CAL Business Solutions Team
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CAL ERP Tips & Tricks Blog

Top 18 New Features in Microsoft Dynamics GP 2018

In the past several weeks we have posted blog articles highlighting a Microsoft Dynamics GP 2018 Feature of the Day. Here is a quick list of the 18 features so you can easily find the ones that matter most to you: Microsoft Dynamics GP 2018 Feature of the Day-Notes on Inquiry Windows Microsoft Dynamics GP […]

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Important: Dynamics GP Should Not Be Run Over a WAN or VPN Network

The official System Requirements for Microsoft Dynamics GP 2018 from Microsoft does not give Network requirements. So some companies may forget to ask or be tempted to think it doesn’t matter. In fact, you must be aware that: Dynamics GP is supported only when client and SQL databases are on the same Local Area Network […]

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Microsoft Dynamics GP 2018 Feature of the Day-HR and Payroll

To finalize our Dynamics GP 2018 Feature of the Day series, our last features are Human Resources and Payroll.  Instead of making you wait for two posts, I’ve combined them into one. Coming up on the support service log  (https://community.dynamics.com/gp/b/dynamicsgp/) there are more details on what is coming in this area, but this is the […]

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Microsoft Dynamics GP 2018 Feature of the Day-Purchase Order and Requisition Features

It’s Purchase Order (PO) and Requisition Day at the Dynamics GP 2018 Feature of the Day Blog.  Today we have three features we added in this area. PO Generator open PO List with new PO’s filter. When you go a PO Generations, it gives you the suggested PO’s to create.  From there you can get […]

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Microsoft Dynamics GP 2018 Feature of the Day-Emailing Statement from Customer Card Inquiry

From the Customer Maintenance or the Customer Inquiry windows users can now print statements.  It will use the default format from Receivables Setup. Ability to email customer statement from customer card and customer inquiry​. It will print for the customer selected using the default format assigned in Receivables Setup​. Are you a CAL client interested […]

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Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions

Copy User access settings in Analytical accounting from one user to another​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, www.calszone.com Read original post at: http://community.dynamics.com/gp/b/gpteamblog/default.aspx  

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Dynamics GP Tip: Add Management Reporter Shortcut to Financial Reports Menu

In later versions of Dynamics GP, Management Reporter is no longer listed under the Reports Section in the Dynamics GP Financial Page.  You can, however, follow these steps to add it as an external shortcut. Creating external shortcuts You can create shortcuts to external tasks by using the Add External Shortcut window. To create an […]

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Microsoft Dynamics GP 2018 Feature of the Day-Display Hold Status

Display hold status on Sales Transaction Entry and Sales Transaction Inquiry Zoom​ Enable click to open icon​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, www.calszone.com Read original post at: http://community.dynamics.com/gp/b/gpteamblog/default.aspx  

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Microsoft Dynamics GP 2018 Feature of the Day-SmartList Favorite Password Protection

Welcome to the Feature of the Day for Dynamics GP 2018. Have you ever created a SmartList favorite and someone else edited it? Users have the option to put a unique password on smartlist favorites.  Will allow tighter controls as each password can be different instead of a system set password. Are you a CAL client […]

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Microsoft Dynamics GP 2018 Feature of the Day-System Password

Anyone who spends a lot of time in the Admin area of Dynamics GP will love this new addition to #GP2018. Users only need to enter the system password once during the active session to navigate around the system area within Dynamics GP. Are you a CAL client interested in installing Microsoft Dynamics GP 2016 […]

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Microsoft Dynamics GP 2018 Feature of the Day-Web Client

A few changes were made to Web Client that make it a lot easier to use. My favorite is the SmartLists added as a Shortcut. (To the left of the date stamp.) Autocomplete Maximize the window in Bank Reconciliation. PowerPoint with details:  https://1drv.ms/p/s!AsWXzRrqfikSklJm_8YJW3A7me7K Are you a CAL client interested in installing Microsoft Dynamics GP 2016 R2? […]

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Microsoft Dynamics GP 2018 Feature of the Day-Workflow Unplugged by Ian Grieve

Workflow has become a full featured solutions over the last few releases.  We’ve covered the new functionality coming in #GP2018, this week in the Feature of the Day blog series. One of our MVP’s, Ian Grieve (@Azurecurve) is an expert on Workflow and I’ve asked him to do a guest blog post to review workflow.  […]

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Microsoft Dynamics GP 2018 Feature of the Day-Payment ID’s

Select Payment Settings is one of my favorite features.  It will save user a lot of time in processing payments because you normally use the same settings every time. Now you can have multiple Payment ID’s that have your settings saved. PowerPoint:  https://1drv.ms/p/s!AsWXzRrqfikSklsH8VWPV-iad2XA Are you a CAL client interested in installing Microsoft Dynamics GP 2016 R2? […]

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Microsoft Dynamics GP 2018 Feature of the Day-Sorting

Many of the features in Dynamics GP 2018 came from the user community through www.connect.microsoft.com Today in our series of #GP2018 Feature of the Day we will highlight sorting.  New sorting options have been added to the following windows: Add sort to Receivables Transaction Inquiry – by Customer​ Add sort to Receivables Transaction Inquiry – by Document​ Add sort to Payables […]

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Microsoft Dynamics GP 2018 Feature of the Day-New Workflow Functionality

Workflow in Dynamics GP has been a progressive feature with new functionality being added in every release for the last few years. In #GP2018 we have added four new features adding a lot more depth. Copy Workflow Setup Create reminder emails. Purchase Order Workflow Messages: Additional Reporting for Workflow PowerPoint with more details: https://1drv.ms/p/s!AsWXzRrqfikSklA5bUX3SrC7FpoK Are you […]

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Microsoft Dynamics GP 2018 Feature of the Day-New Workflow Fields

Workflow 4.0 Reminder emails for Workflow ​ Copy Workflow Step​ Reporting for Workflow ​ Payables Transaction Workflow – additional fields​ GP PO Workflow Messages – additional fields ​ Add EFT/Bank Details to Vendor Approval Workflow ​ GL Account Workflow Approval ​ Purchase Receiving Workflow​ Purchase Enter/Match Invoice Workflow​ Payables Transaction Workflow – Additional Fields​ Add additional vendor fields […]

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Microsoft Dynamics GP 2018 Feature of the Day-New Workflows

Let’s start this week on the #GP2018 Feature of the Day Series with Workflow…. We have 3 new workflows added into Dynamics GP 2018 based on feedback from the community. Here is an example of the Purchasing Invoice Transaction Workflow. PowerPoint that includes all 3 workflows: https://1drv.ms/p/s!AsWXzRrqfikSkk_e9HKlFqTzxS-w Are you a CAL client interested in installing Microsoft […]

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Microsoft Dynamics GP 2018 Feature of the Day-Document Attach Unplugged

Document Attach has evolved since Dynamics GP 2013 with new functionality being added with every release.  This week I’ve blogged on all of the new document attach features, so now it’s time to talk about Document Attach as a whole. An Hour Overview of Document Attach (Nov 2014):  https://www.youtube.com/watch?v=nVLYOdNM_bI How to set it up? It’s pretty […]

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Microsoft Dynamics GP 2018 Feature of the Day-Document Attach in Summary

Its Document Attach Week on the GP 2018 Feature of the Day Blog. Why is document attachment important? Document Attach enables users to attach multiple documents to Items, Customers, Vendors, Assets and Transactions. It makes it easier and reduces the number of clicks to get information by having instant access to documents like signed documents, W-9’s, Contracts, Credit Reports, Customer […]

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How Automation Can Improve Your Year- End Close Process

If you run into any CFO or budget manager this time of year, it’s likely they’re feeling the pressure of the year-end close. The next few weeks will be full of long days, lots of cups of coffee and maybe even a few sleepless nights. CFOs and budget managers feel the dual pressure of getting […]

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Microsoft Dynamics GP 2018 Feature of the Day-Document Attach Security

Its comprehensive document attach week for the GP2018 Feature of the Day blog series. Now that we’ve added document attachments to the inquiry windows other users can now see document attachments like limited users or user who don’t normally enter transactions. A new option in the Document Attachment setup window allows users to attach documents […]

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Microsoft Dynamics GP 2018 Feature of the Day-Notes on Inquiry Windows

Its comprehensive Document Attach week for the GP 2018 Feature of the Day series. Three new notes buttons have been added to inquiry windows: Display Vendor notes on Vendor Inquiry Display Customer notes on Customer Inquiry Display Project Notes in Project Inquiry and PA Project Inquiry PowerPoint with all three notes:  https://1drv.ms/p/s!AsWXzRrqfikSkkfpw2HYymbDsoNL Example of one note: […]

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Important SQL Database Backup Procedures for Microsoft Dynamics GP – What You Need to Know

A good backup routine is like an insurance policy for your Microsoft Dynamics GP system. You hope that you never need to use it, but if you do, you are so grateful you have it. This post contains information on how a SQL backup should be taken so that it will not interfere with the […]

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Infographic: Fascinating Facts About The World’s 10 Largest Companies

The people leading the largest companies globally must be doing something right. And no doubt the rest of us can learn something from them. For example, stick with good ideas. Don’t be like Ronald Wayne who sold his Apple shares in 1976. He got $800. Today it would have been worth $75 Billion. Never forget […]

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How to Revert to the Classic User Interface in Acumatica 2017 R2

Change is inevitable. Software companies are constantly updating their features and their user interfaces. But we appreciate the fact that Acumatica realizes that some users are just not ready to change quite yet. In the new release of Acumatica 2017 R2, there is a new, more flexible and personalized user interface. Once you try the […]

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How Much Time and Money Can You Save By Automating Payroll in Dynamics GP?

How much time do you spend entering payroll data? For one of our clients, VNA Community Healthcare & Hospice, payroll used to take at least 18 hours a week to manually enter 600 timesheets. Now, thanks to Dynamics GP and integration built by the CAL Business Solutions team, it is down to only eight hours […]

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6 Ways to Take Full Advantage of Your Microsoft Annual Service Plan

Being current on a Microsoft Dynamics service plan is critical to your success – it gives you access to new version rights, updates, support resources, e-learning and much more. All of these benefits combined help your organization maximize the value of your Microsoft Dynamics solution. Many of our Microsoft Dynamics GP clients are already paying […]

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The CAL Zone – ERP Tips & Tricks Newsletter – November 2017

  • Happy Thanksgiving
  • New AP Automation Services Available with Mekorma MICR for Payables
  • CAL’s Year End Closing Webinar Series
  • Are You Taking Advantage of Microsoft Support Included in Some Annual Service Plans?
  • Recap of GPUG Summit 2017
  • 6 Tips for Better Work-Life Balance
  • Dynamics GP Blog Posts
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New AP Automation Services Available with Mekorma MICR for Payables

AP automation software is a topic a lot of our clients are asking for. Did you know that Mekorma MICR for Payables has added advanced automation features to the product many of you already own? Here are a few details: Multi-Batch Management Service: Activating the new Multi-Batch Management (MMM) within Mekorma MICR for Payables takes […]

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The Clients and Partners Who Made GPUG Summit 2017 a Success

GPUG Summit 2017 in Nashville, TN was the largest event yet! Nearly 6,000 attended the whole event, with several thousand of those just on the Dynamics GP side. Nine of our Dynamics GP clients, from five companies, attended the event with us this year. The CAL team and clients were together for the opening keynote […]

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