Lots of us make checklists for a variety of tasks from grocery shopping to complex projects. Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.
Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create. Click Add to create a link to a Microsoft Dynamics GP window. Name the checklist item & select the appropriate in the Command (Dynamics GP window). Once your list is complete, order the items appropriately by using the Up & Down buttons. Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.
Checklists are particularily beneficial when turnover is an issue or roles require extensive training. Two tasks I recommend clients create checklists for are performing payroll & completing year-end. Mistakes made performing either of these functions can have wide-reaching effects. In my next blog, I will cover a few tasks that should be on your year-end checklist.
Following with the theme from my last blog, I will continue my discussion on correcting posted transactions. Both Receivables & Payables documents can have certain information edited after they have been posted. Documents can have the following four fields edited after they have been posted:
- Discount Date
- Due Date
- PO Number
To access these screens, select Edit Transaction Information under either Sales or Purchasing Transactions windows. Select the appropriate vendor or customer document to edit & make the necessary changes. This tool is handy for those that base collections, payment or other information on these details. Just ensure only the appropriate parties have access to modify this data.
Last week, I wrote about the major benefits of upgrading to Version 10 of Dynamics GP. This had me thinking about future releases of GP & what they would have in store. Peering into their crystal ball, Microsoft let their Partners know what exactly they foresee for the future of Dynamics GP.
SP4 for Version 10 is the last service pack users will be seeing for a while. This is because in the second quarter of 2010, Microsoft will release Version 11 of Dynamics GP. Highlights include Role Tailored Business Intelligence & further integration with Microsoft Office. Then around 2012 or 2013, Version 12 of Dynamics GP will be released. The focus of this release will be on improving user productivity & the simplicity of the system. This is all in an effort to further target mid-market buyers of ERP software; a market Microsoft feels they have a competitive advantage in with Dynamics GP. Lastly, 5-6 years down the road, Microsoft will release Version 13. This version will have a revamped user interface as well as incorporate the next generation of Microsoft technologies, potentially a large shift for many users.
As always, if you require assistance, WebSan has years of Dynamics GP expertise & (Microsoft Certified) knowledge to help clients with both upgrades & implementations. Feel free to contact us with your support issues.
Normally, once an item is posted, it is in the system. Posting is the be-all & end-all. It is kind of like writing with pen. And let’s just say, there is a reason they invented whiteout.
Dynamics GP does have an exception to the posting rule in the form of Correcting Entries. The one caveat is that only open year General Ledger entries can be corrected.
To make a correcting entry, select Transactions > Financial > Transactions. Click the Correct button. Select an Action of:
Back Out a Journal Entry
Back Out a Journal Entry and Create a Correcting Entry
Select the appropriate journal entry to correct using the lookup feature & select OK. Remember, only general journal entries can be reversed. Review the Batch ID in the lookup window to determine if an entry is a general journal entry.
A new general journal entry should now be automatically created. Post this entry as desired. Just be sure that the fiscal period for which it is dated is still open for posting.
Take a penny; leave a penny. I think these are the greatest invention. Personally, I don’t carry change. When offered 2 cents change, I usually tell the clerk to keep it. The only time this comes back to hurt me is when I’m short a cent or two. That’s where the beauty of the ‘take a penny; leave a penny’ system shines. It helps people avoid breaking a bill only to receive a bunch of coins.
The worlds of ERP & accounting have their own ‘take a penny; leave a penny’ jar. Writing-off immaterial amounts of money is a common practice that occurs when small over or under payments are made. To access the Write Off Documents window in Dynamics GP, look in the Sales Routines. This window will create debit or credit memos that are then posted & applied to the documents you’re writing off.
Using this window is fairly simple for most novice GP users. Select the Write-off Type, Write-off Limit & other restrictions as appropriate. I advise using the Preview button as it provides a listing of documents to choose from. Click Process when you are ready.
Note: This screen does factor in Maximum Write-off from the Customer & Vendor Options.
Maybe you have an inactive customer that has a very small balance remaining on their account or you accidentally underpaid a one time bill by a small amount … write-off these documents & clean up your system.
Everyone is connected! And companies can now gain access to their ERP system through mobile devices securely. Our previous discussion focused on the benefits found by sales personnel who can remotely access ERP & CRM data. In part two of our discussion, we will focus on industry specific benefits that can be gained.
While we all know that mobile devices have allowed employees to become much more efficient. However, many companies still require employees to be sitting at a work centre to access & input data. By mobilizing your ERP system, one can differentiate themselves from competitors & reduce costs.
Mail carriers have been recording your signature upon receipt for years, but what other uses can be found by mobilizing your ERP?
Consultants or engineers can assign their time to projects or input travel expenses all while waiting to catch a flight. Busy logistics professionals can supervise deliveries & shipments without being close to the warehouse. Maintenance staff in the utilities sector can be remotely tracked & that data directly visible in system reporting. Those working with chemicals would have instant access to quality & safety processes.
WebSan has found that companies that effectively implement mobilized solutions realized significant cost savings. Contact WebSan today to arrange an evaluation of your industry specific needs.
An often-used buzzword over the last few years in the IT sector has been virtualization - the process of turning one server that hosts a single operating system into a super-system that can potentially host 10 or more operating systems. By now most large corporations and agencies have some sort of virtualized infrastructure in place, and for good reason. The benefits to using this technology are numerous: hardware and operation costs are drastically reduced, virtualization provides enhanced flexibility with the allocation of resources, and production environment’s mission critical applications have been noticing improvements of up time. But how can a virtualized server improve your organizations testing and development cycles?
One of the major benefits of a virtualized test server is the ability to swiftly bring new resources online and create new development environments. Cloning a standard template that has been authored with the fundamental tools required by the development team can create these new environments. Procuring, configuring and installing hardware used to take weeks - but all of the sudden your development team’s new environment is up and running in less than the amount of time it takes to get a cup of coffee.
Another true benefit to a virtualized test server is that there is less risk of cross-contamination between environments. There is no longer an issue when development team A modifies core system files that could possibly interrupt development team B from using that code library. Why? Because both teams have completely separate environments using completely different virtual hard drives connected to completely different virtual networks.
So what about the cost? The common perception is that you need a really powerful and expensive server - but this is not the case. Taking into account the timesavings you will experience, you will also find that there is there is not much investment needed to get a virtualized test server online, especially now that VMWare’s ESXi Hypervisor is available as a free download. Perhaps that server sitting in the basement can be used to get your foot in the virtualization doorstep.