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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
St. Louis — May 7, 2013 — Three Rivers Systems Inc. will host its second in a series of informative free webinars aimed at demonstrating how to counter the rapid changes disrupting higher education and demanding more from stressed academic management systems.
Set for Tuesday, May 21, 1 p.m. CDT, and headlined “Top to Bottom: The Top 4 Business Analytics Strategies You Need to Manage to Your Bottom Line,” the webinar will present strategies for consolidating fiscal and other data with student information to understand the true cost of delivering sustainable, educational excellence.
Space is limited but registration remains open and available at http://tinyurl.com/CAMS-Webinar2 until the webinar is filled.
Three Rivers Systems Vice President of Global Sales and Marketing Jami Morshed will host the webinar.
“Higher education leaders today are caught between shrinking resources and expanding expectations,” Morshed said. “They know managing to the bottom line has never been more important, but many are hampered by their academic management system’s inability to get critical financial data readily and in real-time.”
According to Morshed, the webinar will lay out strategies C-level higher education executives use to provide administrators with sophisticated, affordable, Web-based, on-demand business-analytics tools. These solutions quickly and easily identify revenue generated, associated costs and profit or loss at a granular level.
By pushing this data to graphically appealing and easy-to-understand dashboards, these tools offer real-time understanding of the bottom line at the desktop or via mobile devices. Whether used for looking at program or individual class profitability, these dashboards give C-level executives and their staffs the financial reporting they need for accurate budgeting, management and sustainable success.
Morshed works with education institutions around the world helping them embrace enterprise technology to optimize academic management and enhanced learning environments that keep them ahead of today’s disruptive higher-education environment.
Joining Morshed in the webinar are Christiano Gherardini and Scott Schlegel of Turnkey Technologies Inc. Gherardini, after founding the company nearly 20 years ago, has grown Turnkey Technologies into a leading Microsoft Gold Level partner servicing customers in local, regional, national and international markets.
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Gherardini is considered one of the top Microsoft Dynamics business solution architects in the field and has authored multiple innovative software solutions for customers.
Schlegel is a senior implementation consultant, client relationship manager and project manager with 25 years’ experience with Microsoft Dynamics GP. He is instrumental in developing solutions for higher education and home health care at Turnkey Technologies.
About Turnkey Technologies
Turnkey Technologies is a Microsoft Gold Level Dynamics ERP, Silver Level Dynamics CRM and Hosting partner servicing local, regional, national and international customers since being founded by Chris Gherardini in 1994. The business is built around an exclusive focus on Microsoft Dynamics GP and Dynamics CRM business solutions, the use of proven implementation methodologies, the ability to convert data from any system into the Dynamics solution, the delivery of accurate, cost-effective and rapid software customizations, the ability to integrate our applications into existing or legacy systems, and excellent professionalism and customer service.
About CAMS Enterprise
CAMS Enterprise’s disruptive technology makes it a fundamentally different academic ERP unlike all others that were designed for the past and are incapable of operating efficiently in the modern world. CAMS Enterprise is an easy-to-use and implement, totally integrated, Web-native management system with everything in one place — admissions; student information; financial aid; student services; fiscal management with HR and payroll; fund-raising; alumni relations; document management, learning management, a full suite of portals, and more for managing the entire student life cycle. With an out-of-the-box configuration and self-service customization, CAMS Enterprise removes all barriers to success seen with conventional systems. CAMS’ affordable licensing, off-the-shelf configuration and easy implementation translate into the lowest total cost of ownership of any academic ERP while yielding the quickest and highest ROI.
About Three Rivers Systems Inc.
Three Rivers Systems Inc. is the only privately held, independent, debt-free, one-stop company focused solely on high-quality academic ERP solutions exclusively for higher education. For more than 25 years from its St. Louis headquarters, the company is keenly focused on innovation and service to its worldwide customers. Always innovating, the company invests significant revenues back into product R&D to improve existing products while developing new ones so users always get the exact functionality, industry experience and accurate project management they need. Its business model and products are designed to ensure institutional effectiveness, more-efficient business processes, student success and satisfaction.
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Contact: Ron Kalb, Three Rivers Systems Inc., Director of Communications, 636-779-1518 (office), 702-498-8916 (cell), ronk@threerivers-cams.com
“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.
- A General Ledger journal entry was coded to the GL Cash account. If you are using Bank Reconciliation, this is a BIG NO NO!
- 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
“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.
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1 Ability to change customer address user defined field names
#2 Attach Documents to Purchasing or Sales Transactions…
#3 Historical Journal Entry Inquiry
#4 Consolidated Invoicing
#5 Voiding a Credit Card Vendor’s Invoice Automatically when a Credit Card Payment is voided
#6 Inactivate items and Item/Site Assignments and Inventory Site
#7 Sort Order now Stored with Default View
#8 Payroll Integration to Payables Voucher Description, Document # & Consolidation
#9 Inventory Reason Codes for Transactions
#10 Select a Printer at the time of Printing a report
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
“It is impossible to win the great prizes of life without running risks.” – Theodore Roosevelt
Deciding whether to upgrade or replace your current Accounting/ERP Software solution can be a difficult decision. In most cases, “cost” is a major concern. Microsoft Dynamics GP Software licenses are an important component in your investment, but licensing is only one portion of the cost of a system.
Other factors to look at are the costs of deployment, data conversion, implementation, third party software, training and ongoing support.
Some of the questions you might ask your potential vendor might be:
- What is your implementation methodology? How can you assure me that all costs are being considered and included?
- What Independent Software Vendors (ISVs) are included as part of the overall solution? What are the initial and ongoing costs associated with these vendors?
- What options to I have regarding data conversion – how much historical data should be converted? Can my team convert the data or will the vendor team?
- What costs may be associated with reporting?
- What costs are associated with training?
- Can you tell me more about your ongoing support and maintenance plans?
These are just a few questions that must be addressed. For more guidance on questions to ask before buying ERP/Accounting Software, check out this white paper “30 Questions Every CFO Must Ask About the Cost of Accounting Software”.
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
“The reality is that changes are coming…. They must come. You must share in bringing them.” – John Hersey
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 my first blog post, I looked at the Habits of “Be Proactive”, “Begin with the End in Mind” and “Put First Things First”. Today, I’m going to look at the other four habits and show how Microsoft Dynamics GP can help solidify them in your organization.
Think Win/Win – This habit has five interdependent dimensions of life which are: Character, Relationships, Agreements, Supportive Systems and Processes. Microsoft Dynamics GP has the business tools like Dashboards, Key Performance Indicators (KPIs), and Real-Time Drill Down Reports to help your managers monitor your employees service levels better to make sure you’re meeting your commitments to your customers at acceptable levels for Win/Win to exist.
Seek First to Understand, Then to Be Understood – If you’re going to understand your employees, customers and suppliers, better empathic listening is the key. This means that not only do you hear and understand the words but also listen with the eyes and hearts as well. Microsoft Dynamics GP can help sales, service and business management staff members communicate and collaborate better through built-in integration with Microsoft Dynamics CRM and built-in workflows.
Synergize – Stephen Covey talked about the principles of creative communication where you are completely open to new possibilities in your organization because of real, authentic conversations with each other. You get a 360 degrees view of the issues, problems and opportunities because of these insights. Microsoft Dynamics GP strengthens these conversations with real-time access to business information at your fingertips.
Sharpen the Saw – Each person/employee takes ownership of their personal development and the quality of service they give to their organization.It also means improving on their four dimensions of their nature (physical, spiritual, mental and social/emotional) regularly and consistently in wise and balanced ways. Microsoft Dynamics GP Human Resource Management can help with the training, health and wellness of your employees.
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
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