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Dynamics GP (102)

Wednesday, 09 November 2011 12:55

Evaluation Tools

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In 1983, Quaker Oats purchased Gatorade, transforming it from a multi-million dollar business into a multi-billion dollar business.  Fast forward a decade & Quaker decided that another drink manufacturer was primed for the same growth.  This time, Quaker eyed a takeover of Snapple, a popular fruit beverage.  After paying a large ransom for the Snapple business, Quaker did not see the returns it had forecast.  The Snapple brand fizzled as Quaker resources were washed down the drain.  Eventually, the Snapple brand was sold at a $1.4 billion loss to Quaker.

What went right with Gatorade that went so wrong with Snapple?

The measurement tools that Quaker used to evaluate Gatorade were both accurate & appropriate.  However, in the decade that past, these same evaluation tools were not updated.  Quaker applied the same methods & metrics to the Snapple brand that they did to the Gatorade brand.  However, in the decade that had passed, these tools were no longer the most appropriate.

Evaluation mechanisms are constantly being updated.  What works today might leave you behind tomorrow.  Quaker found this out first hand.  If companies want to continue to thrive, they must be constantly tweaking & evaluating the tools they use to evaluate their business.

Microsoft Dynamics GP leverages ever evolving Microsoft technologies in order to provide the best reporting options possible.  Users can access reports in many different formats.  Business Alerts can send automated emails to any staf member when exception criteria are met or at specific intervals.  Emails can be configured to include attachments, including lists of applicable information.  Users can have similar automated Reminders open on their screens when specified criteria have been met.  This allows for fast & automated management by exception.

To Do lists & Check List force users to complete tasks periodically in a structured way.  Meaning, no longer are workflows undocumented or dependent on a single employee.  If an employee leaves the organization, those same tasks must still be completed.

Standard reporting is available in paper format as would be expected.  Users can further use inquiries to research linked transactions if auditing information.  The same information can be exported to Excel or Word at the click of a button through a Smartlist.  These can all have filters applied to them to restrict the information that is displayed.  However, where Dynamics GP takes things a step further is SRS Reporting.  Smartlists can live on the server in the form of an Excel Report.  These can contain, charts, graphs, lists or whatever one's heart desires.  These reports are linked to the server & the Dynamics GP database through Excel, meaning information is constantly changing on them automatically as data is entered into Dynamics.  And the best feature is that those who wish to view these reports do no require a Dynamics GP user license as they are not actually logging into GP.  The same premise applies to SRS (or SQL Reporting Services) Reports.  These are built through regular SQL statements & can include filters, etc, just like any SQL query would have.  Data can be displayed in many different formats & again, do not require a license to view.

The evaluation tools offered by Microsoft are beyond comparison & constantly evolving.  those utilizing Dynamics GP are always in the know & won't be left behind.

Pie Chart

Adam MacIntosh is the Senior Project Manager with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.


Monday, 13 February 2012 11:35

Electronic Bank Reconciliation

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The air is definitely a little colder these days, making it the perfect time to fly south for a little R&R.  In an effort to reduce workload, allowing for a little extra R&R, a number of our clients have chosen to implement Electronic Reconciliation.  Through this module, one can download their bank statement & process into Dynamics GP, eliminating much of the manual work associated with the bank reconciliation process.  Setup is a simple process & is completed in one simple screen.  Downloading files is a standard process through most banks.  By implementing this simple module, companies can save a considerable time each month in the administrative process.

Adam MacIntosh is a Senior Project Manager with WebSan Solutions Inc.

Sunday, 09 January 2011 06:37

Vacation Tracking in Dynamics GP

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It’s that time of the year when many employee are taking time off to spend time with family.  Whatever holiday you celebrate, this is definitely the time of the year for family.  With employees out of the office, companies must track the amount of time taken by each employee.

Microsoft Dynamics GP has a number of vacation tracking options:

  1. The Human Resources module has a Vacation Calendar option.  This presents a calendar view, with a listing of employees that have taken time off for each day.
  2. The Canadian Payroll module makes Vacation Accruals every pay period.  Each employee has a vacation rate attached to them. With each pay cycle, automated accruals are made to each employee record to track the amount of vacation earned.  When vacation is taken, it comes out of this same pool of time earned.  Further, all the appropriate entries are made to the General Ledger with each transaction.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc with numerous Human Resources & Canadian Payroll implementations completed.

Monday, 12 March 2012 06:39

Microsoft Dynamics Support Debugging Tool

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Many of our Microosoft Dynamics GP clients use our support desk for assistance with issues that arise from time to time.  We offer various levels of support,from ad hoc to 24/7 availability.  The need for support varies with every client.  Some require lots, some very little.

For those that like to perform their own support, there is a great utility available free of charge that can be downloaded (through a partner) from Microsoft.  This tool, called the Support Debugging Tool, improves error handling & has many great features.  These include:

  • Colouring Windows by Company
  • Easily Capture Screenshots of Errors & Email ALL Related Support Information to a Help Desk
  • Transaction Logging
  • Executing SQL within Dynamics GP

To obtain this tool, get the DEBU_1100.zip file from your Microsoft Partner

Unzip & copy to your Dynamics GP install folder

Start Microsoft Dynamics GP as an Administrator & agree to Add New Code message

From the file menu, select Microsoft Dynamics GP > Tools > Support Debugging Tool to turn on the new functionality

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. for more information about our support desk services.

Adam MacIntosh is a Senior Implementation Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner.  Adam formally managed Dynamics support services at WebSan Solutions Inc.

Friday, 06 April 2012 11:40

Licensing Shortfalls in Dynamics GP

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Spring is here & that means SPRING CLEANING!  With that in mind, system administrators should be thinking about cleaning up their Dynamics system & shoring up their licensing needs.  Thus, I would like to tell everyone about a free utility that will help cleaning up your licensing needs.

Microsoft Dynamics GP is licensed concurrently.  Meaning, if a user is logged into multiple companies at a single time, they will also be using multiple licenses at that time.  For firms with multiple companies running on Dynamics GP & where the number of licenses is very close to the number of actual users, this can present a problem.

For those where purchasing additional licenses is not an option, there is a utility to prevent users from logging into multiple companies at the same time.  To install, download from Customer Source & extract the Prevent_Users_Logging_In_To_Multiple_Companies.zip file.  Then  simply log into Microsoft Dynamics GP & select Tools > Customize > Customization Maintenance, then import the extracted file .

No longer will multiple logins from a single user burn multiple licenses.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc.  A certified Microsoft partner.

Thursday, 07 June 2012 06:42

Paid Transaction Removel

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Last month I wrote about how now is the time to perform some Spring Cleaning on your Dynamics GP system.  With that in mind, I want to highlight the Accounts Receivable Paid Transaction Removal feature, which helps speed up Dynamics GP performance.

This feature is often overlooked as firms do not want to lose historical data.  However, the utility only removes receivables transactions for companies that do not maintain receivables history.  By performing this function, transactions that are fully applied are moved to history, greatly reducing the number of transactions that are reviewed when aging documents or performing other routines.  This greatly improves the performance of Dynamics GP.

Once this process is run for a document, it can no longer have transactions performed against it.  For example, one cannot NSF a removed cheque.  Therefore, it is recommended that companies run this utility for a date at least 90 days prior to the current date.

To access the Paid Transaction Removal, select Sales > Routines > Paid Transaction Removal.

Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.

Wednesday, 11 April 2012 10:54

Management Reporter 2012 Released

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Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use.  Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health.  Management Reporter is available for the following Microsoft Dynamics products:

  • AX 2009 & 2012
  • GP 2010
  • NAV 2009
  • SL 2011

Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to upgrade today!