Tag: GP

Connections between Dynamics GP and Excel

Dynamics GP interfaces with Excel in several different ways. The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports. These are the base interfaces, but there are also several other methods to link GP data to Excel. Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc. In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.

November 19, 2015

Leverage Your GP Reports Outside of GP!

Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.

November 16, 2015

How to Copy Word Template Formats

When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format. We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.

It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well. Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template.

November 12, 2015

WOW! A Dynamics GP multi-company Financial Dashboard

Dynamics GP can deploy some great Excel dashboard’s in GP2015 and Jared Hall created a awesome Financial Dashboard that you can download here. The problem with all of these solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s dashboard. So I took it upon myself to modify the one provided by Jared Hall to work in a multi-company Dynamics GP setup.

October 21, 2015

Why should you integrate data into your ERP instead of manual data entry?

The first question to ask is what do you mean by integrate data into your ERP? When I say integrate data into your ERP what I am talking about is taking out the step of manual entry of transactions to loading large batches at once. There are multiple ways to integrate data into your ERP software and you can integrate all types of data.

September 25, 2015

Troubleshooting Locked Records in Dynamics GP

In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.

September 24, 2015

How to close the fiscal year in Microsoft Dynamics GP

Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:

August 28, 2015

‘Ask the Expert’ Session: Desktop vs. Remote Desktop

Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users. In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.

June 15, 2015

Top 5 Reasons to Use Microsoft Dynamics GP Project Accounting

Microsoft Dynamics GP’s Project Accounting suite is a robust, highly configurable and flexible module which is fully integrated with other modules within the Dynamics GP product suite. The flexibility of configuration, setup and integration to other modules makes it an attractive choice for tracking financial data by contract, project and cost category. It allows you to maintain complete control over project costs and execution, while also maintaining control over project budgets.

June 12, 2015

Going Paperless… PaperSave at the Empower the User Conference

KTL Solutions held its 10th Annual User Conference on Thursday, May 14th. This year we invited several more ISVS (Dynamics GP and CRM Companion Products) so that users could see more ways to enhance their systems outside of what GP or CRM has to offer. While KTL only asks the best of the best to attend and speak to our customers, one of my favorites that we had this year was PaperSave.

June 8, 2015