218.486.5095

Implementation Specialists

Microsoft Partner providing ERP solutions, support and consulting.

Home / Dynamics GP / Run Your Sales Module Smoothly Using Dynamics GP
three colleagues standing outside a corporate building working on a mobile device using the dynamics gp sales module

//

Optimize Your Sales Module with Smart Routines and Utilities

When it comes to managing your sales module in Microsoft Dynamics GP, staying on top of your recurring and as-needed processes is essential. Whether you’re looking to improve system performance or ensure accurate reporting, understanding the right routines and utilities can make a major difference.  

In this post, we are recapping key insights from our recent webinar on Sales Routines and Utilities to help you keep your system clean, efficient, and reliable. 

Sales Routines: Must-Dos for a Healthy AR 

Sales routines are processes that should be run regularly—typically as part of your month-end close.

These processes include: 

Aging – Updates aging buckets for all open Accounts Receivable (AR) documents, providing accurate aging data on customer records. 

dynamics gp software screen showing receivables aging process

Statements – Generates statements listing open documents for each customer; they can be printed, saved, or emailed.

dynamics gp software screen showing print receivables statements

Finance Charges – Automatically creates debit documents for overdue balances based on customer-specific finance charge settings. 

dynamics gp software screen showing assess finance charges

Write-Offs – Allows you to write off small remaining balances with customer/date/dollar amount filters. 

dynamics gp software screen showing write-off documents

Paid Transaction Removal – Moves fully paid invoices and payments from open to history, improving performance and decluttering the system. 

dynamics gp software screen showing paid sales transaction removal

These sales routines ensure your AR stays up to date, customer balances are accurate, and the system performs efficiently. 

Sales Utilities: Occasional Tools for Deeper Cleanups 

Utilities do not need to be used frequently, but they play a vital role when it comes to reconciling data, combining records, or purging old information.

Key utilities include: 

Reconcile Customers – Ensures customer summaries (e.g., aging, balance, total sales) are correctly updated. 

dynamics gp software screen showing reconcile receivables amounts

Reconcile Sales Documents – Refreshes line and header data for open documents (Quotes, Orders, Invoices, Returns) and allows closing of stuck transactions. 

dynamics gp software showing reconcile remove sales documents

Customer Combiner – Merges two customers into one, updating all related historical data. Great for cleanup or organizational changes. 

dynamics gp software screen showing customer combiner and modifier

Remove History – Purges outdated records (receivables, distributions, summaries, etc.) based on defined cutoffs. Note: Running this before reconciling can result in zeroed-out balances for that period. 

Routine Recap 

Here is a quick checklist of the key routines and utilities to help you stay on track: 

Routines: 

  • Aging and Statements 
  • Finance Charges and Write-Offs 
  • Paid Transaction Removal 

Utilities: 

  • Sales Document Reconcile 
  • Customer AR Combine/Reconcile 
  • Remove History 

Starting fresh or fine-tuning your monthly processes? We’re here to help. 

For consulting questions, contact: support@iscorp.biz
For sales inquiries, contact: sales@iscorp.biz