Dynamics GP–Combine Multiple Budgets into a Master Budget

Figure 1 – Budget Maintenance window in Dynamics GP
You can combine multiple General Ledger budgets into a single, master budget, one budget at a time. The master budget can be completely new and have its own budget ID, or it can be one of the two original budgets. This feature is helpful when multiple departments in your organization create their own budgets, which must then be consolidated. The new Combine Budgets window simplifies this process.

Figure 2 – Combine Budgets window in Dynamics GP
After you have completed the Combine Budgets process, you can use the Budget Selection window (Financial >> Cards >> Financial >> Budgets) to view all budgets in the system, including budgets created in Excel and imported into Microsoft Dynamics GP.
For more information on Dynamics GP or to ask questions about how we can help you with a Dynamics ERP implementation, send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.
Submitted by Judith Hirst CPA, CMA MCP Senior Financial Analyst
www.dynamicsmct.com

Tool Tip - Calculate How Many Working Days and Public Holidays For HR and Payroll

Figure 1 – Screen shot of Calendar for "How many working days and public holidays from date to date"

If you ever have to figure out the number of working days and public holidays from one date to another, the website http://www.workingdays.ca/Alberta.htm#aepd is the perfect tool to use to come up with the correct number of days. 

This window has multiple uses:

1. Use it to calculate a payout for an employee that is leaving

2. Use it to calculate the number of days and vacation for budgeting for the next fiscal year – it goes out to future years

3. Use it to fix the public holiday dates for sending out the notice for the upcoming year statutory days

4. Use it to check statutory days between Canada and the United States for planning purposes when the company works in both countries

5. Use it for planning weekend shifts for manufacturing shifts and for retail shifts

Using the Calendar function is much faster than counting the days manually on a calendar.

For other tips and tool tricks, keep reading this blog. 

Please contact us for more information on Dynamics ERP capabilities or to find out how we can help you with a Dynamics implementation.

Send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.

Submitted by Judith Hirst CPA, CMA MCP Senior Financial Analyst

www.dynamicsmct.com

Free Tool - Back Up Dynamics GP to Azure Server

Figure 1 – Slide showing that you can backup the GP database to Azure

Backing up data is one of the most important functions that companies can do on a daily basis. Most companies will back up their data to a local server on premises.  If there is a major issue such as fire or flood, that backup may not provide the safety net that companies believe that they have.

Many Dynamics GP users do not realize that they can backup their Dynamics GP directly to an Azure server thereby having a secure copy of their backup in the cloud.

Here is how it works.  Only the system administrator can open the Back Up Company window to make backups. The Back Up Company window is only available when using a Microsoft Dynamics GP installation on the SQL Server.  The administrator may choose to back up either the Company database or the System database.

Figure 2 – Back Up Company Window from Dynamics GP 2015 R2

Here is a list of the data that should be backed up.

Figure 3 – Dynamics GP files and databases that should be part of the backup

Please contact us for more information on managing back ups or contact us about  how we can help you with a Dynamics implementation or upgrade.

Send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.

Submitted by Judith Hirst CPA, CMA MCP Senior Financial Analyst

www.dynamicsmct.com

Free Job Close Assist Report for Key2Act and Dynamics GP

Figure 1 – The banner at Implementation Specialists showing the two free report tools available

Job cost closing can sometimes be a time consuming process.  Often, the job that we should be able to close does not show on the Job Cost Closing window, and then we have to figure out what is going on with the job.  Wouldn't it make life easier if there was a report that told the user what transaction is holding up the job from closing?

wsTools

Well, the folks at Implementation Specialists (www.iscorp.biz/solutions/wstools/) have created this report.  And, they are offering it for free, along with their PTO Liability Report. To provide some background, the team at Implementation Specialists have created a set of wsTools that provide a quick solution to job cost and service tasks.  The two free reports are part of the wsTools.

PTO Liability Report

About the PTO Liability Report -  It is only available for the US Payroll module.  It provides an easier way to sum up employee sick time and vacation time accruals by department that’s been formatted to copy/paste into GL.

Job Cost Close Assist Report

About the Job Cost Close Assist Report - For KEY2ACT Job Cost users, save time and avoid the frustration in trying to figure out why a job will not close. "Job Cost Close Assist" will show you in one simple report, the items that are preventing you from closing a job.  The report is an SSRS report that runs for an individual job, and produces a report like the one in Figure 2 below.

Figure 2 – Sample of the Job Closing Report

You can look at all of the tools available at Implementation Specialists by checking the wsTools library at www.iscorp.biz/solutions/wstools/.

To get your free copy of the Job Close Assist Report or to see a demo of any of the other wsTools, you can contact us  at Dynamics MCT Consulting.   Send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.

Submitted by Judith Hirst CPA, CMA MCP Senior Financial Analyst

www.dynamicsmct.com

Dynamics ERP – Free Tools #2 Performance Analyzer for Microsoft Dynamics

 

Have you ever had your Dynamics product, for example, Dynamics GP, run really slow, then speed up, and then slow down again?  What's up with that performance?

Well, now you can find out what is going on with the PERFORMANCE ANALYZER, a free tool from Microsoft Premier Field Engineering.

Performance Analyzer for Microsoft Dynamics (DynamicsPerf 2.0) is a toolset developed by Microsoft Premier Field Engineering. This toolset is a set of SQL scripts to collect SQL Server DMV data and Microsoft Dynamics specific product data persisted into a singular database called DynamicsPerf. This allows for quick resolution of performance issues on Microsoft Dynamics products (CRM, AX, GP, NAV, SL)

You can download this tool at https://dynamicsperf.codeplex.com/.

Note that this site may be archived soon, and you will need to find the tool at another location.

Contact us  at Dynamics MCT Consulting to get more information on Dynamics products.  Send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.

Submitted by Judith Hirst CPA, CMA MCP

Dynamics GP–Free Tools #1–Consulting Toolkit from Willoware

 

Companies are always looking for ways to save time and money.  Free tools, especially time saving tools, are one way that IT departments can help the accounting departments move through data more quickly.

Willoware has a Consulting Toolkit with both modules for purchase and with some free tools.  The free tools include:

• SQL Database Manager
• SQL Query
• SQL Trace
• GP Finder
• GP Resource Explorer
• GP View Wizard

Of the free tools, my favorite is the View Wizard.  The View Wizard is a utility for creating SQL Views of Dynamics GP tables that using “human readable” column names.  For example, instead of ITMTRKOP the column name would be ItemTrackingOption.  This is a great tool for building user-friendly tables for reporting, or for use in complex queries creating views for SmartList Builder.

You can check out the list of tools in the Consulting Toolkit at https://willoware.com/products/consulting-toolkit/.

Contact us  at Dynamics MCT Consulting to get more information on the Willoware tools.  Send an email to Support@dynamicsmct.com or call us at Toll Free:  +1.780-555-6144.

Watch for further Free Tools blogs in upcoming posts.

Submitted by Judith Hirst CPA, CMA MCP