Modifying Dynamics GP Sales Order Processing

Sure, Microsoft Dynamics GP forms are great, but maybe your business has some unique way of handling things. Perhaps you long for a Sales Transaction Entry window that can somehow incorporate some of your unique business practices. Well, good news – Dynamics GP forms are customizable. Take, for example, the case of how we responded when a client of ours that works in the wine business asked if we could customize Dynamics GP to integrate the logic of their inventory-on-hold shipments. To give a little more background information, our client sells wine and offers customers the option of placing a hold on their orders and having them delivered at a specified later date. At the time, the winery would have a manager enter each on-hold order’s shipment date into an Outlook calendar, check that calendar on a regular basis, and then write and pass around notes with details of each on-hold shipment to the warehouse manager when it was the right time. Our clients asked us to help make this inventory on-hold process less tedious and more reliable.

Tridea was able to improve the on-hold order process by utilizing GP’s modify window tool. Using the tool, we added customized buttons and text fields to various Sales Transactions forms and expanded these forms’ functionality to include processing on-hold ship date information. We added checkboxes to mark whether orders were on-hold and, if so, whether these on-hold orders had been shipped. This allowed managers and users to instantly recognize the status of an order and to manage their on-hold orders with ease. Saving this information to customized SQL tables allowed for sharing of this new data between various sales forms and states of an order; all relevant on-hold shipment information was available from orders to invoices to posted and historical invoices. Furthermore, with this information, we were able to do away with the passed around notes and replace those with a SSRS report that provided a list of on-hold orders according to a user specified date. A custom SSRS report provided an easy to access reminder of when to send out on-hold orders. Rather than go through the redundant act of copying an order’s information over to a Outlook calendar in order to keep track of on-hold orders, our client could now enter on-hold information when they entered order information into GP and then pull a summarized form of that data with a SSRS report. With the help of GP form customization, our client was able to integrate their inventory on-hold logic into GP and make this practice of theirs more efficient.

Check out Tridea’s  7 Signs Your Winery Is Ready For Business Management Software.

This article was written by Kevin Huynh, Dynamics GP Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider serving CA, UT, CO and surrounding regions.

Dynamics GP2013 Window Command Display

Microsoft Dynamics GP2013 allows you to select between three different ribbon window displays. To select a Window Command Display go to Microsoft Dynamics GP-User Preferences-Window Command Display.

GP User Perferences

 

Window Command Display

Below are the three Window Command Displays you can choose from Action Pane, Action Pane Strip and Menu Bar.

Window Command Display Selections

For more Dynamics GP tips and tricks view our YouTube page https://www.youtube.com/user/TrideaPartners .

This article was written by Victoria Capozziello, Marketing Coordinator for Tridea Partners. Tridea is a Microsoft Dynamics partner serving CA, UT, CO and surrounding regions.

Using Calculated Fields to Create Sequential Fields

Recently, a client of ours came to us with a customization request. They wanted all of their checks address fields together as a one single block, regardless of weather the fields contained data.  Many businesses don’t have a full address set, and this can leave a gap between the end of a business’ address and the City/State/Zip Code. Solving this is possible in Dynamics GP2013, and it takes the form of Calculated Fields.

Calculated Fields are great for allowing very specific things to happen within Report Writer.  In this example, we will be creating four calculated fields; Address Line 1, Address Line 2, Address Line 3, and City/State/Zip Code.  These fields will all interact with each other, and Dynamics GP will ignore lines without data rather than leaving blank space.

1.  In Report Writer, open the Report you would like to edit (in this case, Check with Stub on Top and Bottom – Text).  In the Tools window, find Calculated Fields then click New.

Report Writer

2.  Set the Result Type to String, then click the Functions tab.

Calculated Field Definition

3.  Select the radio button next to User-Defined, then select System and rw_SelectAddrLine.  Click Add, then click on the Constants tab.

GP 2013

 

4.  Select Integer, then type the appropriate line number.  In this example we are creating four lines; Address Line 1, 2, 3, and City/State/Zip.  Address Line 1 will have an integer value of 1, Address Line 2 will have an integer value of 2, and so on.  Once this is selected, click Add.

Calculated Field

5.  Click on the Fields tab.  Select the PM Payment WORK resource, then select the fields that are desired in the calculated fields.  In this case we will be using Address 1, Address 2, Address 3, and City-State-Zip Code.  Select each of these, clicking Add between each one.

Constants Tab

6.  Click on the Constants tab and select String.  Leave the field blank, and click Add five times.  The reason we add these five blank constants is that calculated fields require a total of ten calculated expressions.  We have the initial rw_SelectAddrLine and four address lines, so adding five blank strings brings our total to ten.  This should add five sets of quotation marks in the Expressions Calculated field.  Click OK.

Report Layout

7. Repeat this process for Address Line 2, Address Line 3, and City/State/Zip Code.  The only differences will be the name of the field and the integer value chosen in step 4.

8. Once all four fields are complete, put them on top of each other within a given report.  These calculated fields will always show together on a report, regardless of whether every field is populated within GP!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider in Southern California. www.trideapartners.com

Integrating Dynamics GP with eOstar and Aloha POS

On a recent project our client a microbrewery wanted to bring data into Microsoft Dynamics GP from two different 3rd party products that they were using in their day to day business.   The customer was using eOstar Route Accounting Software to manage their deliveries and Aloha POS for their Tasting Room Sales.

From eOstar the client was looking to bring in Journal Entries for their General Ledger as well as Bank Deposits to interact with the GP Bank Reconciliation module.  We were pleased to find that eOstar had developed their own integrations to Dynamics GP.  The client worked with their eOstar representative to coordinate the upgrade of the product to bring the eOstar GL and Banking Transactions into GP through the eOstar integration modules.

The customer also wanted to bring in the daily Sales of the tasting room from the Aloha POS system.  This would allow Tender sales receipts to be recorded in GP and keep an accurate inventory of the tasting room items in Dynamics GP.   We created a custom .net application using vb.net and eConnect to bring the SOP data into GP.  The integration retrieved the Cash, Credit Card, Gift Card, Comp Tender Data items and line item Sales data from Aloha EOD files and created a SOP Invoice for each day.  One of the challenges we had was how to handle the beer inventory in the tasting room as beer was sold by various pour sizes, by flights, kegs, and cases.  We setup a unit of measure in GP for Ounces to keep track of the beer poured in the tasting room.  We were able to use categories and descriptions in the Aloha item data to map the item to the Ounce Unit of Measure and provide correct ounce value.  Another challenge was how to handle a flight of beer which is several small samples of different beers sold as one unit.  We defined flights in GP using kits where we were able to specify the ounces and beer that made up each flight.

In case you were wondering there are 1984 ounces of beer in a keg.

Check out our White Paper on Dynamics ERP for Craft Beer Production.

This article was written by Patti Vuz, Dynamics GP Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider in Southern California.

Professional Services Tools Library – Microsoft Dynamics GP

A great new feature is available to Microsoft Dynamics GP users at no additional cost, the Professional Services Tools Library (PSTL).  Prior to Microsoft Dynamics GP 2010 and 2013, these tools were available by additional purchase, only.  Microsoft Dynamics GP 2010 and 2013 makes them available – absolutely free – to both new and existing users. PSTL can be used throughout most modules.

One of the most commonly used tools is the Account Modifier/Combiner tool which allows users to map old GL accounts to new GL accounts.  It can easily be accomplished through an Excel mapping file (one column for old, one column for new) and uploaded using the Software Administrator (SA) credentials when all users are out of the system.

If an account is setup incorrectly and not determined until posting to that account has occurred, the activity can be transferred to a new account number. In addition, as business needs change, the entire Chart of Accounts can be restructured.  Account numbers and segments can be increased or decreased.

There is also the Vendor Modifier/Combiner, Customer Modifier/Combiner and Item Modifier/Combiner.  It is very similar to the Account, but allows updating of Vendors, Customers and Item Numbers.  These changes will be made throughout the database, including historical year data.

Overall, these tools are easy to use and can be downloaded and installed quickly. Contact Tridea Partners to learn more!

This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider in Southern California.