Archive for January, 2010
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.
- 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:
Pay special attention to the integration with GP. They’ve done a good job.
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.
Here’s an example of a multiple company bank account list:
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”
JOIN syscolumns ON sysobjects.id = syscolumns.id
JOIN systypes ON syscolumns.xtype=systypes.xtype
These are the results:
If you have SmartList Builder and several GP company databases, you should try this out.
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.
- 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
- To edit the 1099 amount it will have to be done in the 1099 detail window
- If you only see zero’s on your edit list you need to install SP2 or higher for 10.0
- 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
- 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
- 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
- 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.
- 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.
- For 9.0 and before you edit 1099 details in the period view (cards>>purchasing>>summary>>period tab)
- GP does not produce the 1096 summary form. Go figure.
Anyone else come across 1099 process issues not listed above?
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:
- 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
- The selected field(s) will then be added to the Word document
- Save the Word document
- Cancel the Letter Writing Assistant
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.
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.