Microsoft Dynamics GP: Removing Project Segments

Depending on your company’s requirements, it is often needed to track additional types of data for financial reporting. Many times, segments in the general ledger account structure are used to facilitate this requirement.  With Microsoft Dynamics GP, there are ways to accomplish this outside of the COA, even if it has already been configured to include those segments!  Analytical Accounting (AA) is a very powerful tool that allows additional codes to be added (required or optional) for any amounts hitting specific GL accounts.

The steps to do this are as follows. A historical company database should be created to maintain the data from before any changes have occurred.  Historical balances for net changes (per year, month, week, etc…) should be exported into Excel. This will be used to re-map these amounts into the Analytical Accounting Codes.

Next, the PSTL tool to update the COA will be used to remove the un-needed segments. Analytical account will then be activated and configured. The new GL accounts will be assigned to Analytical Accounting Classes that will dictate whether AA codes are required, optional or not allowed. There are two main ways of bringing over the AA cutover data (that used to be in the GL). The first option is to use the Edit Analysis window to update Journal Entry numbers with AA codes.  This option allows all detailed entries to be converted.  The second option is to bring the net changes per period (year, month, week) using GL entries that are a wash.  For instance, the AA code will be setup as optional (thus not requiring a code to be entered on both sides of the entry.  The entry will be created as a debit and credit to the same account, BUT, the AA code information will only be entered on the appropriate side of the entry.

Testing and changes to Management Reporter may be needed (and are recommended) to complete this conversion process. As always, if any further details need clarification – please contact us!

This article was written by Kaydee Baker, Practice Manager for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Tridea Partners Awarded 2016 Microsoft President’s Club

Toronto, Ontario | July 11, 2016 – Tridea Partners, LLC is pleased to announce that we have been named to the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft Partners worldwide. This award was presented to Tridea Partners at the Microsoft Worldwide Partner Conference 2016 in Toronto, Ontario. Although the bar has been continually raised year over year, Tridea Partners has been able to yet again achieve this highly sought after recognition for its support of Microsoft Dynamics. Tridea Partners has been serving the Microsoft Dynamics AX, GP and CRM communities for over 12 years throughout the United States in our offices in San Diego, Irvine and Boston.

“We are honored to be presented with this President’s Club Award for 2016.  Tridea continues to see a lot of new ERP projects for both Dynamics AX and Dynamics GP throughout the country, including many new deployments in our vertical markets of food and beverage, life sciences and healthcare.  We have also seen a new market of customers that are looking for hosted business applications, with a monthly rental option, something that we have recently brought on with our hosting services through Microsoft Azure”

Andy Collins, Partner at Tridea Partners

Microsoft President's Club

Tridea Partners provides Microsoft Dynamics consulting services to clients across the US. Having been named to the President’s Club for the 4th time in the past decade, this 2016 award is a further testament of Tridea Partners’ continued focus on helping its clients make their business’s better.

About Tridea Partners 

Tridea Partners is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success. www.trideapartners.com

CRM Blog Series : Who Needs CRM and Why (Part 2)

Are you a business owner or manager today?   Have you heard of CRM tools but don’t know much about them or why someone might need them?

The following series is designed for you!

                                     CRM & Service

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Do you have customers or are you going to have customers? As I pointed out in my recent webinar in partnership with the US Small Business Administration and Microsoft if you have customers or are going to have them, then why wouldn’t you have a tool to help you manage your relationship with those folks??

In my prior CRM blog post we talked about Sales.   Sales is certainly an important part of any business, but now let’s take a look at the often undervalued cousin to Sales…Customer Service

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An increasingly connected digital world has changed the way customers engage with brands. In an age of commoditized products and services, companies look to customer engagement and experience as key levers of competitive differentiation. Customer Service organizations are at the epicenter of a company’s ability to deliver a differentiated and consistent engagement experience.

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One of the first things I often ask when talking to an organization about CRM is simply, “How do you track and manage your customer service today?”   Sadly, all too often what I see is some poor person with the title of Customer Service Manager who’s been tasked with delivering great experiences but given nothing more than some staff, some phones and a copy of Microsoft Excel to try and pull it off and manage it all.   Meanwhile, in today’s online, connected world our clients want to engage with us via more modern tools.  When you look at the great Service companies today, they provide a multitude of ways for the customers to connect with them including online chat, email, and even social media tools.

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Inherently, Customer Service people want to deliver those great experiences.   People don’t take Customer Service jobs to go out of their way to deliver a bad experience.  They genuinely want their customers to be happy!   This in turn makes them happy and productive as employees!

What if instead, we empower our Customer Service team members by giving them a great tools that work across those channels?

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And we can see the big payoff at the end. 86% of our customers are willing to pay more for a better Customer Experience!!!

The first step is just get going! You can visit our website and check out my recent webinar with the US Small Business Administration

You can get started today!  At Tridea Partners we can help you setup a free 30-day trial!

 

Microsoft Dynamics GP 2016 Feature of the Day – AA User Access Settings

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Dynamics GP 2016

 

 

 

 

 

 

 

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Setting Unique Batch IDs in Dynamics GP

The process to transfer a quote to an order in Microsoft Dynamics GP is as simple as selecting Actions > Transfer, and then selecting the option to either transfer the quote to an order or an invoice. When transferring a quote, the new order or invoice will remain in the same batch ID.

However, a unique batch ID for orders and/or invoices can be established by following the steps below:

  • Go to Sales Transaction Entry (Sales > Transactions > Sales Transaction Entry).
  • Select a quote.
  • Click on the blue arrow next to the document number.
  • Under Transfer to Order next to Batch ID, click the lookup icon and select the batch ID to be used for the for the sales order.
  • Under Transfer to Fulfillment Order\Invoice next to Batch ID, click the lookup icon and select the batch ID to be used for the sales invoice.
  • Note: If a new Batch ID needs to be created, click on either of the Batch ID blue hyperlinks, enter the information for the Batch ID, and save.
  • Once you have selected your Batch ID(s) for the orders and/or invoices press OK.

Once this setup is complete, the newly created sales orders or invoices will be in the Batch ID assigned.

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This article was written by Teresa Cortez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.