Adding Customer/Vendor information to GL Transaction Smartlist Favorite

GP Tip: How to make customer or vendor info a GL Transaction Smartlist favorite

You can take advantage of Dynamics GP’s Smartlist feature in many ways to save time. Here’s how you can make customer and vendor information a favorite in the GL Transaction Smartlist….

Go to Microsoft Dynamics GP > Smartlist and open Smartlist. Then click on Account Transactions.

Click on Columns.

Click Add.

Scroll to Originating Master ID. Hold down CTRL and select Originating Master ID and Originating Master Name.

Then click Ok.

You will then see the Originating Master Id and Originating Master Name displayed on the smartlist.

Save the smartlist by clicking Favorites. On the Add or Remove Favorites Window give the smartlist a Name and click Add, Add Favorite.

That’s it! Hope this helps.

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GP Tip: How to bring back the navigation pane

Have you ever had the Navigation Pane disappear while using GP? Here’s how you can bring it back yourself!

The solution is to click the Layout Button in the top right corner of Microsoft Dynamics GP. Unselect and then re-select the Navigation Pane option.

When you select the Navigation Pane option the Navigation Pane will then be displayed in GP.

That’s it!

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If you would like GP help, training, or upgrade support, the team of GP experts at CSSI would be glad to help. Please contact us for GP help.

Microsoft GP Support Ending in 2031

October 2024 – After selling and supporting Microsoft Dynamics GP for over 25 years, we at CSSI Technologies are saddened to report that Microsoft has just announced a multi-year timeline for ending its support of GP in 2031. Let us begin by saying that CSSI remains committed to supporting our Dynamics GP customers. The same is true for the industry partners and add-on developers who make GP such a great product.

The most important message is: Don’t panic! There is plenty of time to think about any ‘next steps’, and we must also note that Microsoft has repeatedly tried to end GP in the past, only to fail because the 40,000+ companies (in the US alone!) which use GP refused to move to what they perceived as substandard products. This history may again repeat itself.

Microsoft’s Timeline for Ending GP Security Updates

Below is Microsoft’s official timeline for the sunsetting of Dynamics GP:

  • April 1, 2025: No new sales of Perpetual licenses. New Subscription licenses continue for 1 more year.
  • April 1, 2026: No new customer sales for any type of license (Perpetual or Subscription).
  • September 30, 2029: End of product enhancements, regulatory (tax) updates, service packs and technical support.
  • April 30, 2031: End of security updates.

What to expect in the leadup to 2029?

Microsoft’s development and support of GP will continue through Sept. 2029.

GP remains business-as-usual until then. You can still submit and vote for product suggestions for features you would like to see added in the next few years. There are hundreds of ideas here, grouped into 30 categories.  Vote on existing suggestions and/or submit your own.

What happens in Sept. 2029 and beyond?

After product support and enhancement stops in September 2029, the only Microsoft support available with be specifically for security updates and hotfixes. Microsoft will end security updates and fixes in April 2031.

But wait… that doesn’t necessarily mean the end.

GP is very mature and stable. Even after Microsoft’s technical support ceases, GP will continue to be a very functional system for those customers who wish to keep using it.

As time goes on after 2031, it is possible that changes in the Windows and Windows Server operating systems, SQL Server, Exchange Server and Microsoft Office platforms may cause problems. However, we are seeing some early indications that members of the GP ecosystem may step in to play a role and resolve these problems. We will keep you posted as we learn more.

What are Microsoft’s intentions?

Microsoft has made announcements like this before, and each time, the Dynamics GP community has continued to thrive.  CSSI uses Dynamics GP itself, so we understand its importance to you.  Your GP system is more than just software—it’s the backbone of your business.  It’s where your finances, operations, and decision-making converge. We know that many of you rely on a mix of third-party add-ons and customizations to run your business.

Microsoft is going to try to convince GP users to quickly ‘migrate’ to Business Central, its newer subscription-only product. Microsoft loves the subscription model, since once your business is committed to Business Central, you will be defenseless against any and all future subscription price increases.

We advise caution for now, for these reasons:

  1. Business Central is hard-pressed to replace the stability and deep, vertical functionality that GP and its community of ISV Solutions has come to offer over years of maturation. If GP is working well for you, be cautious about moving to software which may not work as well for your business.
  2. We are concerned that Microsoft is downplaying the complexity and expense of a Business Central implementation, particularly for heavily-customized GP users. The time and expense of moving should be closely examined and reality-checked by anyone considering a move.
  3. Be aware that Microsoft has a history of attracting users to new software platforms with low pricing, and then increasing the price once customers face barriers to exit. Once you are locked into the subscription model, you will largely be at Microsoft’s pricing mercy.

CSSI Technologies will continue to support GP

If you’re worried that this announcement marks the definitive end of GP, don’t panic.  We’ve been through these waves of uncertainty before when Microsoft tried to convince GP users to migrate to other systems. However, GP customers have continued to use and depend on their systems for 5, 10, even 15 years after Microsoft’s previous “end-of-life” dates.  It is possible that this pattern may continue well past 2031.

CSSI remains committed to supporting Dynamics GP.

With a runway of 7 years, you don’t need to feel pressure to take hasty action. As we learn more about this developing situation, we will keep you informed. So please watch our monthly GP newsletters for updates.

Please let the team at CSSI Technologies know if you have questions!

GP Tip: Save time by copying GP price lists

If you assign many different Price Levels to your items, then setting up a new inventory item can be time-consuming.  Save time by coping Item Price Lists from one item to another.  (Note:  both items must share the same unit of measure schedule.)

1 – Go to Inventory > Cards > Price List
2 – Select an item you want to copy TO
3 – Click on the Copy button

    4 – Select a Source Item Number (the item to copy FROM)

    5 – Click on Process
    6 – Print the Copy Price List Audit Report to the screen to verify that the copy was successful
    7 – Make any necessary changes
    8 – Click on Save

    Need GP Technical Support?

    If you need help, training or technical support with Dynamics GP, please contact CSSI for help.

      GP Tip – Excluding Inactive Customers/Vendors from GP Lookups

      Here’s a time-saving GP for you. Do you have many inactive customers and vendors the clutter up your lookup windows? You can easily exclude them by following these steps:

      1. In the lookup window, click on the drop-down to the left of View
      2. Select “Exclude Inactive Customers” (or Vendors)
      3. Click on the drop-down again
      4. Select “Set as Default View”
      exclude inactive customers

      Need GP Support?

      If you need GP training or GP technical support, please contact CSSI for help!

      GP TIP: Wondering how to prevent certain documents from appearing on a vendor check stub?

      If you have fully applied documents that you do not want to print on a vendor’s check stub, you can go to the Edit Vendor Payment window.

      This window is available in the Build Payment Batch window.

      prevent-docs-vendor-stub-1

      It is also available in the Edit Payment Batch window.

      prevent-docs-vendor-stub-2

      Or you can go to Purchasing > Transactions > Edit Vendor Payment.

      prevent-docs-vendor-stub-3

      Click on the Check Stub button at the bottom of the window and uncheck the checkboxes beside those documents that you do not want printed on the check stub.

      prevent-docs-vendor-stub-4

      Need More GP Technical Support?

      If you need help or training with GP, please contact CSSI to discuss your needs.

      GP Tip: Wondering How To Reset Your Next Check #?

      When printing checks, is your starting check number always wrong? To reset the Next Check Number, go to Financial > Cards > Checkbook. Select the Checkbook ID. Change the Next Check Number field then click on Save.

      reset-next-check-number

      Need GP Training or Support?

      CSSI offers friendly GP support. Please contact us if you have a need!

      Keep Track of Unused Check Numbers

      Many times, check stock will be forgotten in the printer and then printed on by accident. If you would like to keep track of wasted, unused check numbers in GP, here is a simple method.

      1. Go to Financial > Transactions > Bank Transaction Entry
      2. Option: Enter Transaction
      3. Type: Check
      4. Select the Checkbook ID
      5. Enter the Check Number
      6. Enter something descriptive in the Paid To field
      7. Leave the Amount set to zero
      8. You do not need to add another distribution account since it’s a zero transaction
      9. Click on Post

      Your zero check will now appear in the Checkbook.

      Need GP Technical Support?

      If you need more Dynamics GP tech support, please contact CSSI for help. We can help with troubleshooting, training, customizations, and 3rd party app support.

      Save Time When Processing EFT Payables in GP

      If you are processing EFT for payables in GP, you can now post to the Bank Rec by batch total, instead of individual payments. This was a new feature added in GP 18.5. Simply go the Purchasing > Setup > Payables and check the “Allow Summary Post to Checkbook for EFT/CC.

      When marked, if an EFT batch of vendor payments is posted, the Bank Reconciliation is updated with a single EFT payment that you can drill down on to see a breakdown of the detail.

      Note that this feature does not apply to Manual Payments in GP and this new field in Payables Setup will not be enabled automatically at time of the upgrade of your system.

      Need More GP Help?

      Please contact CSSI for GP support. Our consultants will help you with technical support, upgrades, new user training, and more.

      Need a WMS to Manage Inventory & Warehouse Operations?

      Does your business maintain inventory and have warehouse workflows such as receiving, picking, and shipping? How do you manage these processes? Companies which utilize manual processes often find that the resulting inefficiencies and inaccuracies can cause real financial pain over time. For that reason, the Warehouse Manage System was invented — taking advantage of mobile computer and barcode scanning technology to improve operations!

      What is a Warehouse Management System (WMS)?

      A WMS is software built specifically to manage inventory management and warehouse workflows such as receiving, picking, and shipping. Modern WMS software is designed to run on the small screens of handheld computers, providing a convenient way for warehouse workers to update the system as they perform their tasks throughout the day. A WMS will improve inventory accuracy, save time for workers, and accelerate their receiving/picking/shipping duties. By integrating with your accounting system, such as Dynamics GP, the WMS keeps your inventory records up to date. Read more about the power of warehouse management software.

      CSSI Built a WMS Just for GP

      With decades of expertise in both Dynamics GP and warehouse technology, CSSI was well-situated to create a WMS built specifically for GP. Our WMS is a user-friendly front-end interface which resides on mobile computers used by your warehouse team. Our workflows will guide your users through tasks, which ensures accuracy and assists in training new employees.

      The Benefits of a GP-Specific WMS

      There are many WMS products out there. Why choose a product built just for GP?

      • Maintain one ‘source of truth’ – inventory and order details are directly updated in GP, avoiding synchronization problems.
      • Ready to go with GP – our WMS was built by GP experts, and is plug and play with GP. All transactions are properly logged in GP.
      • Customizable – we are GP experts at CSSI. We are able to offer enhancements and customizations as required for your business’ unique requirements.

      Learn More About CSSI’s WMS for GP

      To discuss your needs and learn more about how CSSI’s WMS for GP can be a fit for your business, please contact us to arrange a WMS demo.