Book Image

Microsoft Dynamics GP 2010 Implementation

By : Victoria Yudin
Book Image

Microsoft Dynamics GP 2010 Implementation

By: Victoria Yudin

Overview of this book

Microsoft Dynamics GP 2010 is a sophisticated Enterprise Resource Planning application with a multitude of features and options. The implementation of Dynamics GP is usually considered to be complex, and can be very confusing for users and consultants. This step-by-step guide will show you how to effectively implement Dynamics GP 2010 with ease.This focused, step-by-step tutorial covers the basics of Microsoft Dynamics GP, from licensing, to design, before moving on to more complex topics such as implementation and setup. You will learn how to install and configure Microsoft Dynamics GP 2010 from start to finish.This book will enable you to master the implementation of Microsoft Dynamics 2010 effectively. This book starts with how to plan and complete a successful Microsoft Dynamics GP 2010 implementation. You will then move on to learning who should be on the implementation team, what important questions should be asked and how to plan your infrastructure for Dynamics GP 2010. Detailed descriptions of all the setup options for the core Dynamics GP modules as well as practical advice on setup will help guide you through the myriad of options available in this powerful application. As you reach the end of the book you will learn how to import your initial data with illustrations and practical examples.
Table of Contents (18 chapters)
Microsoft Dynamics GP 2010 Implementation
Credits
About the Author
About the Reviewer
Preface
General Ledger Account Categories
Microsoft Professional Services: Additional Tools Available
Index

Appendix B. Microsoft Professional Services: Additional Tools Available

Tool

Description

AutoDim

Utility that allows you to launch Dynamics GP, run one or more integrations or integration groups, and have Dynamics GP exit upon completion of the integrations. This product also supports integration into several different companies.

AutoPost

COM DLL that can be called from Integration Manager or an outside application to post some types of Dynamics GP batches. Currently the application supports posting of:

  • Sales Order Processing batches

  • GL Transaction Entry batches

  • Inventory Transaction Entry batches

  • Receivables Cash Receipts batches

Because this application uses the Continuum API, the Dynamics GP client must be running and a user must be logged in to a company for this application to work. The posting process would then use that user and company to post the desired batch.

Benefit Modifier Tool

Allows users to change the Benefit Code.

Deduction Modifier Tool

Allows users to change Deduction Codes.

Master Record Macros

Macros to populate the master records when Project Accounting has been implemented after vendors, customers, or employees have been created.

Message Queue Reader

This application allows the user to view the contents of MSMQ messages in Private queues on the local workstation. In addition, the source code for the application is included for reference use. The application includes sample code using both the Peek and Receive methods to retrieve the information from the message. Requires .NET Framework version 1.1.

Multi-Build Payroll Tool

Allows multiple people to build, calculate, print, or post payroll batches at the same time.

PA Changer Scripts

Allows users to change Contract ID, Cost Category ID, Contract Number, Project Number, and Project ID in Project Accounting.

Pay Code Modifier Tool

Allows users to change Pay Codes.

Payroll Checks (Decimal Place Tool)

There is an option under Setup | System | Currency to change the decimal places. Once you move them up (for example, two to four) it affects all of the module checks and you are not able to bring it back down. This tool will print checks with two decimal places only for Payroll checks and Direct Deposit.

Payroll Customized 941 Report

Prints the 941 by date range and/or employee.

Payroll Detailed Activity Tracking

Each time a change is made within HR and Payroll to an employee, a script can be processed to see the activity.

Payroll Local Tax Tool

This utility allows specific local taxes for an employee to be sheltered for TSA-style deductions, while allowing other local taxes for the same employee to not be sheltered. Each deduction in the system can specify which local taxes should be sheltered and employees can also be specifically excluded from this process.

Payroll LTD Deduction / Benefit Tool

With this tool the LTD deduction and lifetime maximum fields are available to pull onto the employee check. The client can use this tool to display the remaining deduction/benefit amount on the employee check.

Payroll Pay Code History Edit

Allows users to change WC, FUTA, and SUTA within the Pay Code History window.

PM Address Combiner

Allows users to combine addresses without losing any Work, Open, or History records. The tool has been tested with GL, PM, RM, SOP, POP, Inventory, Bank Reconciliation, Payroll, Company, and Field Service. No other third-party products have been tested.

PM Address Modifier

Allows users to change from an existing address to a new address. Tool has been tested with GL, PM, RM, SOP, POP, Inventory, Bank Reconciliation, Payroll, Company, and Field Service. No other third-party products have been tested.

PM EFT User Defined Setup Utility

Tool for users that require slight variations to the EFT file format in order for their banks to accept the files.

PO Returns

When invoicing a receipt in POP, this customization will check the previous quantity invoiced and the quantity returned for the line item. The maximum quantity allowed to be invoiced is based on the following formula: Quantity Shipped minus (Previous Quantity Invoiced plus Quantity Returned). This customization will not invoice for more than the maximum quantity allowed.

POP Cost Defaulter

This utility allows the user to default in the Standard Cost or the Current Cost within the Purchase Order Entry window instead of the vendor specific Last Invoice Cost.

POP Over Receipt Tolerance

Utility that allows a receipt tolerance percentage for quantities. A setup window allows the user to enter a tolerance percentage and that percentage is then used when a purchase order is received. The highest quantity that can be received is the original quantity ordered plus the percentage amount. For example, a purchase order is entered for a quantity of 10. A tolerance percentage of 20% is entered. The highest quantity allowed to be received would be 12.

RM Address Combiner

Allows users to combine addresses without losing any Work, Open, or History records. Tool has been tested with GL, PM, RM, SOP, POP, Inventory, Bank Reconciliation, Payroll, Company, and Field Service. No other third-party products have been tested.

RM Address Modifier

Allows users to change from an existing address to a new address. Tool has been tested with GL, PM, RM, SOP, POP, Inventory, Bank Reconciliation, Payroll, Company, and Field Service. No other third-party products have been tested.

RM Auto Apply Utility

This application will allow the user to Mass Apply posted RM Credit Documents to posted RM Debit Documents. The user can select a range of Customer, Debit Document Dates, Credit Document Dates, and a Credit Document Type restriction if desired.

The credit documents will apply to the debit documents in the order specified in the Receivables Management Setup window, which is the same order that the Dynamics GP Apply Sales Documents Auto Apply button uses.

Shipment Notification

Will allow drop ship sales orders to be transferred to invoice prior to invoicing the purchase order.

SOP Default Site per Line

This customization changes the site that is defaulted on line items. Instead of pulling the site from the Default Site in the SOP Entry window, if there is a default site assigned to the item in Cards | Inventory | Quantities/Sites, then that site will default for that line item. If there is no default Site ID for the item, then the customization will default the first site that is assigned to the item.

SOP Lot Number Overrides

Use this tool if you use lot number processing and run into situations where you sell lot numbers before they are entered into the system through POP or Bill of Materials. This utility will create a temporary lot number receipt during the Sales Transaction Entry process and manage the lot number quantity accurately. After the lot number is received through POP, Bill of Materials, or Inventory, the temporary receipt is removed and the actual lot receipt is updated to reflect that a portion of it has already been sold.

SOP Partial Kit Transfers

This utility supports partial transfers of kit items from orders to invoices and will maintain the previously invoiced quantity for the overall kit item and all of its components. This utility does not currently support partial transfers to back order documents.

SOP Returns Account Default

This customization will default the Sales Order Returns account when a return is created from SOP Entry under Extras | Create Return. As the SALES distribution type is created for the return, the customization will check the Sales Order Returns account from the customer setup. If the account is not empty, then all SALES type accounts will be defaulted with the account number in the Sales Order Returns account from the customer.

SOP Sort Line Items

This utility allows the user to define custom sorting options to display line items in Sales Order Processing. For example, a sort could be defined by Item Number and then the currently selected SOP document would display the line items in Item Number order instead of the standard by order entered. This utility does not physically reorder the records in the underlying tables; it only displays them differently on the Sales Order Processing window. This application does not affect the way in which sales documents print.

SOP to POP Line Reordering Utility

This utility will reorder the line items of purchase orders generated by the SOP to POP transfer process to be in the same order as they originally were on the sales order document(s). The preview report will still show an alphabetical list, but on the actual purchase order document the line items will maintain their correct sequence. This is critical for companies who rely on matching up PO printouts to packing lists or picking tickets in SOP.

Summary Recalculation Tool

For RM or PM: allows last year, current year, and life to date summaries to be recalculated.