Professional Services Tool Library is free and available for download today! – Dynamics GP Support and Services Blog – Microsoft Dynamics GP – Microsoft Dynamics Community

Professional Services Tool Library is free and available for download today!

For GP 2010 SP4 and forward, you no longer have to get the Professional Services Tools Library from your partner. It’s available for download. Note that PSTL is included with GP 2013. Just install it from the install files or add it via Programs and Features if you didn’t install it at first.

Weekly Dynamic: AP Trade Discount Use

I ran into an interesting scenario. A not-for-profit doesn’t use Inventory, they don’t have a large enough need to support the setup. However, they do buy bus passes in bulk to help people down on their luck. They’ll buy a couple of thousand dollars of bus passes at once and then release individual passes to people in need. The bus passes are a considered a prepaid and they have a formal process to release them and they want to track who they are released  to.

The old process bought the passes via AP and increased a prepaid. The prepaid was released via AP and offset with an internal credit card. This let them track who got bus passes, but it left a liability on the internal credit card that eventually had to be cleaned up.

Since they weren’t using Trade Discount, we reset the Trade Discount account to offset the liability. Now they release a bus pass to a person and offset the transaction with a trade discount. This significantly reduces the amount of work and releases a bus pass in a single transaction.

 

I covered before how trade discounts can help clean up received not invoiced too. Sometimes the little used pieces hold the key to making life easier.

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Weekly Dynamic: Find Duplicates in Excel

We’ve looked before at removing duplicates in Excel. But what if you just want to find duplicates to evaluate them?

Try this:

1) Export data from GP to Excel. You can export from SmartList or use a refreshable Excel report.

2) Highlight the information and pick Conditional Formatting | Highlight Cell Rules | Duplicate Values

3) Click OK to highlight duplicates in Red.

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4) You can filter the list by turning on filters and picking filter by color to only see duplicates without removing anything from the list.

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