Unified Business Solutions

When entering an Invoice Date there is no system warning that you are using the wrong date, usually typing in the wrong year.  Once the Invoice is posted you cannot change the invoice date (well, easily).  Here is a great idea, have a validation on the Invoice Date similar to the Posting Date.  Oh, and do not charge me for this!

Good news for Dynamics GP 2010 users!  There is a new Professional Services Tools Library called “Doc Date Verify”, I like the sound of that.

Doc Date Verify (FREE)

Available only on Microsoft Dynamics GP 2010

Using Doc Date Verify
When Doc Date Verify is activated, and a document date is entered, a check will be
performed to determine whether the document date is in a valid fiscal period or if
the fiscal period is closed.
• If the date does not fall within a valid fiscal period, a message will be displayed
and the user will not be allowed to continue until the date is in a valid period.
• If the Document Date falls within a period that is closed, a message will be
displayed that will allow the user to correct the date or continue on leaving the
date.
This functionality is available in the following windows:
• Payables Transaction Entry
• Receivables Transaction Entry
• Invoice Entry
• Payables Manual Payment Entry
• Sales Transaction Entry
• Inventory Transaction Entry
• Cash Receipts Entry
• Purchase Order Entry
• Receiving’s Transaction Entry
• Purchasing Invoice Entry
To activate this tool, simply mark the second check box next to Doc Date Verify in
the Professional Services Tools Library window.

SALES SERIES TOOLS

SOP PO Number Check (FREE)*

Verify Customer PO Numbers for duplicates as data is entered into the field on both the SOP Entry window and the SOP Customer Detail Entry window.

PURCHASING TOOLS

POP Cost Defaulter (FREE)*

Use this tool to default in the Standard Cost or the Current Cost within the Purchase Order Entry window instead of the vendor specific Last Invoice Cost.

Default Add Item POP/SOP (FREE)*

Automatically mark the Add Item option to be marked in Sales Transaction Entry, Purchase Order Entry, POP Receiving’s Entry and Purchasing Invoice Entry.

Doc Date Verify (FREE)*

Verify document dates fall in a valid fiscal period when entered in Payables Transaction Entry or Receivables Transaction Entry. If the date does not fall within a valid fiscal period, a message will be issued and the user will not be allowed to continue until the date is in a valid period. This customization will also do a validation if the period is closed.

Decimal Place Tool (FREE)*

Adjust the Check Amount in Words to two decimals, for both Payables Management and Payroll checks. This tool is useful when the currencies in Microsoft Dynamics GP have been changed to more than two decimals, which can alter the amount when a check prints. Note: Report Writer must be used to modify the check report and adjust the currency fields.

SYSTEM TOOLS

Update User Date (FREE)*

Automatically update the User Date at midnight.. The application will run in the background as long as Microsoft Dynamics GP is open. This tool can be useful when the solution is left open on a machine overnight running integrations or other processes.

*Available only on Microsoft Dynamics GP “11”

Other Free Professional Services Tools Library for Microsoft Dynamics GP

SALES SERIES TOOLS

Territory Modifier (FREE)

Change territory IDs in the system. The

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