Belinda Allen, Smith & Allen Consulting, Inc. (SACI) aka Belinda the GP CSI.  Microsoft Professional, MCT and MVP.describe the imagedescribe the image

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There is loads of good information, including a forum that I actively answer.

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This is all about how I use GP, based on what I learned in my investigations with clients...

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Microsoft Dynamics GP 2013 Cookbook

  
  
  
  
  

Mark Polino and Ian Grieve have given us the ingredients to make our Microsoft Dynamics GP work easier!  They provide dollops of information that plucks out the difficulty of daily tasks.  As a long time GP user, some of these dishes have been tucked away in the back of my cabinet.  After reading this book cover to cover, I’m ready to …  (I was going to fill every line with "cooking related" puns.)

Enough puns, this book is really great.  Will everything apply to every reader?  No, but there are real gems in here the can save all and any GP user time and energy; and who wouldn’t want their job to be easier?  I found several areas where I can improve my system and the system of my customers.

Thanks Mark and Ian.  Available Here!

Belinda, Smith & Allen Consulting, Inc. in New York, NY, talks about how much she loves this book on Microsoft Dynamics GP.

 

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Hangout: Building Dashboards with Microsoft Dynamics GP 2013 & Excel

  
  
  
  
  

MSDynamicsWorld.com held a Google Hangout last month and I was lucky enough to be asked to be on the Panel.  If you missed, here's your chance to see it again!  (Yes, I copied this right from their channel!)



This panel discussion featured Mark Polino, author of the newly released book "Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013" along with Dynamics GP financial reporting experts Belinda Allen of Smith and Allen Consulting and Jared Hall, Program Manager at Microsoft. Learn more about Mark's new book and related topics around creating, managing, and distributing financial dashboards with Dynamics GP and Excel.

Some of the topics covered in our live conversation included:
* Dashboard Basics - who wants dashboards, what elements are a must-have, and what are the must-have skills of a dashboard developer?
* Excel 2013 dashboard fundamentals
* Running Excel Reports
* Managing dashboard requirements
* Drilling down: From Excel to GP
* Sharing and Collaboration Options

Jason Gumpart and MSDynamicsWorld.com is a great guy with great content.  Subscribe to their YouTube channel and to their site:

MSDynamicsWorld on YouTube

www.MSDynamicsWorld.com

MSDynamicsWorld.com holds a Google Hang out on Microsoft Dynamics GP and Excel with Jason, Jared, Mark and Belinda.

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
Tags: ,

So it begins... Microsoft Dynamics GP Convergence

  
  
  
  
  

Microsoft Dynamics GP 2013 begins tomorrow in New Orleans, LA.So I am sitting here at the Microsot Partner Pre-Game for Microsoft Dynamics Convergence talking with MVP Jivtsh Singh and Microsoft Aaron Donat (King of the Web Client) discussing the Upcoming Service Pack for the GP Web Client. There are some new cool features coming; resizing of windows, better printing, keyboard shortcuts and autocomplete. I am so excited!! It's going to be an exciting week here in New Orleans.

 

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Microsoft Dynamics Sales Tax Setup Overview (video)

  
  
  
  
  

This is a high level overview of how Sales Tax is setup and works in Microsoft Dynamics GP.

Sales Taxes calculations are made based on:

  1. The item being sold,  is it setup as Taxable, non-taxable or is tax determined based on whether or not the customer it taxable?
  2. Is the Customer Taxable or non-taxable?
  3. How is the item being received, by delivery or is the customer picking the item up?

Let’s start with step 1 above.  Is the Item taxable?

If it is not taxable, then it’s easy, no tax is calculated even if the customer is taxable.

If the item is taxable, we need to know what taxes to charge, either specifying a specific tax schedule (and what is that tax schedule) or charge taxes based on the customer?

Let’s review step 2 above.  Is the Customer Taxable?

After reviewing step number one we see why this is important.  If the item is setup to base tax calculations on the customer, we need to know if the customer is taxable and if they are taxable which tax schedule should be used when selling items to them.

Finally step 3 from above.  Is the item going to be Picked Up or Delivered?

If the item is going to be delivered to the customer, AND the tax is based on the customer, AND the customer is taxable, we charge based on the tax schedule for the customer.

If the item is going to be delivered to the customer, AND the tax was setup with the item, we charge based on the tax details that are common in both the Item tax schedule AND the customer’s tax schedule.

If the item is going to be picked up by the customer, AND the tax is based on the customer, AND the customer is taxable, we charge based on the tax schedule defined in our Company Setup.

If the item is going to be picked up by the customer, AND the tax was setup with the item, we charge based on the tax details that are common in both the Item tax schedule AND the tax schedule defined in our Company Setup.

Microsoft Dynamics GP Sales Tax Building Blocks from Belinda, The GP csi.

As with all aspects of Microsoft Dynamics GP, or any other Accounting or Enterprise Resource Planning (ERP) system, the more detail you in the system, the better the reporting will be.  This is all about making that monthly or quarterly sales tax report easier to prepare.  Once GP is setup correctly, your life will be easier!

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Use Microsoft Dynamics GP Inventory Returns Part 1 (video)

  
  
  
  
  

If you use Microsoft Dynamics GP Purchase Order Processing (POP) to receive Inventory Items, you may need to occasionally return some of these items to the Vendor (or Supplier) you purchased them from.  The Purchase Order Processing module can handle this for you using the Returns Transaction Entry window.

Microsoft Dynamics GP Inventory Returns by Belinda, the GP CSI.

Type:

  • Return: This type allows you to reduce your Inventory quantities and inventory value.
  • Return w/Credit: This type allows you to reduce your Inventory quantities and inventory value AND issue and post a return in payables to reduce the amount you owe your vendor.  If you choose this option, you will still need to manually apply the return to the appropriate invoice using Apply Payables Document.

Check Boxes:

  • Replace Returned Goods: Checking this box indicates that you expect to receive replacements for the goods you are returning.  If the original Purchase Order has not been moved to history, the quantity you expect will be added to the PO.  If the PO has been moved to history, a new PO will be created.
  • Invoice Expected for Returned Goods: If your vendor will issue an invoice for the original amount, a credit memo and another invoice for the new amount (if you choose to replace the goods) then check this box.  If you choose the type “Return w/Credit” this option will be checked and dimmed out so you can change the field.

Use Microsoft Dynamics GP Inventory Returns Part 2 will follow and will cover the return types: Inventory and Inventory w/Credit.


Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

  
  
  
  
  

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

The best part is that by saving this list, you have the ability to reuse it over and over, saving you time.

This sample principle applies to printing historical documents as well.  It’s the only way to print more than one historical (or posted) invoice at a time.

Steps to Achieve this:

  1. Open the Sales Series from the Navigation Pane (within Microsoft Dynamics GP.)
  2. Double Click on the Navigation List for Sales Order Transactions to open.
  3. Above the List View Window click on the List Title that reads “Sales Order Transactions (read only)” to get the drop down list.
  4. Choose Save As
  5. Give the List a new name and click OK.
  6. Above the List View Window click on the green plus sign “Add Filter” so the red X and the “Where” line shows up (above the green plus sign.)
  7. Leave the option for “Where” rather than “Where Not”.
  8. Change “Date” to “Status”.
  9. Leave “Is” rather than “Is Not.”
  10. In the blank space after “is” click and you will see it become a drop down list.  Choose Work (for Unposted and History for Posted, depending on what you want to see.)
  11. Click on the arrow to the right of “Work” to apply the filter.
  12. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  13. If you want to narrow down further (like I chose to just see Invoices), repeat step 6 and 7.
  14. Change “Date” to “Document Type”.
  15. Leave “Is” rather than “Is Not.”
  16. In the blank space after “is” click and you will see it become a drop down list.  I am choosing to click in the box next to Invoice.  If you want to see more than one document type, simple click which ever box corresponds to the document you want.
  17. Click on both (one at a time) right arrows to “apply filters”
  18. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  19. Celebrate your victory!

I celebrate my Microsoft Dynamics GP victories with cheesecake for Juniors in New York City.

mmmmm...  Devi's Food Cheesecake for Juniors NYC and a big ice tea!

     You now have a custom Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP 2013 - Business Portal & Upgrade Release

      
      
      
      
      

    Microsoft Dynamics GP 2013 Upgrade Notes from Smith & Allen Consulting, NYC

    Although the new version of Microsoft Dynamics GP, called GP 2013, is now available, you’ll need to check with your partner to make sure all the features you use are ready. 

    If you use Business Portal, you must wait to upgrade until March as that is when the Business Portal will be released.

     

    Important notes on the Client Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. A 32-bit ODBC DSN is required for Microsoft Dynamics GP 2013 on a 32-bit and x64 machine.
    3. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Server Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. SQL Server 2012 is the only version of SQL Server supported on Windows Server 2012.
    3. Microsoft SQL Server 2008 Express or Microsoft SQL Server 2012 Express can be installed on a non-server operating system, however it is recommended to install on a server operating system.
    4. Verify processors can be upgraded (to 8 processors for large installs and heavy usage).
    5. Verify switch is capable of handling network traffic.
    6. Increased user count may require greater RAM and Processor speed.
    7. Users utilizing Management Reporter or Crystal reporting via Terminal Services may require increased hardware to increase performance.
    8. REMOTE DESKTOP ONLY:   If using Adobe, Adobe must be installed at the Terminal Server.
    9. REMOTE DESKTOP ONLY:   The amount of RAM needed depends on the number of concurrent users per Terminal Server.
    10. REMOTE DESKTOP ONLY:   If using Lync for Unified Communications, a remote app for Lync must also be configured and copied to the client along with the Microsoft Dynamics GP remote app. The Lync remote app must be launched first and then the Microsoft Dynamics GP remote app.
    11. REMOTE DESKTOP ONLY:   If accessing Citrix, the hardware and software must be supported according to the Citrix configuration requirements.
    12. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Web Server (Business Portal) Requirements:

     

    1. All Microsoft Dynamics GP 2013 web applications must be installed in a domain environment
    2. Business Portal 6.0 and Workflow are only supported on an x64 server.
    3. Workflow is currently not supported with SharePoint Foundation 2013 or SharePoint Server 2013 until the release of Microsoft Dynamics GP 2013 Service Pack 1.
    4. Business Portal and Workflow require Web Services to be installed.
    5. Servers can be load balanced in Customer Profile 2 or 3.
    6. All Customer Profiles require a dedicated Microsoft SQL Server in addition to the servers listed above.
    7. The report deployment with SQL Reporting Services is only supported with SQL Server 2008 SP3 or later Standard or Enterprise Edition, SQL Server 2008 R2 SP1 or later Standard or Enterprise Edition or SQL Server 2012 Standard or Enterprise Edition.
    8. Business Portal, Workflow and Web Services cannot be installed on a server that is a domain controller.
    9. The SQL Reporting Services Reports may be deployed on the SQL Server depending on security and performance concerns.

    Use these notes as a kicking off point, see your Partner or www.Microsoft.com/dynamics for updated information.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP 2013 New Features Part 2 - Inventory Sites

      
      
      
      
      

    (The attached video includes most of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

    Today we’re going to look at the Microsoft Dynamics GP Inventory Control module. We will look at how to assign all items to a specific site or a range of items to a specific site. This feature has been included in Dynamics GP for a long time, but it’s a feature that many users don’t know about or have forgotten about.

    Opening the Site Maintenance window, which is under Inventory and Cards, allows you to create a new site or make changes to an existing site such as the address, phone information, tax schedules and the department segment of the General Ledger Chart of Accounts that is assigned to the site.

    In the bottom right corner of the Site Maintenance window is an Assign button. Once you pull up a site and click on this button, you have the ability to assign items to the selected site. You can leave it set to “all”; or select a single item (or range of items) based on Item Number, and/or Generic Description, and/or Class ID, and/or Vendor ID; then simply click OK.

    Mass assigning is great, but once a site is assigned to an item and has been used, it is difficult to remove the relationship between the item and the site. Also if a site is no longer used, you cannot remove it.

     

    Other Site Maintenance Window Options

    (The following is not included on the video.)

    To the left of the Assign button on the Site Maintenance window are two other buttons: the Bins button and the Planning button.

    The Bins button allows you to specify which bins will be the default bins for different types of item transactions. You can change the bin at the time of entry, and you can change the defaults at any time. If you use bins, setting up these defaults can save you a lot of time.

    If you use Resource Planning for your inventory, the Planning button allows you to enter default information for sites and item-site combinations. Once you’ve entered default information for a site in this window, you can change the information of each item-site combination.

    At a recent Partner Technical Event, we learned about many of the new features to be released. Below is a picture of another New York City Partner, Anne-Claire McAllister, and an independent GP and CRM consultant, Vilas Wibhandik. Both Anne-Clair and Vilas are very good friends of mine, and we had a wonderful time learning and growing our skill sets.

    Microsoft Dynamics GP Technical Airlift 2012

    GREAT CHANGES TO GP 2013

    There are two great improvements with the upcoming release of GP 2013 regarding inventory sites:

    • Inactivating Sites
    • Inactivating relationships between sites and items

    Inactivating Sites

    This great new feature enables you to inactivate a site that is no longer used. We have not, and will not, be able to delete a site that has been used. This restriction protects the integrity of the history. But with the release of Microsoft Dynamics GP 2013, we will be able to inactivate a site, preventing us from using the site from within Inventory Control, Purchase Order Processing and Sales Order Processing.

    Inactivating Relationships Between Sites and Items

    This is an even more powerful feature of GP 2013! We can now inactivate the relationship between a site and an item. Imagine you have an inventory site that is still active, but you no longer store your item “WidgetABC” at that site. You can inactivate the site for this item, and your users will be forced to use another site for receiving, fulfilling orders and inventory adjustments. Should you choose to once again store your “WidgetABC” at the inactive site, you only need to unmark the “Inactive” box and begin use again.

    There are more than 150 new features already in Microsoft Dynamics GP due at the end of calendar year 2012. If you are an Inventory Control user, this upgrade is a must. You can see the new features highlighted above in the video above.

     

     

     

     

     

                         

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070
    Tags: ,

    Microsoft Dynamics GP 2013 New Features Part 1

      
      
      
      
      
    (The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)

     

    As we approach the beginning of Q1 2012, Microsoft has announced the new version called Microsoft Dynamics GP 2013, which will be released at the end of this calendar year. Today we are going to review a few of the new features in this new version. We will review:

    • Homepage with metrics and the Series page
    • The printer dialog box
    • Viewing KPI’s (Key Performance Indicators) and reports from GP maintenance windows

    At the time of this blog posting, there are more than 150 new features in Microsoft Dynamics GP. With more than three months to go, I am sure there will be many more features to come.

    Homepage with metrics and the Series page

    The changes to the homepage and the series page will make the user experience more powerful.  With the ability to move portlets (or area pages) by using the common Windows feature of dragging and dropping; users will be able to see the portlets or area pages in the location the user chooses and only those portlets that the user needs to function in Microsoft Dynamics GP for their role (or position.)

    The homepage has also removed the portlets for the Outlook area and the metrics area. The module Business Analyzer that was released with Dynamics GP 2010 R2, has replaced the metrics area. The Business Analyzer uses the SRS tool (a.k.a. SQL Server reporting services or SSRS) to provide users with out-of-the-box KPI’s and reports. These out-of-the-box reports can be used on your homepage in GP or you can create your own SRS reports for use on the homepage.

    Another great feature of the homepage in GP 2013 is the ability to place your portlets or areas in 1 column, 2 columns or 3 columns.  The size of your monitor should drive which you prefer.  For those of you with large monitors, go ahead and select 3 columns!  If you have a small monitor, you may choose to see only 1 column.  Since most Dynamics GP or ERP users are desk bound, I suggest large 24” monitors and possibly 2 or 3 monitors at that.  The less minimizing and maximizing you have to do, the more efficient you will be!

    The series page provides you with the same ability as the homepage to customize your workspace by removing pallets or work areas (i.e. utilities, setup, routines) with the use of drag-and-drop. A customize area button has been added to the top right corner for each series workspace to allow the removal of any of these work areas as well. Less clutter on your desktop allows for finding the right window faster.

    The printer dialog box

    Hallelujah!  Dynamics GP now uses the standard Windows printer dialog box. This means that if you fail to select your printer prior to printing, you still have the ability to select the printer you want to print to!  This is true whether you choose to print the report to the screen first or directly to the printer.

    This should be a KPI in Microsoft Dynamics GP

    Viewing KPI’s (Key Performance Indicators) and reports from GP maintenance windows

    And finally the out-of-the-box KPI’s and reports from the Business Analyzer module or any custom reports you developed in SRS can be added to your Dynamics GP maintenance windows (e.g. customers, GL accounts, vendors, items, employees, etc.)

    Between now and the release date of GP 2013, I will continue to show you new features so that you may prepare for your upgrade and be ready to take advantage of these new features allowing GP to make your job easier.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070
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