you have closed the year: All you need to do is change your system date to the prior year.

Anyone who has tried to use the Commissions functionality in Dynamics GP knows that it is not the most intuitive tool in the system. Entering the commissions, getting reports of the commissions, and making sure the commissions are paid are the most important aspects of using commissions. However, they are also some of the least explained aspects of commissions in GP.

Purchase Order Generator is an important feature in Dynamics GP. It is especially useful for companies that have a larger amount of stock inventory where the parts don’t change significantly over time. Once you have determined that Purchase Order Generator will work for you, there are a few items that you should plan for prior to your implementation of the Purchase Order Generator feature:

I recently ran into a problem after transferring a Dynamics GP company database from a test/development environment into a production environment. The company database existed in the production company so I just restored the updated company from the test server to the production server. After completing the company restore, users received the following error message:

“A get/change first operation on table ‘CN_SETP’ cannot find the table.”

A common need for Accounts Payable is to track expenses by Vendor without impacting the balance in Accounts Payable. Recently, a client wanted to record employee expenses in the employee’s AP account. However, expenses are reimbursed through an outside payroll service. This means that they wanted to track the expenses by employee but not impact the Accounts Payable subsidiary ledger or the Accounts Payable general ledger account.

Electronic Reconcile is a great tool for automating the Bank Reconcile process. It is an especially great tool for companies that have a high volume of transactions. Electronic Reconcile will match up transactions in Dynamics GP based on a file that is downloaded from your online bank.

Customer Item Lookup in Dynamics GP is one tools that is very useful. This tool allows you to see what items a customer has purchased in the past. For each item they have purchased it will be listed by the last purchase date and the cost and quantity of that last purchase. But, there are some limitations:

Let’s say that you just ran Paid Transaction Removal (Sales > Routines > Paid Transaction Removal) for a customer. Then you realize that you accidentally applied it to the wrong document so now the customer’s account is incorrect. Here’s how to use the Receivables Management Transaction Unapply Utility to correct this:

Word templates make it really easy to update the look and feel of your customer facing documents, and you can email them directly out of Dynamics GP. You can even have separate document types for different companies and customers. Before starting, you will need to know which users will need access to use and edit the templates. It is also important to know whether the current documents are the original or modified versions of the report from Report Writer.