Book Image

Real-world Business Intelligence with Microsoft Dynamics GP

Book Image

Real-world Business Intelligence with Microsoft Dynamics GP

Overview of this book

Table of Contents (20 chapters)
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Unapplied credits/payments, invoices on hold, and vendor holds


Too often we find that Microsoft Dynamics GP users are not using features such as holds and prepayments due to a concern that it creates complexity. In an attempt to achieve the same results as these features, these users simply wait to enter and/or post transactions and payments. This method works against the company and creates more work for the users.

Tip

To get Analytics and Business Intelligence, everything needs to be entered and posted every day! This is true for ALL modules, not just payables management.

Brief background of the company

Similar to Bank Reconciliation, every company has bills to pay, so this is for all companies.

Pain or goal defined

There are two pain points: the inability to easily see which invoices and/or vendors are on hold and which credit memos/returns or prepayments need to be applied.

Our goal is to create a simple dashboard that easily shows what needs to be applied and what is on hold, all in one report...