Tami Johnson Solution Architect

Maintenance Transactions Reconciliation Performance GP 2015

5 PSTL - GP 2013 and below GP 2013 R2 and up Tools > Utilities > Sales > Customer Modifier and Combiner Must be sa or equivalent Be sure to backup!

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7 PSTL - GP 2013 and below GP 2013 SP2 and up Tools > Utilities > Sales > Customer Modifier and Combiner Must be sa or equivalent Be sure to backup!

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9 Professional Services Tools Library (PSTL) Must be sa or equivalent Be sure to backup!

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11 Professional Services Tools Library (PSTL) Must be sa or equivalent Be sure to backup!

12 Professional Services Tools Library (PSTL) Must be sa or equivalent Be sure to backup!

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14 Tools >> Setup >> Sales >> Customer Class Cards >> Sales >> Customer

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17 Transactions > Sales > Posted Transactions Be sure to set default NSF charge in Receivables Setup Cannot process NSF for payments in history!

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21 Professional Services Tools Library (PSTL) Be sure to backup! “sa” or equivalent login not required

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24 Tools >> Setup >> Company >> Customer/Vendor Setup Transactions > Sales > Customer/Vendor Transactions

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29 Transactions > Sales > Refund Checks

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33 Tools >> Setup >> Company >> Credit Cards

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35 Tools >> Routines >> Sales >> Write Off Documents

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38 Transactions > Sales > Scheduled Payments Tools >> Routines >> Sales >> Post Scheduled Payments

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41 Cards > Sales > National Accounts

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44 Tools >> Routines >> Financial >> Reconcile to GL

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47 Cards >> Financial >> Account

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50 Tools >> Routines >> Sales >> Paid Transaction Removal

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55 Tools >> Routines >> Sales >> Aging

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Blog: Dynamics Communities - default.aspx?GroupToJoin=58 You Tube – Dynamics GP 2013 – look for msdyncomm Dynamics GP 2015 Resources