Tag Archives: Receivables Management

Update Debtor Addresses From CSV To Work Around An Integration Manager Bug

Posted on 9th March 2012 by Ian Grieve

Earlier this week I posted about a bug in Integration Manager where it added extra zeros into the phone and fax number fields when importing creditors. Well, the same bug also affects debtors but a similar script to update debtors via a CSV is also possible.

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Posted in Dynamics, GP, Microsoft | Tagged Creditors, Debtors, Integration Manager, Integration Manager 10, Microsoft Dynamics GP 10, Microsoft Dynamics GP 2010, Microsot Dynamics GP, Payables Management, Purchasing, Receivables Management, Sales, SQL Script, TSQL | 2 Comments

Update Creditor Addresses From CSV To Work Around An Integration Manager Bug

Posted on 7th March 2012 by Ian Grieve

I was doing some work for a client recently where we were loading lists of new creditors into Microsoft Dynamics GP from CSV files via Integration Manager. There is, however, a bug in IM 10 where it adds extra zeros to the phone and fax number fields of both creditors and debtors. These extra characters are, rather bizarrely, not always at the end but can be interspersed in the phone number.

The easiest work around was to put together a SQL script for loading the phone and fax numbers from CSV file which I did while on site which updated only a single address on the PM Creditor Master (PM00200) and PM Address Master (PM00300) tables.

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Posted in Dynamics, GP, Integration Manager, Microsoft | Tagged Creditors, Debtors, Integration Manager, Integration Manager 10, Microsoft Dynamics GP 10, Microsoft Dynamics GP 2010, Microsot Dynamics GP, Payables Management, Purchasing, Receivables Management, Sales, SQL Script, TSQL | 2 Comments

Integration Manager Error – MSScriptControl

Posted on 12th December 2011 by Ian Grieve

I’ve spent a fair bit of time recently importing data into Microsoft Dynamics GP using Integration Manager with which I have encounterd a few different error messages (ADO Field Is Nothing, All GP Windows Must Be Closed and Source Document Doesn’t Exist).

The latest error I’ve encountered related to the MSScriptControl;

Integration Manager - MSScriptControl Error

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Posted in Dynamics, GP, Integration Manager, Microsoft | Tagged GP, Integration, Integration Manager, Integration Manager 10, Integration Manager 11, Mcrosoft Dynamics GP 2010, Receivables Management, Sales | Leave a comment

Missing Transaction In Cashbook Bank Management?

Posted on 5th October 2011 by Ian Grieve

I dealt with an issue yesterday where a manual payment had been entered into Payables Transaction Entry (Transactions >> Purchasing >> Transaction Entry) but was not showing up in Bank Management’s Reconciliation screen (Transactions >> Financial >> Bank Management >> Reconciliation).

The reason for this is actually quite simple, but I can’t help but feel it is a little bug like. Only payments made directly via Transaction Entry or those produced during the payment run (Transactions >> Purchasing >> Select Cheques) are posted to Bank Management. If you need to do a manual payment into Payables, or a manual receipt into Receivables, then this needs to be done via CBM Batch Entry (Transactions >> Financial >> Bank Management >> Batches) Continue reading →

Posted in Dynamics, GP, Microsoft | Tagged Cashbook Bank Management, Financials, GP, Microsoft Dynamics GP 2010, Payables Management, Payment Run, Purchasing, Receivables Management, Sales, Transaction Entry | 2 Comments

Aged Debtors Report Problem

Posted on 21st September 2011 by Ian Grieve

Microsoft Dynamics GP I was on site today to do a sales demo of a couple of new modules to an existing client. At the end of the demo, the new Head of Finance had a word with me about the Aged Debtors report which was not working correctly.

He showed me a copy of the report and all invoices, regardless of the transaction date, were showing in the Current Period. My first thought was that the Aging process (Microsoft Dynamics GP menu >> Tools >> Routine >> Sales >> Aging) had not been run; a hurried think for other options drew a blank. Continue reading →

Posted in Dynamics, GP, Microsoft | Tagged Debtors, Period End, Receivables Management, Reports, Sales | 2 Comments

Feature Explained: Date Effective Tax Rates

Posted on 22nd August 2011 by Ian Grieve

Microsoft Dynamics GP Over the last two or three years the VAT rate in the UK has changed three times; temporarily down to 15% from 17.5% and then back up a year later before a permanent rise in January 2011. On each occasion we issued advice to customers on how to handle these changes within Microsoft Dynamics GP; there were two ways for them to make the change; either create a new Tax Detail or amend the existing one. Personally I recommended the former as it is somewhat cleaner; you can tell at a glance what the VAT rate will be without the need to check the date the invocie was registered. If the latter option was taken users needed to remember which rate is effective on what date during the cross over period which means lots of scope for errors. Continue reading →

Posted in Dynamics, GP, Microsoft | Tagged Company, Feature Explained, GP, Microsoft Dynamics GP 2010, Payables Management, Purchase Order Processing, Purchasing, Receivables Management, Sales, Sales Order Processing, Taxes | 1 Comment

Feature Explained: Allow Account Entry

Posted on 28th July 2011 by Ian Grieve

Microsoft Dynamics Again this is not a new feature but, in my experience, is one that is not commonly used. One of the options available on the Account Maintenance window (Cards >> Financial >> Account) is Allow Account Entry. Unchecked, account codes can only be defaulted in by the system but when checked this option allows users to select the account anywhere in the system. Continue reading →