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Closing the year can be quite the headache for a lot of Microsoft Dynamics GP users, and if done incorrectly it can cause serious system issues, data loss and lots of wasted time. FMT Consultants has created the 2014 Year-End Closing Manual for Microsoft Dynamics GP 2013 R2 to help you get safely through your Dynamics GP year-end close procedures. The training manual consists of 86 pages with thorough instructions, screen shots and checklists. The topics include: Backup of company database SQL maintenance Closing and creating fiscal periods Module closing order Inventory period-end and year-end closing Receivables Management period-end and year-end closing Payables Management period-end and year-end closing Fixed Assets period-end and year-end closing General Ledger period-end year-end closing Payroll period-end and year-end closing The manual is free and be downloaded here. Feel free to contact FMT Consultants should you have questions or need assistance with your Microsoft Dynamics GP […]

This is part 1 in a blog series of 2. See part 2 here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part II Overview In NetSuite, Custom Records are essentially everything and anything. My bet is that whenever you need a process or a functionality that is not available in NetSuite out-of-the-box, custom records can help you! Custom Records are dynamic and customizable building blocks that allow you to create custom fields, lists and special links with other NetSuite records and transactions. Here are some advantages of using Custom Records in NetSuite: Advantages Description Flexibility and Interactivity Custom records can be almost anything. They are easy to format and configure. They can also be tied to almost any record in NetSuite. Highly Integrated When you create Custom Records, NetSuite will treat them like any record in the system. Each new record is assigned a standard form […]

Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business Context – The world is changing and it is impacting how companies need to engage with customers. Customers are 57% of the way through the buying cycle before they engage with you. Marketers, more than ever, need to be there every step with the customer, ensuring that when the customer does reach out, sales, marketing and the customer are all on the same page. Marketing owns more of the customer journey than ever before, so they must engage customers in new ways, across new channels in a personalized, relevant way. At the same time, marketers […]

Sometimes a company is associated with other companies. For instance, there could be a parent company that has multiple subsidiary companies under its umbrella. The parent, or originating, company would want to be reimbursed for expenses being incurred by the subsidiary, or destination, company. In order to do this in Microsoft Dynamics GP, an intercompany Payables (PM) transaction is needed. If these transactions occur frequently, it is beneficial to create an Integration Manager that can automatically create these intercompany transactions, minimizing manual work and maximizing efficiency. Integration Manager provides you with an easy way to integrate data between business applications. You can integrate data from external business databases, e-commerce solutions, or other data file types into the Microsoft Dynamics GP application. In order to do Intercompany PM transactions, you must have more than one GP company created in your database. The examples presented here will use the standard GP test […]

Below you’ll find more details on the new system wide features and product enhancements for Microsoft Dynamics GP 2015: SmartList Designer Excel Refreshable Reports This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library. By publishing a refreshable report, the user can open the report in Excel and the data will always be up to date. Support for Management Reporter Content in Business Analyzer This features enables users to add Management Reporter content to the Microsoft Dynamics Business Analyzer app. Users may add any Management Reporter report to the app start page that they have permission to. Once added, they may take the action to view the report in the Management Reporter HTML viewer. Business Analyzer Cross Platform This features enables tablet users on Windows, iOS or Android to install and use the Microsoft […]

Below you’ll find more details on the new HR, payroll and employee self-service features and product enhancements for Microsoft Dynamics GP 2015: Project Employee Expense Report and Workflow Project Accounting employees can create expense reports for any projects to which they are assigned. Employees can also be set up to allow delegates to enter expense reports on their behalf. Workflow approvals and task assignments are defined for expense reports; workflow actions are executed on the documents from the Expense Entry window or from the Navigation lists. Employee Profile and Employee Skills and Training The new Employee Profile window in Microsoft Dynamics GP 2015 allows employees to view and/or update their personal information including Address/Phone Numbers, Emergency Contacts, Dependents, and Position History. This is an extension of the Employee Self Service functionality. Employees maintain their Education and Tests in the Employee Skills and Training window and view their Skills and Training […]

Below you’ll find more details on the new distribution features and product enhancements for Microsoft Dynamics GP 2015: Edit E-mail for Historical Documents In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to. On Navigation Lists, you can mark a group of historical documents and e-mail them to a different e-mail address. So, if a customer wants a copy of a number of invoices, you can mark them, and e-mail them to the specific address. Edit E-mail Detail is available for Receivables statements, Sales Order transactions, Purchase Orders and Payables remittances. Payables warning when Open PO A new warning message has been added to the Payables Transaction Entry form to prompt the end-user if they attempt to post or save an invoice for a vendor that already has an […]

Below you’ll find more details on the new financial features and product enhancements for Microsoft Dynamics GP 2015: Intercompany Journal Entry Inquiry In Microsoft Dynamics GP 2015, one of the improvements to intercompany functionality is the ability to view the intercompany distributions of a journal entry from another company. The Intercompany Journal Entry Inquiry window is added, allowing the user to see destination-company entries from the originating company, and originating company entries from a destination company. Having the Intercompany Journal Entry Inquiry window eliminates the need for users to switch between companies to view all originating- and destination-company distributions of an intercompany journal entry. All distributions can be viewed from one company. Void Intercompany Transactions In Microsoft Dynamics GP 2015, users will have the ability to void an intercompany journal entry, including entries posted in destination companies, by voiding the original entry in the originating company. This eliminates the need […]

Below you'll find more details on the new system-wide features and product enhancements for Microsoft Dynamics GP 2015: Services Based Architecture The Service Based Architecture changes the way you think about integrating or building applications that use GP functionality. Unlike the previous services model that provided a limited set of operations and was challenging to extend or modify the new architecture provides a developer with the ability to access any sanScript based functionality within core or third party dictionaries. Developers can utilize prebuilt operations or create their own using the familiar sanScript language and then expose those operations through a REST based API. The new architecture secures communications for access to operations through the new Identity Management functionality authenticating users with either Windows or O365 (Azure AD) Identities. The operations themselves are included in the GP security model just like forms and reports so you can assign access to tasks […]

Register now for our Dynamics GP 2015 events in February 2015!  Microsoft recently released Dynamics GP (Great Plains) 2015 - the latest version of its robust Enterprise Resource Planning solution for small to mid-sized businesses. Some of the highlights of the new release include: Expanded workflows to help streamline financial, purchasing, sales, payroll, and project expense related approvals. These new native workflows enable customers to quickly customize their solutions and accelerate business approvals. Single sign on through integration with Microsoft Azure Active Directory to help users work seamlessly across Microsoft Dynamics GP, Office 365, and other cloud-based applications. Service based architecture to lower the cost and time required for customers and partners to create and modify business solutions built on Microsoft Dynamics GP. Microsoft recently released Business Analyzer R7, a "companion" tablet application available from the Windows, iOS, and Android app stores. As part of Dynamics GP 2015 release, Microsoft […]

Microsoft Dynamics GP is a comprehensive accounting/ERP solution designed to help you streamline and unify all parts of your business while providing you with enhanced visibility into your company’s financial data. Many companies running Dynamics GP, however, are far from utilizing the reporting capabilities in GP and are often struggling to pull out critical data and reports when needed. This blog provides an overview of the most common reporting options in Dynamics GP as well as the situations in which they are most useful. Option 1: Inquiry Windows & Lists Though Inquiry Windows cannot be used to create actual reports, they are still worth mentioning as it is one of the most common ways of retrieving information from Dynamics GP. Every module has a series of Inquiry Windows which can be used to instantly view data in the system. Inquiry Windows are unique in that they display pertinent information to the […]

This video explores how Microsoft Power BI can help empower your users to find relevant information, pull data from multiple sources and prepare compelling business intelligence models for analysis, visualization and collaboration. You'll learn how to: find, explore and compile data from multiple sources with Excel and Power Query build flexible models utilizing Power Pivot's in-memory analytics use Power View and Power Map to create informative dashboards and interactive visualizations share your data and collaborate with your team using Power BI Sites take Power BI on the road with mobile access   The video was recorded on November 20, 2014 by Jeff Fenn, Practice Manager for BI and Development and Aaron Rumford, Business Intelligence Developer. Please contact FMT Consultants for more information about Power BI and Microsoft Office 365.