Microsoft Dynamics GP Archives - Page 4 of 7 - FMT

Search Archive
Budgeting and Forecasting with Prophix Part 1 - Creating Pre-Populated Budget and Forecast Versions
What is Prophix? Prophix is a powerful corporate performance management (CPM) software application which offers a new, streamlined approach to the budget and planning process. Most companies manage their budgeting process with spreadsheets and data from multiple sources. These rudimentary processes often require manual entries which can be time consuming and error prone. Prophix addresses budgeting concerns by creating budgeting scenarios, called versions, to gain efficiencies, improve accuracy and establish an auditable and collaborative process that provides actionable intelligence and enhances the benefits of planning. Prophix allows you to: Create more accurate budgets with far less labor and minimize exposure to errors. Budget top-down, bottom-up, or a combination of both. Create countless scenarios and save each iteration. Easily analyze and review previous versions. Add collaborative comments and supporting details to budgets. Incorporate historical and plan data to model unlimited scenarios. Manage, protect and analyze scenarios. Use prebuilt tools to easily […]
The Best Way to Easily Update Your Budget in Microsoft Dynamics GP – Step by Step Instructions
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. […]
6 Frustration-Eliminating Tips for Microsoft Dynamics GP 2013 Report Writer
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 […]
Year-End Closing Instructions for Microsoft Dynamics GP 2013 R2 and Free Download of Year-End Closing Manual
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 […]
Creating an Integration Manager to Process Intercompany Payables (PM) Transactions in Microsoft Dynamics GP - Step-by-Step Instructions
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 […]
New Business Intelligence (BI) Features in Microsoft Dynamics GP 2015
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 […]
New HR and Payroll Employee Self-Service Features in Microsoft Dynamics GP 2015
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 […]
New Distribution Features in Microsoft Dynamics GP 2015
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 […]
New Financial Features in Microsoft Dynamics GP 2015
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 […]
The Top 7 Microsoft Dynamics GP Reporting Options and When to Use Them
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 […]
FMT Consultants Achieves a Microsoft Silver Application Development Competency
FMT Consultants earns distinction through demonstrated technology success and customer commitment. San Diego, CA, November 21, 2014 - FMT Consultants, a leading Southern California Microsoft Partner and technology consulting firm, today announced it has achieved a Silver Application Development competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment. To earn a Microsoft silver competency, partners must successfully demonstrate expertise through rigorous exams, culminating in Microsoft certifications. And to ensure the highest quality of services, Microsoft requires customer references for successful implementation and customer satisfaction. Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 50+ passionate technology experts, a dedicated, in-house customer service team and a wide array of software applications, including Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Office 365, SAP Business ByDesign […]
FMT Consultants to Host Complimentary Microsoft Dynamics GP Year-End Close Training in Los Angeles and San Diego, CA
FMT Consultants helps Dynamics GP users ensure a successful year-end close with in-person training on December 9th, 2014 in Los Angeles and December 10th, 2014 in San Diego. Both sessions are eligible for CPE credits. San Diego, CA, November 13, 2014 - FMT Consultants, a leading Southern California Microsoft Dynamics GP partner and consulting firm, announces two upcoming Dynamics GP year-end close training seminars, open and free of charge to all Dynamics GP users. The sessions take place on Tuesday, December 9th from 9:00-11:00 AM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094, and Wednesday, December 10th from 9:00-11:00 AM PST at the Microsoft Office in San Diego located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121. The complimentary seminars are open to all Microsoft Dynamics GP users, and are eligible for CPE credits. Training materials […]
1 2 3 4 5 6 7
©
2024
 FMT Consultants
|
Privacy Policy
|
Your Privacy Choices
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram