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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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 – 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”

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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.

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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.

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Here’s a new Dynamics GP feature which was added in the GP 18.4 release – how to save inquiry window sort options.

This option is available in the following windows: Receivables – Transaction by Customer, Receivables – Transaction by Document, Sales Item, Payables – Transaction by Vendor, Payables – Transaction by Document, Bank Reconciliation – Checkbook Register, Checkbook Balance.

Select your default Sort by option then click on View > Save Window Preferences.

In addition to the sort options being saved, the “Include” Type (Work/Open/History) will be saved, along with the size of the window if you change it.

These saved default settings are per individual user and are system wide, so the saved setting will default for any company that user logs into.

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GP Tip: Find Amounts in GP with GL Transaction SmartList

Here is an easy way to find everywhere that a particular dollar amount posted in GP.  Maybe an aging report doesn’t tie out to the corresponding GL account.  If you’re lucky, the amount of the difference could be one transaction.  Look for that amount with another Financial Accounts Transactions SmartList.

Open SmartList and expand the Financial folder then the Account Transactions folder.

Start with an existing list that contains the columns you want displayed in this new list. 

Click on the Search button. Filter on Debit Amount or Credit Amount. Add a Date Range filter, if needed. If you first searched on Debit Amount and didn’t get any results, try searching on Credit Amount next.

Click on OK to view results.

Remember, you can always double-click on a row to drill-down to the transactions.

Click on Favorites to save the new list with a new name.

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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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