- [Narrator] The single most important setup window
in all of Dynamics GP is the posting setup window.
This is because that one setup window controls so much
of the behavior of Dynamics GP,
and it's a shame a lot of people who've used GP for years
are not really familiar with how much
of what they're doing on a daily basis is controlled
by the checks and settings in that window.
So let's go to that window.
Under the main menu we select tools, setup, posting.
Posting, this is this all important posting setup window.
It's not at the system level.
It's at the company level,
so different companies can have a different behavior.
What you're selecting is what series you're in.
So for instance, if I say select the sale series,
I'm going to be looking at accounts receivable
and sales order processing,
and I see all of the various posting windows
in those two modules.
These are windows where transactions are posted.
So, for instance, let's look at sales transaction entry,
that's that SOP, sales order processing posting,
and I have to set this up just right
to make things most efficient.
So one of the things I like to point out to people
is they don't realize that after they've posted a batch
of SOP invoices, whole bunch of reports print out,
as you see here.
Not all those reports need to print out.
If you don't use them, simply unclick them here,
and they won't be pestering you after you post.
Antoher thing to do is instead of having it ask
whether you want to go to the screen or the printer
with the question mark there, instead say like,
I want this to go to the printer and then select.
It'll go to the printer directly.
The check box, post to general ledger, is very important.
If this is not checked it won't even create a journal entry.
I recommend if this is checked,
and it should be checked normally,
you would also check post through general ledger files.
That way not only is it going to create a journal entry
for that batch of invoices,
but they will automatically be posted.
Allow transaction posting, I like to uncheck that.
That means you always have to put your sales order
into a batch, you invoice in a batch,
and then when you post the whole batch,
it will post the batch through.
If you have that checked,
but you also have this checked,
it will create a transaction,
but it will not be able to post through
because you need a batch to post the journal entry
all the way through.
Another thing you can do here is
require batch approval with a password.
These are some of the settings.
There's more, but this is an important window,
so use it well.