TitaniumGP https://titaniumgp.com/ Productivity Tools For Microsoft Dynamics GP Tue, 20 Jun 2023 17:48:58 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 Verify Data in Dynamics GP (using TGP+) https://titaniumgp.com/2023/06/verify-data-in-dynamics-gp-using-tgpplus/ Tue, 20 Jun 2023 17:48:37 +0000 https://titaniumgp.com/?p=11888 Verify Data Inconsistencies in Dynamics GP In our quest to continually improve the functionality of TGP+, we recently discovered a powerful feature that has proven to be a game-changer for ensuring data accuracy in Dynamics GP. Today, we want to shine a spotlight on the Verify feature in TGP+. Here is a real-life scenario where […]

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Verify Data Inconsistencies in Dynamics GP

In our quest to continually improve the functionality of TGP+, we recently discovered a powerful feature that has proven to be a game-changer for ensuring data accuracy in Dynamics GP. Today, we want to shine a spotlight on the Verify feature in TGP+. Here is a real-life scenario where it uncovered data inconsistencies that went unnoticed by Dynamics GP itself.

Unveiling the Verify Feature:

During our extensive testing of TGP+ Payables Transactions SmarterList, we stumbled upon an intriguing observation. As we loaded the data into TGP+ and utilized the Verify feature, certain Vendor IDs were consistently flagged in red.

Image of TGP+'s SmarterList showing a Vendor ID from FABRIKAM being flagged in red.

TGP+ verifies data within Dynamics GP by flagging a vendor that is not within the system.

Initially, we suspected an error within TGP+ but soon realized that the issue lay within the underlying data itself.

Uncovering Data Inconsistencies in Dynamics GP:

Upon closer examination, we discovered that the Vendor IDs triggering the red flags didn’t exist in the Dynamics GP database. It became evident that TGP+ has the remarkable ability to identify errors that Dynamics GP does not provide warnings for. This revelation showcased the reliability of TGP+’s Verify feature as an essential tool for maintaining accurate data within Dynamics GP.

Enhancing Data Accuracy with TGP+:

The Verify feature in TGP+ serves as an additional layer of protection against data discrepancies and inaccuracies. By leveraging TGP+ for data verification, users can proactively detect and address issues that would have otherwise gone unnoticed. This not only ensures data integrity but also enhances the overall performance and reliability of your Dynamics GP system.

Benefits of TGP+’s Verify Feature:

Error Detection: TGP+ goes beyond the standard error-checking capabilities of Dynamics GP, providing valuable insights into potential data inconsistencies or anomalies that might otherwise remain hidden.

Data Validation: By utilizing TGP+’s Verify feature, users can preemptively identify and resolve data issues, preventing downstream complications and ensuring smooth operations within Dynamics GP.

Increased Data Confidence: The Verify feature instills greater confidence in your data by highlighting potential errors, allowing you to rectify them promptly and maintain a reliable and accurate database.

Conclusion:

Our recent experience with TGP+’s Verify feature has further solidified its value in maintaining data integrity within Dynamics GP. By leveraging this powerful tool, users can detect errors and inconsistencies that Dynamics GP alone may overlook. We encourage you to explore the Verify feature in TGP+ and unlock a new level of data accuracy and confidence within your Dynamics GP environment.

Remember, the key to optimizing your ERP system lies not only in the capabilities of the core software but also in the complementary tools that enhance its functionality. TGP+ with its Verify feature is one such tool that empowers you to stay one step ahead and ensure data accuracy at all times.

Stay tuned for more insights and updates on TGP+ as we continue to revolutionize the Dynamics GP experience!

If you have any questions or would like to learn more about TGP+ and its features, feel free to reach out to our team. We’re here to help you unlock the full potential of Dynamics GP.

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Protect Your Fiscal Periods: The Benefits of Using TGP Safe in Dynamics GP https://titaniumgp.com/2023/03/protect-your-fiscal-periods-the-benefits-of-using-tgp-safe-in-dynamics-gp/ Thu, 02 Mar 2023 08:00:48 +0000 https://titaniumgp.com/?p=11409 The safety and security of financial data is crucial for any business. It protects the money you’ve earned from malicious actors and helps maintain your organization’s credibility. Unfortunately, financial fraud is a real issue that can happen to any company, big or small. That’s why having the right tools in place to protect your financial […]

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The safety and security of financial data is crucial for any business. It protects the money you’ve earned from malicious actors and helps maintain your organization’s credibility. Unfortunately, financial fraud is a real issue that can happen to any company, big or small. That’s why having the right tools in place to protect your financial data is essential. More specifically, protect your Fiscal Periods from unauthorized changes.

One of the ways to ensure your financial data’s safety is by using TGP Safe. TGP Safe is an add-on tool for Dynamics GP that can monitor and track all the modifications made to your fiscal periods. This is important because the fiscal periods determine the financial statements’ accuracy. As a result, you have to close and secure them to prevent any unauthorized transactions.

TGP Safe provides an easy and comprehensive way to monitor your fiscal periods by showing you all the modifications made to them. You can see who modified them, when they were modified, which module was modified, and what the action was. This way, you can always be on top of who is making changes to your financial data and ensure that they are authorized.

Running TGP Safe in the background can give you peace of mind, protecting you from potential fraud or malicious activities. Moreover, it can also help in tracking any errors or discrepancies made during the modification process. This will save you time and effort in resolving them.

In conclusion, TGP Safe is an excellent tool to have for any business that wants to protect its financial data and protect your fiscal periods. With its comprehensive monitoring and tracking capabilities, you can ensure that your fiscal periods are secure and free from unauthorized modifications. Don’t leave your financial data vulnerable, get TGP Safe and stay safe.

 

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See who has Access to a Dynamics GP Window Using TGP Safe https://titaniumgp.com/2023/03/see-who-has-access-to-a-dynamics-gp-window/ Wed, 01 Mar 2023 08:00:47 +0000 https://titaniumgp.com/?p=11398 Have you ever wondered who has access to certain windows in Dynamics GP? It can be difficult to keep track of who has access to what, especially if your company works with flexible teams and your team is constantly changing. This can be a concern if there are sensitive windows in Dynamics GP that only […]

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Have you ever wondered who has access to certain windows in Dynamics GP? It can be difficult to keep track of who has access to what, especially if your company works with flexible teams and your team is constantly changing. This can be a concern if there are sensitive windows in Dynamics GP that only certain people should have access to. Thankfully, you can see who has access to a Dynamics GP Window using TGP Safe. This feature can give you peace of mind and help you stay in control of your Dynamics GP environment.

Let’s say that you are the manager of a company’s financial team. You have set up Dynamics GP with all of the necessary windows for your team to complete their work. However, you are concerned that some of the windows may be accessible to people who do not need them. You want to make sure that the windows are secure and only available to the right people.

 

See who has Access to a Dynamics GP Window Using TGP Safe

With TGP Safe, you can easily see who has access to a GP window. You can see which users have access, when they last accessed the window, and whether they have the ability to modify or delete data in the window. This information allows you to quickly identify any users who should not have access to the window. If needed, you can also revoke their access from this window. Do you want to assign a new task to a team member? Just as easily, you can double check they have access to all the windows they need to complete the task.

 

Example Case Study:

You notice that a user who is not part of your financial team has access to a window that contains sensitive financial information. You can use TGP Safe to see when this user last accessed the window. In the same table, see whether they have the ability to modify or delete that data. If you determine that this user shouldn’t have access to the window, you can revoke their access using TGP Safe.

Having control over who has access to your Dynamics GP windows is crucial for maintaining the security and integrity of your financial data.

In conclusion, TGP Safe lets you see who has access to a Dynamics GP Window. By using this feature, you can quickly identify users who shouldn’t have access to a window and revoke their access. This will allow you to focus on your work without worrying about unauthorized access to your data.

Stay in control of your Dynamics GP environment using TGP Safe.

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Protect EFT Information in Dynamics GP using Elastic Windows https://titaniumgp.com/2023/02/elastic-windows-protect-eft-information-in-dynamics-gp/ Tue, 28 Feb 2023 20:21:18 +0000 https://titaniumgp.com/?p=11395 In the world of accounting, people widely use Electronic Fund Transfer (EFT) to send payments to vendors. This method is fast, efficient, and often cost-effective. However, with the increase in digital threats, companies need to protect EFT information. Companies often face unauthorized access to EFT information, which is a major problem. In some cases, this […]

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In the world of accounting, people widely use Electronic Fund Transfer (EFT) to send payments to vendors. This method is fast, efficient, and often cost-effective. However, with the increase in digital threats, companies need to protect EFT information.

Companies often face unauthorized access to EFT information, which is a major problem. In some cases, this can result in significant financial losses. For instance, a company may receive a malicious email that appears to be from one of their vendors, stating that their bank account information has changed. Believing it to be authentic, the company changes the vendor’s EFT information and pays them. However, in reality, it is a fraudulent email, and the real vendor never received the payment. The company then has to bear the financial loss, which can be substantial.

Dynamics GP offers a solution to this problem by allowing companies to restrict access to EFT information. However, the problem with this approach is that many people need access to EFT information to perform their job duties. In Dynamics GP, if you can access the information, you can edit the information. This creates a challenge: how can companies provide access to EFT information while still ensuring its security and restricting editing access?

The solution is Elastic Windows. Elastic Windows is an add-on for Dynamics GP that allows companies to create non-editable windows that display EFT information. This window can be designed to include all the relevant information about the vendor, including EFT information, without allowing anyone to edit it. Only authorized personnel can make changes to the EFT information.

This way, even if a malicious email is received, no one can change the vendor’s EFT information without proper authorization. This can save a company from significant financial losses, protect their reputation, and prevent any legal action that may arise.

In conclusion, Elastic Windows can be an effective way to protect EFT information while still providing it to users who need it. It is a practical solution that allows companies to provide access to view EFT information while ensuring its security. By creating non-editable windows, Elastic Windows can protect a company’s financial information, preventing it from falling into the wrong hands.

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How Elastic Windows Can Display Relevant Journal Entry Information in Dynamics GP https://titaniumgp.com/2023/02/how-elastic-windows-can-display-relevant-journal-entry-information-in-dynamics-gp/ Tue, 28 Feb 2023 18:44:51 +0000 https://titaniumgp.com/?p=11390 Managing journal entries is an essential part of any organization’s accounting and financial operations. However, with the sheer volume of transactions that businesses handle every day, it can be challenging to keep track of all the details involved in each journal entry. Fortunately, we offer a powerful tool called Elastic Windows that can make it […]

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Managing journal entries is an essential part of any organization’s accounting and financial operations. However, with the sheer volume of transactions that businesses handle every day, it can be challenging to keep track of all the details involved in each journal entry. Fortunately, we offer a powerful tool called Elastic Windows that can make it much easier to find relevant journal entry information.

Elastic Windows is a customizable interface that allows users to create custom views and alerts that display relevant information about journal entries. By leveraging the power of SQL queries, Elastic Windows can provide a streamlined and user-friendly interface for working with journal entries in Dynamics GP.

 

Example Case Study:

One of the benefits of Elastic Windows is that it can provide all of the information you need about a journal entry in a single place. For example, suppose you must determine who created a particular journal entry, when they created it, and who the payment is being made to in that transaction. In that case, you can set up a custom view in Elastic Windows that displays all of this information in a single interface:

To create such a view, you can use SQL queries to extract the relevant information from the Dynamics GP database. For example, you can create a query that selects the journal entry number, the date it was created, the user ID who created it, the accounts involved, and any other relevant details. Then, you can use Elastic Windows to display this information in a user-friendly interface, making it easy to find the information you need at a glance.

 

Here is the SQL code to display Relevant Journal Entry Information:


CREATE VIEW [dbo].[adv_JournalEntryInquiry_Posting Status]
AS
  SELECT JRNENTRY,
         Rtrim(Coalesce(USERNAME, 'N/A')) + ' ('
         + Rtrim(USWHPSTD) + ')'          [Posted By],
         Convert(varchar(32), DEX_ROW_TS) [Posted Timestamp],
         dbo.DYN_FUNC_DTA_Series(SERIES)  [From Series],
         Rtrim(G.SOURCDOC)                [Source ID],
         Rtrim(S.SDOCDSCR)                [Source Desc],
         Space(10)                        [Originating Info],
         Rtrim(ORDOCNUM)                  [Doc No],
         Rtrim(ORCTRNUM)                  [Control Number],
         Rtrim(ORGNTSRC)                  [Trans. Source],
         Rtrim(ORMSTRID)                  [Master ID],
         Rtrim(ORMSTRNM)                  [Name],
         Rtrim(CURNCYID)                  [Currency ID]
  FROM   GL20000 G
         LEFT JOIN DYNAMICS..SY01400 U
                ON G.USWHPSTD = U.USERID
         LEFT JOIN SY00900 S
                ON G.SOURCDOC = S.SOURCDOC
  UNION ALL
  SELECT JRNENTRY,
         Rtrim(Coalesce(USERNAME, 'N/A')) + ' ('
         + Rtrim(USWHPSTD) + ')'          [Posted By],
         Convert(varchar(32), DEX_ROW_TS) [Posted Timestamp],
         dbo.DYN_FUNC_DTA_Series(SERIES)  [From Series],
         Rtrim(G.SOURCDOC)                [Source ID],
         Rtrim(S.SDOCDSCR)                [Source Desc],
         Space(10)                        [Originating Info],
         Rtrim(ORDOCNUM)                  [Doc No],
         Rtrim(ORCTRNUM)                  [Control Number],
         Rtrim(ORGNTSRC)                  [Trans. Source],
         Rtrim(ORMSTRID)                  [Master ID],
         Rtrim(ORMSTRNM)                  [Name],
         Rtrim(CURNCYID)                  [Currency ID]
  FROM   GL30000 G
         LEFT JOIN DYNAMICS..SY01400 U
                ON G.USWHPSTD = U.USERID
         LEFT JOIN SY00900 S
                ON G.SOURCDOC = S.SOURCDOC
GO

EXEC sys.sp_addextendedproperty
  @name=N'LABEL',
  @value=N'Yes',
  @level0type=N'SCHEMA',
  @level0name=N'dbo',
  @level1type=N'VIEW',
  @level1name=N'adv_JournalEntryInquiry_Posting Status',
  @level2type=N'COLUMN',
  @level2name=N'Originating Info'
GO

GRANT SELECT ON [adv_JournalEntryInquiry_Posting Status] TO DYNGRP

 

Alerts and Notifications in Elastic Windows

In addition to custom views, Elastic Windows can also provide alerts and notifications that draw attention to specific transactions. For example, you can set up your Elastic Window to provide an alert when someone creates or modifies a journal entry. This can help to reduce errors and improve accuracy in financial reporting, while also saving time and increasing efficiency for users.

Overall, Elastic Windows can be a powerful tool for managing journal entries in Dynamics GP. By providing a customizable interface for displaying relevant information and setting up alerts, it can make it much easier to keep track of the relevant information about your journal entries and transactions. Whether you are an accountant, financial analyst, or business owner, Elastic Windows can help you stay on top of your financial operations and make informed decisions about your business.

 


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Prevent duplicate Purchase Orders with Elastic Windows: Save Money and Space https://titaniumgp.com/2023/02/simplify-inventory-management-prevent-duplicate-purchase-orders-with-elastic-windows-save-money-and-space/ Mon, 27 Feb 2023 18:26:30 +0000 https://titaniumgp.com/?p=11380 Are you tired of dealing with inventory discrepancies that result in wasted space, money, and time? If you’re a business owner or inventory manager, you know how critical it is to keep track of your inventory levels and purchase orders. Fortunately, Elastic Windows offers a solution to help you stay on top of your inventory […]

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Are you tired of dealing with inventory discrepancies that result in wasted space, money, and time? If you’re a business owner or inventory manager, you know how critical it is to keep track of your inventory levels and purchase orders. Fortunately, Elastic Windows offers a solution to help you stay on top of your inventory and prevent duplicate Purchase Orders.

Let’s take the example of Buttercup Cosmetics. This company created a purchase order for 2,000 Keychain-attachable lip gloss bottles. They planned to buy the keychains at a later time. However, they later forgot about this order and ordered 1,950 keychains and 2,000 new bottles. This resulted in a surplus of 2,000 bottles in their inventory and less money in their bank account.

With Elastic Windows, this situation could have been avoided. By using a simple SQL code, an Elastic Window would have popped up with an alert indicating that there was already an open purchase order for the same item. The window would have provided information about the open purchase order, such as the purchase order number and the line status:

This simple alert would have saved Buttercup Cosmetics a significant amount of money and prevented them from wasting inventory space. They would have been able to allocate their resources more efficiently and avoid unnecessary expenses. Here is the SQL code for the Elastic Window:

CREATE VIEW [dbo].[adv_PurchaseOrderEntry_Reviews]
AS
  SELECT A.ITEMNMBR,
         CASE
           WHEN A.QTYORDER - P.QTYSHIpped > 1 THEN -1
           ELSE 0
         END                                                AS ALERT_1,
         CASE
           WHEN A.QTYORDER - P.QTYSHIpped > 1 THEN
           '   PLEASE NOTE:' + Char(13) + Char(13)
           + '        Item found in another PO: '
           ELSE ''
         END                                                AS MESSAGE_1,
         A.PONUMBER                                         [Found In],
         Rtrim(Convert(Varchar(50), Coalesce(POLNESTA, 0)))
         + '-' + CASE POLNESTA WHEN 1 THEN 'New' WHEN 2 THEN 'Released' WHEN 3
            THEN
         'Change Order' WHEN 4 THEN 'Received' WHEN 5 THEN 'Closed' WHEN 6 THEN
         'Canceled' ELSE '(n/a)' END                        As [Line Status]
         --,RTRIM( A.ITEMNMBR) ItemNo
         ,
         Rtrim(A.ITEMDESC)                                  [Item Desc],
         Rtrim(A.VNDITNUM)                                  [Vendor ItemNo],
         Rtrim(A.VNDITDSC)                                  [Vendor Desc],
         Rtrim(V.VENDORID)                                  [Vendor ID],
         Rtrim(V.VENDNAME)                                  [Vendor Name],
         DOCDATE                                            PODate,
         Convert(decimal(19, 2), A.QTYORDER)                QtyOrdered,
         Convert(decimal(19, 2), P.QtyShipped)              QtyShipped,
         Convert(decimal(19, 2), P.QtyInvoiced)             QtyInvoiced,
         Convert(decimal(19, 2), A.QTYORDER - P.QTYSHIpped) QtyRemaining

  FROM   POP10100 V
         JOIN POP10110 A
           ON V.PONUMBER = A.PONUMBER
         JOIN (SELECT PONUMBER,
                      POLNENUM,
                      Sum(QTYSHPPD) QtyShipped,
                      Sum(QTYINVCD) QtyInvoiced
               FROM   POP10500
               GROUP  BY PONUMBER,
                         POLNENUM) P
           ON A.PONUMBER = P.PONUMBER
              AND A.oRD = P.POLNENUM
  WHERE  POLNESTA < 5
         AND A.QTYORDER - P.QTYSHIpped > 1
GO

GRANT SELECT ON [adv_PurchaseOrderEntry_Reviews] TO DYNGRP

 

In conclusion, Elastic Windows can help businesses of all sizes manage their inventory more effectively. By setting up alerts for open purchase orders, businesses can avoid costly mistakes and prevent duplicate purchase orders. So, whether you’re a small business owner or a large corporation, Elastic Windows can be a game-changer for your inventory management system.

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Add custom fields to your purchase orders with Elastic Windows Categories in Dynamics GP https://titaniumgp.com/2023/02/add-custom-fields-to-your-purchase-orders-with-elastic-windows-categories-in-dynamics-gp/ Mon, 27 Feb 2023 18:21:48 +0000 https://titaniumgp.com/?p=11375 Purchase orders are an essential part of any business that deals with vendors and suppliers. They formalize the procurement process, ensure that the right goods are being ordered, and provide a future reference point. Dynamics GP offers a robust purchase order module that allows you to create and manage purchase orders easily. Use Elastic Windows […]

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Purchase orders are an essential part of any business that deals with vendors and suppliers. They formalize the procurement process, ensure that the right goods are being ordered, and provide a future reference point. Dynamics GP offers a robust purchase order module that allows you to create and manage purchase orders easily. Use Elastic Windows fields to add custom fields and categories to the purchase orders to keep them organized.

By using Elastic Windows fields, you can add custom fields to your purchase orders. These can allow you to classify them in different ways. For example, you could add fields for the department or product that the order is for. This feature can be particularly useful for larger organizations with multiple departments or for companies that work with multiple suppliers.

Using Elastic Windows fields for purchase orders lets you filter and sort your purchase orders based on the custom fields. This can help you to track your purchasing activity more efficiently and make informed decisions about your procurement process.

 

Example Case Study:

Let’s say, that you run a retail business that sells clothing, and you have multiple departments within your company. Using Elastic Windows fields, you add a field to your purchase orders to indicate which department is making the order. This allows you to filter and sort your purchase orders based on the department. This will help you in tracking budgets, inventory levels, and ensuring that each department is getting the goods they need.

In addition to categorizing your purchase orders, Elastic Windows fields can store additional information relevant to your procurement process. For example, you could add a field to track the contract information (which can be a file upload) and a space to add internal purchasing department comments.

Using Elastic Windows fields to categorize purchase orders in Dynamics GP can be a useful tool for managing your procurement process. Adding custom fields to your purchase orders can help you track your purchasing activity more efficiently, make informed decisions about your procurement process, and ensure that the right goods are being ordered.

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Identifying the Most Recent Invoice and Payment for a Vendor in Dynamics GP using Elastic Windows https://titaniumgp.com/2023/02/identifying-the-most-recent-invoice-and-payment-for-a-vendor-in-microsoft-dynamics-gp-using-elastic-windows/ Fri, 24 Feb 2023 17:17:56 +0000 https://titaniumgp.com/?p=11365 Microsoft Dynamics GP is a powerful accounting software that provides various features and tools to manage your financial operations efficiently. One such feature is Elastic Windows. In this blog post, we will discuss how to identify the last invoice and payment for a vendor in Microsoft Dynamics GP using Elastic Windows. On the Microsoft Dynamics […]

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Microsoft Dynamics GP is a powerful accounting software that provides various features and tools to manage your financial operations efficiently. One such feature is Elastic Windows. In this blog post, we will discuss how to identify the last invoice and payment for a vendor in Microsoft Dynamics GP using Elastic Windows.

On the Microsoft Dynamics GP Forum, Adeel Ahmad (https://community.dynamics.com/members/adeel333) asked the question of how to identify the last invoice and payment for a current vendor. A user by the name RogerRogerATX (https://community.dynamics.com/members/rogerrogeratx) provided a solution. We made a small adjustment to their SQL Script, as shown below. We made the adjustment in the ORDER clause, where the order of the posted date was changed to include the document date and the document number.

The original SQL Script order clause was:

ORDER BY  PM.POSTEDDT DESC

 

The adjusted SQL Script order clause is:

ORDER BY  PM.POSTEDDT DESC, PM.DOCDATE  DESC, PM.DOCNUMBR DESC

 

By making this small change in the SQL Script, you can easily identify the last invoice and payment for a vendor. To make it even more convenient, you can create an Elastic Window in Microsoft Dynamics GP that will show this information every time the user enters the vendor ID.

Elastic Windows provide a convenient and efficient way to manage your additional fields for your financial operations in Microsoft Dynamics GP. By using Elastic Windows, you can access your company’s personalized information directly in your GP Windows and save time and effort in finding the last invoice and payment for a vendor.

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Monitoring Dynamics GP Inventory Transactions https://titaniumgp.com/2022/08/monitoring-dynamics-gp-inventory-transactions/ Mon, 22 Aug 2022 23:55:22 +0000 https://titaniumgp.com/?p=10936 The post Monitoring Dynamics GP Inventory Transactions appeared first on TitaniumGP.

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Dynamics GP is a great tool for keeping track of a company’s inventory. However, although a company’s GP administrators can look at SmartList to see some of the changes made in GP, they can’t see who posted inventory transactions.

This seemingly small detail can cause big problems for a company. This is especially true when there are inventory items that your company needs to even operate.

Having every single part in the assembly chain is necessary for the assembly process to work. Your inventory needs to be accurate at all times to ensure that you never run out of any necessary parts.

Now imagine that a large order of parts was placed. This is one of the biggest orders the company has ever placed at once. Someone in the company updated the inventory to reflect that there was a large inventory delivery. Part of the inventory was transferred to a different location due to lack of space. Now, the company’s inventory reflects that you have plenty of a specific part that is necessary to keep the assembly line running. The production line operates as usual, but is completely stopped when the main storage of that part stocks out. No additional purchase orders have been placed because, according to the digital inventory, there is still plenty in stock. Production has stopped because no one knows where the inventory is, except for the person who posted it.

How can you see who posted the inventory transaction with Dynamics GP? It’s vital that you solve this mystery, because your company’s assembly process will be disrupted until the inventory item is found.

TGP Remember as an auditing tool:

TitaniumGP’s TGP Remember gives administrators more power than ever before. Previously inaccessible information is now easy to access and review. By giving you more insight into the transactions being posted and the data being modified and uploaded into GP, you can make sure that your company runs smoothly.

The table above was generated using TGP Remember, and is an example of some of this tool’s powerful auditing capabilities. By using TGP Remember, administrators can monitor Dynamics GP inventory changes and transactions. Administrators can leverage TGP Remember to prevent disruptions to their company’s assembly lines and business workflows. When used proactively, this tool can help ensure that the assembly line is never stopped again. It can also be used to track down mistakes and the users responsible for them.

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How to update multiple GP purchase orders at once https://titaniumgp.com/2022/07/how-to-update-multiple-gp-purchase-orders-at-once/ Wed, 20 Jul 2022 20:30:49 +0000 https://titaniumgp.com/?p=10830 Working in a company’s finance department, you must constantly update GP purchase orders. When things don’t go according to plan, sometimes these purchase orders must change. The Promise Date might change if a supplier has a delay. The number of items ordered might also change if the purchase order hasn’t been fulfilled yet but the […]

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Working in a company’s finance department, you must constantly update GP purchase orders. When things don’t go according to plan, sometimes these purchase orders must change. The Promise Date might change if a supplier has a delay. The number of items ordered might also change if the purchase order hasn’t been fulfilled yet but the customer needs a bigger order.

The bottom line is that companies must often adapt to changing circumstances and needs. TitaniumGP is a great tool to have on your side when that happens.

With the Excel Purchase Order Entry template, it becomes incredibly easy and quick to update GP purchase orders using TitaniumGP.The Purchase Order Entry Excel template used to update GP purchase orders.

Simply fill in identifying purchase order information, such as the PO Number and Vendor ID, circled below.

The PO Number and Vendor ID columns on the Excel template are circled.

Then, only fill in the columns with the information that you want to update or change.

This could be anything from the Promise Date to the Quantity/Quantity Canceled. All of the columns on the Purchase Order Entry template are fields that can be edited in your GP Purchase Orders. Finally, the Action column on the far left side includes a space for you to define how you would like to update GP Purchase Orders. Your options are: UpdateHeader, UpdateLine, VoidDoc, and DeleteDoc.

The actions available to update GP purchase orders.

Fill in the action you would like to perform.

The UpdateLine action in use.                The UpdateHeader action in use.

Once the Excel sheet is filled in you can start making changes. The amazing thing about TGP Copy/Paste is that it can edit multiple purchase orders at once. Just fill in each row with a change you’d like made. Once you’re done, you can select all of the rows and the template headers. Copy them. Once they are copied, open the Purchase Order Entry window in GP. Go to the Additional options and select TGP-Paste.

TGP-Paste is used to update multiple GP purchase orders at once.

That’s it! Watch TitaniumGP rapidly make those changes for you.

 

The post How to update multiple GP purchase orders at once appeared first on TitaniumGP.

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