From the Microsoft Dynamics GP Blogs: Add assets; My Reports; Recurring batches; Take company offline

November 9 2018

This week on the Microsoft Dynamics GP blog roundup:

  • How to add assets that don't flow to GL in Dynamics GP
  • My Reports in GP
  • Microsoft Dynamics GP 2018 R2: monthly and bi-monthly recurring batches
  • Take company offline

How to add assets that don't flow to GL in Dynamics GP

On the Encore Business Solutions blog, Rudy Balasabas talked about the reasons Microsoft Dynamics GP a user might want to add assets to the fixed asset module but not want doing so to affect the general ledger.

The main reason would likely be that you want to use the Fixed Asset module in GP and all its functionality, instead of tracking the assets another way, such as in Excel – which could be a very manual process and prone to data entry error.

In his blog post, Balasabas offer some set up steps you need to do first. He noted that the way the assets are entered in the cards window is a little different than usual.

After taking the steps to accomplish the set up, you’ll be able to add assets that don’t flow to the general ledger. You can find the steps here.

My Reports in GP

On her Tips, Tricks & Thoughts on Microsoft Dynamics GP from a Canadian Perspective blog, Jen Kuntz offered some tips on how get reports on and off the My Reports list.

First she explained exactly what My Reports is in Dynamics GP and where to find it, then provided a screenshot of what the section might look like initially.

My Reports is a section of Dynamics GP where a user can save reports they run frequently so they are one click away from running that report or Smartlist again (instead of searching through menus, for instance, to find it and set up their criteria).

In her blog post, Kuntz explained a couple options to add SmartLists as well as a normal GP report to the My Reports pane. She also described how to manage the My Reports section, rename reports, and a couple ways to remove items.

You can read about My Reports here.

Microsoft Dynamics GP 2018 R2: Monthly and bi-monthly recurring batches

On the Dynamics GP Support and Services Blog, Andrea Melroe explained that with the release of Microsoft Dynamics GP 2018 R2, users can specify whether a monthly or bi-monthly recurring batch should end on the last day of the month in payables, receivables, and inventory management. In her post, she also noted how that differed from previous versions of Dynamics GP.

The first time a user enters transactions associated with a batch marked to 'Use the last day of the month': The 'Document Date' associated with those transactions will default to be the 'GP User Date' (lower left hand corner of Microsoft Dynamics GP).

Melroe then described what a user had to do to ensure that the document date and the posting date matched.

You can read more about monthly and bi-monthly recurring batches here.

Taking a company offline

Also on her blog, Jen Kuntz discussed another feature that Microsoft introduced in Dynamics GP 2013 R2 – taking a company offline for maintenance or other periodic routines.

In her post, Kuntz explained the purpose of the feature and where to find it in Dynamics GP.  She also talked about how to use the feature and what to do if a user was already in the company you were trying to take offline.

The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most common reasons would be some kind of maintenance like running checklinks, or some routine like year-end close, or some kind of utility operation like using a Combiner/Modifier tool perhaps.

Kuntz also tested a couple scenarios to prove how the feature worked with different settings.

You can read more about this feature here.

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