Project Tracking in Dynamics GP

Deciding what is the best way to account for project data in Dynamics GP is a widely debated topic. You can always add a segment to your chart of account structure for “project”, but if you have a high turnover rate on projects this option will result in a very large chart of accounts over time. In order to keep the general ledger from growing to large, using a sub ledger is the next best choice. Two built in options are Analytical Accounting (AA), and Multi-Dimensional Analysis (MDA). MDA is very easy to setup but is a bit limited on features. AA offers more features than MDA and is therefore a bit more complex to configure. If you have complex project billing (invoicing) requirements, then you will want to take a look at a 3rd option from the Microsoft Dynamics GP offering called Project Accounting. From a licensing point of view, you most likely own AA and MDA, but you may need to purchase Project Accounting based on when you bought Dynamics GP originally.

In addition to the 3 modules mentioned above, you might want to have a look at a module called Project Tracking from Encore Business Solutions. Project Tracking (PT) is a fully integrated project module built to work with Dynamics GP exclusively. Once installed, it looks and feels just like any other module that comes with Dynamics GP. PT adds a project sub ledger that can be accessed from all transaction entry windows in GP. PT is very easy to use and comes with many user defined fields allowing it to address a wide variety of project reporting needs.  In addition to the core functionality, PT has optional add-ins that can be purchased for project budgeting and importing data.

Here are screen shots of some of the Project Tracking windows:

Project Tracking

Project Maintenance

Project Tracking Distribution

 

Tridea Partners has implemented all of the solutions mentioned above and we are happy to speak with you to help identify the best option for addressing your project accounting needs.

This article was written by Andy Warner, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Adding Extended Weight Field to Picking Ticket in Dynamics GP

First, the Item Master table needed to be added to the Report. In report writer, open up the SOP Blank Picking Ticket Order Entered form. Click on Tables to open up the Report Table Relationship window. Click on sopIndividualPickTicketTemp table, and then click New. Select Item Master and click OK.

Report Table Relationships

The Item Master will now be added to your list in the Report Table Relationships window, then click Close.

Now that you have added the Item Master you can create the Extended Weight field on the report. Click Layout on the Report Definition window. In the Toolbar, click on the drop down and select Calculated Fields. Then click New.

Calculated Fields

Follow these steps to create the Extended Weight field within the Calculated Field Definition window:

  1. Name the field
  2. Set Result Type to Integer
  3. Set Expression Type to Calculated
  4. Insert QTY * Shipping Weight into the Expressions Calculated formula bar by:
    1. Go to the Fields Tab, select sopIndividualPickTicketTemp for Resources, and QTY for Field, then click Add.
    2. Next click on the * under Operators
    3. Go to Field Tab, select Item Master for Resource and Item Shipping Weight for Field, then click Add
    4. Click OK to create the new field.

Calculater Field Definition

The field can now be added to the Picking Ticket report. I added it to the Body section of the report, set the Display Type to Data and Format to DLR6_S2 so it would display with normal formatting showing decimals.

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Microsoft Dynamics GP 2015 Release

If you haven’t already heard the buzz, Microsoft Dynamics GP 2015 has been officially released!  With over 120 new features, Microsoft has provided numerous enhancements with a strong emphasis on expanding workflow capabilities, as well as technology improvements like Service Based Architecture (SBA).  The enhancements included in this release are definitely something worth getting excited about!

 

Application Enhancements – here are just a few new features that should make life easier:

  • New Fixed Assets Status Report showing end of year information per asset included as part of Year End Close process
  • Intercompany functionality offers greater visibility from Journal Entry Inquiry screen for both Originating and Destination companies from a single company and Voiding from Originating Company as a single step
  • Payment Terms include additional configuration options to calculate due dates based on transaction dates and modify discount dates
  • Payables Transaction Entry now includes an Existing Purchase Order Warning
  • Adding additional email addresses to historical documents so they can be distributed directly from GP

 

Workflow Enhancements – To facilitate the migration away from Business Portal, Microsoft GP 2015 includes additional enhancements to Workflow 2.0 which was released with GP 2013 R2 to streamline the approval process and expedite workflows:

  • General Ledger Batch Approval
  • Payables Batch Approval
  • Vendor Approval
  • Receivables Batch Approval

 

SmartList Designer Enhancements – Who doesn’t love SmartLists?!?  GP 2015 SmartList features include the ability to create refreshable Excel Reports.  SmartLists can be published to an Excel Report Library, so when users open the report in Excel, the data is automatically refreshed and up-to-date!

 

Management Reporter Enhancements – Still more excitement!  The new Management Reporter integration makes reports accessible directly within GP without having to separately launch the Management Reporter application.

 

System Wide Enhancements – these should definitely put a smile on any system administrator’s face.

  • Single Sign-On for GP Web Client via active directory user account to minimize separate logins for separate applications.  One Windows login will provide seamless access to various Microsoft cloud-based applications including GP and Office 365.
  • Copy Home Page settings from one user to another to minimize time to set up new users based on role security, home page role, content and settings.
  • Service Based Architecture to provide enhanced ability to integrate data seamlessly between GP and ISV products.

Mobile Accessibility – Business Analyzer R7 was recently released as a “companion” to GP to provide business intelligence to non-GP users via tablet using Windows, iOS, and Android products.   This application allows users on-the-go to access KPIs, as well as reports and charts in a dashboard format.  Life just got easier!

If you’d like to learn more about the Microsoft Dynamics GP 2015 release, please contact Tridea Partners at sales@trideapartners.com

This article was written by Jennifer Cook, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Troubleshooting A Common eConnect Error

A common issue many users run into when first trying to run a custom eConnect application looks like the following:

eConnect Error

The part of the error message to look out for is the “Could not load file or assembly ‘Microsoft.Dynamics.GP.eConnect.Serialization.”  The version number may vary. From a developer’s standpoint, this could be a matter of a missing dll reference in the project; that discussion is beyond the scope of this article. However, from a user’s standpoint, this error often a result of not having the proper eConnect service installed.

To check whether or not eConnect is installed on the user machine, go to Start -> Control Panel -> Administrative Tools -> Services. Then, scroll down and look for the service named “eConnect for Microsoft Dynamics GP [GP version] Integration Service.” If the eConnect service is installed, the user might still be receiving the error because the service has not been started. To verify whether or not the service has been started/is running, look under the “Status” column next to the service and look for “Started.” To start the service, right click the service, and then press “Start.”

Note that even if eConnect is installed, the user might still receive the error above because the user has a different version of eConnect installed than the one the application uses. For example, the user machine might have the service “eConnect for Microsoft Dynamics GP 2010 Integration Service” but the application uses a different eConnect version, such as eConnect runtime for GP2013.

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

The Dynamics GP Experience – A Project Manager’s Perspective

Microsoft Dynamics GP is a right-sized business solution designed to meet the demands of your small to medium-sized business.  In today’s fast-paced business environment, our clients find themselves wearing multiple hats, multi-tasking, and being asked to increase throughput quickly with much smaller staffs.

A successful Dynamics GP implementation can of course be measured in terms of feature-rich functionality, or sound and scalable architecture, but I believe the best measure of a successful implementation is user adoption and satisfaction.

What drives user adoption and satisfaction with their Dynamics GP system?

First, a little about my background…

I’ve been an IT Project/Program Manager since before the Year Turned 2K, responsible for building and managing client relationships, and rolling out many different technologies on almost as many platforms.  (I cut my IT teeth on VAX/VMS systems, swapping out HUGE hard drives bigger than a pizza box, and before that, one of the first IBM workstations that actually had truly “floppy” 8” disks for loading the O/S and program every time you booted up.)

Technology has improved a thousand-fold since then (or even more if you like to measure such things), but from my center court vantage-point coaching users and technical teams, here’s what I’ve learned contributes to user adoption and satisfaction, from the client’s standpoint:

  • Did the system deliver on our fundamental problem statement?  Learning our client’s underlying business objectives is the key to ensuring your Dynamics GP configuration delivers value.  This means asking clarifying questions and seeking to understand the corporate goals and drivers that prompted this investment. A client’s business objective does not prescribe the exact technology solution or design, but instead provides high-level guiding vision and touchstone for the team to ensure they are on-track throughout the course of the project. (Sample Business Objective:  Reduce Amount of Time to Perform Month-End Close.)

 

  • I don’t know exactly what I need – help me see what’s possible:  Our Design Workshops are led by skilled Functional Consultants to provide a structured tour of Dynamics GP on a development system configured per Microsoft and Tridea’s combined best practices. This forum allows the client to see the features the system provides, while the GP Functional Consultant actively interviews them about their current process, pain points, and offers suggestions about configuration parameters.  By this means, we can collect a complete and comprehensive set of configuration requirements, while also beginning to train users on the Dynamics GP experience.

 

  • Involve End-Users in Testing: Encourage your client to include members of their team in User Acceptance Testing phase.  Not only do the end-users provide valuable testing results and insight, but the testing process offers an early stage for training and helps the users gain familiarity with the end-to-end process and user interface before the go-live date.

 

  • Help with Cutover Preparations: Implementation projects can be very stressful because there are many tasks that the users need to perform in order to prepare their data and underlying processes for the new system. (For example, GL, Inventory, Item ID clean-up.)  Developing checklists, providing current system data exports and providing best-practice input are aids to busy clients to help them complete the pre-migration work to ensure clean and organized source data for the new system.  This up-front investment results in a healthier dataset in Dynamics GP, so time can be spent using the new tools, as opposed to performing data QC.

The foundation of trust in the new system is earned when we partners closely with our stakeholders from the beginning, actively soliciting and listening to their needs, and supporting them throughout the testing, training, and cutover process.

This article was written by Juanita Schoen, Dynamics GP Project Manager for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.