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Using PSTL to merge Customer / Debtor Records

by Heather Roggeveen | Feb 10, 2015 | MS Dynamics GP | 0 comments

  The Professional Services Tools Library (PSTL) in Dynamics GP can be used to merge two customer records into one by using the Customer Combiner tool. The only user who can access this tool is the sa user. It is recommended you do this after a backup – so first...
Dynamics GP: Changing Settings on Default SmartLists

Dynamics GP: Changing Settings on Default SmartLists

by Heather Roggeveen | Jan 23, 2015 | MS Dynamics GP | 0 comments

  I am often asked about how to find some of the columns in SmartList – there are a few common ones that jump out (based on screen name or perception of what it might be called). This is particularly common for the Account Transactions SmartList: Distribution...

Dynamics GP & SmartList – Excel Tip – Format as Table

by Heather Roggeveen | Mar 20, 2014 | MS Dynamics GP | 0 comments

For those of you on Dynamics GP 2013 and later, the SmartList export to Excel has been performance enhanced to make it quicker.In order to gain the increase in speed, the data is sent out as raw text rather than in a table format as in earlier versions.  While...

Dynamics GP – Verifying Document Dates Are Valid

by Heather Roggeveen | Jan 20, 2014 | MS Dynamics GP | 0 comments

I have had a couple of support calls recently that have dealt with document dates that were completely invalid – one for the year 3013 and one for 1944. Because these had posting dates that were batch related, the transactions went through fine.  What this does...

Dynamics GP – Utilise your Quick Links

by Heather Roggeveen | Nov 15, 2013 | MS Dynamics GP | 0 comments

I love learning new things about Dynamics GP and better still – I love it when new clients ask questions that make me think. Here is a co-create solution that my client (thanks Sharon) and I came up with to make your Quick Links panel much more suited to a role that...
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