1.0 System

1.1 System Setup

1.1.1 Dynamics GP Service Pack Outdated

1.1.2 User Security set to access Company Setup

1.1.3 User security set to generate Checks

1.1.4 User Security set to Poweruser

2.1 Company Setup

2.1.1 Account Security Off

2.1.2 Allow Summary Level Tax Edits checked

2.1.3 Company Security Not Activated

2.1.4 Enable Posting Numbers

2.1.5 Enable Tax Dates Not Turned On

2.1.6 Future Fiscal Periods Open

2.1.7 Maximum Account Length set too low

2.1.8 Missing Purchases Tax Schedule

2.1.9 Missing Sales Tax Schedule

2.1.10 Missing System Password

2.0 Company

2.2 Posting Settings

2.2.1 Accrued Purchase Account Missing from Posting Accounts

2.2.2 Customer Deposits Account Missing from Posting Accounts

2.2.3 Drop Ship Account Missing from Posting Accounts

2.2.4 Posting not set to create Journal Entry per Transaction

2.2.5 Posting not set to Post through General Ledger

2.2.6 Writeoff Account Missing from Posting Accounts

2.0 Company

2.3 Interrupted Process

2.3.1 Dex Lock

2.3.2 Dex Session

2.3.3 Interrupted Batch

2.3.4 Orphaned Batch

2.3.5 Stuck Process

2.3.6 Stuck User due to Sales Void not completed

3.0 Financial

3.1 General Ledger Setup

3.1.1 Account Maintenance Allows Account Entry on Control Account

3.1.2 Account Posting Level set to Summary

3.1.3 Budgets not locked

3.1.4 Maintain Account History not checked

3.1.5 Maintain Transaction History not checked

3.1.6 Missing Account Segment Descriptions

3.1.7 Posting to History Checked

3.1.8 Posting Type Inconsistencies

3.1.9 Retained Earnings Account missing in General Ledger Setup

3.1.10 Retained Earnings Category not set to 27

3.0 Financial

3.2 General Ledger Transactions

3.2.1 Transactions Posted in the Future

3.2.2 Unposted entries from subsidiary modules

3.0 Financial

3.3 Bank Reconciliation Setup

3.3.1 Checkbook allows Duplicate Check Numbers

3.3.2 Checkbook Cash Account missing

3.3.3 Checkbook Missing Currency ID

3.3.4 Maintain Transaction/Reconciliation History not checked

3.3.5 Missing default Checkbook ID

3.3.6 Multiple Checkbooks have the same Cash Account

3.0 Financial

3.4 Bank Reconciliation Setup

3.4.1 Overdue Bank Reconciliation

3.4.2 Stuck Bank Reconciliation Transactions

3.4.3 Transactions Posted in the Future

4.0 Sales

4.1 Accounts Receivables Setup

4.1.1 Maintain History not checked

4.1.2 Missing Default Tax Schedules

4.0 Sales

4.2 Customer

4.2.1 Customer Accounts Receivabe Control Account empty

4.2.2 Customer Maintain History not checked

4.2.3 Customer Missing Checkbook ID

4.2.4 Customer Missing Currency ID

4.2.5 Customer Missing Default Bill To Address

4.2.6 Customer Missing Default Ship To Address

4.2.7 Customer Missing Payment Terms

4.2.8 Customer Missing Salesperson

4.2.9 Customer Missing Shipping Method

4.2.10 Customer Missing Tax Schedule

4.2.11 Customer Missing Territory

4.0 Sales

4.3 Accounts Receivables Transactions

4.3.1 Stuck Cash Receipts Transactions

4.3.2 Stuck Receivables Transactions

4.3.3 Transactions Posted in the Future

4.0 Sales

4.4 Sales Order Processing Setup

4.4.1 Maintain History not checked

4.4.2 Missing default Checkbook ID

4.4.3 Missing default Site ID

4.0 Sales

4.5 Sales Order Processing Transactions

4.5.1 Stuck Sales Invoices Transactions

4.5.2 Transactions Posted in the Future

5.0 Purchasing

5.1 Accounts Payables Setup

5.1.1 Allow duplicate invoices set to Yes

5.1.2 Missing default Checkbook ID

5.1.3 Missing Default Tax Schedules

5.0 Purchasing

5.2 Vendor Maintenance

5.2.1 Vendor 1099 Box checked with no Tax ID

5.2.2 Vendor Accounts Payable Control Account empty

5.2.3 Vendor Accrued Purchase Control Account empty

5.2.4 Vendor Missing Checkbook ID

5.2.5 Vendor Missing Currency ID

5.2.6 Vendor Missing Default Purchase To Address

5.2.7 Vendor Missing Default Remit To Address

5.2.8 Vendor Missing Default Ship To Address

5.2.9 Vendor Missing Payment Terms

5.2.10 Vendor Missing Shipping Method

5.2.11 Vendor Missing Tax Schedule

5.0 Purchasing

5.3 Accounts Payables Transactions

5.3.1 Stuck Check Transactions

5.3.2 Stuck Payables Transactions

5.3.3 Transactions Posted in the Future

5.3.4 Unposted Payables Check Batch

5.0 Purchasing

5.4 Purchase Order Processing Setup

5.4.1 Maintain History not checked

5.0 Purchasing

5.5 Purchase Order Processing Transactions

5.5.1 Old Open Purchase Orders

5.5.2 Stuck Invoice Match Transactions

5.5.3 Stuck Receiving Transactions

5.5.4 Transactions Posted in the Future

6.0 Inventory

6.1 Inventory Setup

6.1.1 Site Missing GL Segment

6.1.2 Site Missing Purchases Tax Schedule

6.1.3 Site Missing Sales Tax Schedule

6.0 Inventory

6.2 Item Maintenance

6.2.1 Item Inventory Control Account empty

6.2.2 Item Maintain History not checked

6.0 Inventory

6.3 Inventory Transactions

6.3.1 Overdue Cycle Counts

6.3.2 Stuck Inventory Adjustment Transactions

6.3.3 Stuck Inventory Transfer Transactions

6.3.4 Transactions Posted in the Future