Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Controlling Posting Dates when not posting by batch


Transactions in Dynamics GP can be posted individually or as part of a batch. When posting as part of a batch, the batch gets a posting date that can be different from the date of the transaction. For individual transaction posting too, the posting date can be different from the transaction but the way to accomplish this is not obvious.

When not posting in a batch the posting date on a transaction is the date that the transaction will have in the general ledger. The document date (Order Date, Invoice Date, and so on) is just that, the date of the document and it is used to calculate aging for sales and purchase transactions. Controlling posting dates is very useful when the timing of a transaction doesn't match the month it needs to be posted in. For example, my auditors once sent a bill in July for audit work done back in January. In this scenario I didn't want to post the transaction in January because January was closed. I did need the...