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The Importance of running File Maintenance in Microsoft Dynamics GP

Thursday, July 15th, 2010

I like to compare running Check Links to changing the oil in your car.  It is a bit of insurance that things will run smoothly in the future.  Your car may be operating just fine, but an oil change is necessary.  Without one you know there will be trouble down the road.

The same could be said about Check Links.  When you run Check Links it examines the GP tables, checking corresponding information in related GP tables, and fixes damaged data.  Many times Check Links is run to correct a specific error that a user is experiencing, however it should be run periodically as a part of your scheduled maintenance plan.  Contact your Microsoft Dynamics GP partner for scheduling recommendations.

Prior to running Check Links it is best to have a full back-up and have all users exit GP.

To run Check Links go to: Microsoft Dynamics GP>Maintenance>Check Linksnew-picture-15

Note that the series is selected from a drop down list first.  We recommend you run Check Links separately for each series as the process can be timely.  Also, it may be difficult to determine which series the error originated if all series are selected at once.

First select the series from the drop down list. A list of Logical Tables will populate in the left hand column.  Click on the ‘All’ button at the center of the screen.  This moves all of the tables into the ‘Selected Tables’ column at the right.  If you only need to run check links on one table, simply highlight the table on the left and click ‘Insert’.

Next, click ‘OK’. Select ‘Screen’ for the report destination as the report could be quite lengthy.  You will have the opportunity to print the report once it is printed to screen if you desire.

Many users opt to start Check Links just as they leave for the day, or during lunch to reduce end user interruption.

If you would like more information in regard to Dynamics GP Check Links give us a call at 207.761.2133 and ask for extension 302.

 

 

 

 

 

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Customized Microsoft Dynamics GP Training

Wednesday, June 30th, 2010

“Personally, I am always ready to learn, although I do not always like being taught.”  Winston Churchill

I found this quote intriguing.  At first it made me chuckle, but after reading it a few times I found a lot of truth in it.  Many times we are willing to learn, but aren’t always willing to take the time to learn.  Or perhaps find the teaching style we desire is not readily available.    Proper training is crucial for success.  You made an investment in your accounting and business software when you purchased Microsoft Dynamics GP and in order to get the most out of it you need to know how to use it! 

We at Gilchrist Scott have been providing Microsoft Dynamics GP training for more than 15 years.  We don’t follow the boiler-plate, scripted training you might find elsewhere.  Instead we truly believe that each customer’s needs are different and that means training should be tailored to suit your needs and is specific to what you do.  We take a very hands-on approach to learn about your business and your internal accounting and business processes.  This enables us to customize our training to deliver the most efficient and beneficial use of your application. 

We not only provide training during the initial implementation, we also provide update or refresher training sessions for new versions or functionality within Dynamics GP as well as training for new hires or new responsiblities.  We offer individual, group, onsite, and remote training.  We also offer process documentation for your business.

If you’d like to learn more about Gilchrist Scott’s training offerings, give us a call at 207.761.2133 or email us at support@gilchristscott.com .

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Introducing Management Reporter for Microsoft Dynamics ERP

Thursday, June 24th, 2010

Management Reporter for Microsoft Dynamics ERP is now available for Microsoft Dynamics GP 2010.  I like to think of Management Reporter as the ‘New and Improved FRx’!  A lot of the same functionality found in FRx exists within Management Reporter as well as a lot of additional functionality.  Some of the highlights include:

 

v  Report Library – organize your reports in folders! 

v  Insert Graphics – you have the ability to insert graphics within Management Reporter. 

v  Show negative numbers in red font.

v  Column page breaks – control where the column page breaks are placed.

v  Format override in Rows.

v  Custom page numbering.

v  Security on Library, Folder, and Report Definitions.

v  Report Groups!

v  Inline Notes!

v  Undo/Redo functionality!

v  Add footnotes to reports!

v  Migrate your existing FRx report catalogs and building blocks to Management Reporter!

To find out more about Management Reporter for Microsoft Dynamics ERP visit the following URL: http://www.microsoft.com/dynamics/en/us/products/management-reporter.aspx

Or contact Gilchrist Scott at info@gilchristscott.com for a demo!

 

 

 

 

 

 

 

 

 

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What’s New in Microsoft Dynamics GP 2010 – Foundation Enhancements

Wednesday, June 2nd, 2010

Foundation Enhancements will be the final entry of my ‘What’s New in Microsoft Dynamics GP 2010’ series.

Below are some of the awesome changes:

Emailing

·         Email Functionality

With the new e-mail functionality in Microsoft Dynamics GP you can embed documents into the body of an email or send as an attachment!

Home Page

·         View Reminders as Cues

You can choose to view pre-defined reminders as text or cues on your home page.  A cue is an icon that increases or decreases in height to indicate the number of records in a particular reminder category.

·         View Reporting Services Metrics!

·         Create your own metrics on your home page!

Lookups

·         Set a default view for many lookup windows!

Define and save a default lookup view for your master records.  This is available for Item, Account, Employee, Customer, Vendor, and Salesperson lookups!

Microsoft Dynamics Online Connect

Connect displays a series of slides that allow you to perform self-help support, get information and perform training from the Microsoft Dynamics GP home page!

Navigation Pane

Now you have control over which series buttons and associated lists for modules display for users!

Right-click menu enabled

You can right-click in a text or numeric field to see a shortcut menu which contains options from the Edit menu!

Security

·         Display security roles and tasks

Restrict roles and tasks assigned to a user instead of viewing all tasks, roles, and items!

·         Copy user security settings

Save time and improve accuracy by copying one user’s security settings to another!

·         Automatically log on to GP and a company

Users now have the option to log on to GP and a specific company automatically!

Word Templates

Predefined Word templates for several document types based on the standard reports in GP.  Create your own or modify an existing template, and then assign the template to a company!

 dynamics-gp-2010-logo3

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What’s New in Microsoft Dynamics GP 2010 – Distribution Enhancements

Tuesday, May 18th, 2010

As a follow-up to my previous blog regarding Financial Enhancements included in the new release of Dynamics GP 2010, I thought I’d share some of the exciting changes in Dynamics GP Distribution modules:

Inventory

·         Exclude discontinued items from Items Lookup!

You can exclude all discontinued items or exclude only discontinued items with no quantity available from the Items lookup window! 

Purchase Order Processing

·         Roll down promised date and promised ship date changes!

You can now change the promised date and promised ship date and roll down the date changes to the line items on the PO.

·         Receive in-transit transfer items!

Automatically receive in-transit transfer items using the Select In-Transit Items window and the Receivings Transaction Entry window.

·         Link invoicing to whether any received goods are returned!

Choose whether returned goods are replaced on the original purchase order, when to close purchase orders that include returned goods, and how to invoice returned goods.

Sales Order Processing

·         Print back ordered items on picking tickets!

Have you contacted your Microsoft Dynamics GP partner to plan for your upgrade to Microsoft Dynamics GP 2010 yet?

 

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What’s New in Microsoft Dynamics GP 2010 - Financial Enhancements

Tuesday, May 4th, 2010

With the release of Dynamics GP 2010 a few long-awaited features arrive.  It’s obvious that Microsoft took the time to listen to customers’ requests for features with their latest GP version.  I’ve noted a few of my favorite Financial enhancement below:

Exclude inactive records from lookup menus!

No more searching through your inactive customers, vendors, inventory items, and GL accounts! 

Clear recurring GL batch amounts!

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

Combine multiple budgets into a single master budget!

Create separate departmental budgets and easily combine into one.

Enter negative Cash Receipts in Accounts Receivable!

You can enter a negative cash receipt for the purpose of decreasing a deposit.

Select multiple ranges when building a check batch!

Have you planned for your upgrade to Microsoft Dynamics GP 2010 yet to ensure you benefit from all of these enhancements?

 

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GP 2010 Release 5/1 Creates FREE software Promo

Wednesday, April 14th, 2010

With the new release of Microsoft Dynamics GP 2010 next month we wanted to let you know about some of the changes around licensing and pricing.  A few important points we wanted to bring to your attention:

The price of Smartlist Builder will be going up effective May 1st.  If you’ve been considering this purchase now would be a great time to take advantage of the lower rate.

Free additional Dynamics Business Portal users for customers who currently own Business Portal. 

Free additional Dynamics MOSS clients for customers who currently own Microsoft Office Sharepoint Server.

For more information or to place your order for free additional BP users or MOSS clients please call our office at 207.761.2133.

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Microsoft Dynamics GP keeps up with $17.6 billion Jobs Bill

Monday, April 5th, 2010

If you are thinking of hiring; now is the time.  There are two new tax benefits available to employers hiring workers who were previously unemployed or only working part time.  This is part of the new $17.6 billion Job Bill, or officially known as the Hiring Incentives to Restore Employment (HIRE) Act which was signed by the President in mid-March. 

What this means for you:

·         Tax Benefit 1:  For every “Qualified” employee (defined as Unemployed for the previous 60 days or worked less than 40 hours in the previous 60 days) Employers will not have to pay FICA tax on these employees from 2/3/10 – 12/31/10.   

·         Tax Benefit 2:  For each worker retained for at least a year, businesses may claim an additional general business tax credit, up to $1,000 per worker, when they file their 2011 income tax returns

 

In Dynamics GP Payroll, it will work similar to the following (details to be worked out):

1.    A “Qualified” employee is someone that has been unemployed for the previous 60 days or worked less than 40 hours per week in the previous 60 days.  These employees will be flagged in Employee Maintenance in a new field.

2.    A new 941 report will have at least 2 new fields:  1. Number of employees in the date range that are qualified, and FICA amount the employer can reduce.

3.    Before the Q2 941 report is run, the Dynamics GP code change will need to be made and the employees flagged.

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