Dynamics GP 2018: Feature of the Day – Sorting

In this article from our “GP 2018 Feature of the Day” blog series, we will take a look at sorting.  This feature adds sorting options to the following five windows in Purchasing, Sales, and Bank Reconciliation:

  1. Add sort to Receivables Transaction Inquiry – by Customer
  2. Add sort to Receivables Transaction Inquiry – by Document
  3. Add sort to Payables Transaction Inquiry – by Vendor
  4. Add sort to Payables Transaction Inquiry – by Transaction
  5. Additional Sorting in Bank Reconciliation Window

Visit our sister company’s blog post to continue reading about these key sorting options and what they look like in the system. Read more

There are many reasons to upgrade your system to the cloud and our experienced team is waiting to help you plan your upgrade. Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

Dynamics GP 2018 – New Workflow Functionality

What’s new in the workflow functionality of Microsoft Dynamics GP 2018?

Microsoft continues to build on its Dynamics GP feature-rich functionality by making updates every year. In our latest blog, we look at the four key features added to workflows in GP 2018, improving their functionality and enhancing user experience. Read New Workflow Functionality.

Interested in making the jump to GP 2018 and taking advantage of these new features? Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

Microsoft Dynamics GP: Report Writer Discoveries

Report Writer within Microsoft Dynamics GP can be a very powerful tool when modifying standard GP reports. Recently, I came upon a more difficult request which required some research and table linking.  The specific request in my case is now included in standard reporting out newer versions of GP.

The issue overall however, is common. We need to add an element of data to a report.  The only table that includes the data has a many to one relationship to the source table of the report.

The first step is to locate the proper table that needs to be added to the report. The source tables are listed by clicking on the ‘Tables’ button from within the Report Definition window. Often, we can double click on an existing table and the system will already have a list of Related Tables that you can choose from.  When our table is not there, we should manually add it.

In order to create the new relationship, click on the Tables button on the main page of Report Writer. Select the table and then click on Relationships.  Select the table you are linking and establish the appropriate primary key links. Within this window, you will find, that you are unable to edit the keys available for the tables.  Usually, this is okay as it makes it much easier to link tables under standard circumstances.

In my case, this new link brought in the information I needed, but duplicated other sets of data from within the body of the report. That is when I utilized the table restrictions from within the Report Definition window. While doing my research of which table would be best to link, I determined a primary key that I could establish that would make my results a one to one relationship. From within this Restrictions window, I was able to set up another field to link, which resolved the issue.

These days, Smartlist Designer and other out of the box tools, allow us to write SQL views for ease of reporting.  For Report Writer, we sometimes have to be a bit more creative!

To learn more about Microsoft Dynamics GP, contact us at info@trideapartners.com.

Five Ways to Make Your Supply Chain More Dynamic: Part 5

Five Ways to Make Your Supply Chain More Dynamic Part 5: Embrace Change

After efficiency, adaptability is the most important thing a well-managed supply chain can offer. And fluctuating economic demands—as well as fickle consumer and business buyers—mean today’s small and mid-sized businesses must move beyond yesterday’s notion of what’s adaptable. Today, we must be prepared to change course daily, not quarterly, moving from this vendor to that vendor; forming mergers and partnerships; and scaling up and down as your suppliers, your market and your margins demand.

Unlike some traditional GP systems, Microsoft Dynamics adapts to how your supply chain works and changes, so it can easily support the addition of new warehouses, the acquisition of new companies, and other changes to the footprint of your business. And with powerful predictive analysis tools, it allows you to gauge the effect these changes will have on your entire business.

There’s nothing more frustrating than when your existing systems cannot handle your growth. Or discovering your systems can’t adapt to the change that’s constant in every business. Microsoft Dynamics GP can handle hundreds of thousands of transactions, so you won’t hit a ceiling in your capacity as your business grows. Speaking of growth, because Microsoft Dynamics GP systems automate core supply chain processes, you can help your team be more productive, so you don’t always have to add costly headcount as your volume increases.

This five-part blog series was designed to identify five strategies small and mid-sized businesses can embrace to make their supply chain simpler, smarter and more profitable. Make a decision today to improve your business every day and see how a business solution from Tridea can make your supply chain more dynamic.

 

5 Ways to Make Your Supply Chain More Dynamic

 

 

 

 

 

 

For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners

 

Five Ways to Make Your Supply Chain More Dynamic: Part 4

Five Ways to Make Your Supply Chain More Dynamic Part 4: Avoid Disruption

 

Natural disasters. Political unrest. Economic collapses. Even the occasional economic surge. The volatility of our world is an everyday reality for every business, regardless of where it is. Even if your customers and facilities are situated on the same plot of land, your supply chain is undoubtedly global—you’ve got goods and raw materials coming from all over the world. As a result, it’s critical that you can identify and avoid disruptions.

Great plans rely on great data, and that data needs to come from across your business. The predictive analysis tools in Microsoft Dynamics GP allow you to look ahead, paint accurate “what if” pictures, and get a clear sense of how major changes—or even slight fluctuations—could impact your entire business.

And because Microsoft Dynamics GP brings together financial and supply chain management, you can see how changes to your supply chain affect everything from open orders to delivery times, inventory and cash flow, allowing you to predict and contain the impact a supply chain disruption has on your business and your customers.

Armed with this information, you’ll be prepared for almost anything. You’ll know your options. And you’ll know how to craft a contingency plan to help avoid disruption to your business.

Your supply chain is flexible, but it doesn’t have to be fragile. Microsoft Dynamics GP gives you the tools to prepare for and protect your SCM processes—from the ramifications of global events to the deluge of big data. This five-part blog series was designed to pinpoint those interruptions and opportunities, and to demonstrate how Microsoft Dynamics GP makes supply chain management simpler, smarter and more profitable.

 

5 Ways to Make Your Supply Chain More Dynamic

 

 

 

 

 

 

For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners