In Microsoft Dynamics GP, formerly known as Great Plains Dynamics and eEnterprise, when you are launching it in production for the first month, Sales Tax accruals, accurate reporting is essential. Plus you would probably like to make corrections in SOP and RM transactions to secure future State Sales Tax Audit to be smooth.
If your company is mid-size or large business, we suggest you to recheck your Sales Tax obligation and its sources on the SQL back end, or in other words through SQL custom queries. Let’s look into some Tax Details in this small publication:
1. Shipping Methods check. If you are shipping your goods to customer Ship to address, please verify that you have these customer addresses setup with shipping methods with Delivery option. If you will have Ship to address to use pickup shipping method, Sales tax will be calculated for your pickup company warehouse. If you will have Shipping method left empty, sales invoice will be considered as non taxable, as there is no way to understand if it is pickup or delivery
2. Querying your first month Sales Tax amounts. If you originate your transactions in both Sales Order Processing and Receivables Management modules, then you should look on the RM tables level, the table name is RM20101. SOP transactions, such as Invoices, Returns will be posted through RM module and you will see shadow records in RM20101 from the transactions, posed in SOP30200 table
3. Voiding RM transactions. In Great Plains Dynamics GP you can void RM transactions, in the case of invoices, you will need first to unapply payments and then RM invoices might be voided in RM and General Ledger. However this voiding procedure doesn’t void SOP Invoices, if transaction was originated in Sales Order Processing
4. How to fix your first month. If Sales Taxes were not accrued due to the issues described above, we recommend you to unapply payments, then void AR level invoices, reenter AR invoices and reapply payments. Be sure that you post newly entered AR invoices by the original posting date
5. Sales Tax calculation in the first month of operations is painful and often annoying, please feel free to call us to get help
Dexterity Customization for Dynamics GP Evaluation Level Paper
When you are developer it is always a good idea to read technical manuals. But if you was just assigned to the IT team to decide if Dexterity is the right tool to customize your ERP application then first you need something which is in style of ‘easy reading papers’ or FAQ
Planning Dynamics GP Customization in Large Corporation
If you are reading this page then chances are high that you were not able to find ISV add-on and need customization project. Let’s talk about planning, quality assurance and future event such as version updates.
Dynamics GP Invoice Logo Attributed to Specific Company or Crossing the Borders of Three SOP Forms
Initial Great Plains Dynamics architecture had three SOP Invoice forms: Long, Short and Blank. Modern GP is popular in scenarios where you have more than three companies under one business entity umbrella
