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Dynamics GP Video Tip: How to Merge Customer Accounts

What happens when you realize that two accounts were set up for the same customer in Microsoft Dynamics GP? You need to merge customer accounts in Dynamics GP. See how to do this you will use the Customer Combiner and Modifier utility (formerly part of the Professional Services Tools Library (PSTL) but can now accessed from the main Sales window in Dynamics GP.)

By |2015-07-24T15:43:08-04:00July 24th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Merge Customer Accounts

Dynamics GP Video Tip: How to Change Customer IDs

In the customer maintenance window you do not have the ability to edit or change the customer ID after it is created. See how to use this utility to allow you to change the ID. This change will effect all transactions for that customer – current and past. It will look like the other ID never existed.

By |2015-07-21T15:44:19-04:00July 21st, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Change Customer IDs

Dynamics GP Video Tip – How To Clean Up Page Layouts in MICROSOFT Dynamics GP

You can restrict security for each user in Microsoft Dynamics GP. But by default there is lots of info that shows on the screen that they can’t use. For example, a user that was set up as an AP clerk will never have access to sales, inventory, payroll etc… So why clutter up their screen with things they can’t have? In this video you will learn how to clean up the screen to only show what you need.

By |2015-07-09T12:18:08-04:00July 9th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip – How To Clean Up Page Layouts in MICROSOFT Dynamics GP

Dynamics GP Video Tip – How to Copy Home Page Settings in MICROSOFT Dynamics GP 2015

In this tip you will see how Microsoft Dynamics GP 2015 now enables you to copy user security and home and area page settings when adding new users or when updating existing users.

By |2015-07-06T08:59:33-04:00July 6th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP 2015, Dynamics GP 2015 R2, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip – How to Copy Home Page Settings in MICROSOFT Dynamics GP 2015

Dynamics GP Video Tip: How to Simplify the Dynamics GP Home Page For New Users

When you are new to Microsoft Dynamics GP accounting software, you can set up the home page the way it suits you best including simplifying the home screen.

By |2015-01-30T19:53:45-04:00January 30th, 2015|CAL ERP Tips & Tricks Blog, Dynamics GP 2013 R2, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Set Up/Security/Admin Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Simplify the Dynamics GP Home Page For New Users

Dynamics GP Video Tip: Easily Find Records and Transactions in Microsoft Dynamics GP

It is so satisfying to be able to find information quickly. This video shows you three ways to find your customers, vendors, items and accounts quickly.

By |2015-01-23T09:49:45-04:00January 23rd, 2015|Add On Tool Tips, CAL ERP Tips & Tricks Blog, Dynamics GP 2013 R2, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: Easily Find Records and Transactions in Microsoft Dynamics GP

Dynamics GP Video Tip: How to Take Screen Shots in Microsoft Dynamics GP

There is a free tool called the Snipping Tool including in most Microsoft operating system. But sometimes people don’t even realize it is there. Once you find it, you will love it.

By |2014-12-26T12:53:44-04:00December 26th, 2014|CAL ERP Tips & Tricks Blog, Dynamics GP 2013, Dynamics GP 2013 R2, Dynamics GP Tips, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Take Screen Shots in Microsoft Dynamics GP