Topic: ‘Sales’

If you work with Dynamics GP Payables Management (PM) and Receivables Management (RM) modules you will notice a difference between how fully paid transactions are handled.

• In Payables Management a vendor invoice that you have paid in full will be automatically transferred to History.  The Dynamics GP inquiry window will show “HIST”.
• In Receivables Management the Sales Invoice that you have received full payment and have applied the full amount of the payment to the Sales Invoice is still in “OPEN” status.

Why does Dynamics GP Receivables Management handle fully paid documents differently?

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The latest release of Field Service Anywhere will be unveiled at this year’s Microsoft Convergence.  Field Service Anywhere extends the Microsoft Dynamics GP Service Call Management module to the field by enabling technicians to easily create, update and complete service calls from remote locations, with or without network connectivity.  This release includes a major user interface change which will provide a consistent user experience through the use of ribbon controls and advanced navigation, all focusing on ease of use.  This is a must-see release whether you are an existing user or just entertaining mobile service technology.  While at Convergence, please make sure to come by booth # 1323 in the Expo Hall to check out the exciting new Field Service Anywhere.”

When entering Sales Orders are you having to change the Order type from “Quote” to “Order” each time?  If so, there is a quick remidy setup that will default the window to “Order” or another type of sales transaction you use most of the time.

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The default date on SOP (Sales Order Processing) and POP (Purchase Order Processing) transaction entry window (Sales Order, Quote, Invoice etc… and Purchase Order) have two methods of default. 

(1)  As the previous date entered

(2)  As the User’s date

When Dynamics GP is first implimented the default is “Previous Date Entered” and over time you may notice that User’s enter invoices (Quote, Orders, Invoices, Backorders and Return) as of today’s date the majority of the time.  In addition to the less frequent “other date.”  If this is true for your company consider a simple setup change on the SOP or POP setup window.

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It’s finally here!  Microsoft Dynamics GP 2010.  All the functionality you have been hearing and reading about on the web is now available to you. 

See all the new features at a launch event near you.  Sign up is available on the Microsoft Dynamics GP website…click here. 

An excerpt from the Official Microsoft Dynamics GP Newswire…”We are happy to announce that Microsoft Dynamics® GP 2010 is now released worldwide in International English!

Microsoft Dynamics GP 2010 extends the reach of insight, productivity, and collaboration across your entire business, helping ensure that people are your most powerful asset. New capabilities deliver faster access to personalized business intelligence, enhanced ways to streamline business processes, and new ways to build better business relationships.

How to obtain an upgrade for customers already using Microsoft Dynamics GP:

A. Account and Registration Key update:

Existing Microsoft Dynamics GP customers using International English version of the product and active on Business Ready Enhancement Plan will have their accounts upgraded to GP 2010 automatically during the month of May, 2010. Product registration keys for Microsoft Dynamics GP 2010 will become available to customers via CustomerSource.  

Microsoft Dynamics GP 2010 Spanish-LATAM and French-Canadian versions of Dynamics GP 2010 are expected to be available at approximately the beginning of September, 2010. Between the general availability of Dynamics GP 2010 and early September 2010, new Customer orders with Spanish or French Canadian as the primary language should be placed via a Service Request/Inquiry submitted to your Microsoft Dynamics Regional Operations Center (same as before Order Central tool became available). Orders will be fulfilled with Microsoft Dynamics GP version 10.0 which may be upgraded, at no additional charge, to Dynamics GP 2010 when it becomes available in Spanish and French Canadian.”

Dynamics GP 2010 Receivables Management Cash Receipts Batch Entry window will allow reoccuring batches for cash reciepts.   This functionality is designed to speed data entry for those cash receipts that are  similiar payments from your customers.

Compared below Dynamics GP 10 to Dynamics GP 2010

Dynamics GP 10

Dynamics GP 2010

More New features in Dynamics GP 2010.  Receivables Management allows you to enter “Negative Cash Receipts.” 

This could be useful for those who encounter the need to process Customer Charge Backs.

In the example below open the Cash Receipts window (Transactions>>Sales>>Cash Receipts).  Select the customer information and when you arrive at the amount field type in negative the amount. 

On the apply window below circled is the orginal invoice before any amount is applied.

On the apply window below circled is the orginal invoice after the amount is applied.  You will see the “Amount Remaining” field increase.

A few months ago there was this discussion revolving around  Dynamics GP EFT (Electronic Funds Transfer).  The conculsion of this discussion identified a need…a need to create a custom EFT template for Receivables, which unfortunatly is not available in Dynamics GP 10.   Well, readers here it is…but it’s in Dynamics GP 2010. 

(Finance>>Cards>>EFT File Format)

Being from an accounting background and after years of mannually reconciling AP/ AR in an Excel spreadsheet Microsoft finally developed the “Reconcile to GL” function in Dynamics GP.  Introduced in version 10,  automatic reconciliation capability has long been an idea of novelty for most accountants.  Wouldn’t you agree?  Now, it has arrived.    Read the rest of this entry »

If your company generates, basically, any type of letter(s) to customers, vendors or employees individually or in mass quanity then this Dynamics GP 10 functionality can save you a lot of time.  Read the rest of this entry »