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5 Reasons to Consider BI360 over Management Reporter for Microsoft Dynamics GP
When it comes to reporting out of Dynamics GP, there is a veritable smorgasbord of options available to you, the end user. Although it may be tempting to opt to use Microsoft's Management Reporter 2012 as it comes bundled with your GP license, Management Reporter may not be the best option depending on your or your organization's individual needs. FMT Consultants implements and supports a variety of third-party report writer tools for Dynamics GP reporting, and here are 5 reasons why you should consider Solver's BI360. 1. Excel-Based User Interface Most people in the ERP space are familiar with Excel. In fact, for many users, report writing tools only exist to export data out of Dynamics GP into Excel so that it can be further manipulated into final reports. So why not build your reports in Excel to begin with? Enter BI360. BI360 is an Excel add-in that allows the […]
Budgeting and Forecasting with Prophix Part 2 – Creating Budget Templates
Recap Welcome Back! In Part 1 of this blog series, we started our conversation about using the power of Prophix’s corporate performance management (CPM) software to gain efficiencies and improve accuracy in the budgeting and planning processes by easily creating multiple budget scenarios, called versions. We discussed how Prophix allows you to build new versions based on any combination of historical data and previously created planning scenarios. Once the new version is created, the finance team can utilize the other tools in Prophix to develop consistent and secure budget templates to be distributed to the department heads. Managers can then populate designated fields and return the templates. Upon approval, Prophix then imports the templates and automatically incorporates the new data into the appropriate budget version. The finance team monitors this process in Prophix’s Workflow Manager which will be detailed in a future post. This second blog post illustrates the steps […]
5 Common Sales Tax Compliance Errors Found by Auditors
This is a reposting from www.avalara.com If South Dakota, Colorado, and Connecticut are any indication, states are starting to publicize common sales tax management errors. Though they provide a road map for sales tax compliance, these lists are by no means exhaustive. Rules, rates, and boundaries vary between states and localities, but one thing is certain: sales tax is complicated, and the road to compliance is bumpy and long. Here are five common errors and what you can do about them. 1. Under-reporting sales or use tax due to poor record keeping. Manually collecting rates, tracking rules, or following boundary changes can lead to errors. Even savvy tax managers with accurate spreadsheets and regular Department of Revenue updates, have difficulty keeping accurate records. Many companies choose to automate sales tax within their financial systems to lower audit risk. 2. Not remitting use tax on items taken from inventory for business […]
How to Add a Custom Menu Item in Microsoft Dynamics GP 2013
There is a considerable amount of information online about how to add a custom form to the Additional menu in a form’s menu bar in Dynamics GP: IvItemMainenanceForm.AddMenuHandler(new EventHandler(OpenInventoryManager), "Inventory Manager"); But there are far fewer references instructing how to add a custom menu item to the cards items list in Dynamics GP: In order to add a form from a .NET add-in to these menus, you will need to use the Menus for Visual Studio Tools add-in. This tool provides classes and methods for associating forms to menu items. Let’s look at the methods (and the code below) needed to add an item to a menu. //menu for VS Tools section // Application Name const string APPNAME = "VSTMenusCSharp"; // Dictionary ID Constants const short DYNAMICS = 0; // Shortcut Key Modifier Constants const int COMMAND_SHORTCUT_CTRL = 65536; const int COMMAND_SHORTCUT_CTRLSHIFT = 327680; const int COMMAND_SHORTCUT_CTRLALT = 196608; const […]
Video Tutorials and Overview of New Features in Microsoft Dynamics GP 2015
Microsoft Dynamics GP 2015 came with a wealth of new features and product enhancements. This blog provides an overview of what’s new in Dynamics GP 2015 within the areas of: Home Page Overview and Basic Navigation User Preferences and Home Page Customizations SmartLists Common Windows Commands and Navigation Lists Each area is accompanied by a short video tutorial. Tutorial 1 | Overview and Basic Navigation Microsoft Dynamics GP 2015 has been designed with subtle cosmetic changes to the Welcome/Login page, streamlining the color scheme to blue and white with white Dynamics sails instead of the multi-colored scheme seen in prior GP versions. After logging in, GP brings you to its Home page which has the same look and feel as (the most recent) prior GP versions. There are several ways to navigate the Dynamics GP 2015 application. For example, the main toolbar includes five menus and can be customized using […]
How to Post a Standard Transaction (Non-Batch) in Microsoft Dynamics GP
This short video demonstrates how to record a standard financial transaction for immediate posting in Microsoft Dynamics GP (Great Plains) without having to create a batch. As shown in the video, the steps are as follows: 1. Open the Transaction Entry window A shortcut to this window can be placed in toolbar or as a Quicklink on the Homepage 2. Select Transaction Type as "Standard"  The Reversing option will be covered in a future blog 3. Do not enter a Batch ID 4. Enter a Transaction Date 5. Select a Source Document 6. Enter a Reference Maximum of 30 characters 7. Select the proper Currency ID 8. Enter accounts and transaction amounts 9. Click “Post" 10. Print the posting journal Posting Journal printing is 'on' by default, but can be turned off or modified at Tools>Setup>Posting>Posting Please reach out if you have questions or need assistance. Recorded by: Alex Smyth, Senior GP Consultant FMT Consultants
How to Correct a Posted Entry in Microsoft Dynamics GP
This short video demonstrates how to back out the posted transaction and create a correcting entry in Microsoft Dynamics GP. This method provides a clean audit trail as Original and Correcting Entries will be referenced on the Journal Entry Inquiry windows. As shown in the video, the steps are as follows: 1. Open the Transaction Entry window 2. Click the “Correct” button 3. Select the Action “Back Out a Journal Entry and Create a Correcting Entry" You can also select "Back Out a Journal Entry" and it will not create a correcting entry 4. Select the year the journal entry was posted 5. Click on the lookup icon to select the original journal entry 6. Click “OK" 7. The Transaction Entry window will populate with a backing out entry 8. Click “Post" 9. The Transaction Entry window will populate with a correcting entry 10. Make the necessary corrections in the […]
How to Enter and Post a Quick Journal Transaction in Microsoft Dynamics GP
This video demonstrates how to use the Quick Journal feature to quickly enter a common journal entry in Microsoft Dynamics GP (Great Plains). This method is best used when the accounts repeat but amounts do not. As shown in the video, the steps are as follows: 1. Open the Quick Journal Entry window 2. Enter a unique Journal ID number. This Journal ID can consist of letters and will be saved for future reference 3. The Quick Journal Setup will open 4. Enter the Description, Source Document, Reference, and Offset Account number for this Journal ID. These settings will be saved for future use 5. Click the “Save” button 6. Close the Quick Journal Setup window 7. The Quick Journal Entry window will populate with the settings from Step 4 The Reference field can be edited here. 8. Click “Post" 9. Print the Posting Journal Posting Journal printing is 'on' by […]
How Much Does a Typical Microsoft Dynamics GP Implementation Cost?
Like snowflakes, no two Microsoft Dynamics GP implementations are the same as each business is unique and has different needs and specifications. Providing a one-price-fits-all cost estimate is virtually impossible and this can cause some frustrating for companies trying to gauge the implementation cost of Dynamics GP. The pricing information below is put together with the objective of providing prospective Dynamics GP buyers an idea of what to expect from a pricing standpoint. (Additional Microsoft Dynamics GP 2015 Resources) Cost of Software Before diving into the costs of services, let’s start with the basic license costs for Microsoft Dynamics GP 2015. Out-of-the-box licensing starts off at $5,000 for the Dynamics GP Starter Pack which includes three concurrent full user licenses, and $10,000 for the Extended Pack which includes over 50 GP modules (see list of modules here). Please note, the Extended Pack is not a requirement, and depending on the complexity […]
Video: New Features in Microsoft Dynamics GP (Great Plains) 2015
This video provides a broad overview of the new features in Microsoft Dynamics GP (Great Plains) 2015, including: Service based architecture New workflows Management Reporter integration options Intercompany functionality improvements Business Analyzer cross platform Fixed Assets year end close report Invoicing for the GP Web Client Improved employee self-service FMT Consultants is a Gold Certified Microsoft Dynamics GP (Great Plains) partner. Please contact us for more information about Microsoft Dynamics GP 2015.
New in Microsoft Dynamics GP 2015: Project Employee Expense Reports
Tired of managing expenses on multiple platforms, logging in and out of Business Portal and PDK (Personal Data Keeper), followed by approving and recording the transactions into Dynamics GP? Microsoft Dynamics GP (Great Plains) 2015 now provides new features to help you centralize time entry and expense reporting - all within the Dynamics GP application. Historically, employees would manage their time entries and detail through business portal. Once completed, the user would submit their time for approval. A manager or reviewer needed to log in to PDK, which allowed them to review, alter and update the employee’s time entry. At this point, the import utility needed to be run in order to port the time to GP. As you can probably imagine, this is a cumbersome task. And having to manage multiple time sheets, applications, and logins to various applications can easily get confusing. With Dynamics GP 2015 employees can […]
Changing the Customer on an Invoice without Losing Audit Trail in Microsoft Dynamics GP
A common question that has come up recently is ‘How do I change the customer on an invoice?’ Well, in short, it’s not possible without significant unsupported updates to SQL data which compromises the audit trail that is part of a GAAP compliant accounting system such as Microsoft Dynamics GP. The good news is that there are some tools available in Dynamics GP that can assist you in crediting the original invoice and a new invoice. Below is a step-by- step example of how to handle the following scenario: a sales order is processed for a customer, and an invoice is sent to that customer. the customer subsequently advises that the order should be paid for by a different company. The general steps are: Post the original customer invoice even though it may have the wrong customer listed. Create a return based on the original customer invoice – verify the […]
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