- #Microsoft dynamics gp tutorial how to#
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He helps clients analyze their current business processes and provide them with process improvements.
#Microsoft dynamics gp tutorial software#
ANDREW FRASER | Senior Business Software ConsultantĪs a Senior Business Consultant, Andrew is responsible for the implementation and support of CRM, GP, and other Microsoft products, ensuring that our solution scoping, architecting, and delivery meet and exceed customer expectations.
#Microsoft dynamics gp tutorial how to#
Enter Location of Lockbox File – The location of the file supplied by the bank.Currency ID and Bank Account Number will autofill based on the Checkbook ID selected.Enter Checkbook ID – Checkbook used for the lockbox configuration.Enter the Description – a description of the lockbox configuration.Enter the Lockbox ID – a unique id that defined the lockbox configuration.To create a lockbox configuration file select Cards – Sales – Lockbox. The lockbox configuration defines where the bank file is located, how the file is formatted and what fields from the file map to Dynamics GP. The first step is to create the lockbox configuration file.
There are two main steps in creating a lockbox entry: Create the configuration file and Run the integration. The process allows several cash receipts to be processed at one time without the need to enter each receipt independently.
#Microsoft dynamics gp tutorial update#
The lockbox utility in Microsoft Dynamics GP is a useful tool that allows you to integrate cash receivables from a supplied bank file and update the customer’s account and invoices with the appropriate amounts defined in the bank file.