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Microsoft Dynamics GP Analytical Accounting Vs. Segments

  I found an interesting question in the community asking what is the actual difference between analytical accounting and account segmentation? Below are the details: “What are the real advantages of using Analytical Accounting over using segments in a chart of accounts?

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Microsoft Dynamics GP Analytical Accounting Vs. Segments

June 10, 2011 ·  · No Comments
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The Demo

GP is an average tool that needs all sorts of addons to make it work? Do you believe it?

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The Demo

June 10, 2011 ·  · No Comments
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GL Summary Trial Balance made easy with Excel Pivot Tables

Sorry, I LOVE anything dealing with pivot tables . . . especially if you add power pivot to them.  Thanks to Belinda Allen for this video .

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GL Summary Trial Balance made easy with Excel Pivot Tables

June 9, 2011 ·  · No Comments
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Microsoft Dynamics GP 2010 R2 SRS Reports – Inside Microsoft Dynamics GP

Get a look at all of the available Microsoft Dynamics GP 2010 R2 SRS Reports courtesy of Inside Microsoft Dynamics GP

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Microsoft Dynamics GP 2010 R2 SRS Reports – Inside Microsoft Dynamics GP

June 9, 2011 ·  · No Comments
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Dynamics GP – Learn & Discuss: Microsoft KB Articles – Is it really confidential?

Vaidy digs into Microsoft KB articles and asks “Is it really confidential?

I’m glad Vaidy brought this up, I’ve had the same types of questions come up and I generally agree with Vaidy’s stance. If something is in the wild any way (some has blogged on it, written an article, etc) or if I’ve solved something without a KB and then found the KB later, I’ll blog about something with a link to the Knowledge Base article. If the KB gave me the answer, I’ll point to it instead of spelling it out.

Here is the problem from my point of view:

  • Microsoft probably marks way too many items as confidential
  • Searching the KB is still very bad so we want to help folks with issues and when we see a solution we want to share and promote a solution. Heaven knows we’ll probably never find that KB again.
  • But Microsoft makes money of CustomerSource and PartnerSource and the fact that access is behind a password. If you don’t pay for enhancement/support, you don’t get CustomerSource.

I’m not knocking Microsoft for that, they have a right to charge for access to support and these articles are definitely support related. I’ve had people ask for items and when I point them to the KB they tell me that they’re not on a support plan and don’t have access to CustomerSource. Unfortunately, the answer is tough luck. Even in my book there are a few cases where I point to the KB to go beyond the book.

As partners of both our clients and Microsoft we sometimes have to walk a fine line here. There is certainly nothing wrong with pointing someone to a KB. Nor is there anything wrong with pointing someone to a non-kb resource that answers their questions. However, I wonder about folks who reproduce wholesale KB’s for public consumption. Then again, there are partners out there who have taken my 50 tips content, ripped of the I.B.I.S. name and presented it as their own. There are also people who steal my book and try to offer it for free so I’m not sure why I’m surprised at a little CustomerSouce scraping.

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Dynamics GP – Learn & Discuss: Microsoft KB Articles – Is it really confidential?

June 9, 2011 ·  · No Comments
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Packt book review challenge

The publisher of my books, Packt Publishing is starting a review challenge. If you have your own blog and write a review of a Packt book like the Microsoft Dynamics GP 2010 Cookbook, the Lite Edition or Microsoft Dynamics GP 2010 Reporting, for example, you could win electronic access to all of Packt’s books via a year long subscription to PacktLib.

The details are easy and there are complete instructions and requirements at the Packt book review challenge.

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Packt book review challenge

June 9, 2011 ·  · No Comments
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Weekly Review: Transaction vs. Batch Posting

 

Dynamics GP provides a an option in most modules to post transactions individually or via a batch of transactions. This is set in Tools->Setup->Posting->Posting and can be controlled differently for different transaction types. The vast majority of consultants I know (including me) recommend posting by batch, but it’s not always clear to user why so here are my reasons.

  • Batches allow users to save and review transactions prior to posting.
  • Batches allow printing edit lists to identify errors prior to posting.
  • Batches can require approval and/or verification.
  • Batch posting provides better control over the posting date. For transactions, this defaults to the transaction date. It can often be changed with the arrow on the date field but few users figure that out.
  • Some transactions like Inventory Adjustments require batch posting to really work right.
  • Batches can provide another reference or grouping point for searching or reporting.
  • Batches recover better from errors via Batch Recovery than directly posted transactions. This is a personal observation and I don’t care what anyone says. I’ve more hard to fix errors resulting from transaction posting than from batch posting. Something will go wrong so you might as well have the best chance at recovery.

This leaves the average users with two simple options. Ignore all the advice and experience of a bunch of GP consultants and pay us ton of money to fix it when something goes wrong or use batch posting. I’m not worried, plenty of folks will choose option 1.

Originally Posted by Mark at 6/29/2009 09:00:00 AM

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Weekly Review: Transaction vs. Batch Posting

June 9, 2011 ·  · No Comments
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