Do you repeatedly order the same items from a vendor, then drop ship to the same customer? If so, you can streamline your process and significantly reduce repetitive efforts using Microsoft Dynamics GP.
Consider this scenario
Client X has customers who purchase the same item number on a regular basis. Client X orders it from Vendor Y, they have the item drop shipped. Under their current process, they create a new sales order using the processing in the Sales Transaction Entry screen. Then, their purchasing department must contact Vendor Y and send a new PO every time. This involves many repetitions of essentially the same actions, which adds up to a lot of extra work.
Making the Process Easier
The good news is that, with the right process, you can save all those extra steps. Just use a Drop Ship Blanket Purchase order into Dynamics GP to send all the customer-related information to your vendor. Then, just follow the process below to add release lines to the PO each time the customer orders. From there, all that is left is to email the vendor and let them know what quantity to ship on what date.
Drop Ship Blanket Purchase Orders, Step by Step
When you are creating a Drop Ship Blanket Purchase Order, you'll need to specify both the vendor and the client for each drop ship. However, you can attach multiple sales orders to each PO as long as they're all from the same customer.
The process is simple:
Enter the Purchase Order.
Choose "Drop Ship Blanket" when selecting Type.
Check the "Allow Document Commitments" box.
Enter the Vendor. A window allowing you to select the customer and customer address will appear.
Enter the first line item and the overall quantity you expect to order over the course of this Purchase order. On the left, it will be noted that the Line Item Number for this line is 0. This means that it's a blanket line and that you cannot receive against it.
If you know the dates that orders are expected, you can enter release lines immediately. You also have the option of entering release lines later.
When your customer orders the item, enter the sales order. Make sure you check the D box on the line item to show that this is a drop ship. Save your sales order without creating a new purchase order.
Go to Purchase Order Entry and choose the Purchase Order you created before.
Enter a release line for the blanket item for the quantity of the sales order.
Highlight the newly created release line, then click the link button in the column header on the right. This will be below the "Quantity Ordered" field. The Commitments window will appear.
Click "Add Sales Doc." This will display the sales order you created. Highlight that order and Select.
The sales order will now show up in the Commitments for Purchase Order window. When you click "OK," it will connect the sales order to the Purchase Order Release Line.
Save the Purchase Order Entry by clicking "Save."
When the vendor sends you their invoice, simply process it using your current process for drop ship orders. Entering the vendor's invoice will release the sales order so that you can, in turn, invoice your client.
The Drop Shop Blanket Purchase Order allows you to continue entering new release lines and connecting them with sales orders from that same client. This will continue until the full quantity you specified in the blanket line is satisfied. Remember that the Blanket PO only connects to orders from a single client. You'll need to create a new one if you have repeat drop ship orders from a second client.
Setting up Blanket Purchase Orders takes a small time investment up front, but saves you a great deal of time later on. Looking for more time-saving options? Get in touch by emailing us at email@example.com.
As a result of the everchanging technological landscape, Microsoft has recently launched the new ERP solution Microsoft Dynamics 365 Business Central, a fully cloud-based business management platform based on Microsoft Dynamics NAV capabilities. But there are other ERP systems in the Dynamics line of products, including Microsoft Dynamics GP. We have been asked often recently whether current Dynamics GP users should consider Business Central, and which solution should organizations looking to implement a new ERP system select.
Which one does your organization need?
The answer depends on a number of factors, for instance your budget, industry, number of users and technological vision. A Microsoft Dynamics partner specialized in your given industry and familiar with your business processes can help you select the best business management solution for you. In the meantime, here is an overview of the main differences between Dynamics GP and Business Central:
Professional services, NPOs, distribution
On premises or hosted
On premises, cloud or hosted
GP licenses are purchased once unless additional users are required. Licences are based on a number of concurrent users.
Licences are on a named user basis. You are in essence renting your solution, ensuring predictable costs every month.
Maintenance & hardware
Maintenance costs are calculated on a yearly basis. Your organization is also responsible for the infrastructure.
Infrastructure and maintenance costs are included in your monthly licensing fees.
Some questions to ask to help you decide:
How much control do you need over your database?
Do you have an IT team available to support your business applications?
What types of integrations are you looking to manage?
Having the answers to these questions will help you and your implementation partner determine which solution will not only best fit the current structure of your organization, but also help you fulfill your long-term vision and support your business growth.
Dynamics GP is not going anywhere
Dynamics GP is a mature, proven solution with more than 50 modules included natively. As such it provides a robust platform and a wide array of tools to support the long-term growth of your organization. Now used by more than 47,000 organizations worldwide, it offers easy reporting capabilities and advanced financial features, ensuring the complete management of your business and finances. Moreover, it benefits from a large, established ecosystem of third-party products, making it possible to find industry-specific modules and solutions to adapt the system to your business processes.
Roadmaps released this year show that Microsoft is continuing to invest in Dynamics GP, with updates and support slated all the way through to 2028. Development and enhancements, namely in terms of the intelligent edge, are in the works so that you may benefit from being in the cloud while also taking advantage of a mature product. For more information, you may review the Microsoft product lifecycle list.
Business Central in a nutshell
Business Central, on the other hand, was designed as an all-in-one platform for small and medium-sized businesses. As the cloud-based evolution of Microsoft Dynamics NAV, it puts its functionalities at your users’ disposal through a streamlined, intuitive interface. It can also be customized easily based on specific user needs. Tools, data and applications are available via the cloud in real time, while the solution is maintained and updated automatically. This increases accessibility and mobility, allowing you to connect with clients, partners and colleagues to promote collaboration and teamwork and increase the level of service offered to clients.
As a flexible, mobile cloud-based solution, Business Central also leverages the latest technologies available, namely in terms of the cloud, business intelligence, and artificial intelligence, providing users with powerful analytical tools. It is particularly well suited to wholesale distribution and manufacturing, but can be adapted to a number of other industries.
A Microsoft Dynamics specialist can answer your questions, analyze your needs, and help you select the ERP system most suited to your organization. Whether you wish to migrate your system to the cloud, update your existing system or expand its possibilities with third-party products, a full-service partner like JOVACO Solutions can help you identify your needs and the system that will best help you meet them.
In Dynamics GP, you cannot void or alter an entry that has already been posted in the general ledger (GL). However, you can post a new entry to replace the incorrect one.
Dynamics GP comes with the ability to use Back Out or Back Out and Correct Entries functions. To use, click on the Correct button in the General Ledger Transaction window. But, if the entry was one from a subsidiary ledger, such as the Payables Transaction Entry, it is necessary to set the General Ledger Setup option first so that you can correct or void the subsidiary transactions.
If the batch came from a subsidiary such as Payables, ensure that the General Ledger Setup is set to Allow Voiding/Correcting of Subsidiary Transactions. Follow this path from the Microsoft Dynamics GP button: Tools > Setup > Financial > General Ledger.
Go into the Transaction Entry window by following this path: Transactions > Financial > General Entry. Then, click the Correct button located at the top of the window.
In the Action field, choose ‘Back Out a Journal Entry and Create a Correcting Entry’. Then enter the Original Journal Entry you want to fix.
If the entry came from a subsidiary such as Payables, you will be notified that the transaction was entered in the subsidiary ledger. It will ask you want to continue.
Click the Yes button to accept. Then click OK on the Correct Journal Entry window.
This will create two journal entries. Post both of them.
The first entry will have the Reference: Back Out Journal Entry #### (with ##### being the number you are correcting). Post this one as is since you are reversing the original entry. You need to be sure the period is open related to the transaction date of the transaction.
The second entry will appear right after you post the first. The reference will display Correct Journal Entry ##### (with ##### being the number you are correcting). Before posting, you can change the Transaction Date to fit in the period where it should have been entered. This is also the time to make any other necessary changes to accounts.
Need someone to guide you through this or other processes? We can help. Get in touch by emailing us at Support@Crestwood.com.
The truth of the matter is that we use user fields in hundreds of different ways. Calculations, place holders, reminders, related documents, to trigger scripting, on and on and on. It is a way to easily “customize” Microsoft Dynamics GP so that it will track exactly what you want.
For example, for one client we used user-defined fields to recalculate pricing, a very specific scenario probably not widely applicable, but it was exactly what this company needed.
Can We Track Markup Pricing in Dynamics GP?
Many companies mark down their pricing, but what if you have a scenario where you want to mark up the pricing on specific products? You can do this with Microsoft Dynamics GP with SalesPad.
Microsoft Dynamics GP with SalesPad has a standard field for “markdown”. So you can reduce, or discount, the price of a specific product. You can set either a dollar amount or percentage off the normal price and this will be tracked inside the system.
However, there could be a scenario where you want to do a price markUP and charge more than the normal price in certain scenarios.
For example, if you are starting a new offering, such as corporate gift boxes at Christmas time. These items may be marked up for a limited time. And it can be tracked in Dynamics GP with SalesPad.
We set up user-defined fields so that a price markup can be added. And then we set up workflow with a validation and approvals process. This way users can not increase prices willy nilly – but only with proper confirmation and approvals.
This gives the sales team flexibility when making deals.
If there are any discrepancies or deviations from regular pricing, the CEO gets alerted. And a daily SSRS report is generation that shows all price variances.
Since 1982 CAL Business Solutions has been providing ERP systems to small and mid-sized distributors.
These solutions manage supply chain and logistics activities, including warehouse management, inventory management, and order management (sales and purchase orders), and connect these operations with financials and sales. CAL Business Solutions extends the power of Dynamics GP for the distribution industry with SalesPad. SalesPad adds functionality for workflow, order entry, inventory, and sales management, and makes it easier to get information out of Microsoft Dynamics GP. It can even lower the overall cost of a Dynamics GP implementation.
Are you looking for ways to do new and creative things in Microsoft Dynamics GP with SalesPad? CAL Business Solutions can help. Contact us at 860-485-0910 x4 or firstname.lastname@example.org
Here are 12 common signs or indications that it is time for your company to move to a new accounting/ERP system.
System is no longer supported or end of support is imminent.
Maintenance and upgrades of the system are difficult.
User complaints about the system and system performance are rising:
Reports take too long to generate
Data is difficult to extract
Report writing is difficult
No “what if analysis”
Screens take a long time to refresh
Need features beyond basic accounting that your accounting system does not provide (distribution or manufacturing capabilities).
Business processes are inefficient:
Are increasing using Microsoft Excel and manual processes (paper) to support business processes.
Processes are not standardized.
You have many disparate information sources – non-integrated systems (eg. ACT! for CRM, Quickbooks for Accounting, Excel for Distribution and Orders).
Performing many manual reconciliations in the system.
Employees are adding non-authorized software to the system.
Service levels for delivering information to partners and customers is poor.
You are developing highly customized software solutions between applications.
Contemplating hiring programmers to write new function into the software.
You are logging more support calls to the software vendor.
If you see some, or all, of these signs it is time to evaluate your options. An experience ERP Software Partner can help.
Why do I need a Partner?
Partners (a nice word for resellers) are experienced professionals that will assist you through the software selection process. They educate you on the solutions available in the marketplace, the differences between solutions and how to best understand them. They will help you identify your current challenges with your existing software, and ensure that the new solution remedies those challenges.
CAL Business Solutions has been an ERP Software Partner for over 30 years. At CAL we are a practical, hardworking team that has built our reputation by implementing the right software system to solve our customers’ issues at the right price. Since 1982 we have installed over 300+ accounting systems for companies nationwide, with a focus on Microsoft Dynamics GP and Acumatica for businesses in Connecticut and Southern New England.
In Management Reporter (MR), different security levels put restrictions on users to provide access only to specific companies and specific reports. Understanding how these levels work is the key to setting up users and distributing reports in MR.
The first level of security you'll deal with involves the user level. To begin, create users and assign company access to each one. This is done under the Security menu item in the bottom left corner of the Report Designer window. Give each user an Effective Role, then click on the Company Access tab to assign companies to them. This allows users to access that company so they can design and run all reports assigned to that company’s building blocks.
There are four user roles available:
Administrators – Automatically have access to all companies. They are granted full access and can modify security.
Designers – These users can design reports, but can't modify security. You must assign the companies to users with this role.
Generators – Generators can generate, but not modify reports. They also cannot modify security.
Viewers – Viewers can only view reports in the folders they are assigned in the Report Library. They are not assigned to a company.
Report Library Security
The next step is setting up folders in the Report Viewer/Library. Click on a folder, then click green “Permissions” icon at the top of the screen to assign users to those folders. Then, you will click the “Add” button at the bottom of the window. Each user is given create, view, edit and/or delete rights to each folder. You must assign these rights for each user type: this includes administrators, generators, designers, and viewers.
Then, in the Report Definition in the Report Designer, click on the “Output and Distribution” tab. Browse to specify a Report Library location. This folder can only be viewed by users with the right permissions.
This allows you to restrict users' access to specific trees. Only users who are assigned those units can open them when a report is generated.
If a user has rights to a folder in the Library, they are only able to open the units on that tree assigned to them.
Want to see how the process works in real time? Check out this webinar clip to see it all in action. You can find more tips on our blog.
Over the last few years, Microsoft has been making significant investments in the cloud. Unfortunately, that means that Windows Server 2008 and SQL Service 2008 will reach the end of support. But don’t worry, Microsoft has created a pathway for companies ready to make the switch to the cloud.
Why should I make the switch to the cloud?
Moving to the cloud is no longer an intimidating transition. Companies of all sizes have made the switch to the cloud, and we don’t see that trend slowing down any time soon.
Here are a few trends that are noteworthy:
In 2016, 16.1 ZB of data was generated. In 2025, 163 ZBs of data will be generated.
More than 80% of organizations now adopt cloud-first strategies as part of an overall digital transformation.
Investment in AI, top of mind for many companies, increase by an astounding 300% in 2017.
When is the deadline and what happens if I do nothing?
It’s better that you act now and not later, time is running out. Extended support for SQL Server 2008 and 2008 R2 ends on July 9, 2019 and Windows Server 2008 and 2008 R2 ends on January 14, 2020. These deadlines are around the corner; you need to give yourself time to migrate and explore your options.
If you decide to do nothing, then be prepared for no security updates, compliance concerns and missed innovation opportunities.
What are your options?
You have options, for both on-premise and cloud migrations. If you plan to stay on-premise, you can upgrade to Windows Server 2016 and get cloud and DevOps ready. If you decide to move the cloud, you can migrate Windows Server 2008 and 2008 R2 workloads to Azure VM.
With hundreds of 3rd party solutions to enhance Microsoft Dynamics GP, where do you start in the evaluation process?
The best Customer, Partner, and ISV relationships are born out of transparency and successful product implementations. It is in the best interest of all parties that end-users find the perfect product to meet their needs. Before investing further into your Dynamics GP system, it is essential to determine how critical your business need is. This will impact your timeline and influence your budget when deciding to purchase a solution. Here are some areas to examine when determining if a 3rd party solution or custom development addition are a best fit for your system and unique business need.
What’s your Budget?
It’s no secret that the product price tag is usually the number one barrier to purchase. If you’re going shopping, confirm with the decision maker how much you are approved to spend at the onset of the process.
Do not spend time considering a solution that will exceed your magic number.
Shop around in your pre-determined price range to avoid stress at all levels.
Keep an eye out for possible discounts and specials to ensure that you’re getting the most bang for your buck!
Are you looking for a system-wide solution to solve a problem for all users or just a select group? With an accurate user count, you can identify solutions to fit your specific needs. Perhaps a product sold by named users or via monthly subscription will be a better fit than one that requires all system users to have a license.
Does a Solution Meet your Needs… and then some?
Of course, the first requirement is to make sure it solves your exact business need or problem. Once that box is checked, start looking into additional benefits it can provide. Many 3rd party products are robust, offering functionality that will address multiple pain points. Look for a product that will solve your immediate problem and three others while you’re at it.
Try Before You Buy & Ask Questions
If a solution falls within your budget and meets your needs, the next step is to try it out for yourself. Look for products with a free trial, whether installed via a test or live environment. This will give your users hands on experience to test the functionality of the solution. While testing, be sure to ask plenty of questions to learn as much as possible before deciding to purchase.
Keeping these qualifiers top of mind while evaluating 3rd party solutions will make your evaluation process simpler and easier!
Is Rockton a Best Fit for You?
We offer five add-on products for Dynamics GP and we’d like to think at least one of them is a fit for your business needs. Here’s why:
Quick and easy product installation (15 minutes or less)
Affordable for budgets big and small
Products can be purchased based on full user count or via subscription
Robust solutions to address multiple needs (i.e. Our toolbox contains 27 different tools in just one product)
Try it for yourself with a free 30-day trial for all products
All product purchases include unlimited support and product enhancements
In the Microsoft Dynamics® community, there’s a reason Integrity Data stands out. It isn’t just for our array of Dynamics GP payroll and HR add-ons, or our ACA compliance solutions, but for the commitment we demonstrate in meeting our customers' needs—especially when they require a customized solution. That's right—we have customization services!
Expertise and Knowledge
Integrity Data’s team of consultants and developers are certified in Microsoft Dynamics GP Payroll and Human Resources. In fact, we are so familiar with this software, we can design custom solutions that suit your specific requirements no matter the size of your company or the complexity of your operations.
Sometimes the best solution for your payroll or HR requirements might not even be an Integrity Data product, and that’s okay with us. We won’t hesitate to recommend the right strategy for you.
Got a time-consuming GP workaround or process holding you back from being as efficient as you could be? That’s where we shine. Many of our existing solutions came from solving a challenge for a customer.
Finding the Solution
The ultimate goal for Integrity Data is finding the right solution for your software needs. Every organization is unique. What works for one business may not work for another. The key is to craft a customized solution that maximizes your software investment.
Integrity Data’s Design and Development team develops a wide array of tailor-made solutions for Microsoft Dynamics GP platforms, based on the unique needs of customers. Customization services include design, development, testing, full documentation, and upgradeability to future releases of Microsoft Dynamics GP.
Every solution is created to seamlessly integrate with existing systems, providing users with a rich and consistent experience while reducing the amount of time it takes for employees to adopt and adapt to any new technology.
Any new implementation requires some level of ramping up and Integrity Data understands how important it is to maintain efficiency. While many software consulting services might leave you with a product you don’t know how to use, Integrity Data is committed to making it a smooth and seamless transition. We offer a variety of opportunities such as remote training, educational webinars and product implementation services for both Partners and Customers.
Above all, we want to create a solution that will help you succeed. In fact, we adhere to a strict service guarantee that ensures our customization services will not only improve your software implementation experience, we will increase your ROI too.
Your organization deserves the best software solutions. Integrity Data has deep development knowledge and expertise with many years of experience creating unique solutions for Microsoft Dynamics GP. Let us help you increase efficiency and decrease losses associated with costly workarounds.
Microsoft’s all-in-one business management solution for small and medium sized businesses is now available in the cloud as a robust, scalable solution to take your business to the next level. Dynamics 365 Business Central brings the full power of Dynamics to the cloud, as a modern solution for modern businesses. Business Central has at its foundation, a set of trusted, proven technologies in a single, end-to-end application. The end-to-end solution gives users a fresh, modern experience that is designed to optimize business processes and maximize productivity.
Safeguard your business by setting up role-based security to keep your data protected and be prepared for the unexpected so your business never misses a beat.
Do business anywhere — get the benefits of more mobilization with Power BI, which can access dashboards and information and have them work together wherever you are located.
Effectively manage finances with powerful business applications that are quick to deploy, like Workflow, easy to use and can enable more growth for your business needs.
Protect your data and support GDPR compliance Respect your customers’ privacy. Use built-in privacy-by-design and privacy-by-default methodologies to help your business comply with
the General Data Protection Regulation (GDPR). Grant and restrict access to personal data on multiple levels and enable audit trails to ensure security and accountability. Handle, store, and transmit data securely. Move and store personal data freely across your systems while protecting it from unauthorized access with Microsoft datacenter, Office 365 and Azure.
Enable better productivity Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook. When you choose Microsoft Dynamics, you can focus on growing your business, rather than on the technology supporting it. Everything you need – your operating system, database, personal productivity tools, e-mail, and business management system – comes from one trusted Software Publisher, Microsoft.
Migrate accounts, customers, vendors, and items from QuickBooks to Dynamics 365 Business Central. Using the Data Migration Wizard combined with the QuickBooks Data Migration you can easily migrate your master records into Dynamics 365 Business Central. The migration wizard will provide steps to get your data from QuickBooks to a file so that it can be imported into Business Central. If an item template is selected during the migration, quantities for your inventory items will also be brought in.
Accountnet works with clients to assist with the planning, integration, training and ongoing support for their Microsoft Dynamics. With new reporting options and the latest Microsoft technology, your firm can stay current in today’s competitive environment. Investing in Cloud technology can result in significant benefits, including audit compliance and the fulfillment of your IT and cloud strategy. To move forward today with the Accountnet Cloud team call 212-Dynamics or visit www.microsoftfinancialsoftware.com.