Steven Yurkas, Author at FMT

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Create new companies with existing setups in Dynamics GP using clear data
Creating new companies in GP and copying the set-up on an existing company into them, is frequent request consultants usually get. In this blog, we will go over how to create a new company with the setup of a current company with the same chart of accounts using data  The traditional method for creating new companies in GP is to open GP Utilities and then configure it from the ground up based on the characteristics of that company. However, there are many situations when there is a company or multiple companies that you want to be configured in nearly or exactly the same way as an already existing company. You could manually copy all of the configuration settings, but that is time-consuming and prone to human error. Performing a backup and restore to a new company will duplicate the configuration, but it will also include all of the transaction detail […]
How To Integrate GP Data Into Prophix
Prophix interacts with many types of ERP systems, but one of the most common ones is Microsoft Dynamics GP. If you have used Prophix before, you will know that it uses customizable dimensions to determine an information point where all of the dimensions meet called a fact when storing data. Many Prophix users insert this data into the tables manually or with spreading into data entry forms. If you would like to simply migrate data into Prophix from the GP tables, there is a better tool that exists in the Prophix interface: Process Manager. Typically, you would either need to use macros or separate integration applications to pull data into an external reporting application. Both of these migration methods can be frustrating and bewildering. Thankfully, Prophix has an easy-to-understand integration tool built right into the application. Process Manager can be used to integrate data directly from GP tables or a […]
Read This Before You Start on Your Dynamics GP EFT for Payables Configuration
Configuring the EFT file for your bank can be a frustrating process, but it doesn’t have to be so. Below are some important things to keep in mind before setting up your EFT file. What You Are Doing and Why In order to prevent check fraud, ERP systems can create files that essentially act as a backup verification system for banks to verify the authenticity of checks before they are presented for payment. EFT files are specifically formatted to be fed into the bank's computer systems. With EFT files banks can run the listed checks against open checks before they’re cashed. There is no default EFT format and every bank is different. You will need to contact your bank to get the specific file requirements. Microsoft Dynamics GP has some default formats, but most likely you will need to modify these. To ensure everything is set up correctly, you can […]
The Top 7 Microsoft Dynamics GP Reporting Options and When to Use Them
Microsoft Dynamics GP is a comprehensive accounting/ERP solution designed to help you streamline and unify all parts of your business while providing you with enhanced visibility into your company’s financial data. Many companies running Dynamics GP, however, are far from utilizing the reporting capabilities in GP and are often struggling to pull out critical data and reports when needed. This blog provides an overview of the most common reporting options in Dynamics GP as well as the situations in which they are most useful. Option 1: Inquiry Windows & Lists Though Inquiry Windows cannot be used to create actual reports, they are still worth mentioning as it is one of the most common ways of retrieving information from Dynamics GP. Every module has a series of Inquiry Windows which can be used to instantly view data in the system. Inquiry Windows are unique in that they display pertinent information to the […]
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