New Support Process for Exceptional Experiences!

We're excited to announce that our support ticketing system will change as of April 1, 2020! This means easier request submissions, streamlined processes, and increased heights in our quest to bring you exceptional experiences. Streamlining your support requests is easy - especially if you adopt a few new habits. By including as much information as possible in your ticket, our consultants will know how to best tackle your issue. Want to know more about what information is best? Consider a few of these questions that first pop into a consultant’s mind when you log a support request. Is this a “How To” question? Is this a question regarding new features or functionality? Is this an “It’s Broken” question? “How To” Questions The key to getting the best answer for “How To” questions is to describe your end goal in detail. Wanting to print a report of journal entries is totally different [...]

By | 2020-04-02T18:48:53+00:00 April 2nd, 2020|Support, Support, Uncategorized|

The Vendor and Customer Combiner and Modifier Utilities in GP

The Vendor Combiner/Modifier and Customer Combiner/Modifier officially became an option in the Sales and Purchasing Utilities menus with the release of GP2015.  Previously, these tools were only available in PSTL.  However, it recently became clear to me that many users are still surprised to find these options.  Whether users have just avoided going into the Utilities menus or their security settings prevented them from seeing this “new” utility, once they discover it, they almost immediately can come up with a list of customers or vendors they have been wanting to fix “forever.”  Do you have more than one Vendor IDs or Customer IDs for the same Vendor or Customer?  Have you had to remember which of the duplicates to use, inactivate one or mark one clearly as Do Not Use?  Now you can use the Combiner utility to merge a source (or the bad) Vendor/Customer into a destination Vendor/Customer (the one you want to keep).  All Work, Open and Historical transactions for the source Vendor/Customer get combined [...]

By | 2019-05-22T15:04:09+00:00 May 22nd, 2019|Dynamics GP, Support|