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July 29, 2008

Have you been Plaxo Pulsed???

The old idea that you are six degrees of separation seems to be what Plaxo Pulse is promoting. The basic idea is that you are half a dozen introductions away from anyone you want to meet. Looks like Plaxo is trying to drive home that point. (http://pulse.plaxo.com ) It surprises me "how small the world really is"…. Well I guess the real news is that we are connected to our neighbors in more ways than we think. Who can you connect too who you have lost connection or contact? Maybe when you get your Plaxo invite from someone you too will be surprised how many people I know that know you… Happy networking…and connecting…..

Jeff Cozens

July 22, 2008

To Vacation or Not to Vacation

I just recently finished a week's vacation in Baja. My body must have really needed the break, since it felt so great to have vacation-time. In addition, it has been hard to get back into the working grove, as least mentally and emotionally, since the vacation ended some four days ago. In the early days, when I started my company, the idea of vacation was completely foreign. Who would do the work, what if "George called", and who is going to earn the money to pay the bills? These were the crazy thoughts that raced through my brain.

About 8 years ago, I took a series of classes on creating balance in your life. One of the big challenges for me, when I took this class, is finding time for myself and giving myself permission to take time off. The classes challenge was to take between 4-6 weeks off each year. Ouch, for sure that much time away from my job was scary. Fortunately, I was able to learn how to give myself more time off. Taking this week's vacation, or the week I will be taking to go camping this summer, is just the "personal medicine" I need. Creating balance between work goals, personal goals, fun time, contribution/spiritual time, and family/relationships is not an easy task. I find, for me, taking vacation time is a great way to create more balance with my family and have some fun. I hope you too are planning on taking care of yourself with some time off for vacation. Don't put it off, but make it a life goal for 2008!

July 01, 2008

Credits on Orders and Invoices

Credits on Orders and Invoices

Sometimes users need to show a credit on a new order or invoice.  This can occur when, for example, the firm wants to give a special discount or allowance or show that a customer has returned an item for replacement or credit (core charges, for example).  This tip will work for both Dynamics GP (version 9 & 10) and Dynamics SL (version 6.5 & 7.0)

The credit item is entered on the sales document exactly as any other item.  The quantity ordered or invoiced, however, must be a negative quantity and the unit price a positive number.  This supports not only the application of credits (listed in inventory as Miscellaneous Charges, et cetera) but also items being returned.  When the invoice is posted, not only is the credit applied to the invoice but Sales Inventory items received are returned to stock.

This tip was originally provided by Accolade Publications. http://www.accoladepublications.com

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