Dynamics GP 2016 R2–Accounts Receivable Module Improvements

 

Figure 1 – Cash Receipts entry window in Dynamics GP 2016 R2

In an attempt to streamline accounts receivables processes, functionality has been added to Dynamics GP that will allow the deposit of cash receipts in a batch to occur automatically. If this option is enabled, a single deposit will be created that includes all cash receipts in the batch, or if receivables are posted at the transaction level each cash receipt will result in a separate deposit being created and posted. This functionality will save steps and time in dealing with cash receipts.

Other Accounts Receivable improvements include:

• Batch approval workflows now have default word templates for edit lists to be emailed to approvers and supply them with complete information about the transactions in the batch.

Talk to us, at Dynamics MCT Consulting, about upgrading to Dynamics GP 2016 R2.  Contact Support@Dynamicsmct.com.

Submitted by Terence Graw CPA, CMA – Consultant

How To Import Stock Count into Dynamics GP–Stock Count Import Tool

 

 

Figure 1 from Armanino LLP

Companies do routine stock counts based on the Count Cycle in Dynamics GP.  Sometime, the stock count actual entry can take a very long time if there are lots of items to enter.

A handy tool for entering and importing data into the stock count in GP comes from Armanino LLP.  Armanino’s Stock Count Import module makes it easy to update Microsoft Dynamics GP with actual inventory count information.

This module enhances Microsoft Dynamics GP by:

• Creating import templates in conjunction with the standard Dynamics GP Cycle Count process
• Allowing splitting of count sheets to multiple people
• Allowing count entry via laptops or other mobile devices
• Importing inventory count information in conjunction with the standard Dynamics GP Cycle Count process
• Automatically marking the Verification Check Box upon import, saving countless hours of tagging files
• Supporting serial and lot numbers
• Enhancing variance reporting

If you want to explore new ways to upload your count information into Dynamics GP, 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

Dynamics GP 2016 R2 – Sales Order Process Module Improvements

The all in one document view now exists for sales and inventory transactions! This gives a SOP user quick access to all documents related to a given sales transaction in a single window. See information flow from quote through to credits/returns for transactions for a given customer with ease.

Other sales order processing improvements include:

- Credit Limit warning calculations will now take into account unposted credit documents giving a more up to date credit situation for customers.

- Historical tax percentages are displayed at the correct historical rate at the time of the transaction when viewing sales transaction details.

If you want to see a demo of Dynamics GP 2016 R2, please contact us.

Submitted by Terence Graw CPA, CMA – Consultant

Dynamics GP 2016 R2 - Accounts Payable Module Improvements

 

The Accounts Payable module has seen some great improvements in the handling of company credit card payments. Dealing with credit cards is often one of the more challenging aspects of working in accounts payable. The new functionality available in Dynamics GP for use with credit card payments will help with this.

A payables batch credit card payment option will allow the payment of cheque batches with a credit card. An invoice will be created for the credit card vendor and a remittance form will provide access to detailed data on the vendor invoices paid using the credit card. A link between the credit card invoice and the original vouchers is established making it easy to trace credit card payments in the system.

Other accounts payable improvements include:

- The prepayment of a purchase order can now consist of the total amount including taxes, freight, and misc. charges instead of being limited to the subtotal amount of the PO.

- The SafePay file now uses the actual vendor name printed on the cheque when the payment was made and not the default name from the vendor maintenance window which will ensure the correct data is relayed to the bank for payment presentation.

- Batch approval workflows now have default word templates for edit lists to be emailed to approvers and supply them with complete information about the transactions in the batch.

Submitted by Terence Graw CPA, CMA – Consultant