DEC
09

Dynamics GP Around the World

With the weather getting a little colder, we all know the Holidays are fast approaching.  It is around the Holidays that many, like myself, begin to travel to see loved ones.  This year in particular, I have a lot of travel lined up.  This got me thinking about how popular Dynamics is around the world.  So with that said, here are some quick facts about Dynamics GP's worldwide popularity …

  • Dynamics is most popular in North America, the Middle East, Singapore, UK, Australia & Ireland.
  • Dynamics GP, originally called Great Plains, was developed in Fargo, North Dakota by Great Plain Software.
  • There are currently over 300 000 Dynamics customers around the world, spanning 41 languages

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

  9366 Hits
NOV
09

Evaluation Tools

In 1983, Quaker Oats purchased Gatorade, transforming it from a multi-million dollar business into a multi-billion dollar business.  Fast forward a decade & Quaker decided that another drink manufacturer was primed for the same growth.  This time, Quaker eyed a takeover of Snapple, a popular fruit beverage.  After paying a large ransom for the Snapple business, Quaker did not see the returns it had forecast.  The Snapple brand fizzled as Quaker resources were washed down the drain.  Eventually, the Snapple brand was sold at a $1.4 billion loss to Quaker.

What went right with Gatorade that went so wrong with Snapple?

The measurement tools that Quaker used to evaluate Gatorade were both accurate & appropriate.  However, in the decade that past, these same evaluation tools were not updated.  Quaker applied the same methods & metrics to the Snapple brand that they did to the Gatorade brand.  However, in the decade that had passed, these tools were no longer the most appropriate.

Evaluation mechanisms are constantly being updated.  What works today might leave you behind tomorrow.  Quaker found this out first hand.  If companies want to continue to thrive, they must be constantly tweaking & evaluating the tools they use to evaluate their business.

Microsoft Dynamics GP leverages ever evolving Microsoft technologies in order to provide the best reporting options possible.  Users can access reports in many different formats.  Business Alerts can send automated emails to any staf member when exception criteria are met or at specific intervals.  Emails can be configured to include attachments, including lists of applicable information.  Users can have similar automated Reminders open on their screens when specified criteria have been met.  This allows for fast & automated management by exception.

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  10128 Hits
AUG
30

From the Gutenberg Press to Hosted Dynamics GP

Many companies have started to embraced enterprise resource planning (ERP) in order to maintain their competitiveness. They have quickly learned a fundamental truth: technology can move a company forward only as far as its business processes will allow.

Amongst most organizations, paper or hard copies is the principal format for sharing invoices and associated documents for approval. Paper processes generates uncertainty and blind spots in a business. An example could be your Accounting department. Accounting has no way of knowing where a paper invoice resides on someone’s draw or desk after it is sent around for approval, nor how long it will sit there. Executives are unable to make accurate financial predictions because they see only completed transactions—not those in process, floating somewhere in the company’s structure.

With paper processes restraining the real value of a paperless ERP for companies large and small, the need for a way to automate the transformation of paper documents into digital data and to manage the resulting documents has prompted technology developers to innovate a new generation of devices and services. This is where Hosted Microsoft Dynamics GP comes in.

The next technological move from paper format is for companies and their accounting departments to consider is the cloud—online services that can dramatically reduce the costs of technology. Instead of a company’s investing more in its own infrastructure—additional servers, software, networking and maintenance—it can turn to the cloud for the applications it needs. By integrating your company with the Microsoft Dynamics cloud platform, it easily scales with your company’s needs and automatically upgrades as innovations evolve.

To help your company get away from paper and into the clouds, contact us here.

  6339 Hits
SEP
04

The Digital Transaction: eBanking in Dynamics GP

A couple of days ago I blogged about the transition from paper to the digital age. Now, it's time to familiarize yourself with the eBanking capabilities in Dynamics GP.

For those who don't know, more and more businesses are relying on electronic funds transfer or EFT to pay their bills. The most obvious reason is that it is just plain easier. However, it also automates the process of sending and receiving payments, provides an electronic record of payment and some vendors may even offer better terms for EFT payers due to typically shorter wait times for payments and less paperwork on their end. Work smarter and faster by accessing transaction information online and applying transaction accounts when they occur, rather than days or weeks later.

With eBanking in Dynamics GP EFT, you can:

  • Manage your financials more effectively
  • Reduce administrative expenses
  • Improve Productivity
  • Increase your financial security
  • Access decision-driving information online

The comprehensive eBanking tools in Microsoft Dynamics GP improves overall efficiency within an enhanced security environment. By automate your company's critical banking activities and interact with your bank electronically saves your company and yourself time and money.

  6524 Hits
SEP
10

Server Error in /lus Application error on Home Screen

New on the Dynamics GP2010 home screen is the "Connect" window. This widget dynamically populates with Microsoft Dynamics GP support information, user groups and links to general information.

One thing we noticed is with any of our test companies we always saw this error:

Well it turns out this is caused by special characters in the company name.

As many of you know, when you put the tag "<TEST>" into the company name you get a nice warning on login that this is a a test company. See this blog for details...

Unfortunately, the angle brackets cause the URL to the Dynamics Connect site to get malformed.

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  8024 Hits
SEP
11

Built In Informational Messages on Login

One of the lesser known setup features of Microsoft Dynamics GP2010 is the ability to have the system pop-up a predefined message box on login advising to the status of an environment.

If anyone has used the fabrikam company, you know what I'm referring to, the modal dialog box that appears advising that this is a demonstration company, etc etc.

There are actually two other message boxes that you can trigger for your own company.

If you navigate to your company setup screen  (Tools--> Setup --> Company --> Company)

You can add two different reserved tags to the end of the Company Name.

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  6505 Hits
JUN
30

Introduction to Dynamics GP – Customer Classes

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Welcome! This is the first entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This entry will cover the creation, use and advantages of classes.

Stated simply, classes allow various record types, such as customers, venders, items, users, or employees to be grouped together by a certain characteristic. For example, a New York customer class could be setup to group all customers based in New York together. To create a new customer class, browse to Microsoft Dynamics GP >> Tools >> Setup >> Sales >> Customer Class.

Enter a Class ID to identify the customer class, a description, and the properties associated with the class, including payment terms, salesperson, shipping method, and so on. In this example, I am creating a NEW_YORK customer class to group all of my New York-based customers together. Click the Accounts button to open the Accounts Setup window and to assign distribution accounts. Save the class when completed.

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  19173 Hits
AUG
30

Introduction to Dynamics GP: Quick Journals

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Welcome to the second entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This guide will cover the creation, use and advantages of Quick Journals.

Quick Journals are extremely useful for creating recurring journal entries in which the accounts stay the same each time, but the amount differ. A simple example would be an entry of wage expenses.

To create a Quick Journal, open the Quick Journal Setup window. From the main menu select Microsoft Dynamics GP >> Tools >> Setup >> Financial >> Quick Journal.

Give the Quick Journal a unique ID, a description, a source, and reference. Next, select an offset account. This account will be used to balance the debits and credits of the transaction. If you would to give users the ability to change this offset account during transaction entry, mark the Allow Override checkbox, otherwise, leave it unchecked. Finally, add the accounts to be used in the transaction. Note that not all accounts entered in the Quick Journal Setup window need to be used in the transaction. Click Save to complete the creation.

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  16646 Hits
DEC
10

WebSan regularly featured on www.ERPSoftwareBlog.com

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

Come check out our recent posts!

  6203 Hits
DEC
17

When To Consider Switching From Simply Accounting to Dynamics GP

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.

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  6201 Hits
JAN
18

Growth and Adoption Rates of ERP Systems in Recessions

The foundations of ERP are found in manufacturing resource planning, traditionally used by companies which produced tangible goods in factories. The adoption of ERP and MRP systems was initially quite slow – management were content with the status quo and saw no reason to change what seemed to be working. However, the recession experienced in the late 1980s and early 1990s forced many companies to make a choice: Either find new ways of operating more efficiently and effectively, or go under. This created a massive boom in the ERP market, which lead to massive changes in the ways in which fundamental business operations were conducted, and those organizations that made it through the recession came out stronger.

North America is no longer the goods-producing collection of nations it once was and is instead dominated by service industries. However, many of the same problems that existed in manufacturing organizations twenty years ago still exist in these businesses: Lack of integration, inability to respond and take advantage of environmental change, time and money wasted on data entry and redundancies, and so on. Much like the recession twenty years ago, the economic downturn caused by the subprime mortgage crisis has forced many modern companies to find new ways of performing more effectively and efficiently.

This is the time to get ahead of the competition, and Microsoft Dynamics GP is the perfect solution for organizations looking for more than simple accounting and reporting features without high maintenance costs and complexity.

  8006 Hits
MAY
14

GP 2010 - MRP Move Outs

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.

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.

  8106 Hits
MAY
17

GP 2010 - Kits in Service Management

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.

  7665 Hits
MAY
19

GP 2010 - Non-Inventoried Items in Service Management

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.

  6140 Hits
MAY
21

GP 2010 - Further Payroll Integration

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.

  6612 Hits
MAY
23

GP 2010 - Multi Level Service Call Escalation

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.

  6993 Hits
APR
29

Take Advantage of our HST Tool-Kit

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Did you know Directors of corporations can be held personally liable for un-remitted HST!?!

Be ready for the new HST!  Contact WebSan now to take advantage of our HST Cut-Over Tool-Kit.

Over our many years of experience with Microsoft Dynamics GP, we have developed a proven implementation methodology for companies both large & small.  Get the job done right the first time!  Let us help you with HST upgrades:

  • Update company-wide sales & purchasing tax options
  • Set tax settings for specific grouping of customers or vendors
  • Ensure appropriate sales items are taxable or not

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.

  6507 Hits
MAY
01

Get Ready for GP 2010

GP 2010 is coming soon!  Over the next while we will be previewing some of the new features.

Also, join us during our upcoming webinar featuring the top 10 new features.

  6089 Hits
MAY
03

GP2010 - Reporting Templates

GP 2010 will bring additional reporting printing capabilities.  Users can now take advantage of Word report templates as an alternative to using the native Report Writer.  Out-of-the-box there will be 22 templates available for use with endless possibilities on user customized reports.

GP 2010 will also feature added capabilities with Excel reports & pivot tables ... hum

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.

  6288 Hits
MAY
06

GP 2010 - Payments

When making payments in GP 2010, users will be given additional restriction possibilities in Select Checks window.  New restrictions can be place on the following fields:

  • Vendor IDs
  • Vendor names
  • Class IDs
  • payment priorities
  • voucher numbers
  • document numbers
  • due date\discount date cutoffs
  • document currency

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.

  7372 Hits

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