Archive for January, 2010

Outsource your Manual Payables and Receivables Functions

This week I was given the opportunity to see the offering from Enliven Software that can help you streamline your payables and receivables functions using Dynamics GP.

Enliven Software has developed a SAAS offering that is very tightly integrated with Dynamics GP.  They use Dexterity to add buttons in familiar GP screens that seamlessly extend GP functionality for common manual processes, to their hosted solution; adding well thought out and comprehensive automation.

For example:

  • Provides automated workflow approvals for payables invoices
  • Payables invoice capture from various delivery methods, including e-mail, fax
  • Payables invoices can easily be scanned, indexed, and stored using OCR technology
  • Send payments via ACH/EFT
  • Provides an out sourced service to print, stuff, and mail payables checks
  • Send sales invoices and statements via e-mail or fax, and automatically provides reminders to customers
  • Accept payments electronically from a variety of payment types
  • Provides a customer/vendor portal to improve communication

If you want to streamline your payables and receivables functions, automate current manual processes, and store documents electronically, this is a comprehensive solution.  To take a quick peek at this functionality you should check out the videos on these pages:

Accounts Payable

Accounts Receivable

Pay special attention to the integration with GP.  They’ve done a good job.

Multi-company SmartLists

Here’s a nice little option in SmartList Builder which I’m surprised few people know about.  SmartList Builder allows you to create SmartLists that can report information from multiple companies in one list.

We have several real estate companies and family office clients that have dozens of GP company databases from which they want to report on rather simple things, e.g. all bank accounts, all fixed assets.  SmartLists is perfect for this type of reporting.

To have a SmartList look at multiple companies, go to the “Options” button, check the “Multicompany SmartList” check box, and select the companies you want included.

SmartList1

Here’s an example of a multiple company bank account list:

SmartList2

The problem in this solution is to find a field in the data that identifies the company to which the results belong.  In my example, this is easy because the CM Checkbook Master table includes the Company ID field that can be linked to the Company Master table, to return the name of the company.

I found this query on CodeSnippets to find all the tables in the company database with the column name “CMPANYID”

SELECT table_name=sysobjects.name,
column_name=syscolumns.name,
datatype=systypes.name,
length=syscolumns.length
FROM sysobjects
JOIN syscolumns ON sysobjects.id = syscolumns.id
JOIN systypes ON syscolumns.xtype=systypes.xtype
WHERE syscolumns.name=’CMPANYID’

These are the results:

CT00001
FA49900
CT00002
SOPS113B
RM50103
CT00003
SY00600
POPS0231
JCPS0040
POP10100
PRPF0113
UPR70501
DD40400
QAPS0032
QAPU0032
AAG00906
POPF0113
POPS0132
CO010000
ECPS0000
COSS0401
ECPU0000
ENC40000
ENC40100
RM30701
POP30100
mops0100
MOPS0200
CM00100
EC090000
WCPS0100
MRP0200
BMPF0114
BMPS0114
SVC40500
CAM10210
GTM41000
SY04800
MPPS0230
CAM10200
MPPU0130
WCPF0100
TLPS0100
TLPU0100
RVP0100
RVPS0132
CPO40001
CPO40002
WPPS0114
WPPU0114
PAVW10600
RTPS0130
RTPU0130
PAVW30600

If you have SmartList Builder and several GP company databases, you should try this out.

1099 for Dynamics GP

I’ve been really impressed with a lot of our clients this year. I usually don’t start the 1099 rush until January 30th but I have been getting a lot of calls already about the 1099 process. I did a blog last year about 1099′s found here. This is a good overview of the 1099 process.

A couple of comments about the 1099 process that I’ve come across this year are listed below.

  1. I find it easiest to look at the yearly summary (still under Cards>>purchasing>>summary>>yearly tab>>change to calendar year view) and see how much was paid during the year versus the 1099 amount
  2. To edit the 1099 amount it will have to be done in the 1099 detail window
  3. If you only see zero’s on your edit list you need to install SP2 or higher for 10.0
  4. If you have a vendor listed as 1099 and it shouldn’t be, delete the amounts in the 1099 window before changing the status to be “Not a 1099 Vendor”. It will still show up on your 1099′s otherwise
  5. If you have a vendor listed as dividend and not the usuall miscellaneous you will have to zero out all dividend amounts and replace it in the miscellaneous window in the 1099 detail window
  6. If you haven’t listed the vendor as a 1099 vendor you will have to edit the amounts in the 1099 detail window as it doesn’t go back and calculate for anything previous to the change
  7. The minimum amount setting is under payables setup (Microsoft Dyanmics GP>>tools>>setup>>purchasing>>payables>>1099 setup). This used to be in the print 1099 window.
  8. If you have a vendor that was paid $600, change the minimum in payables setup to be $599.99 or no 1099 will be printed for that vendor.
  9. For 9.0 and before you edit 1099 details in the period view (cards>>purchasing>>summary>>period tab)
  10. GP does not produce the 1096 summary form. Go figure.

Anyone else come across 1099 process issues not listed above?

Creating Custom Word Templates using the Letter Writing Assistant

You may have used the standard Letter Writing Assistant templates that come out-of-the-box with GP, that allow you to create Word documents from SmartList data.  There are actually some nice ones that I like to show when I demo GP.

But you can also modify the standard templates, and create your own.:

  • To access the Letter Writing Assistant, navigate to:  Reports  >>  Letter Writing Assistant
  • Select, “Customize the letters by adding…”
  • Select the letter category that corresponds to the SmartList from which you want to pull data
  • Select one of the four options available
  • Select the document or action in the window:

LWA1

  • Word will then open, with a blank document or the existing document you identified
  • Select the “Add-Ins” tab from the Word menu
  • Move the cursor to the spot on the Word document, at which you want the added field to appear
  • Select the field

LWA2

  • The selected field(s) will then be added to the Word document
  • Save the Word document
  • Cancel the Letter Writing Assistant

LWA3

You’re now ready to use the Word template with SmartList.  The template will show up with the appropriate SmartList on the Word drop-down tab.

It’s easy to do.  Try it out.

I recorded a quick video that shows this in action.

Multiple Site MRP Calculations in Dynamics GP

http://youtube.com/v/bHtvHGoHUps

Dynamics GP can easily be used to manage inventory demand and supply for multiple inventory locations. By using separate sales forecasts, the MRP functionality in GP can separately analyze forecasted demand, and suggest manufacturing orders and purchase orders to fulfill the demand.

This video shows this functionality in action.

Subscription Options:
Subscribe via RSS
Articles Categories