Bug With End Of Month Payment Terms in Microsoft Dynamics GP

Microsoft Dynamics GPI was onsite with a client recently and was asked about a problem they were seeing with payment terms. Specifically, the issue was with end of month payment terms where the due date was sometimes being calculated incorrectly. They’d done some testing and identified that it was when the invoice date was the last day of the month that the due date ws incorrect.

I did some testing in Fabrikam and have been able to reproduce this error on all versions of Dynamics GP which I tried.

To reproduce, set a payment term configured with Due set to EOM and Add Days to 30:

Payment Terms Setup of an EOM payment term

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Recent ISC Software Webinar: A Macro Overview for Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at A Macro Overview for Microsoft Dynamics GP. In this webinar, we took a look at what Microsoft Dynamics GP macros are, how they can be used and ran through some examples. If you want to catch up on this, or any other, webinar, you can do so here.

A Macro Overview for Microsoft Dynamics GP

  1. Introduction
  2. What are macros and how to use them
  3. Pitfalls
  4. Recording and Playing Macros
  5. Macro by Mail Merge
  6. Macro by Excel
  7. Macro by SQL
  8. Conclusion

Introduction ^

in this webinar we took a look at macros in Microsoft Dynamics GP, giving an overview of what they are how they can be used and ran through some examples of how they could be used.

I have previously blogged about macros in Dynamics GP and the webinar was along similar lines, albeit using different examples.

Continue reading “Recent ISC Software Webinar: A Macro Overview for Microsoft Dynamics GP”

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Reporting from Microsoft Dynamics GP
In March is Reporting from Microsoft Dynamics GP; explore the standard reporting options available with Microsoft Dynamics GP.​​​​

Tue, 15th March, 2021 4:00 PM – 4:45 PM BST

Register Here

GP Elementz  from ISC Software
In April is GP Elementz ​from ISC Software; discover the add-ons for Microsoft Dynamics GP from ISC Software.

Tue, 19th April, 2021 4:00 PM – 4:45 PM BST

Register Here

Integrating with  Microsoft Dynamics GP
In May is Integrating with ​Microsoft Dynamics GP​; learn how you can integrate with Microsoft Dynamics GP​​.

Tue, 17th May, 2022 4:00 PM – 4:45 PM BST

Register Here

Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Year-End Best Practice in Microsoft Dynamics GP. In this webinar, we covered how some key points to action or consider before starting, the order in which the year end should be run before running through the closing process in each of the standard modules in Microsoft Dynamics GP covering not only what to do. but also what the year-end closing process does. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and include some links to documentation from Microsoft which will expand on some areas with more detail. The topics I’ll cover are:

  1. Key Points
  2. Year-End Processing Order
  3. Year-End Closing steps by module
  4. Conclusion

Key Points ^

There are five key points I always stress when discussing year-end closes with clients:

  1. Always have a good backup before starting a year-end close and take another after the year-end close has completed – a good backup is defined as one which you know will successfully restore; unfortunately I’ve worked with more than one client over the years who created a maintenance plan to take backups, but then, when the need came, found that the backups were not valid and could not be restored.
    Taking a backup before starting means you can easily revert back should there be a problem in the close; taking a backup after the close completes, means that if problems encountered later in the day that you can revert back to after the close has completed instead of having to repeat the close.
  2. Make sure all users log out of the company in which the year-end is being processed.
  3. Make sure there is sufficient space for database files to double in size; one significant cause of this is that the GL year-end close will copy data from Year-to-Date Transaction Open (GL20000) to Account Transaction History (GL30000) and during this process the data will exist in two places causing the database to grow.
  4. Perform a trial year-end close on a copy of live in test before closing the year-end on live; this will allow you to verify that there are no issues which might require a roll-back.
  5. Once one of the Year-End Closes has been started, be patient and allow it to run to completion. When processing, the close might cause Dynamics GP to white-screen, but this is just a sign that there is a lot of server-side processing underway and not that there is a problem.

Continue reading “Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP”

Recent ISC Software Webinar: SmartList Tips And Tricks

ISC Software SolutionsIn our most recent webinar, we took a look at SmartList Tips And Tricks. In this webinar, we took a look at how you can get the most out of the Microsoft Dynamics GP SmartList reporting tool. If you want to catch up on this, or any other, webinar, you can do so here.

SmartList Tips And Tricks

  1. Introduction
  2. SmartList UI
  3. Columns
  4. Searching
  5. Favorites
  6. Reminders
  7. Advanced Searching
  8. Exporting/Export Solutions
  9. Conclusion

Continue reading “Recent ISC Software Webinar: SmartList Tips And Tricks”

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

SmartList Tips and Tricks
In November is SmartList Tips and Tricks; Learn from an experienced consultant who will demonstrate some tips and tricks which will allow you to get the most benefit from SmartList.​​

Tue, November 16th, 2021 4:00 PM – 4:45 PM BST

Register Here

Dynamics GP - Year End Best Practice
In December is Dynamics GP – Year End Best Practice; Review best practices for performing a year-end close in Microsoft Dynamics GP.

Tue, December 14th, 2021 4:00 PM – 4:45 PM BST

Watch while an experienced consultant shows you some tips and tricks to improve your use of Dynamics GP using standard functions and features available now.

Register Here

Dynamics GP​ - What's New in Fall 2021 Release
In January is Dynamics GP – What’s New in Fall 2021 Release​; see the new enhancements and new features available in the new Fall 2021 Release of Microsoft Dynamics GP​​.

Tue, January 18th, 2022 4:00 PM – 4:45 PM BST

Register Here

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Upgrading ​Microsoft Dynamics GP​
In October is Upgrading ​Microsoft Dynamics GP​; this webinar will look at the reasons for and process of upgrading Dynamics GP, including an overview of the cloud options.​​.

Tue, October 19th, 2021 4:00 PM – 4:45 PM BST

Register Here

SmartList Tips and Tricks
In November is SmartList Tips and Tricks; Learn from an experienced consultant who will demonstrate some tips and tricks which will allow you to get the most benefit from SmartList.​​

Tue, November 16th, 2021 4:00 PM – 4:45 PM BST

Register Here

Dynamics GP - Year End Best Practice
In December is Dynamics GP – Year End Best Practice; Review best practices for performing a year-end close in Microsoft Dynamics GP.

Tue, December 14th, 2021 4:00 PM – 4:45 PM BST

Watch while an experienced consultant shows you some tips and tricks to improve your use of Dynamics GP using standard functions and features available now.

Register Here

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Getting More From Dynamics GP
In September is Getting More From Dynamics GP; Learn how to get more out of Microsoft Dynamics GP.

Tue, September 14th, 2021 4:00 PM – 4:45 PM BST

Watch while an experienced consultant shows you some tips and tricks to improve your use of Dynamics GP using standard functions and features available now.

Register Here

Upgrading ​Microsoft Dynamics GP​
In October is Upgrading ​Microsoft Dynamics GP​; this webinar will look at the reasons for and process of upgrading Dynamics GP, including an overview of the cloud options.​​.

Tue, October 19th, 2021 4:00 PM – 4:45 PM BST

Register Here

SmartList Tips and Tricks
In November is SmartList Tips and Tricks; Learn from an experienced consultant who will demonstrate some tips and tricks which will allow you to get the most benefit from SmartList.​​

Tue, November 16th, 2021 4:00 PM – 4:45 PM BST

Register Here

Recent ISC Software Webinar: Lesser Used Modules In Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Lesser Used Modules In Microsoft Dynamics GP. In this webinar, we took a look at some of the lesser known, but very useful modules in Microsoft Dynamics GP. If you want to catch up on this, or any other, webinar, you can do so here.

  1. Introduction
  2. Licensing
  3. Available Modules
  4. Lesser User Modules
  5. Conclusion

Introduction ^

Microsoft Dynamics GP is a mature enterprise resource planning (ERP) system which has lot of functionality available. I find when working with client that many of them are familiar with the core modules such as General, Purchase and Sales Ledgers as well as Purchase and Sales Order Processing and Fixed Asset Management, but don’t know much of what is available outside of these modules. this is why in this webinar, we took a look at some of the lesser used modules in Microsoft Dynamics GP so we can give people an insight into the functionality available to them within the licensing they already own.

Much of the focus was on modules in the a href=’#lesser-used-starter-pack’>Starter Pack as all clients on Dynamics GP 2013 or later have access to this, but we did also take a look at some of the functionality in the Extended Pack.

Continue reading “Recent ISC Software Webinar: Lesser Used Modules In Microsoft Dynamics GP”

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Lesser Used Modules in Dynamics GP
In July is Lesser Used Modules in Dynamics GP; Explore some of the lesser used modules of Microsoft Dynamics GP and how they can improve processes.

Tue, July 20th, 2021 4:00 PM – 4:45 PM BST

This webinar will look at the modules included in the Microsoft Dynamics GP Starter and Extended Packs, picking out some of the modules which can save time but which aren’t as commonly used.

Register Here

Microsoft Dynamics GP Workflow
In August is Microsoft Dynamics GP Workflow; Discover how workflow can be used to require documents and master record changes to be approved, and enforce segregation of duties.

Tue, August 17th, 2021 4:00 PM – 4:45 PM BST

This webinar will look at the workflow approval types available in Dynamics GP and how they can be used to require documents or master record changes, or document submission to be approved. It will then delve further into the types of steps and routings available within workflow.

Register Here

Getting More From Dynamics GP
In September is Getting More From Dynamics GP; Learn how to get more out of Microsoft Dynamics GP.

Tue, September 14th, 2021 4:00 PM – 4:45 PM BST

Watch while an experienced consultant shows you some tips and tricks to improve your use of Dynamics GP using standard functions and features available now.

Register Here