WebSan Solutions is featured again in the Globe and Mail Challenge Revisited column, where experts provide advice to help small and medium – sized companies overcome key issues. This time WebSan, is showcasing the challenge of clients failing to stick to their testing and training schedules.
Andrew King, Managing Director of WebSan Solutions Inc., explains how he had a problem that was spiralling out of control. “How do I manage a positive client relationship while enforcing my contractual terms?” he wondered last spring.
Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013
Want to learn more about Dynamics GP, enroll in one of our WebSan University courses. Course are instructor lead, contain certification tests & all students receive a certification of completion.
Our next course in August 29th from 1 - 5 pm.
Check out our YouTube page for great Dynamics GP Training videos and other informative tips!
WebSan University officially opened its doors to the public and takes WebSan Solutions webinars to a whole new level. The program consists of a series of extensive Microsoft Dynamics GP courses, from Bank Reconciliation to Project Accounting and is making its debut on July 25th, 2013 with its first course “Microsoft Dynamics GP Orientation”. In this introductory course new users will learn the basic principles of navigating and personalizing important areas of Dynamics GP as well as posting and integrating with other applications.
Why Online Training?
- Immediate, cost- effective and easily affordable
- Corporations save between 50-70% due to elimination of travel expenses according to Training Magazine
- ROI to the Max - Affordable online training can be up to 93% cheaper than classroom training
- Multimedia content, including dynamic video and graphics to efficiently illustrate key concepts
- A new, easy and interactive way to learn.
- Focus on the practical application of new approaches and tools
- Contains applied work assignments that put learning into action
- Ability to answer questions live
Doriana Kote, Marketing Assistant, WebSan Solutions Inc.
Welcome! This is the first entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This entry will cover the creation, use and advantages of classes.
Stated simply, classes allow various record types, such as customers, venders, items, users, or employees to be grouped together by a certain characteristic. For example, a New York customer class could be setup to group all customers based in New York together. To create a new customer class, browse to Microsoft Dynamics GP >> Tools >> Setup >> Sales >> Customer Class.
Enter a Class ID to identify the customer class, a description, and the properties associated with the class, including payment terms, salesperson, shipping method, and so on. In this example, I am creating a NEW_YORK customer class to group all of my New York-based customers together. Click the Accounts button to open the Accounts Setup window and to assign distribution accounts. Save the class when completed.
Now when creating a new New York customer, all I need to enter is some basic name, address, and phone information, and then assign the NEW_YORK class. The properties entered for the NEW_YORK class are carried over to the customer, including the distribution accounts. If I had to enter ten New York-based customers into Dynamics GP, I’ve just saved myself a lot of time and from a lot of tedious data entry. If there are properties that default from the NEW_YORK class that do not apply to the specific customer, I can still modify the individual customer.
In the future, if a new salesperson needed to be assigned to all New York customers, I would make the change to the NEW_YORK class. Dynamics GP would then ask if I would like to roll-down the changes to the customer records. Selecting “Yes” will apply that change to every customer record the NEW_YORK class has Again, I’ve avoided a large amount of tedious data entry.
Visit often to see our latest posts and videos!