Posts Tagged ‘Dynamics GP’

When To Consider Switching From Simply Accounting to Dynamics GP

Friday, December 17th, 2010

I get this question all the time from prospective Clients who are currently using Simply Accounting or Quickbooks: “We are growing significantly and need a more robust system, but I’m afraid of the complexity of a new system and the costs. How do I know when is the right time to make a move?”

I’ll address this in two parts :

  1. Ease of Implementation of Dynamics GP
  2. Feature comparison of Simply Accounting and Dynamics GP

Simplifying the Implementation of Dynamics GP

Dynamics GP is a robust financial management solution. Note that I did not use the term “Accounting system” because it is so much more than that. Dynamics GP has over 700 reports that come with the system, let alone the reports that you can customize on your own with tools such as Smartlist Builder or Report Writer.

Moving from Simply Accounting (or Quickbooks) can be done quite easily and without much time or expense. For example, to implement 5 users on Dynamics GP and convert your information from the legacy accounting software can take as little as a month and cost less than $30,000. If you choose to implement Dynamics GP hosted solutions, a single user can cost as little as $250/month.

The approach to convert Quickbooks or Simply Accounting to Dynamics GP is done using a refined project methodology and the results are reliable and repeatable. This makes your transition to Dynamics GP as painless as possible.

Features of Dynamics GP vs Simply Accounting

According to AccountingLibrary.com, there are approximately 750 more features in Dynamics GP vs. Simply Accounting. Everything from Finance Allocations to Cash Management, Asset Management, Project Accounting, Sales, Purchasing, and everything in between.

That’s not to say that a company who upgrades from Quickbooks or Simply Accounting needs to use every feature in Dynamics GP, but that’s what your Partner will help you decide. Many organizations also start by implementing only what they need in Dynamics GP and then add more functionality later on, in phases. This isn’t a bad approach because it allows the users to acclimate to the new system and learn new ways to take advantage of the advanced capabilities of the system.

If you’re interested in learning more about the capabilities of Dynamics GP vs. Quickbooks or Simply Accounting, download our Movers Executive Guide for Quickbooks to Dynamics GP.

By, Andrew King – WebSan Solutions Inc, Canadian Dynamics GP Partner.

WebSan regularly featured on www.ERPSoftwareBlog.com

Friday, December 10th, 2010

WebSan Solutions Inc. a Toronto-based Dynamics GP Partner is now a regular contributor on ERPSoftwareBlog.

Come check out our recent posts!

GP 2010 – Multi Level Service Call Escalation

Sunday, May 23rd, 2010

Service calls can now be escalated to additional managerial levels. The Service Type Escalation window has been modified to include a new Manager Level field.  When a call is escalated, an e-mail to the technician’s manager is sent.  This can now be sent to two additional levels of management directly above the technician’s manager. One can specify the number of levels to e-mail, including:

  • The manager of the technician on the service call
  • The manager’s manager
  • The manager of the manager’s manager

The Service Call Escalation window also now supports multiple technicians for each call.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.

GP 2010 – Further Payroll Integration

Friday, May 21st, 2010

Users of US Payroll in Dynamics GP will love the new integration points from other modules within Dynamics GP.

One such integration point is with the Field Services module.  Direct & indirect labour postings that create Payroll transactions can be made in Service Call Management & Depot Management.  This integration allows for Payroll to captures the cost from the employee’s pay code into the labor record in Field Service.

A Post to Payroll check box has been added to the Work Type Maintenance & Depot Station Maintenance windows that when selected, enters the value from the window’s corresponding Pay Code field, representing an hourly pay code.

WebSan

GP 2010 – Non-Inventoried Items in Service Management

Wednesday, May 19th, 2010

Field Services now allow the use of non-inventoried items.  Service Calls or POs can be entered for non-inventoried items representing labour, expenses or misc charges.  Preventative Maintenance events can even include non-inventoried items.  Contract Administration, Returns Management & Depot Management all now allow the use of non-inventoried items.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.

GP 2010 – Kits in Service Management

Monday, May 17th, 2010

The Service Management module now allows for processing of Kit Items.  When a kit item is entered in the Service Parts window, the kit’s components are added automatically to the Service Line table; although, they can be deleted if necessary.  Note: the quantity ordered cannot be partially allocated.  Through the Service Management module, POs can now be created for kit component items on a service call.

Kits can also be entered in Returns Management, Preventative Maintenance, on Contract Lines, or on the Parts line for Depot Management Work Orders.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-4991235 ext. 213.

GP 2010 – MRP Move Outs

Friday, May 14th, 2010

The Item Resource Planning, Site Resource Planning & MRP Order Detail windows have all been updated to incorporate a ‘Move Out’ fence.  The new logic allows for rules that determine if & when to suggest moving or canceling a purchase order or manufacturing order.  A Move Out is suggested when an item’s Projected Available Balance will be greater than the item’s Order UP To Level.

As GP calculates an item’s Projected Available Balance for a specific time period, MRP will include supply order moves & cancel suggestions that impact the quantities occurring in that time period.

WebSan

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.

GP 2010 – Security Upgrades (Part 2)

Wednesday, May 12th, 2010

In previous versions, users would be able to view the module’s Navigation Pane regardless of whether it was used or not.

In GP 2010, Administrators control which Navigation Panes are available to users and which are not.  Unnecessary navigation buttons can be limited at the user or at the company company level.

Again, join WebSan in our upcoming GP 2010 Webinar!

PS … For Analytical Accounting users, user security can now be assigned on-the-fly!  No more setting up segments & then waiting for approval to use them.

GP 2010 – Security Upgrades (Part 1)

Monday, May 10th, 2010

System Administrators will find setting up new users in GP 2010 much quicker.  User Security setting can now be copied from the security of another user.

In order to help reduce the likelihood of incorrectly assigning permissions, Administrators can filter security windows in order to view only the selected:

  • Operations assigned to tasks
  • Tasks assigned to roles
  • Roles assigned to users

security-lock

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.

GP 2010 – Negative Cash Receipts

Friday, May 7th, 2010

Cash receipts may now be entered as a negative currency value within GP 2010.  This will subsequently decrease the deposit amount of the cash receipt by the value entered in the Amount field.  Furthermore, the posted receipt will show up as a deposit with a negative amount.

Users experiencing returns, bad debt or miscellaneous fee issues will undoubtedly love this new feature.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 416-499-1235 ext. 213.