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Armanino Dynamics Blog

Armanino Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Thursday, September 18, 2014

Document Attachment Enhancements in Dynamics GP2013 R2

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Dynamics GP has improved its ability to attach documents to master records and transactions. With GP2013, you could attach documents in certain windows in GP. These attachments would be saved in SQL as an alternative to OLE Notes. (General notes that you enter are stored in SQL, but not the attachments.)

With GP2013 R2, they have taken away the ability to attach documents via OLE Notes. When you open up a vendor card, you are presented with a number of options:

Tuesday, September 16, 2014

An Executive's Guide to Reimagining the Enterprise in the Digital Age

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As the flow of information increases, companies can gain competitive advantages by shifting focus from efficiency to their ability to learn and respond rapidly to new information. Click through our Slideshare to learn more!

 

Friday, September 12, 2014

Utilizing Source Documents as an Alternative to Analytical Accounting in Dynamics GP

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Analytical Accounting (AA) has a wide breadth of functionality in Dynamics GP. If you do not wish to implement AA, you can use source documents to track attributes. When you enter a journal entry, a required field is the source code. These codes are user-defined and any value can be placed in this field, assuming it was set up.
Microsoft Dynamics GP >> Tools >> Setup >> Posting >> Source Documents
Once one or more of these are set up, you can tag specific journal entries with this source document.

Friday, September 5, 2014

Workflow Feature in Microsoft Dynamics GP2013 R2

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Workflow is now a part of the core GP product! The exciting news is that Workflow has been redesigned to be based on Dexterity, which will no longer require SharePoint . There are four Workflow types available:

Wednesday, September 3, 2014

Purchase Requisition to Fixed Assets in Dynamics GP

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The purchase requisition functionality in Dynamics GP 2013 R2 allows you to automate a purchase requisition and approval process within your organization. This is new functionality that does not use Business Portal or Sharepoint, and it is available in the regular Dynamics GP client interface and the web client.

There is new workflow functionality as well with Dynamics GP 2013 R2, and one of the out-of-the-box workflow objects is the new purchase requisition.

Thursday, August 28, 2014

Excel Copy and Paste Error in Microsoft Dynamics GP2013 R2

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We recently received a call from a customer who said she did not have access to GP2013 R2’s Excel Copy Paste function. When she attempted to paste data, she received this error message: Not privileged to run this report.

Upon further review, we found that the feature is available for anyone who has access to the Transaction Entry window in GP. However, if any errors are detected in the data the user is attempting to paste, the GL Transaction Paste Validation Report will need to print.

Monday, August 25, 2014

The (Hidden) Open Sales Order Report By Item in Dynamics GP

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Recently a client asked me how to run a report of open sales orders by item. I was sure such a report existed in Dynamics GP, but I had a heck of a time finding it. I went to the Sales Reports section and vaguely remembered that the SOP document reports are in the Activity group. I was pleased to see “Sales Open Order Report” in the dropdown list and was about to pat myself on the back for finding the report so quickly, but then I stopped dead in my tracks. The report sort options did not include sort by item number! How could this be? The client was disappointed as much, if not more, than I was because they base their purchasing decisions in part on the open sales orders. I showed the client how to create a smartlist of open order items, export it to Excel and subtotal the data by item, but they preferred not to have to go outside of the system to get the information. So I went back to the drawing board and found out that the Open Sales Order Report By Item option is alive and well in Dynamics GP, you just have to unmark one little checkbox.

Here’s how you get to the report:

Friday, August 22, 2014

Microsoft Dynamics AX: The ERP That Pays For Itself

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According to a study from Forrester Research, Microsoft AX Deployments have an ROI of 92% in the first three years, with an average payback period of 21 months. Additionally the three year study found an average of:
• Net Present Value over $3 million
• Total Benefits over $6 million,
• 53% Internal Rate of Return.
 
Typically ERP implementations are assessed over a 5-7 year period (industry average for ERP payback), and if Forrester’s study was continued they expect it would show “even better numbers.”
 
The study focused on:
• Software license fees
• Annual assurance and maintenance costs
• Professional and consulting costs
• Training expenses
• Internal FLE labor costs
• Hardware expenses.
 
Key benefits of Dynamics AX were cited as:
• Increased business user productivity
• Reduced IT team size
• Elimination of systems license and maintenance costs
• Combined savings of over $10 million in three years
 

Thursday, August 21, 2014

Why Separation of Duties is Essential to Business Controls

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Business controls in your organization can be greatly increased by evaluating business processes and determining whether there is sufficient separation of duties, then making improvements where needed.

The basic guideline in evaluating or designing a business process with a sufficient separation of duties control is to make sure that the person(s) with custody of assets is(are) different than the person(s) with record keeping responsibilities.

For example, you do not want the person who receives the mail and handles cash receipt checks, to also be the person who maintains the accounts receivable records. In this case it would be easy for that one person to deposit the checks in an account they control and then cover up the theft by manipulating the accounts receivable records so that everything looks fine.