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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.

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 IncGherardini, 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.
— more —

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.

# # #

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.

  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

 

“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

How Many Are You Using Today?

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

Microsoft Dynamics GP 2010 has many financial and reporting features.  Here are my 10 favorite features below:

1.      Exclude inactive records from lookup menus:  No more searching through your inactive customers, vendors, inventory items, and GL accounts.

2.      Clear recurring GL batch amounts:  You can now clear the distribution amounts for all transactions on recurring batches after you post a batch.

3.      Combine multiple budgets into a single master budget:  Create separate departmental budgets and easily combine into one.

4.      Enter negative Cash Receipts in Accounts Receivable:  You can now enter a negative cash receipt for the purpose of decreasing a deposit.

5.      Setup recurring cash receipt batches:  With this new feature you can now create recurring cash receipts batch (of memorized transactions).

6.      Select multiple ranges when building a check batch: The Select Payables Checks Window now allows you to select and insert multiple selection criteria ranges.

7.      Email features are now included:  In GP 2010, you don’t need to purchase anything extra and you can quickly and easily email single documents, batches of documents, and/or multiple documents from a list within the system.

8.      Create Professional External Documents Using Word Forms:  Users can deliver Word Forms and customize external (customer and vendor facing) documents within Microsoft Word.

9.      Get Better Insight into Your Data Using Dashboards and KPI’s with Drill-Back:  There are now customizable dashboards built from SQL Reporting Services (SRS) reports.  Individual users can decide which ones they want to display.

10.  Get More out Of Excel with Predictive Modeling and Analysis GP integration to Excel includes GP Excel Reports, which now includes Power Pivot tables and drill-back from Excel Reports to GP.

These are just 10 of the dozens of features in Microsoft Dynamics GP 2010.  Are you ready to Upgrade?  Please contact me for more information today.

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

“Cloud tipping point at hand”- says Google CIO Ben Fried

The fast pace of technology changes over the last few years has challenged CIOs and CFOs to keep up.  Government regulations, global economic turmoil, and technology-savvy employees are creating demands on your business, and your ERP Software System is at the center of it all.

In the past, many organizations wouldn’t have dreamed of putting their critical business systems outside their walls. But with the advancement of technology it makes a lot of sense to reconsider.  Here are three reasons to look at a cloud hosted solution for your ERP System:

  1. Regulatory Compliance – It can be very expensive keeping SAS 70 Type II and SOX compliance for your organization.  By choosing a SOX compliant ERP hosting provider, you can leverage all their policies to assure your own SOX compliance.
  2. Disaster Recovery – ERP hosting providers have more redundant systems, up- to- date software and hardware, highly trained staff, and multiple locations to protect your data and ensure its availability.  You can leverage their investment for faster turnaround times and peace of mind.
  3. Employee Consumerization of IT – Smartphones, iPhones, iPads are the mainstay with knowledgeable workers in the workforce. They are more mobile and want the same access to their business systems – no matter the place, time or device – as they have with their iTunes or Facebook.

These are just a few reasons for putting your ERP Software System in the cloud today.  If your ERP Software can’t move to the cloud, look to Microsoft Dynamics GP as a solution.

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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