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Are You Using Contract Billing in Dynamics GP?
Are you familiar with the amazing functionality for Contract Billing that is hidden inside Microsoft Dynamics GP and within the Field Service module? This functionality allows you to easily manage contracts with your customers with the ability to enter multiple lines of detail with item numbers whether it’s inventoried or a service type. One of the many benefits of this module is its capability to quickly generate multiple invoices from multiple contracts as well as perform revenue recognition to move dollars out of Deferred accrual account and into actual Revenue account. As actual transactions are processed, the billing schedules and revenue recognition schedules are updated to show the current status of your contracts. The image below shows the screen in which general contract information is entered. The key fields are the contract start date, number of periods, the billing frequency, and the day of the month to bill. You can also […]
Payroll Year-End Update Simplified
Wondering how to prepare the Dynamics GP Payroll module for 2020? First, apply the Payroll Year-End Update provided by Microsoft, complete your Payroll Year-End Closing procedures, and then install the payroll tax update for 2020.  It sounds fairly simple, right?  You might be just a bit nervous because ultimately we’re touching a sensitive part of the system, employees’ money.  Have no fear, FMT is here to help. I’m going to provide the basic instructions and links to all the information you need to complete the Payroll Year-End update successfully.  Let’s start with where to get the Payroll Year-End Update.    Find your version of Dynamics GP below   If you are using Microsoft Dynamics GP 2018, find the U.S. Payroll Year-End Update Here If you are using Microsoft Dynamics GP 2016, find the U.S. Payroll Year-End Update Here If you are using Microsoft Dynamics GP 2015, find the U.S. Payroll Year-End Update […]
How to Deal with eConnect Exceptions for Bank Transactions Integration in Dynamics GP
In this blog post, we are going to discuss how to deal with eConnect primary key exceptions. Let’s say there is a company called Fabrikam Inc. and they provided the data for Dynamics GP. We are going to leverage eConnect to integrate Bank Transactions into Dynamics GP. The eConnect Primary Key Exception When I try to integrate Bank Transactions into Dynamics GP, the eConnect throws an exception and the following message shows up "Violation of PRIMARY KEY constraint 'PKCM20100'. Cannot insert duplicate key in object 'dbo.CM20100'." This Primary Key error is thrown by the SQL Server whenever I tried to insert duplicate key values into the table. The primary key for the table dbo.CM20100 is a combination of two fields CMDNUMWK and VOIDED. Take a look at the screenshot below to view the schema of dbo.CM20100 table and highlighted the primary key. The Data Issue I analyzed the eConnect business […]
Migrating from Dynamics GP to D365 Business Central
So you want to take your business to the cloud. Dynamics GP has been great. It’s comfortable, it’s widely used and supported across North America, but let’s face it…it could use some updates to take advantage of newer technologies offered by other systems. Moving to a more modern platform can provide many advantages to an organization. However, migrating from an on-premise to cloud deployment can be a large undertaking and the advantages offered may also come with a cost - Dynamics 365 Business Central (BC) is no exception. Throughout this article, we aim to highlight topics that should be considered when contemplating a migration from Dynamics GP to Dynamics 365 Business Central. Start by taking a look at the advantages of migrating. Advantages • Improved Platform/User Experience – Dynamics 365 Business Central offers a more modern look and feel which allows users to take advantage of enhanced dashboards and other […]
Tips for Year End Closing in Microsoft Dynamics GP
Closing out the year in Dynamics GP requires a very specific set of actions to complete. Please refer to the Period and Year-End Best Practices for more details from our Dynamics GP 2018 Period-End & Year-End Closing Manual. So in this blog, we’ll go over general tips for all year-end closings as well as specific tips for different GP modules. Note: Be sure to have a current backup of both the company and Dynamics databases. The first and most important task besides performing the close is making sure all users are out and you have a valid backup for each company. Backups should also be taken in between some of the closing procedures when it involves payroll or any other time consuming processes. Make sure to also safeguard your backups from any cleanup routines you may have setup in SQL server by keeping it in a different drive and folder. […]
Finding the right columns for your everyday Smartlists in Dynamics GP
We all know how powerful Dynamics GP Smartlists are, but sometimes it can be hard to find the right columns/fields to build them out with additional information that we need. One that comes up quite a bit, is the Batch ID associated with posted account transactions. When you add the Batch Number column to the Account Transaction smartlist under the Financial folder, it comes up blank for posted journal entries. Luckily, this is a simple column add once you know the name of the column you need. Open up the Account Transactions default Smartlist (Smartlist > Financial > Account Transactions > *).   In my Account Transactions Smartlist below, I have added Batch Number and Document Status columns. Notice that the Batch Number column is blank for all Open transactions (see Document Status).     Click on Columns then Add. Search for Originating Source in the column list. Highlight that column, […]
Choosing the Right Tools for Auditing Activity Inside Dynamics GP
Change… It is something that every organization faces.  Whether it is the change of a business process, change of personnel, change of a software solution or change of data within a software.  Some types of change are more complex than others, but even something as simple as the changing of data within a system can result in a significant amount of resources being expended.  Frequently determining the how, why, when and who behind the change will take exponentially longer than the actual change itself.  In order to reduce the effort spent on answering these questions, we will review the key features of the tools available for Dynamics GP that will help audit the system.  Our goal is to provide you with a succinct snapshot of the options available for Dynamics GP and help narrow down the correct solution for your organization.  Below are four options that will help you answer […]
Reconciling Inventory to the GL in Dynamics GP
There are multiple ways to reconcile sub-ledgers to the GL in Dynamics GP, the Reconcile to GL routine being one of my favorite, but there can be times when you’re still stumped wondering what happened? I had a client recently face this situation. They ticked and tied every transaction to the GL, but their Inventory still did not balance to the GL. In the end, it all came down to a sales return transaction. The quantity being returned went into the Returned bucket instead of On Hand. When the inventory is put into the Returned quantity field, it changes the distributions for the transaction and puts the distribution type as “RETURNS” instead of “INV” if it were put back in inventory. If you’re using the Inventory Historical Stock Status report in an attempt to reconcile, the quantity returned will not hit this report. To fix it, an inventory transfer needs […]
The Importance of a Good Unit of Measure Schedule in Dynamics GP
When configuring inventoried items in Microsoft Dynamics GP, we need a clear understanding of the types of transactions which occur against inventoried items. You purchase items, sell items, transfer items between sites and bins, consume items during production, and produce items. That is A LOT of transactions. But…if you think about it, you probably already enter these transactions using Microsoft Dynamics GP. So why not let Dynamics GP track your inventory for you? Okay, so this is a great idea, right?! But where do you start? Obviously you need to know what items are considered inventoried items and you need to know where your items are located.  However, just as important is your unit of measure schedule! We just looked at six transaction types which may occur against an item, but each inventory transaction can occur in different units of measure. You may purchase a box of 50 units but […]
Unit of Measures Design with Item Configuration Equals Inventory Accuracy
In the Importance of a Good Unit of Measure Schedule blog, we walked through the importance of unit of measure schedules and how to design a unit of measure schedule. Using a well-designed unit of measure schedule and proper configuration of inventoried items in Dynamics GP, enables your system to accurately track inventory balances. An item card in Dynamics GP maintains a multitude of information about an item such as default accounts, tracking options, valuation methods, engineering data, and much more. In this blog we will focus on the setup of a item card with relation to default purchasing and selling units of measure. To configure these default units of measure, there are four windows that you need to access – yes, you heard right, four windows! But…you want accurate inventory balances, correct? Let’s take a look at the four windows we will review:  Item Maintenance Window: Defines the Unit of Measure […]
Creating Extender Records automatically using Extender Actions
We all know how to create an Extender window and track additional information. Recently there was a customer request to track the Revision Level whenever an item is purchased. In order to track the Revision Level, an Extender window has been created and linked with the Purchase Order Detail Entry window as shown below. During the Item purchase, the Revision Level can be tracked by entering data into this Extender Window. So far good. However, the customer requirement has a twist. The Revision Level for the purchased Item has to be automatically created once the Purchase Order line is saved by retrieving the value from Item Engineering Data window. Out of the box, Extender will not do this. However, it is possible by creating actions using Extender Actions. Extender Actions allow a window or form to perform specific actions based on user input. (Note: - Extender Actions are only available […]
Using SmartConnect Customization to capture Dynamics GP Fixed Asset ID with GP Rolling Column
Recently, I had a client that needed to integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect. When building the integration, I encountered an issue with using a GP Rolling Column for the Fixed Asset ID; SmartConnect does not include the native capability to capture the next Fixed Asset ID with their GP Rolling Columns. I was able to customize SmartConnect in order to provide this capability of finding the next Fixed Asset ID and updating the GP table where this ID is stored. When SmartConnect is added to Dynamics GP, there are some stored procedures that are added to the GP database and one of them is to get what is referred to as “next” numbers. This is how the GP Rolling columns in SmartConnect know what the next number is, whether it is the next journal entry number, payment number, etc. Since there is no stored […]
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