Payment Document Management is a module that allows you to enter sales and purchasing transactions using payment methods other than check, cash or credit card. This is typically used in other countries other than the U.S.  It is used to accept non-cash transactions and other instruments of sale where you have one checkbook act as a holding account for your actual checkbook.  Consequently, it will change the view and functionality of Cash Receipts in Receivables Management and…

Have you ever had a situation where you were trying to receive a shipment or shipment/invoice document against a Purchase Order in the Receivings Transaction Entry window and receive the following error:  “One or more purchase order items can't be received as they have an encumbrance status of pre-encumbered or invalid.”

Starting with Microsoft Dynamics GP 10 Support started to see an increase in this error.  In many of these cases we noticed Encumbrance Management was enabled and the Purchase Order Documents that received this error came from Business Portal Requisition Management.

No integration has ever been written between Business Portal Requisition Management and Encumbrance Management, so we would recommend that they not be used together. When new columns (Workflow_Approval_Status and Workflow_Priority) were added to the POP10100 table for workflow…

In support I see quite a few SmartList Builder (SLB) cases and a few questions always pop up regardless of what the actual goal of the incident is.  The most common questions I get surround the use (or lack) of the field options window. The Field Options window seems to be one of the most overlooked pieces of functionality in SLB.  If you open your list in SmartList Builder and highlight a field and click on the blue arrow next to display, you can open the Set Field Options window.

This window lets you do quite a bit as far as formatting is concerned. One of…

Support has come to the conclusion that the documentation on the Word Template feature for Dynamics GP 2010 is not easy to locate. In order to help with this need, I have listed out the locations where you can obtain documentation on the Word Template functionality.

Report Writer Manual

• This manual is located in the Documentation folder that is contained in the Dynamics GP 2010 Install directory. This…

I recently ran into an issue where my Field List button was suddenly missing.  After further investigation I found that the Microsoft Dynamics GP Word Add-in was disabled. 

Below are the steps you will need to do to get the Fields List button available again in Microsoft Word..

To re-enable an add-in in an…

I have had a few people question why the email function is greyed out when trying to email SOP documents using the new email functionality. This is because the email functionality will…

The billing frequencies have changed in Contract Administration for Microsoft Dynamics GP2010 and I have had some questions on how the Weeks option works as the documentation does not specifically explain the Weekly option. The Weekly billing does work a little different than the monthly or annual billing will work.

When you enter the Bill On Day, it is going…

When trying to Email a Word Template in Microsoft Dynamics GP we have seen users encountering following message:

An unknown error has occurred

When you open Outlook you also see a blank message in the Outbox folder with only the Subject populated.

We have seen 2 main causes for this issue.

1. The option for ‘Use Cached Exchange Mode’  is not enabled in Server Settings.  If this is the case you can do the following to Enable this:

Outlook 2010
a. Go to File | Account…

It is getting close to that time of year where we have to start thinking about Year-end processing, specifically around Payroll.

There will be a guaranteed year end update this year, below are the tentative timeline, very similar to prior years:

Microsoft is anxiously watching to see…

With the introduction of Word Templates we have found it difficult to format Word documents, so they are always printing the subtotal at the very bottom of the last page.  We in support have successfully created Word functions to accomplish this with the help of Nathan Adams on the Word Team.  Below are the steps to successfully place the Subtotal section of the Reports at the very bottom of the page.

1. Open the Template you would like to modify the subtotal on.  In this example I am going to use the…