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The training sessions take place in Los Angeles on December 8th and in San Diego on December 9th and are designed to help Dynamics GP users ensure an efficient and successful year-end close process. Both sessions are eligible for CPE credits. San Diego, CA, November 5th, 2015 - FMT Consultants, a leading Southern California Microsoft Dynamics GP partner and consulting firm, is hosting two upcoming Dynamics GP year-end close training seminars, open and free of charge to all Dynamics GP users. During the training sessions, Dynamics GP experts from FMT Consultants will share best practices related to period-end and year-end processes, and cover closing procedures related to General Ledger, Accounts Payable, Accounts Receivable, Inventory and Payroll. Interested GP users can register online or by sending an email to achen@fmtconsultants.com. The Dynamics GP training sessions will take place on: Tuesday, December 8th, 2015, from 9:00-11:00 AM PST at the Microsoft Office in Los […]

Year-end close is approaching. Are you ready? Join us for one of our complimentary Dynamics GP year-end close training seminars in Los Angeles and San Diego, CA. Our Dynamics GP team will share best practices related to period-end and year-end processes for your Microsoft Dynamics GP system, and show you how to avoid common mistakes to ensure a smooth and efficient year-end close. We will cover General Ledger, Accounts Payable, Accounts Receivable, Inventory and Payroll. The training is complimentary and open to all Dynamics GP users, and the sessions are eligible for CPE credits. Training material and breakfast will be provided. Sign up now to ensure a successful year-end close: Los Angeles When: Tuesday, December 8th, 2015 9:00 - 11:00 AM PST Where: Microsoft Office, Los Angeles 13031 West Jefferson Blvd, Ste 200 Los Angeles, CA 90094 (map it) San Diego When: Wednesday, December 9th, 2015 9:00 - 11:00 AM […]

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 […]

Overview In the first part of this blog we demonstrated how to create and setup custom records in NetSuite. In this second part you will learn how to manipulate custom records and use them in the context of transactions. See part 1 of the blog series here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part I If you recall, in our business scenario we said that: The webinars will be held once per week and after each webinar the list of the attendees and the webinar's rate / fee will be imported into NetSuite. Based on this information, we will be able to bill our attendees. When we bill our attendee we will mark that attendee as billed, so that we do not double-bill our clients. Also, we will link the invoices that were created to our attendee records for reference and reporting purposes. Step 1. […]

This article offers 6 time-saving and frustration-eliminating tips for Report Writer that will come in handy if you have been tasked to build or modify a report in Microsoft Dynamics GP. Tip #1- Make Sure to Back Up All Modified Reports! Here’s how to back up your reports: Open the Customization Window. You mush Highlight all Customized Reports in order to actually Export them for safekeeping. Save the .Package File in a common location, easy for other GP users to access later on. This tip is by far the most important one. If one file gets corrupted, it corrupts all other customized files. Losing all your customized reports build from scratch can easily be a $10,000 loss! Tip #2- 3 Quick Ways to Access Report Writer. There are a few different ways to access Report Writer: Option 1: The most common way is to click Tools > Customize > Report Writer […]

At FMT Consultants we recently reviewed a wide range of third-party SharePoint migration tools. Our choice of preference: Sharegate. Our experience with this migration tool was simply great. From installation to migrating, everything was simple and intuitive. Following are some of the Sharegate features that made it stand out from other SharePoint migration tools. UI Design The first thing you’ll notice about Sharegate is its simple and intuitive user interface, allowing even novice users to use the tool. Pre-Migration Check It is always a good practice to find and resolve potential errors on the source farm before any migration. With Sharegate, you can perform a pre-migration check to identify potential issues you may run into while migrating, and proactively resolve them in advance to ensure a smooth migration. A Migration Tool for All SharePoint Versions Sharegate can migrate content from any version to any version of SharePoint. Sharegate supports SharePoint […]

Are you tired of spending time every year-end modifying your FRx or Management Reporter reports to report against the new budget? It can be a painful and time consuming process if you have lots of reports. Here is a simple solution to this annual headache: Create a budget called CUR_YR and another one called PRIOR_YR in Dynamics GP. All your standard reports that have budget column(s) will reference Book Code CUR_YR. Create a set of reports indicating they are Prior Year reports and associate column building blocks with PRIOR_YR in the Book Code. You will do this once and never need to change them again or worry that you missed changing a column. When creating your budget for the new fiscal year in Dynamics GP, create it with a code that includes the fiscal year. Make sure to have a set of columns for confirming that your budget is correct. […]

Below you'll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here     Content Introduction Knowledge Management Support Ticketing Self-Service Portal Mobile Social Chat Packaged Integrations Conclusion Introduction Technology has fundamentally changed customer care, empowering the customer with as much or more information, devices and channels of engagement as the average customer service agent has to deliver service. Growing expectations have presented brands and organizations with the need to become “customer obsessed” and more deeply invest in the technology that will allow them to productively, proactively, personally and consistently respond to and engage with customers at the time and on the channel of their convenience. Microsoft, the productivity […]

Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming roadshows featuring two Microsoft Dynamics CRM 2015 demo events. Dynamics CRM 2015 is the latest release of Microsoft’s robust and scalable Customer Relationship Management (CRM) solution designed for business of all sizes. The Dynamics CRM 2015 showcase sessions take place on: Tuesday, February 17, 2015 from 1:00-3:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 1:00-3:00 PM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094. […]

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 […]

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 […]