GP Tip: Dynamics GP Posting Setup

Did you ever wonder why you sometimes have batches that need to be posted in the General Ledger even when your posting setup is set to “Post Through General Ledger Files”? The first “Post Through General Ledger Files” checkbox setting will automatically post transactions assigned to a batch through the General Ledger. The second “Post Through General Ledger Files” checkbox will automatically post transactions through the General Ledger at the transaction level, meaning transactions will be posted to the GL even if they are not assigned to a batch.

The transaction level Post Through General Ledger Files setting is available on the following posting setup windows:

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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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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

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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.

It is also available in the Edit Payment Batch window.

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

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.

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A’ Go To’ option has been added (also in GP 18.4) to the Sales Order Processing Document Inquiry and the Sales Document Range Inquiry windows to view a document in either the Sales Transaction Inquiry Zoom or Sales Transaction Entry window. To get to these windows, go to Sales > Inquiry and select either Sales Document or Sales Range Inquiry.

Select a document then click on the “Go To” button and select which window you want to use to view the document.

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GP Tip: Disabling GP Posting Journals

Ever wonder how to turn off those pesky Posting Journals that no one ever looks at, … or that you print to the screen or cancel?

Here’s how to do it!

• Go to Microsoft Dynamics GP > Tools > Setup > Posting > Posting
• Select a Series and an Origin
• The list of Reports that appear will all be related to whatever Series and Origin you select
• Uncheck in the Print column to not print the report at all
• Or choose an option in the Send To columns to set a default destination
• The question mark column means to Ask Each Time
• The column with the monitor icon means to always print to the screen
• The column with the printer icon means to always print to the printer
• The file folder icon means to always print to a file.  If you choose this option, you will then choose Type of File, File Location and Append or Replace the file.  (Tip:  this is not usually a very helpful option as most GP reports do not look in any of these formats.)
• NOTE:  Be careful not to change any of the other options in this window as this will affect how transactions post to the general ledger!
• Click on Save when finished

That’s it!

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Removing Discontinued Inventory Items

Do you have inventory items that you would like removed? Did you know that there is a process to accomplish this in Dynamics GP? Here’s how:

You can start preparing items to be removed during the year-end process by changing the item type to Discontinued. Go to Inventory > Cards > Item. Change the Type to Discontinued.

Items are tracked the same as Sales Inventory items in that you can still sell Quantities On Hand. You can also enter adjustments for the item and can delete the item when the quantity reaches zero.

You can also remove Discontinued items during the Inventory Year-End process.

Mark this option to remove the records for discontinued items that have been completely sold.  Items assigned the discontinued item type will be removed from the item records during the year-end closing process, unless there are quantities of the item, or one of the following is true:

• The item does not exist on an open transaction (sales document, purchase order, unposted inventory transaction).
• The item is assigned to a kit.
• The item is a component of a bill of materials.
• The item has one or more bills of materials of its own.

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Are You Seeing a GP Script Error at Login?

If you or any of your GP users get a script error, like the one below, when they log into GP, it has to do with a setting on your GP Home Page.

Click on No many times until the error goes away.  Then click on “Customize this page” in the upper right-hand corner of the Home Page.

Uncheck the Connect checkbox. 

Or you can disable the Connect option one user at a time by running the SQL script below against the DYNAMICS database.  (Replace ‘xxxxxx’ with the GP user ID.)
 
UPDATE SY08100
SET Visible = 0
WHERE SectionID = 6
AND USERID = ‘xxxxxx’
 
If you want to disable it for all users just omit the last line that filters by a specific user ID.

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We hope this helps you solve GP script errors at the login screen. For more GP support, training, or upgrade help, please contact CSSI.

As a GP / Great Plains consultant for over 20 years, CSSI keeps tabs on Microsoft’s software roadmap. You may have noticed lots of marketing around Microsoft’s Dynamics 365 Business Central, and you may have felt some pressure to migrate. While CSSI will be here to support you if and when you decide to migrate, be aware that you do not need to do so in any currently foreseeable future.

Why Dynamics GP / Great Plains Remains So Popular

The community of Great Plains users is remarkably dedicated and passionate. Did you know that GP is used by over 20,000 customers?

Great Plains remains popular for many reasons:

• GP meets the customer’s requirements.
• Over time, the customer has integrated GP add-ons and customizations to create a highly specialized accounting system perfectly suited to its business needs.
• The customer does not foresee benefits from migrating to a cloud-based ERP environment. In fact, the higher costs of cloud hosting become prohibitive.
• Customers who do not regularly update to new GP versions do not want to be forced to do so.

Microsoft’s Commitment to Great Plains / GP

This past April, Microsoft made an announcement on the future of Microsoft Dynamics GP.

Their announcement states that, as of April 1, 2026 (3 years from now), there will be no new customer sales of Dynamics GP.  As a steppingstone to this, from April 2025 there will be no new sales of GP Perpetual licenses.  Subscription sales can still happen for the additional year.

HOWEVER, this will have no implications for existing customers!  Existing customers can continue to purchase new licenses and modules after 2026.   There will still be tax and other product updates for Dynamics GP, including lots of new features already planned for the next version (18.6), due to release October 2023.  And this will continue with future versions 18.7, 18.8, etc.

Therefore, for existing Microsoft Dynamics GP customers, nothing has really changed.  Microsoft has committed to continuing support and development of Dynamics GP to 2028 and beyond.

How CSSI Can Help You with GP

CSSI is pleased to support the community of 20,000 companies using Great Plains. We plan to continue to support GP for as long as our customers need us.

We can help you with:

• Upgrades
• Training
• Tech support
• Reporting
• Add-ons and customizations

Contact CSSI

For help with Great Plains, please contact CSSI. We’d be pleased to help with friendly, practical GP support.