Call us today: (866) 4-WEBSAN (932726)

Posts Tagged ‘Microsoft Dynamics GP’

Printing Invoices (Quickly!)

Thursday, November 19th, 2009

Next time you are printing Sales invoices, try this time-saving alternative:

Select Options > Quick Print, or simply CTRL + Q on your keyboard

This will print your invoices according to the settings in the Quick Print Setup screen (also under the Options menu).  Default can be created for:

· Orders
· Invoices
· Packing slips
· Picking tickets

Select a print Destination & number of copies to be printed.  Print options available for documents are:

· Include Kit Components – Prints the component items of the kit in the kit item
· Print Customer Item – Prints the customer’s item numbers on the order or invoice
· Include Tax Details – Prints Line Item and Summary Taxes, or Summary Taxes Only
· Keep Current Document Displayed – Prints the order or invoice remains in the Sales Transaction Entry window

After setup is complete, documents can be printed much more efficiently.

What Version of Microsoft Dynamics GP am I Using?

Tuesday, November 17th, 2009

In any window, users can select Help > About Microsoft Dynamics GP to determine what version they are using.  This is extremely useful when installing patches or making upgrades.  This information cen even be critical when submitting a support request.

Hint:  From this window, one can select Options to determine what modules are regitered.

Printing Reconciliation Report

Wednesday, November 11th, 2009

Do you often find yourself canceling reports that automatically print after you have posted a document?  Or even changing the default destination of these reports?  Well, one can set the default destination of these reports or even stop them from printing all together.

Try entering  the Posting Setup screen (Microsfot Dynamics GP > Tools > Setup > Posting > Posting).  In this screen, you can select whether or not a specific report will print by selecting or de-selecting the checkbox in the Print column.  Also, one can specify destination for a report by making the appropriate selection in the Send To column.

See the attached screenshot below & save yourself all that extra clicking when you next post a transaction.

Calc formula

FRx Calculations

Thursday, November 5th, 2009

For more advanced FRx users, I thought I would cover some calculation formulas that are available for use in FRx.  Much of FRx is fairly self explainable & easily learned with a little exploration.  One topic I had a little trouble with when first learning the system was Calculation Formulas on Row Formats. 

Simple adding & subtracting are fairly self-explanatory.  Simple take the columns to add & place a plus sign between them.  For example, B + C. 

However, did you know FRx can perform complex calculations such as adding & multiplying all at once.  The formula (A+((B+C/2)+(C*.8)/2))+(F TO H) is a valid entry.

IF/THEN/ELSE Statements are another handy tool.  These allow one to build logic into the column.  For example, the formula “IF B>1000 THEN B ELSE C*2″ translates to:

If the amount in column B is greater than 1000, place the value from column B in the CALC column. If the value is not greater than 1000, multiply the value in column C by 2 & place the result in the CALC column.

Try this tip the next time you are trying to insert logic into your reporting.  For additional help setting up, formating or linking budgets to your FRx reports contact Adam at adam.macintosh@websan.com for all your FRx needs.

 

Calc formula

Exporting FRx Statements

Monday, November 2nd, 2009

FRx is the standard financial reporting tool utilized by most Microsoft Dynamics GP users for financial reporting.  FRx links directly into the general ledger to allow the creation of endless types of reports.  These report are then viewed in the FRx DrillDown Viewer.  Users I have spoken to in the past have expressed that they are more comfortable viewing reports in Excel.

To take your FRx financial report & export to excel:
1 – Generate the report
2 – In the DrillDown Viewer, select File > Export > Worksheet File > Formatted Excel
3 – Save the report to its desired location

This quick & easy trick should save you time & energy in attempting to convert your reports.

 

Calc formula

Emailing Customer Statements

Wednesday, October 28th, 2009

I am constantly searching for ways to help my clients save money & improve performance.  Often the answer includes automating a particular process.  One of such process includes Emailing Customer Statements.  For clients with a large number of customers, the savings can be extensive.  Clients save on paper, ink, wear & tear on printers, envelopes, postage & most importantly, employee time.

Automating the customer statement process is very simple to setup.  First, enter the Customer Maintenance window & click Options.  Enter the email contact for the customer in the ‘To’ box in the bottom right corner of the screen & check the ‘Send Email Statements’ check box.  Now, when creating customer statements, check the ‘Send Email Customer Statements’ under the Email Options heading.

The return on users’ time investment will be realized after the first statement run.   So automate the process of sending customer statements & free up your time for more important tasks.

Microsoft Dynamics GP gets 5 stars! Top-Rated Business Accounting Software

Sunday, October 25th, 2009

There was a great article published on cpatechnologyadvisor.com late in 2007 that’s worth showing here.

Here’s the link to the article.

Here’s the reprint :

From the Dec. 2007 Review of High-End Accounting Systems

Microsoft Dynamics GP continues to be one of the flagship products in Microsoft’s mid-market accounting lineup. Version 10.0 of Microsoft Dynamics GP, released in June 2007, only helped strengthen its already strong position in the market. Microsoft has improved Dynamics GP by continuing to focus on molding the user interface to look and feel more like Microsoft Windows Vista and Microsoft Office 2007. Previously Microsoft discussed plans to converge its ERP products on a single code base, however; more recently the company reinforced its commitment to support all four ERP products in the markets they serve, with the applications increasingly sharing technologies over time. The decision to keep Microsoft Dynamics GP appears to have given developers the motivation needed to take the product to the next level.

Modules/Scalability – 5 Stars
Microsoft Dynamics GP offers business solutions through components such as Financial Management, Business Intelligence and Reporting, Supply Chain Management, Project Management, Customer Relationship Management, Human Resource Management, Manufacturing and Workspace Collaboration. Microsoft’s mid-market ERP products all use a flat pricing model known as “Business Ready Licensing,” where the products are sold in one of two pricing bundles or tiers consisting of an entire suite of modules.

Tier one is the Business Essentials Edition for customers who need core financial management and trade functionality including Basic Financial Management, Basic Supply Chain Management, Basic Business Intelligence and Reporting, and Configuration and Design tools. Tier two is the Advanced Management Edition for growing, mid-market customers who are looking for an adaptive solution with a broad set of functionality that includes all functionality found in the Business Essentials Edition in addition to Business Intelligence and Reporting, Manufacturing, Advanced Supply Chain Management, Advanced Financial Management, Project Management, and CRM-Field Service and Collaborative Workspace. Additional components are also available a la carte for all editions to serve unique business needs.

With proven code and a wealth of modules running on a solid MS-SQL platform, Dynamics GP continues to be a highly stable and scalable solution capable of easily supporting hundreds of end users. Users will not be disappointed with the current available modules and the scalability of the program.

Usability/User Experience/Security – 5 Stars
With an Outlook-like appearance and the use of custom home pages for users, I found GP to have a very comfortable look and feel. Version 10.0 extended the Office look and feel beyond the home page to nearly all areas within the program. Home pages can be modified to include quick links to commonly performed tasks. It also lists outstanding “To Do” items, offers access to Outlook e-mail and calendar items, provides displays of quick business metrics and launches preferred reports. The ability to tailor custom home pages by user significantly improves accessibility. Other nice features include the use of toolbars across the top and a navigation pane down the left side that enables users to quickly jump to screens, reports and functions they use most often.

Data-entry screens were improved from prior versions allowing users to adjust the screen size, which was a common complaint in previous versions. One of the important enhancements that was made in Version 10.0 was the ability for users to have multiple data input screens open at once. This will allow users to minimize all other screens except the data-entry screen in order to operate more efficiently. Users can set individual preferences to highlight required fields on data-entry screens and underline fields supported by lookup lists. In addition, navigation, print and Help functions are clear and easy to access. Version 10.0 also introduced users to action panes and lists much like the look and feel of Microsoft Office 2007. Action pane functionality seems to be a key reason for upgrading to version 10.0.

Microsoft Dynamics GP’s tight integration with Microsoft Office SharePoint Server is another key improvement with Version 10.0. Integration with SharePoint is important for the workflow process that GP offers. SharePoint allows users to view reports in Microsoft Outlook without accessing the GP software. SharePoint gives users a powerful search tool that can be used with built-in filters to locate information in an efficient manner. Company data can be accessed without a GP license and without SharePoint. However, with SharePoint, it is much easier, and data can be rendered on a SharePoint page. Product security is comprehensive and well thought out, enabling administrators to control the use of the product by company, user, user class, function and field. There are over 400 different tasks in version 10.0, and many new roles were added. The new role-based security approach gives administrators the rights to limit users to only those areas in the system that is necessary.

Extensibility – 5 Stars
The core product is mature, and there is a large independent developer community. As well, a great number of highly specialized applications currently exist to help make Dynamics GP a strong fit for many industries including Education, Non-Profit, Professional Services and Distribution. These specialized solutions can be easily located on the Microsoft Solution Finder website.

Microsoft Dynamics GP 10.0 is a modern business management system that provides a consistent look and feel of Microsoft Office and extends access to business information through Microsoft Office Excel, Word and SharePoint Server and adapts to business needs through Microsoft.NET tools and service-oriented Web services architecture. For customers seeking deep vertical functionality, Microsoft Dynamics GP 10.0 has hundreds of ISVs (independent software vendors) providing enhanced solutions for a variety of industries and verticals.

Integration/Customization – 5 Stars
Dynamics GP seems to be very customizable and provides tight integration with the tools your staff already works with — Microsoft Office. Screens can be easily modified, enabling users to add or hide fields, modify screens prompts, change tab sequence and globally modify field terminology all by using the built-in Modifier tool. Version 10.0 greatly simplified the Extender tool set, a feature that allows the user to easily link additional windows into existing forms, expand note fields, add additional fields, and create data-entry templates and customize lookups.

The Integration Manager can be used to design re-usable import templates that integrate data from outside programs, and it has been improved in version 10.0 to take advantage of the eConnect code. eConnect code allows the Integration Manager to share information both ways with web-based applications. There is a preconfigured import available in the software that allows for importing of information from ADP directly into the General Ledger. The eConnect Enterprise Application allows for real-time access to Dynamics GP data. It offers a way to add up-to-date back office information to existing front office applications like web storefronts or service applications. eConnect also allows multiple applications to share financial management data. The eConnect interfaces can support a number of independent applications, allowing changes to financial data in Dynamics GP to be simultaneously available to all applications with an eConnect connection to that company in Dynamics GP.

Reporting – 5 Stars
Report Writer is a tool that is included with Dynamics GP. Users can also install the SQL Reporting Services reports, which use the reporting tool for the SQL Server database or use Microsoft Office Excel Reports. Users can create as many report options for a report layout as needed, but Dynamics GP comes with many report layouts and report options already defined for SQL Reporting Services and Microsoft Office Excel. However, if your business needs a report that is not among the predefined reports, numerous options are available that can help. The predefined reports can be modified and stored in the Reports Library for easy access. These reports have been modified based on the requests of customers. In addition to Report Writer or SQL Reporting Services reports, users can use Crystal Reports for Microsoft Dynamics GP to design new reports for Dynamics GP data using the industry standard Seagate Crystal Reports.

Support, Training & Help – 5 Stars
Microsoft Dynamics GP users have multiple means of getting the support and training needed. One of the really helpful features, especially with release 10.0, is the “what’s new” document provided with each new release. All product manuals are available in *.PDF format and are easily accessed and/or printed from the Help menu. Unlimited web-based training is available, which can be a valuable resource for you and your staff for module-specific training. An online knowledgebase quickly and easily addresses common issues. Microsoft also provides contracts for telephone support, and additional support and training is available through VARs. I think the Help, documentation and training tools within Microsoft Dynamics GP are some of the best of all the products reviewed.

Overall Assessment
Microsoft Dynamics GP’s latest release made more substantial improvements than any other software I have seen in this year’s review. Many of the usability issues that were identified in previous versions were solved with Version 10.0. Microsoft Dynamics GP remains a truly diverse and solid product capable of supporting large numbers of users across a variety of industries with strong reporting, customization and extensibility capabilities.

2007 Overall Rating: 5 Stars

Checklinks

Friday, October 23rd, 2009

As a Microsoft Dynamics GP implementer, I run into a number of issues that the everyday user never sees.  One such issue can occur when mass loading data, updating the system through the database (not recommended!) or just through normal business processes.  Errors happen!  Sometimes, the best intentions don’t go unpunished.

Why?  When data is entered in GP, multiple tables are populated with the data, not just one.  Everything is linked.  That’s the beauty of an ERP system.  But sometimes, wires cross & fixes are needed.

The Checklinks tool helps examine the links between related information, helping to restore any damaged data.

Even before problems arise, Checklinks can be used for general clean up.  Be sure to make a backup of your data prior to using the functionality, just to be safe.

Checklists

Tuesday, October 20th, 2009

Lots of us make checklists for a variety of tasks from grocery shopping to complex projects.  Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.

Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create.  Click Add to create a link to a Microsoft Dynamics GP window.  Name the checklist item & select the appropriate in the Command (Dynamics GP window).  Once your list is complete, order the items appropriately by using the Up & Down buttons.  Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.

Checklists are particularily beneficial when turnover is an issue or roles require extensive training.  Two tasks I recommend clients create checklists for are performing payroll & completing year-end.  Mistakes made performing either of these functions can have wide-reaching effects.  In my next blog, I will cover a few tasks that should be on your year-end checklist.

Payroll Checklist