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GL Integrations to Fixed Assets Sub-Ledger and Others in Microsoft Dynamics GP
The Challenge As a company grows so does the need to track information on a more granular level to strengthen the audit trail. One way of doing so is to track transaction information at the sub-ledger level. Unfortunately, many Dynamics GP users are entering transactions directly in the general ledger while, ideally, these transactions should be tracked within their respective sub-ledgers. Microsoft Dynamics GP provides a useful out-of-the-box interface to transfer sub-ledger transaction information up to the general ledger. The challenge is to transfer journal entry details from the general ledger back down to the sub-ledgers – especially for organizations with hundreds or thousands of general ledger entries. The Solution Using simple integrations and configurations within GP, FMT has developed an efficient method to take standard general journal entries and integrate the transactions back into your sub-ledgers including fixed assets and other sub-ledgers. By utilizing tools such as eOne’s Smart Connect, […]
Implementing Multiple EFT File Formats for a Single Checkbook in Microsoft Dynamics GP
ACH (EFT) file format configuration within Microsoft Dynamics GP is a relatively straightforward process. However, what do you do when your bank requires you to use one particular format for Consumer transactions and another for Business transactions? For example, your bank’s requirements could be that you must use a PPD (Prearranged Payment and Deposit) format for Consumer Account transactions and a CCD (Cash Concentration and Disbursement) format for Business Account transactions. This requirement can easily be addressed by using the standard functionality and tools within Dynamics GP 2013 by following the steps outlined below: Step 1 Create the two separate EFT formats – one for PPD and one for CCD. This process can be simplified by using the Export function to export the current format, import as a new name, and finally perform any updates to the formats. In this example, there will be separate CCD and PPD formats for […]
Video: Copy/Paste from Excel to Dynamics GP
This video demonstrates TitaniumGP - an low-cost productivity suite that enhances the value and functionality of Microsoft Dynamics GP. The video covers the following features: COPY/PASTE - Directly into GP Windows: TitaniumGP brings the ease of “copy/paste” into Dynamics GP transactions. This feature allows you to import detail lines prepared in your spreadsheet program and paste them into the appropriate GP window. ELASTIC WINDOWS: Allows you to add new fields of any SQL Type to the GP window. You can also add view information that automatically changes based on the position of the cursor in the window simply by adding tables or views that follow a naming convention. The opportunity to grow the functionality of a GP window is endless. SEARCH: New and simple way to launch windows inside Dynamics GP. To launch Customer Maintenance, (Cards | Sales | Customer), simply enter CSC in the Menu Code/Search box and the […]
Changing Integration Manager INI file setting solves issue when source file data is incorrectly integrated into Dynamics GP
Recently I built a GL transaction integration with Analytical Accounting information using Integration Manager with the eConnect Adapter. One scenario of Analytical Accounting integrations is that the distribution amount may be split out to multiple Dimension Codes. During source file to GP integration testing, I noticed that the Assign % value for a certain code amount was incorrect in the Analytical General Transaction Entry window, as shown below:   After analyzing the log for what the eConnect Adapter is sending to Dynamics GP, I noticed that Integration Manager was entering the transactions from the source file in incorrect order, which interfered with the calculation of the Assign % value. Solution The solution is to locate the folder where Integration Manager is installed and launch Microsoft.Dynamics.GP.IntegrationManager.ini in Notepad. Under the [IMBaseProvider] section, change ‘UseOptimizedFiltering=True’ to ‘UseOptimizedFiltering=False.’ Save and close the file, then restart Integration Manager and run the integration. Now the […]
What is PA-DSS and How Does It Affect Your Customers?
In the Internet era, the risk of data theft in an enterprise environment is extremely high. The resulting impact on consumers can be immense. Responding to growing concerns over data security breaches and theft of credit card information, Visa and the Payment Card Industry have developed two security standards; PA-DSS (Payment Application Data Security Standards) to govern credit card application software developers PCI (Payment Card Industry) Security Standards to ensure merchants who accept credit cards are providing adequate security safeguards to protect sensitive credit card information. The PCI Security Council mandates that any merchant accepting credit cards must be PCI compliant. What this means is that merchants’ IT infrastructure must be secured and verified. If credit card information is stored, it must be encrypted with advanced algorithms and protected with dual split control and an access audit trail must be provided. In addition, if the merchant uses credit card software, […]
Contract Line Import Tool for the Dynamics GP Field Service Module
Eliminate the cumbersome manual entry of contract lines! This blog post describes how to streamline the process of creating and maintaining contracts and contract items in the Microsoft Dynamics GP Field Service module. The Standard Contract Entry screen is used within the Field Service module to create and maintain contracts and individual contract details (see screenshot below). More specifically, the entry screen allows users to specify the customer, duration of the contract, the actual items/services and the contract prices. Entering contract information manually works sufficiently for simple contracts but as the volume of contract details increases, the task of creating and maintaining contract details becomes very tedious and time consuming. I have previously worked with clients dealing with hundreds and even thousands of contract lines. You can begin to imagine how painful, error prone and time consuming the entry task can be!   The Contract Line Import Tool Our Dynamics […]
Microsoft Dynamics GP Now Available in the Cloud on Windows Azure
Microsoft Dynamics GP is now available in the cloud hosted on Windows Azure - Microsoft's on-demand Infrastructure Services. The announcement came out on June 18, 2013 after several months of testing and fine-tuning the solution in collaboration with Microsoft's first 'go-live' customers. As with current Dynamics GP deployment options, GP on Azure is licensed through Microsoft's partner network. Read the full article on the Microsoft Dynamics Community and contact FMT Consultants today to discuss which deployment option is best for your organization. The videos below provide a high-level overview of the Dynamics GP deployment and pricing options. Microsoft Dynamics Deployment Options Microsoft Dynamics Pricing Options Contact FMT Consultants today to learn more! Posted by: Jakob Bechgaard
Reduce the Costs of Sending out Information with DocLink and Microsoft Dynamics GP
Finding an alternative to sending paper documents in the mail or via a courier can mean significant cost savings. Imagine if all of the documents in your organization were stored in a secure, electronic library that could be accessed by all the different locations at the click of a button. Rather than shipping something to another office, you could just route it electronically. You could even have a set of rules to automatically route the proper documents to save additional time. As far as getting documents to vendors and customers, instead of mailing or shipping them, DocLink can deliver them through email, fax or FTP. You might be thinking, “There are still those customers or vendors who would prefer to stick with the paper document, and keeping track of who wants which documents sent in which way could be a pain.” But DocLink  has the capability to automate the whole […]
Three Steps to Paperless Efficiency with DocLink & Dynamics GP
Sometimes when we speak with customers about document management, we hear, “This solution would be so great … if only we had the budget for it.” There is a perception that in order to go paperless, you have to buy the whole expensive software package with all the bells and whistles. Many GP users don’t realize that they can purchase a scalable solution like DocLink to start small and grow at the company’s pace. For some companies, it’s easier to get approval on the investment if it comes in smaller pieces. Step One: Electronic Documents The easiest concept to explain, and perhaps the most important, is the idea of taking printed, physical documents and replacing them with electronic ones. To accomplish this, we simply need to capture an image of the document, either by scanning it or sending it to a virtual printer, then give that document meaning by adding […]
‘Unsticking’ Stuck Batches in Microsoft Dynamics GP – Part 3
In the past, we’ve discussed the importance surrounding Edit Lists and covered some of the typical reasons causing batches to get stuck (see Part 1 and Part 2 in this blog series). This third blog post will concentrate on the processes involved in “unsticking” the batch. There are several error messages in Dynamics GP that suggest a stuck batch. The most common one stipulates that the batch has been pushed to a batch recovery window, and prompts the user to go to the window and attempt to “recover” the batch. Ideally, in case of a stuck batch, the user would navigate to the batch recovery window, click process and solve the problem. Cross your fingers and hope for the best! Most of the time, however, the batch will not complete its posting but spit out an error message similar to the one you received when trying to post the batch […]
Security Considerations for Microsoft Dynamics GP 2010 SQL Reporting Service Reports
While most Microsoft Dynamics GP system administrators are accustomed to securing access to the ERP system data using both built in and custom security roles and tasks, a completely different security model must be employed when using the SQL Reporting Services Reports. Access to reports within SQL Reporting Services (SSRS) is controlled using Active Directory (AD) authentication of AD users or groups. Additionally, by default, the data behind the standard GP reports is secured by SQL database roles that need to be mapped to AD users and/or groups. The Microsoft Dynamics® GP 2010 SQL Server Reporting Services Guide provides a decent step by step guide of how to setup security for the reports based on predefined database roles that are created during the deployment process. Below is the listing of database roles: DYNAMICS database rolesCOMPANY database roles rpt_all user rpt_all user rpt_executive rpt_executive rpt_human resource administrator rpt_human resource administrator rpt_payroll […]
Slash Processing Time by 50% Using Microsoft Dynamics GP
Just curious, how many of you can relate to this? A customer of mine had a common problem: old, outdated software and the business processes and bottlenecks to go with them. Originally, they set out to upgrade their old ERP system, hoping to maximize the investment made in what they already had. Eventually, they realized that the system that got them to where they are would not get them to where they wanted to be. Enter Microsoft Dynamics GP Dynamics GP has enabled them to improve response time to customers and reduce overhead costs, and they have obtained a level of visibility on their order process that would have been impossible otherwise. For this distribution company, implementing Microsoft Dynamics GP has helped them enhance their customer service and business operations considerably. Following the implementation of Microsoft Dynamics GP, my client can now process orders 50% faster; keep workflow quotes from […]
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