Tag: GP

Can Peer Feedback be Your Best Influencer?

Have you ever had that one friend who was always “down with the trends?” He/she would also have the designer clothes, newest kicks, or best hairstyles before any of it even came into your radar, or better yet before it even hit stores. You would, in some ways, look up to them for advice on where to get these items for; where was the best deal or bargain; and what was coming out next so you could try and prepare yourself for it. They were, in a labeling sense, your “influencer.”

February 9, 2015

Signoffs, what are they? Why are they important?

They (signoffs) play a very significant role in the project lifecycle and add tremendous value and leads to an overall positive outcome to your project. But like everything else, there is a time and a place to use signoffs. Using a signoff should not cause and be looked at as an unnecessary burden.

I have seen that using signoffs during a software implementation that is using a waterfall methodology is most appropriate. There are distinct phases, each phase is broken out into more granular tasks and everyone is aware going into the project on what happens next.

January 23, 2015

Is On-Premise ERP Dead? Hardly…….

The ERP (Enterprise Resource Planning) concept grew out of early accounting systems; the idea that you should join up all your disparate engine-room components to have an integrated, holistic view of operations. ERP suites from Oracle, Microsoft, SAP and others were intended to create a one-stop shop for payroll, invoicing, HR, logistics, supply chains, general ledger and all line of business systems like manufacturing or supply chain.

There has been a recent plethora of blogs about the “death of on premise ERP” as companies utilize SaaS for critical business functions. The blogs say that as nimble, less costly SaaS systems replace ERP components, the whole concept of a single system crashes to the earth.

January 14, 2015

Your Thanksgiving Day Dinner vs. Your ERP Project

Tis the season when most get excited about the holidays and gather with friends and family in celebration. For some, the holidays are stressful. There is planning, preparation, execution, and clean up and doing so all on top of your regular daily routines. Oh and it isn’t always just for one holiday but for two, three, or more in a 2 month period. I’m just going to think about Thanksgiving.

November 13, 2014

3 Steps to See if You are Web Client Ready

If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.

November 5, 2014

How to Conquer Mass Modification to Price Lists in GP

I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.

November 3, 2014

How to Add a ‘GO TO’ to a Custom Smartlist

When you open a SmartList and double-click on a line item Great Plains will take you to the transaction screen that is associated with that specific line item. This is a functionality within SmartList called a “GoTo”. This function works for all standard GP SmartLists.

October 22, 2014

We have an App for you!

KTL Solutions has been creating customizations for Microsoft Dynamics GP since before there was a Microsoft Dynamics GP. Dynamics GP was originally Dynamics by Great Plains Software and some of our products go back that far. These add-on modules for GP have been designed to fill a need that the core functionality of GP does not provide. We will be looking at 3 core products that KTL offers as add-ons to GP. These are AP Fast Entry, Payroll Security, and Advanced Distributions.

October 14, 2014

How to UnApply – ReApply a Cash Receipt in GP

Three reasons why a user may need to Unapply or reapply a cash receipt.

The Customer has payment, credit memo, or return that was applied to the incorrect invoice.
The Customer has payment, credit memo, or return that was applied to the correct invoice, but the amount was applied incorrectly.
The Customer has an outstanding payment, credit memo, or return that can now be applied to the correct invoice.

So how do I do this?

October 8, 2014

Dynamics GP & CRM Integration Demystified: Part 2

Continuing from my previous post about Dynamics GP & CRM integration I will go over the tools and technical details on the integration. You don’t have to decide on the integration tool right from the beginning, again it will depend on your requirements and also keeping in mind your future needs. The marketplace is flooded with a lot of integration tools for GP and CRM so take your time in understanding your needs and then choose the integration application.

September 24, 2014