Contact us today: (866) 4-WEBSAN (932726)

Saturday, 05 October 2013 07:00

Field Level Security in Dynamics GP

Many companies have a need to grant Dynamics GP users access to a window, but not all functionality within that window.  For example, many clients will want users to be able to input invoices, but not post them individually.  Instead, they will force users to save invoice transactions to a batch such that a manager can review the source documents and post.  An easy way to achieve this is through Field Level Security which allows the Dynamics GP admin to restrict user access to singular buttons within a window (such as the Post button).

To configure Field Level Security, navigate to Microsoft Dynamics GP > Tools > Setup > System > Field Level Security

This will open up the Field Level Security window.  Within the window, select Add to create a new restriction.

[caption id="attachment_1442" align="aligncenter" width="300"]Field Level Security window Field Level Security window[/caption]

This will open the Field Security Maintenance window wherein one defines a the window and field to restrict.  Within this window, enter an ID and Description for the restriction.  Then select the Product Name, Form Name, Window Name & Field Name using the look-ups within the window.

[caption id="attachment_1439" align="aligncenter" width="300"]Field Security Maintenance window Field Security Maintenance window[/caption]

This will open the Resource Explorer window that makes finding & selecting the appropriate window and field much easier.  All windows are organized by module & then alphabetically.  Once a window is selected, all fields within that window will display alphabetically as well.  Select the appropriate window and field & select OK.

[caption id="attachment_1441" align="aligncenter" width="300"]Resource Explorer window Resource Explorer window[/caption]

Back in the Field Level Security window, one can now select Users & Companies to which the restriction should apply.  Then, select the Field Security ID created to apply to the user / company combination.  Once complete, select Apply & the restrictions will instantly be in place for the users.

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Dynamics GP
Wednesday, 31 July 2013 06:06

Excel Based Journal Entries

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Most office staff today perform a lot of analysis in Excel.  Staff are comfortable in Excel & familiar with its various functions.  As a result, staff may prefer to upload general journal entries through an excel based template.  Many times, large entries, such as those to a payroll clearing account, may need to be calculated in Excel before they can be entered in the system.  When staff already have the entry in Excel, its very convenient to be able to directly upload into GP.  As such, WebSan offers it's clients an Excel based Journal Entry upload tool capable of handling multiple journal entries spanning as many lines as required.

All customers should ensure their ERP partner / VAR offers the same baseline functionality in their system.

 

GL Upload

 

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP
Wednesday, 04 July 2012 09:15

My interview with Jon Rivers

Recently I had the opportunity to interview Jon Rivers. In this interview he discusses his book, current projects and his views on user problems.

In a short summary what do you describe your job is?

I am currently the Channel Partner Manager at Data Masons Software an EDI ISV solution provider who helps to solve the EDI needs of clients who are running Dynamics GP, AX or NAV. When I am not helping the partners I am managing all of our Social Media outlets if that be our Blog, Twitter or LinkedIn accounts.

You can also find me presenting at Dynamics-focused conferences, educational forums and Web events, including the annual GPUG Summit, AXUG Summit, NAVUG Forum, Microsoft Convergence and numerous regional user groups.

How long have you’ve been in the Microsoft Dynamics GP Industry?

I have been in the Microsoft Dynamics GP space now for over two years but I have been in the Dynamics ERP ecosystem for over seven years working with both Dynamics AX and NAV.

What’s the message in your book “Solving the Social Media Puzzle for Microsoft Dynamics End Users” that you want readers to grasp?

Social Media can be confusing to people as there is expectation that you should be pushing content through various channels, but that’s not true you can be just a consumer of information. Actually that is where I started and with all the useful information out there, I wanted to bring that to the attention of the End User who uses Dynamics GP on daily basis. With blogs show how to resolve issue to YouTube videos give you snippets of how to training to content being pushed my Microsoft themselves.

Now-a-days social media has become the everyday norm, how much of an impact do you think Dynamics GP will have attracting new customers using marketing efforts through social media?

I believe Social Media is already having an impact out there especially when I see the efforts that Microsoft is putting behind it. Take for example when Microsoft released Dynamics AX 2012 they use Social Media a lot to drive traffic to the virtual release event. Now if I also take my role at Data Masons we have certainly seen an increased in awareness of our solution using these channels. 

What does it take to expand to packages like NAV, AX, and SL?

Making sure you fully understand the packages and the verticals/client base you will be taking them into.

How do you think the Partner Channel will have to change over the coming years?

End Users are getting more and more savvy on how they do they research and evaluation of solutions so the Partner Channel community will have to adjust as necessary to this.

What customization tool would you create to meet the needs of users that are facing a common problem?

A portal that would scan every possible place within out there to see if that problem has been already been answer by other in the Dynamics Community via maybe a blog or tweet or maybe a video and of course search Microsoft’s KB’s as well. If there is no answer then it would post it and push it out to the Community.

We have a webinar coming up called 10 tricks in 30 minutes The Top 10 Features of Dynamics GP You’re Not Using and Should Be! What would be one of your tricks?

As I am not a physical user of Dynamics GP on a daily basis as I am more focused on solving EDI requirements for clients I am not sure I can recommend one.

What are your current projects now? Are you planning on speaking at a public event?

New projects… if you call it a project that is, I just became the Communications Chair for the IAMCP DC Chapter so excited about that new opportunity. From a speaking standpoint I will be speaking at the GPUG Summit in October this year “Where Do the Experts Turn for Answers? The Power of Social Media”. It should be exciting as I also get to work with Mariano Gomez for first time and it’s always an honor to work with the MVP’s in Dynamics GP ecosystem. There are also some others as well in the works so watch my twitter feed for updates.

What do you like most about your job?

The people I get to work with on a daily basis. The whole Dynamics Community is a great bunch of people to work with. It’s what drives me to be at my desk every morning.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc. a Canadian Certified Microsoft Dynamics GP Partner

Published in WebSan Blog
Friday, 09 December 2011 08:20

Dynamics GP Around the World

With the weather getting a little colder, we all know the Holidays are fast approaching.  It is around the Holidays that many, like myself, begin to travel to see loved ones.  This year in particular, I have a lot of travel lined up.  This got me thinking about how popular Dynamics is around the world.  So with that said, here are some quick facts about Dynamics GP's worldwide popularity …

  • Dynamics is most popular in North America, the Middle East, Singapore, UK, Australia & Ireland.
  • Dynamics GP, originally called Great Plains, was developed in Fargo, North Dakota by Great Plain Software.
  • There are currently over 300 000 Dynamics customers around the world, spanning 41 languages

Globe

Adam MacIntosh is the Senior Project Manager with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

Published in Microsoft Dynamics GP
Thursday, 01 September 2011 06:45

Microsoft Dynamics Sure Step

The truth that most consultants won’t tell you is that the majority of technology projects fail.  The reasons for these failures can vary dramatically.  In order to minimizes & mitigates these varied risks, Microsoft has developed a proven methodology for Microsoft Dynamics implementations based on industry best practices.

This project management methodology is systematic & phase based as well as scalable to the size of projects.  It applies to project big & small, enterprise to standard, complex to standard upgrades.  Further, it encompasses all phases of any implementation.  This repeatable process helps consultants better meet customer expectations by properly managing organizational change.  Customer decision making is further streamlined through decision accelerators.  This leads to low-risk, successful implementations.

All Microsoft Dynamics Partners are required to have staff certified in Sure Step.

[caption id="attachment_421" align="aligncenter" width="404" caption="Microsoft Dynamics Sure Step"]Microsoft Dynamics Sure Step[/caption]

Published in Dynamics GP

The foundations of ERP are found in manufacturing resource planning, traditionally used by companies which produced tangible goods in factories. The adoption of ERP and MRP systems was initially quite slow – management were content with the status quo and saw no reason to change what seemed to be working. However, the recession experienced in the late 1980s and early 1990s forced many companies to make a choice: Either find new ways of operating more efficiently and effectively, or go under. This created a massive boom in the ERP market, which lead to massive changes in the ways in which fundamental business operations were conducted, and those organizations that made it through the recession came out stronger.

North America is no longer the goods-producing collection of nations it once was and is instead dominated by service industries. However, many of the same problems that existed in manufacturing organizations twenty years ago still exist in these businesses: Lack of integration, inability to respond and take advantage of environmental change, time and money wasted on data entry and redundancies, and so on. Much like the recession twenty years ago, the economic downturn caused by the subprime mortgage crisis has forced many modern companies to find new ways of performing more effectively and efficiently.

This is the time to get ahead of the competition, and Microsoft Dynamics GP is the perfect solution for organizations looking for more than simple accounting and reporting features without high maintenance costs and complexity.

Published in Uncategorized

I read an interesting article today from Aberdeen research. It went into great detail on what is really driving companies towards SaaS (Software as a Service)/Hosted ERP solutions vs. the traditional On-Premise solutions.

For the record, the number of companies installing On-Premise ERP solutions still far outweighs the number going live with a hosted solution, but that trend is slowly reversing itself.

The number one driver for implementing an ERP in the Small-to-Medium Business market is to reduce costs (no surprise there). Thus the number one impetus which would push a company to invest in ERP is finding an affordable solution at minimal risk. This is where the SaaS model fits in quite well.

SaaS total cost of ownership is less than On-Premise when you consider backups, hardware, IT staff, upgrades and service packs (bug fixes). A lot of companies are looking to outsource providers to host their ERP systems and take care of the "maintenance" of the system that their own staff would traditionally have to handle. The main cost considerations that drive the appeal of SaaS are :

  • Lower total cost of ownership
  • Reduces the cost and efforts of upgrades
  • Lower up front costs
  • Company has limited IT staff and no interest in hiring more
  • Seeking the best fit solution to their business needs
  • No emotional attachment to having it in-house
  • Strategy to focus resources elsewhere

Because of these driving factors, the number of companies considering SaaS ERP has jumped 61% from 2009 to 2010 (source : Aberdeen SaaS ERP : Trends and Observations 2010).

WebSan offers both Hosted and On-Premise Dynamics GP, to address the concerns of Clients looking for options.

Please contact us for more information.

Published in Uncategorized

Have you seen us on the Microsoft Solution Profiler?

Click here.

WebSan is one of the few companies in North America that offers a hosted Dynamics GP solution. It reduces your total cost of ownership vs. an on-premise solution.

Check out our web page regarding hosted Dynamics GP for more information.

Published in Microsoft Dynamics GP