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“Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” – William Faulkner

 

Microsoft’s team of developers know the intuition behind business processes and how to turn those processes into new software functionality.  With their experience, they continuously strive to enhance Microsoft Dynamics GP in pursuit of formulating the perfect business software.  Dynamics GP 2013 has over 150 new enhancements, some of which are strictly dedicated to improving the overall logical functioning of Dynamics GP 2013.  The following are “Five Enhancements in Dynamics GP 2013” that make life easier for users in any line of business. 

 

Document Attachments-

This novel feature has been added to Dynamics GP 2013 to facilitate collaboration and information sharing between employees or departments.  This allows users to attach documents to certain records so other users can easily view details or documents that are directly related to those records.  Documents such as requisitions, images, and credit reports can be attached to master records, transactions, or line items that are assigned to transactions. 

 

Password Protection for Word Documents-

Email functionality has been enhanced a number of ways in Dynamics GP 2013.  One of these enhancements is the ability to send password-protected word documents over email.  This feature is useful when transferring sensitive documents to specific personnel.  It requires the receiver to enter a password before any edits can be made to the document. 

 

Lookups-

You can now save the default sort order when looking up master records.  When you look up master records such as items, employees, customers and prospects, salespeople, or vendors, they will automatically appear in the sort order you have saved for that lookup type.  Sort orders can be saved specific to users or companies.  It’s a simple enhancement that saves time for employees. 

 

Report Printing-

Reports can now be specified to a printer at the exact time of printing.  Before Dynamics GP 2013, users had to specify the default printer before the report was printed.  After choosing the print option and the report destination, the Windows Print dialogue box will appear.  Within this dialogue box you can select a different printer without changing the default printer option in the Print Setup window. 

You can also print reports directly from maintenance windows when using SQL Server Reporting Services.  Within the window, you can select the Printer icon drop-down list to choose the report you want to print from a list of reports. 

 

Home Page-

A number of basic enhancements have been made to streamline the Dynamics GP 2013 homepage.  It no longer includes the Microsoft Office Outlook area, and the Business Analyzer area now sits where the Metrics area was.  Also, Business Analyzer will only appear on the homepage if Microsoft SQL Server 2008 Reporting Services or later has been installed and integrated with Dynamics GP 2013.  The Area Pages can now be minimized, maximized, and moved in your homepage.  You can customize your homepage to display your preferred number of columns and their locations.  You can also customize your Area Page window so that only the Area Pages you need show up on your homepage.

 

If you have any questions or would like to learn more about the wide range of enhancements offered in Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

 

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

 

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

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“Great things are not done by impulse, but by a series of small things brought together.” – Vincent van Gogh

Good news for distributors and manufacturers, the Inventory Control module in Microsoft Dynamics GP2013 has been enhanced in a number of ways to give greater control over inventories and visibility. Microsoft has addressed numerous pain points faced by distributors and manufacturers when controlling inventory. Here are six of the most important enhancements that have been added to help companies manage inventory:

Inactivate Items-
• One of the most useful enhancements for inventory control is the ability to make items inactive. This prevents the sale and processing of the inactive item by either restricting the transaction or sending a warning. When looking up available items, the feature allows you to exclude inactive items, giving a real representation of items available to sell. Using this feature also allows you to maintain history on all of your items, including ones that are no longer in use.

Inactivate Sites-
• This allows distributors to prevent unused sites from being entered on any new transactions. The new feature allows the site to be made unusable without having to delete it, preserving the sites history for future reference. Existing transactions can still be posted to the site until the on-hand inventory is gone, allowing you to use the site right up until it’s ready to be deleted.

Inactivate Item-Site Relationships-
• This feature is handy when certain items are no longer stored at specific sites in the warehouse. By removing the possibility of entering the wrong item-site combination, you can ensure that all inventory items are stored in their proper places.

Reason Codes-
• Reason codes can now be created and entered onto a transaction to document inventory movement. A log is created that tracks the activity of inventory throughout the warehouse, uncovering trends and providing insights to tighten operations and increase efficiency.

Bin Transfer History-
• This is now simplified by adding a document number to Inventory Management that tracks the history of bin transfers for items. Order tracking is improved and a history of specific bin transfers can now be managed.

Assign suggested sales to an item-
• This feature allows the user to make relevant product recommendations based on the customer’s selection of a particular item. This enhances your sales team’s ability to identify numerous items to “upsell” to your clients.

With these new enhancements in Microsoft Dynamics GP 2013, distributors and manufacturers don’t have to struggle to keep up with the diverse demands of their business environment. Microsoft spends billions each year in research to improve their software and offer a complete package of tools to fully run businesses in various industries.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

If you have any questions or would like to learn more about the wide range of enhancements offered in Microsoft Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc.— Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab

 

Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system?  Perhaps your sales team is spending too much time entering documents when they could be generating sales.  Or maybe locating complete customer information is a challenge with your current data setup as you jump from window to window for a complete picture.  SalesPad can improve these and other functions in your business by enhancing the Microsoft Dynamics GP user experience for better sales results.

 

Here are four ways SalesPad transforms your Microsoft Dynamics GP user experience:

 

Simplify your document entry process.  Dynamics GP is a complex application.  SalesPad makes it simple.  Entering documents such as quotes, orders, invoices, and returns is made easy with SalesPad, so your team can spend less time typing, and more time serving your clients. 

All-in-one view of your customers.  Many companies store vast amounts of customer information in their systems, but data is often dispersed throughout the software and can be a challenge to consolidate.  SalesPad makes it easy to get a 360 degree view of your customer so you can view all their relevant data on one screen.  Visible data can be fine-tuned to present only the information you need see, when you need to see it.

Inventory visibility.  Inventory management can be complex, especially when your system isn’t designed to present a complete view of your data.  SalesPad Inventory Lookup allows your company to leverage Dynamics GP’s sophisticated inventory storage capabilities by offering complete inventory access with just a few clicks.  View all aspects of your inventory on a single screen.  Save time.  Save money. 

20/20 view of your business.  Easy-to-use tools like Workflow, Sales Analysis Reports, and the Purchase Advisor allow you to view your business in 1080 p high definition.  Know what is happening in the company every step of the way with complete visibility, no matter where you are.  SalesPad Mobile allows access to critical information from your smart phone or tablet, allowing you to take your business with you anywhere. 

 

Please join us on June 13th at our Microsoft Dynamics GP  Free Lunch n’ Learn User Group Meeting in St. Louis, MO to hear SalesPad Solutions, LLC discuss their tool’s for enhancing your Dynamics GP user experience and much more.  Click here to register!

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.  If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“Everything should be made as simple as possible…but not simpler.”

 -Albert Einstein                                             

 

We recently held a Microsoft Dynamics GP User Group Meeting in St. Louis, MO.  Our feature speakers were the owners from Reporting-Central.  One of their products that caught my attention was “The Validator”.  This product helps Dynamics GP users eliminate manual validation and reconciliation processes to make Microsoft Dynamics GP a better business solution by continuously monitoring critical areas of their solution.  Also, another major takeaway that I think many current users of Microsoft Dynamics GP would find very interesting are the most commonly overlooked Set-Up and On-Going Use issues in Dynamics GP.  Here is a small list that Reporting-Central shared with us.

User Security Set To POWERUSER

Future Fiscal Periods Open

Maximum Account Length set too low

Posting Not Set To Create Journal Entry Per Transaction

Dex Lock

Interrupted Batch

Stuck Process

Account Maintenance Allows Account Entry on Control Account

Account Posting Level Set To Summary

Maintain Account History Not Checked

Retained Earnings Category Not Set to 27

Checkbook Allows Duplicate Check Numbers

Customer Accounts Receivable Control Account empty

Maintenance Customer Missing Salesperson

Maintenance Customer Missing Tax Schedule

Vendor 1099 Box Checked With No Tax Id

Old Open Purchase Orders

These are just a small sample of the issues that Reporting-Central’s software can monitor and alert Microsoft Dynamics GP users.  If you have additional questions or would like to learn more about how “The Validator” could help your Microsoft Dynamics GP investment, please give me a call today at 636-237-2280 or send me an email at mramatowski@turnkeytec.com .

I would also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a solution like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“What isn’t tried won’t work.” – Claude McDonald

 

Has your Microsoft Dynamics GP General Ledger Cash Account Balance not matched your Bank Reconciliation Checkbook Balance before and you weren’t sure where to look?

 

Here are 4 common reasons why they might not add up and things you might want to try for a solution to this problem.

 

Unposted batches in the General Ledger. There are some transactions (e.g. Payables Management Computer Checks) that post to both the Bank Reconciliation and the General Ledger. When these items are posted in their originating module, they automatically post in Bank Reconciliation affecting the balance; HOWEVER, depending on how you have your posting options setup, they may sit in an unposted batch in the General Ledger. This is easy to solve: Simply post your batches in the General Ledger.

 

Deposits haven’t been created in the General Ledger. This is a similar scenario to the previous reason, but somewhat in reverse. When payments received are entered in Receivables Management, Sales Order Processing and as receipts in Bank Reconciliation, they are sent directly to the General Ledger but placed in a holding spot to be entered on a deposit. Why? For easier bank balancing (and easier bank transactions analysis). Deposits in the Bank Reconciliation module should match the actual deposits with the bank. However, the General Ledger module may need to be setup to show the detail of receipts or set to “summary” depending upon your needs or desires. The solution: Check your Bank Deposit Entry window for any receipts not deposited.

 

Coding Error: You should never manually enter the Cash GL account. It will always default automatically when the Checkbook ID is referenced.

  1. A General Ledger journal entry was coded to the GL Cash account. If you are using Bank Reconciliation, this is a BIG NO NO!
  2. A Distribution Entry for a non-GL module was coded to the Cash GL account for a line other than CASH for the Distribution Type. Also a BIG NO NO!

 

Date Error: Document dates and the GL posting date span different fiscal periods.
To find errors, pull up the Checkbook Balance Inquiry and compare to the General Ledger Trial Balance for the same date range.

 

I hope you find these 4 reasons useful and my tips helpful.  I also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

 

If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-777-4110 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

 

“I like the dreams of the future better than the history of the past.” – Thomas Jefferson

 

Turnkey Technologies, Inc. has enjoyed sharing great ideas and insights about Microsoft Dynamics GP and ERP Software on the ERPsoftwareblog.com in 2012. The main goal has always been to educate the reader, giving a unique perspective of Microsoft Dynamics GP and guidance to those buying ERP Software. Here are the five most viewed posts:

 
1. 6 Things to Consider When Buying Microsoft Dynamics GP ERP Software – October 22, 2012
2. My 10 Favorite New Features in Microsoft Dynamics GP 2013 – December 17, 2012
3. 11 Microsoft Dynamics GP 2010 Tools for Better Business Decisions – June 25, 2012
4. 25 Great Ideas to Leverage Microsoft Dynamics ERP Today – November 28, 2012
5. 3 Compelling Reasons to Put Your ERP Software in the Cloud – May 22, 2012

 
We look forward to 2013 and writing more interesting blogs about Microsoft Dynamics GP 2013 and other helpful information to minimize your risk while selecting ERP software for your organization.

 
I also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”. This report includes 25 examples from real companies – from non-profits to distributors and many in between.

 
For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a project like this.

 
If you have additional questions or would like to learn more about what Microsoft Dynamics GP 2013 can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-777-4110 or email at sales@turnkeytec.com .

 

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

 

“The Art of progress is to preserve order amid change, and to preserve change amid order.” – Alfred North Whitehead

 

Microsoft Dynamics GP 2013 will be launching this December and I thought I put together my “Top Ten Favorite Feature List” for everyone to not only read but see a screen shot as well.  My inspiration came from watching David Letterman this week but I’m starting with Number 1 and going to Number 10.

 

#1 Ability to change customer address user defined field names

1 ability to change

 

#2 Attach Documents to Purchasing or Sales Transactions

2 attach

 

#3 Historical Journal Entry Inquiry

3 historical

 

#4 Consolidated Invoicing

4 consolidated

 

#5 Voiding a Credit Card Vendor’s Invoice Automatically when a Credit Card Payment is voided

5 voiding

 

#6 Inactivate items and Item/Site Assignments and Inventory Site

6 inactive

 

#7 Sort Order now Stored with Default View

7 sort

 

#8 Payroll Integration to Payables Voucher Description, Document # & Consolidation

8 payroll

 

#9 Inventory Reason Codes for Transactions

9 inventory

 

#10 Select a Printer at the time of Printing a report

10 select

 

These are just 10 out of 60 New Features in Microsoft Dynamics GP 2013. For additional details on Microsoft Dynamics GP 2013 click here.

I also invite you to download an upbeat and engaging new white paper, “25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP”.  This report includes 25 examples from real companies – from non-profits to distributors and many in between.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

If you have additional questions or would like to learn more about what Microsoft Dynamics GP 2013 can do for your organization, please contact us today to setup a  “Free Discovery Call” at 636-777-4110 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

 

“Opportunities multiply as they are seized; they die when neglected. Life is a long line of opportunities.”  – John Wicker

 

ERP Software Blog contributors have collaborated over the last few months to offer success stories from our clients highlighting the impact that Microsoft Dynamics is making on their organization today.

Turnkey Technologies, Inc. has contributed story #24 Multi-line distribution update. We share how our client uses Microsoft Dynamics GP to connect their accounting and inventory system with a robust B2B e-commerce solution.

To learn more about this story or other ones like it, please read the white paper,    25 Brilliant Ideas to Outsmart Your Competition with Microsoft ERP today.  To explore how these ideas could impact your organization, please visit our website at www.turnkeytec.com  or give me a call.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“Change is inevitable in a progressive society.  Change is constant.” – Benjamin Disraeli

 

In today’s competitive global markets, small to midsize companies are finding it harder and harder to compete using the same tools they used 5-10 years ago to achieve their business goals.  More and more companies are looking at replacing their current accounting systems and are turning to Microsoft Dynamics GP .   Here are four signs you are ready to make a move:

  1. Maintenance – Annual maintenance is too expensive for the value it brings to the organization. Your current accounting software lacks the things you need to run the business.  Microsoft continues to invest billions of dollars each year enhancing Microsoft Dynamics GP for maximum value to their users.
  2. Integration – Doesn’t integrate well with other systems and can’t get at the data very easily. Microsoft Dynamics GP works well with third party applications because of the ability to use web services and the Microsoft .Net Framework.
  3. Reporting – Current reporting done manually and staff doesn’t have real-time access to decision- driving information.   Microsoft Dynamics GP has 220 out-of-the-box Office Excel reports that can be instantly refreshed, plus gain tighter control of consolidations, financial reporting and budgeting across your organization.
  4. Mobility –Executives and employees need information at their fingertips even when they are out on the road.  Accessibility to multiple devices like iPads, iPhones and smart devices is a must in today’s world.    Information has to be accessible over the internet, so users can access information on any computer, no matter where they are at.

These are just a few of the signs it is time to change, to learn more about Microsoft Dynamics GP go to www.turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

“I know of no more encouraging fact than the unquestionable ability of man to elevate his life by conscious endeavor.” – Henry David Thoreau

 

Stephen R. Covey, author of the bestselling self-help book “The 7 Habits of Highly Effective People” recently passed away this July.   This book has sold over 20 million copies since being released and has made me a fan of his work for years.  In tribute, I’m going to look at the first 3 Habits in his book and show how Microsoft Dynamics GP can help solidify them in your organization.

Be Proactive – Microsoft Dynamics GP can help you make the Vision for your company a reality.  You decide where you want to take the business and create the strategic business plan with all of the management business objectives (MBOs).   Microsoft Dynamics GP has the business tools like Dashboards, Key Performance Indicators (KPIs) and Real-Time Drill Down Reports to help your management team execute the MBOs faster and realize your Vision sooner.

Begin With The End In Mind – Today’s success in business doesn’t guarantee future successes. You always need to be planning ahead and be flexible enough to change with market conditions.  Where do you want to take the business the next 3, 5, 10 years?  Microsoft Dynamics GP is the right platform to scale easily without compromising system performance or user experiences.  Microsoft Dynamics GP has many Independent Software Vendors (ISVs) partners as well to enhance and meet your specific industry needs.

Put First Things First – Microsoft Dynamics GP can help your individual employees get laser focused on the details that drive the business on a daily, weekly, monthly and quarterly basis to achieve the company goals.  Microsoft Dynamics GP does this by helping each individual set up tasks and reminders that will appear on their Role Tailored Home Page. They can keep track of their progress with Graphical Dashboards that deliver personalized access to real time information.

In summary, Microsoft Dynamics GP can help your organization live these habits daily.  To learn more about Microsoft Dynamics GP, please go to our website www.turnkeytec.com or give me a call.

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner