Microsoft Dynamics GP 2016 Feature of the Day – Prepayment on Purchase Order Total Amount

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

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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. 

Video: Lunch & Learn with SalesPad

SalesPad Desktop delivers an all-in-one order entry, inventory and sales management solution to integrate seamlessly with your Microsoft Dynamics GP data.

SalesPad Desktop simplifies the entry of all sales documents, saving your sales and customer service team time and frustration.  Whether entering quotes, orders, invoices, or returns, SalesPad Desktop’s easily configurable document entry screen makes it possible to process more orders with fewer resources.

Contact Tridea Partners for more information!

Extended Pricing in Microsoft Dynamics GP

Microsoft Dynamics GP offers both Standard Pricing and Extended Pricing methods. The difference between the two are as follows

1. Extended Pricing allows for pricing options to be focused around the customer.

  • Allows you to setup pricing for customers or groups of customers
  • There are a number of pricing calculation methods such as date ranges, discounts based on order value (dollar or quantity) which will automatically be applied to sales orders as the orders are being entered in GP.
  • You can create a price sheet of items, assign the items to a price book and then assign the price book to a customer so that you do not have to add a price level for each differing item price. With Extended Pricing, you can have the same item listed at 100 different prices for each customer.

2. Standard Pricing allows for pricing options to be focused around the item.

  • Price Levels organize your customers, then offer all customers in that Price Level an item at that same Price
    • Gold Price Level: Item #ABC-123 sells for $29.99
    • Silver Price Level: Item #ABC-123 sells for $39.99
    • Bronze Price Level: Item #ABC-123 sells for $49.99

Extended Pricing

The basis for Extended Pricing is at the Price Sheet level. The Price Sheet can include both Items and Price Groups. Price Groups are a collection of Items that are the same price.

Flowchart of system setup:

Extended Pricing in Dynamics GP

For clients that are customer-focused setting up Extended Pricing may be the best way to meet your business needs.

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

IAMCP Announces Tridea Partners as a Finalist in the 2016 Global Partner-to-Partner Awards Program

International Association of Microsoft Channel Partners Celebrates Tridea Partners as a Finalist in the 2016 IAMCP Member Awards Program. Winners and Runners-Up to be announced at the Microsoft Worldwide Partner Conference in Toronto on July 11th.

REDMOND, Wash. – June 9, 2016 – The International Association of Microsoft Channel Partners is delighted to recognize Tridea Partners as one of the top partners in the IAMCP global community for achieving excellence in partner-to-partner (P2P) solutions that drive customer value.

“We have been overwhelmed at the quality of the submissions this year,” said award committee chairperson and former IAMCP President, Gail Mercer-MacKay. “Our partners are not only innovating; they are delivering unparalleled value by working together to create solutions that drive positive business outcomes.”

“Tridea Partners is honored and thrilled to be recognized for our extensive work in partner to partner activities and solutions”, stated Andy Collins, Partner at Tridea Partners. “Our Tridea Partners team members have worked with dozens of Microsoft Partners across the US, starting from our headquarters’ team in Solana Beach, California and many Microsoft partners in the Southern California area. We also have an office in Irvine, California and began working with partners via the IAMCP-SoCal chapter where Eric Klauss from our team is the current chapter Vice President. Most recently we’ve continued our growth by expanding to Boston, Massachusetts where Sandra Knight from Tridea is actively engaged with the IAMCP-Boston, Women in Technology team.”

This award nomination solution has focused on Tridea Partners partnership with the outstanding Microsoft Dynamics CRM team at XRM3 with Ken Farmer and Mark Abes. Mark is the Past President of IAMCP-San Diego. XRM3 and Tridea Partners have worked together many times over the years on combined Dynamics CRM & Dynamics ERP opportunities. Tridea has leveraged XRM3 to augment our own CRM expertise. Recently both teams did a joint webinar and are currently working several active sales opportunities, as well as working with many mutual clients together.

 

About IAMCP

The International Association of Microsoft Channel Partners (IAMCP) is the leading independent global organization for business networking in the Microsoft partner eco-system with 100+ chapters in over 40 countries around the world. IAMCP members represent the trusted, independent voice of the Microsoft partner community.

Microsoft Partners that are part of the IAMCP community typically enjoy significantly higher revenues and higher margins than their counterparts outside of the community. Members benefit from P2P relationships with other trusted members to generate these higher margins and deliver exceptional solutions and services to their customers. http://www.iamcp.org

The IAMCP Member Awards Program

Launched in 2015, the IAMCP Awards Program is designed to encourage and recognize Association members for the outstanding, innovative and creative products and services they deliver through trusted P2P and channel relationships. Winners and finalists benefit from increased recognition through press and social media. The winners will be announced at a special ceremony to be held during the Microsoft Worldwide Partner Conference 2016 (WPC), which this year is being held in Toronto, Ontario, Canada.

Dynamics GP: Purchase Order Numbers on Check Stubs

While working with a client on their Dynamics GP Check with Stub on Top and Bottom_Text report I had an interesting conversation with Microsoft Support. I discovered that there are two different fields that relate to the term PO Number.

In the PM Payment_Work_Table you have the field labeled PO Number, which I had presumed was the PO field I would use on the Check Stubs.  I found out that this field only relates to the PO Numbers entered during the Transaction Entry processing.

Since my client was processing the majority of their invoices from Purchase Order entry, they were using either Shipment/Invoice or Enter/Match Invoice processing which uses the Purchase Order Number, not PO Number.  The Purchase Order Number resides in the PM Transaction OPEN file, and this file is not traditionally linked to the Check Stubs.

To make the Purchase Order Number field available you have to link the PM Transaction OPEN file into the PM Payment_Stub_Duplicate file and then insert the field into your Check Stub. Below you will find all the steps required to link this new field to your Check Stubs.

  1. Purchase Order Number addition process steps.

a.  Click on the Tables button on the Toolbar and Choose Tables from the list.

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b.  Open the PM_Payment_Stub_Duplicate file.

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c.  Click on the Relationships button, and then select New.

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d.  Click on the button with 3 dots and find the PM Transaction OPEN file.

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e.  Select Key 2 and choose the following fields:

Apply TO Document Type: Document Type

Apply to Voucher Number: Voucher Number

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f.  Click OK and back out of all the windows, saving your changes.

g.  Open the Check with Stub on Top and Bottom report and click on the Tables button on the Report Definition window.

h.  Select the PM Payment Stub Duplicate file and click New. Highlight the PM Transaction Open file, then Click Ok and click Close to save the change.

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i.  Open the Report Layout window.

j.  In the Toolbox, select the PM Transaction Open file and pull into the body of the Layout the Purchase Order Number field.

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Re-size to align with the rest of your data

k.  Save your changes.

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