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Automatic Aging for GP
The question came up on the Public GP Newsgroup about automating customer aging in GP. I recalled doing this for some customers in the past and found this method works well. GP calls a stored procedure called rmAgeCustomer to execute the Receivables Aging…
Overriding Credit Limit Password
I found an interesting post in the newsgroup, the user wanted to override the credit limit password for predefined customers or classes using VBA, code below will run temporary runtime created macro to fill the password as required and proceed:
Private Sub ExtendedPrice_AfterLostFocus()
‘Fill you if condition here.
Set CompilerApp = CreateObject("Dynamics.Application")
Commands = ""
Commands = Commands & "local integer l_file_id; " & vbCrLf
Commands = Commands & "local string pathname; " & vbCrLf
Commands = Commands & "pathname = ""C:\CreditLimitPassword.mac""; " & vbCrLf
Commands = Commands & "l_file_id = TextFile_Open(pathname, 0,…
Weekly Dynamic: Receivables Scheduled Payments
Last week we looked at Payables Scheduled Payments and this week we’ll take a look at the other side of the coin, Receivables Scheduled Payments. This feature allows companies to setup payment schedules, with or without interest, for existing receivable transactions.
The screen works the same way, a schedule number and description are used to track this receipt schedule. The original…
How to setup "No payments, no interests until June 1, 2009" payment term in Microsoft Dynamics GP
The current economic climate is forcing businesses to be a bit more creative. Some of these companies are resorting to No interest, no payments terms that allow customers to walk out the stores with the merchandise and begin payments at a future date. But, how is a company using Microsoft Dynamics GP going to deal with this type of payment term? What if the promotion is only being ran for the month of December only? What if all invoice generated in December are all due simultaneously on June 1, 2009 regardless of the date the invoice was generated?
Since invoices from SOP and RM flow to the RM Open table (dbo.RM20101) after they are posted, it is safe to say we can add a SQL Server trigger to overcome the hurdle. However, we must setup a payment term ID that…
Do you get wires or EFT payments from Customers?
I suggest the use of the credit card feature to my customers for accepting wires, direct deposits and EFT payments from their customers.Why the credit card feature?
Well, you can setup a “credit card” called “Wire”, mark…
Weekly Dynamic: Speed Up the Receivables Aging Process
The Receivables Aging process in GP can take some time if you have a lot of outstanding AR. There is an easy way to speed it up though. When running the receivables aging…
Writing Off A/R Balances in Microsoft Dynamics GP
One challenge many companies face is their ability to maintain a current and accurate aging of their accounts receivable. Collectors are judged on their ability maintain low DSO (Days Sales Outstanding) statistics, so keeping amounts out of the 60+Day buckets on the A/R Aging is a common goal. Receivables Management and Collections Management allow users to print A/R Aging reports, send customer letters and track collection progress on past due balances. But what can be done for the common over or underpayment by a customer?
Let’s say a customer’s balance on an invoice is $3,499.29. The customer pays only $3,499.09 (the customer may have short-paid the invoice because they have a dispute over the additional $.20, but just as often there are data entry errors on the part of the customer’s…
Over or under their credit limit????
You have a credit limit with your personal credit card. Even a popular credit card that boasts no preset credit limit will not approve expenses if you spend in excess of your normal spending history. So why not enter credit limits for your customers?
GP does something very…
NSF: Non Sufficient Funds
Great article on the above subject by Ian Stewart, explaining the affect of NSF transaction…
Payables Vs Receivables - History Transactions
I have been trying to know the basic reason behind why GP has this difference in the Payables and Receivables process.
In Payables, an Invoice will be moved to History as soon as it is posted and fully applied. But in Receivables, an Invoice will be…
My Favorite Receivables Inquiry Window
I love the Payment Summary Inquiry Window! (Inquiry - Sales - Payment Summary)
This window tells you everything you need to know from a receivables perspective for a customer. It shows the last date of an invoice, payment…
GP Product Report III
The bug ID or problem report number is 18409. Title is 'The payment number is not reserved in…
Why it pays to read old quality reports
So, every once in a while, you stumble across an old quality report referenced in a knowledge base article. Usually I look at it, see it was resolved with a service pack to version 6, or 5.5, and I think "oh, well, that's not the problem". But today taught me that sometimes old quality reports will shed some light on a current situation.
So, here is the scoop. A client emails me asking why they see duplicate records in the RM30501 (Commission History table). They are paying commissions when invoice is posted (not when invoice paid). They see something like this in the table:
STDINV2599 with commission amount $100
STDINV2599 with commission amount $100
STDINV2599 with commission amount ($100)
Each entry has its own sequence number. So I do some testing. I enter an invoice, post it, void it, and see if I can come up with the same entries in the RM30501. No luck. So I told the client I needed to take a look on their system. We poke around for a bit, chasing one wild hair after another with no luck.
And then I…
Customer Balance vs Customer Balance plus Open Transactions
Extending customers credit, especially in today’s economy, has always and will continue to extend a companies financial risk. Unfortunately, we cannot do business (well most of us) on a cash and credit card only basis.
I had an issue arrise this week where a customer had a credit limit of around $2,500.00. This is a very low credit limit for most of our customers, so that tells me that we are keeping this customer on a tight leash. This particular customer’s balance was around $1,000 to us. Now, the customer’s balance is made up of the unpaid invoices that have been posted against his account. We…