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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, […]
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 […]
Creating a Formula-Based Enterprise Custom Field to Track Rollup Work Hours
I was recently posed with a challenge to create a custom Microsoft Project Online field to calculate the difference between a custom numeric value and Actual Work, specifically the rollup of number of work hours completed on project tasks. Simple enough right? I knew it could be done but the execution of meeting this customer requirement wasn’t straight forward. The client utilized the work column to forecast their efforts like most MS Project users but they also wanted track committed hours which was the effort their sales team proposed to their clients. They wished to do this because at times work could be adjusted for ramp up, setup time, and other tasks non-billable tasks. What they wanted to capture was the true effort their resources were doing above the sales proposed estimate so they could consider past data to more accurately quote customers in future engagements. With some simple configuration […]
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 […]
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 […]
Microsoft PowerApps as a replacement for InfoPath
After the release of Microsoft PowerApps, many Office365 subscribers are thinking that Microsoft PowerApps is designated as replacement of InfoPath. Microsoft PowerApps provides many features that are available in InfoPath and enables enterprise users to create, collaborate, communicate and manage mobile apps without having developer skills. PowerApps can also be easily integrated with any other services of the Office365 ecosystem. From this perspective, Microsoft PowerApps can be hyped as the successor of InfoPath. However, Microsoft PowerApps has some limitations that make it unsuitable to replace InfoPath. Even, Microsoft doesn’t support to replace InfoPath Forms with PowerApps. Power Apps supports creating an app from the data stored in the lists. PowerApps is considered as a successor for custom forms and it is based on an open source version of the software called Apache Cordova powered by resources from Azure app Service. PowerApps allows to easily create and share apps from the […]
Microsoft Flow a replacement for Designer Workflows
In this article, we will go over understanding, pros and cons as well as flow fundamentals of Microsoft Flow. Microsoft announced the release of Flow - a new productivity app specific to SharePoint Online - that allows users to create cross application workflows. Since Microsoft introduced the Workflow Manager in SharePoint 2013, there has not been any additional enhancements to their workflow engine. It would make sense to assume that Flow is the replacement for SharePoint Workflows. Specifically, for approval process, we have to use Flow for simple approvals, or approvals that involve multiple sites or external services. Use SPD for more complicated processes and customization options for approvals that involve a single site. To understand if Microsoft Flow could be a replacement to SharePoint Designer, we will look into the pros and cons of Microsoft Flow and how it stacks up as compared to SharePoint Designer. 1. Why should […]
D365 Business Central will be a Leading Cloud ERP Software Sales in Mid-Tier Market for Many Years, and Microsoft hasn’t even told you that yet!
I’ve been a part of the Microsoft ERP community for over 20 years and the title of my blog is a pretty remarkable statement. Why? Microsoft has made some pretty remarkable decisions in the past year to make this happen! You have to go back in time to 2001 and 2002 when Microsoft acquired both Dynamics GP and Dynamics NAV (back then known as Great Plains and Navision) which made Microsoft mid-market ERP leaders in both North America and Europe with these acquisitions. However, both Dynamics GP and Dynamics NAV are on-premise products and if this term is ‘computer geek-speak’ to you, here’s what this means:  Running on-premise software applications means you need a dedicated server to run the database for the ERP software and then the user needs to have the application or client installed on the user’s workstation to run the software.  Now there are variants to running […]
Microsoft 365 Teams, Skype, Outlook, Yammer, Groups – Oh My!
How do you find the right blend of applications to communicate and collaborate using Microsoft Office 365? Microsoft has been busy at work building out and delivering new functionality in Teams, their self-proclaimed “hub for teamwork.” Have you checked out Microsoft Teams? Perhaps your company is curious about adopting it? At FMT, we’ve heard a lot of feedback on both sides of the spectrum around Teams: some people love it and want to integrate it into their daily workflow, while others haven’t had a good first experience or are a bit perplexed about how Teams fits into the bigger Microsoft 365 picture and into their collaborative workspace. Microsoft 365 offers us at least a half dozen different applications and methods of communication and collaboration, so I understand anyone’s confusion when sitting down to determine what applications to use and when and where to use them. Fear not! Whether you are a […]
SMB TechFest Spotlight - FMT Consultants
Technology choices matter. Applying new technology tools, or revising existing ones, requires a significant effort and sustained commitment to transformation. All, while continuing to run a business at top speed. Whether you work in operations, finance, IT… or all of those (and more), creating lasting value takes real work from people committed to building better business solutions one business at a time, every time. In this discussion between Eric Casazza, CEO at FMT Consultants, and Dave Siebert of SMB TechFest, we discuss advanced supply chain solutions ranging from Enterprise Resource Planning (ERP), to Demand Planning, to Warehouse Management Systems (WMS). It’s not just about financial management software. New technology investments can pay real dividends in operational efficiencies, advanced manufacturing capabilities, and stronger distribution networks.     At FMT we have decades of experience working side-by-side with businesses looking to take the next step (or giant leap) forward using the right […]
FMT Consultants Named Top 100 Reseller by Bob Scott Insights
Carlsbad IT consulting company recognized as one of Bob Scott’s Insights Top 100 VAR’s for 2018. Carlsbad, CA, July 9, 2018 -- Today, FMT Consultants announced that it has been named to the Bob Scott’s Insights Top 100 VARs for 2018. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. “We want to congratulate this year's class of Bob Scott's Top 100 VARs,” said Bob Scott, executive editor of Bob Scott’s Insights. “This selection represents recognition of leaders in this important field.” The selection is based on annual revenue generated by each reseller. A special report that includes names of the organizations selected for this year’s Top 100 list, ranked by revenue, is downloadable at Bob Scott Insights. “Bob Scott’s Insights report is definitively a must-read for what is happening in our industry,“ said Eric Casazza, CEO at FMT […]
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 […]
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