dynamics gp Archives - FMT

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 […]

You’re in the business of making, moving and managing inventory. To keep operations running smoothly and to maximize profit, you need to do more than just track inventory levels. You need real-time visibility that can help you effectively manage your product and streamline ordering and fulfillment. With advanced inventory and EDI from SalesPad and SPS Commerce, you can extend the functionality of your Dynamics GP solution for complete control and visibility.   Watch this video to learn how you can take control of your inventory, and: Process your orders faster Increase accuracy in your warehouse operations Streamline order fulfillment and processing Manage your business on the road     Ready to take control of your inventory? Fill out the contact form below to get started today!

Guess what? When your primary items are depleted whether fulfilling a sales order or picking during BOM assembly, there is a quick and easy way to setup alternate items and use them in place as needed. This GP item substitution process will save time and money consistently by not having to delay your production workers' duties you get the original item in stock and also not risking having to make your customers wait a long time to get a product out the door to them. The first thing to do is to go into Item Maintenance and enter your primary item no that you need to add an alternate for. Next click on the Go To icon and select Alternate Items. Then you would enter the alternate item that it could be substituted with. This will allow you to select the substitute item during Sales Order entry when your primary […]

Implementing a new Dynamics GP environment or migrating an existing GP to new servers it's not an easy task. So I think it's safe to say, we've all encountered our fair share of complications when doing so. In this blog, we will go over a GP Login Error of not being able to login with SQL sa credentials, and exactly how to resolve it. We will start with an overall understanding of the GP Login Error by visiting Microsoft Support and reviewing the following suggestions: Confirm password information for sa. Check Data Source configuration for GP client (ODBC). Check versioning for GP. If a service pack is available, consider installing it. Review permissions for the smDex_Max_Char stored procedure. To put this in practice, we took an example of a recent case, where a client was migrating databases associated with GP to a new SQL server. After the databases were migrated, the system administrator was […]

Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the change on a sub-assy for a pen from black ink to red ink. You can find the BOM Mass Updates screen by going to Manufacturing >> Utilities >> BOM Mass Updates Select the Mass Update Function; for this example, we will select the Update or Replace Item function. Select the BOM's you would like to exclude. For our exercise, we will not exclude any BOM's. Enter the item number that will be replaced/updated. Enter the item number that will be replacing the item with. Enter the range for which we want GP to look for […]

Generating EFT Payments from within Dynamics GP is a quick and easy process. However, if not configured correctly, your EFT batch may be empty and you may be left shaking your head trying to figure out why. The Vendor card may be the reason your EFT batch is empty if your Checkbook in Dynamics GP is configured for EFT Payments. In this article we will troubleshoot some possible issues causing the EFT Payables Batch to come up empty in Dynamics GP. Here are the steps to setup a Vendor for EFT payments: Navigate to the Vendor card (Purchasing >> Cards >> Vendor Select the Vendor ID Click on Address and press Clear to enter in a new Address ID Enter a new Address ID (for all vendors that will be paid electronically such as “EFT” use an Address ID) Enter the Country Code, then select EFT Bank On the Vendor EFT Bank […]

Does your business run two instances of Microsoft Dynamics GP? If you’re doing business in more than one region, the answer is likely yes. However, sometimes having multiple instances can cause errors you might not normally see. In this blog, we’ll show you how to solve one such error that causes you to receive a popup that states “the database setup has not been completed for Microsoft Dynamics GP.” The Scenario One instance in which I encountered this error was while helping a client who had a United States instance of Dynamics GP as well as an Australian (AUS) instance of Dynamics GP. We created a new company using GP utilities, as we would normally do, but when this client attempted to log into the newly created company on the Australian GP client, they received the following error: “The database setup has not been completed for Microsoft Dynamics GP. Use […]

Microsoft’s Dynamics GP has been a staple of business management solutions for a while, and it just keeps getting better. With the newest version, Dynamics GP 2016, Microsoft has taken a big step towards creating the ultimate user-friendly, efficient ERP system. In this post, we’ll cover the newest features included in GP 2016 so you can be sure you don’t miss a thing. The Switch to HTML5 The biggest and most exciting change that comes with Dynamics 2016 is the new web client. Previously, the GP web client was powered by Silverlight, but with this new update Microsoft has made the switch to HTML5. So what does this mean for you? By switching to HTML5, the GP web client is more agile and has improved accessibility. HTML5 also allows GP to finally become browser and device agnostic. This means with the new client you can log in from anywhere using […]

Within the past few years, technology has brought us extraordinary changes. The Internet has matured, our mobile devices never leave our side, and cloud-based solutions have changed the way we do business. These fundamental changes are now developing new trends and further impacting your business.The great news is that the tools that allow you to capitalize on these trends are now easier to access, extremely powerful, and more affordable than ever. A few years ago, comprehensive business management solutions were only available to enterprise companies with large IT budgets, but now it is within reach of every business regardless of size. Download Accounting software is now also labeled as Enterprise Resource Planning (ERP), to reflect more core solution capabilities that can manage supply chain, operations, reporting, and HR. And ERP solutions allow you to integrate with other productivity tools used in your day-to-day business operations. We’ve written a white paper with the small and midsize […]

The nVerge 2015 agenda offers over 35 educational sessions on Dynamics GP 2015, Dynamics CRM 2015, Social Engagement, Dynamics Marketing, SharePoint, Office 365 and IT systems. FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today released the agenda for nVerge 2015 - a one-day technology conference taking place in San Diego, CA on October 27, 2015. The conference agenda offers a wealth of keynotes, breakout sessions, workshops, roundtable discussions, a bustling expo floor with IT service providers and independent software vendors, and ample networking opportunities. During the one-day conference, nVerge attendees can choose between 35+ different educational sessions on Microsoft Dynamics GP 2015, Management Reporter, Dynamics CRM 2015, Microsoft Social Engagement, Dynamics Marketing, third-party applications for the Dynamics product line, SharePoint, Office 365, IT systems and general business management. Premiere local and national businesses, including Stone Brewing Co. and Puget Sound Surgical Center, will share […]

nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]

For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]