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|Dynamics GP Tips, ERP Tips & Tricks Blog, 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|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Navigation Tips, Video Tips|Comments Off on Dynamics GP Video Tip: How to Change Customer IDs

Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #2 is how to use the RM (or Receivables Management) Unapply tool in Microsoft Dynamics GP.

By |2015-07-15T14:23:13-04:00July 15th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Professional Services Tools/PSTL Tips, Video Tips|Comments Off on Dynamics GP Video Tip: Professional Services Tools Library: Receivables Transaction Unapply

Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’

All of the tools in the Professional Services Tools Library, or PSTL, are now free! But many Microsoft Dynamics GP users don’t take advantage of them. In this video series I will show you my favorite PSTL tools. Tip #1 is how to enable doc date verify in Microsoft Dynamics GP.

By |2015-07-15T13:42:00-04:00July 15th, 2015|Dynamics GP Tips, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Professional Services Tools/PSTL Tips, Video Tips|Comments Off on Dynamics GP Video Tip – Professional Services Tools Library: How to Enable ‘Doc Date Verify’

37 Free but Dangerously Powerful PSTL Tools for Microsoft Dynamics GP

Before 2012 Dynamics GP users had to pay a fee for these tools and they were not cheap. Then Microsoft made them all available for free. And now some of the most popular tools have been incorporated right into the main Dynamics GP system. But if you want to use the rest of the free PSTL tools they still need to be specifically installed or activated in your Dynamics GP system.

By |2015-07-15T13:05:57-04:00July 15th, 2015|Dynamics GP 2015, Dynamics GP New Features, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on 37 Free but Dangerously Powerful PSTL Tools for Microsoft Dynamics GP
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