This offer is hard to pass up! Reach out to your local Dynamics ERP partner to take advantage of this exceptional pricing.

Microsoft Dynamics GP Business Essentials includes accounting, tons of reporting and data mining tools and even distribution modules. Advanced Management all the Business Essentials modules below PLUS the additional financial and manufacturing modules. Contact your local reseller to determine which suite is best for your business.

Here is a complete list of Microsoft Dynamics GP Business Essentials Modules:

GENERAL LEDGER: Manage the heart of your business with intelligent accounting and analysis capabilities that sharply reduce time and effort for key tasks and deliver flexible, fast ways to track and analyze financial information.

ANALYTICAL ACCOUNTING: Classify, report, and analyze financial transactions based upon your specific business needs with wizard driven inquiries that integrate with Microsoft® Office Excel® and Microsoft Dynamics® GP SmartLists. Analyze transactions across your entire organization with smooth integration across modules in Microsoft Dynamics GP.

BANK RECONCILIATION: Manage all bank-related transactions through a single, automated process and ensure fast access and tight control for mission-critical financial information.

PAYABLES MANAGEMENT: Improve your control over expenses with up-to-the-minute payables information, comprehensive vendor management, and payment scheduling and tracking while automating routine and complex tasks.

RECEIVABLES MANAGEMENT: Maintain tight control over accounts receivable, manage sales made on accounts, and drive down overhead costs with integrated capabilities for tracking invoices, processing receipts, and analyzing customer activity.

FIXED ASSET MANAGEMENT: Improve financial control and put company assets to the best possible use with tools for tracking, analyzing, and manipulating fixed assets.

INTERCOMPANY: Efficiently set up, enter, and maintain relationships between companies so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies.

MULTICURRENCY MANAGEMENT: Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities.

ENCUMBRANCE MANAGEMENT: Not-for-profit, public sector or other organizations managing encumbrances can easily locate and track budget information, query current or historical encumbrances, and streamline period-end and year-end reporting processes.

SAFE PAY: Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.

REPORT WRITER: Modify existing or create new Microsoft Dynamics GP reports with an easy to use drag and drop design interface.

MICROSOFT MANAGEMENT REPORTER DESKTOP USER: Master your financial reporting process with comprehensive, highly customizable financial and management reports that are easy to create, distribute, and use

INVOICING: Improve invoicing efficiency with capabilities that include single-window entry for all vital information, batch processing, and easy return transaction processing.

SALES ORDER PROCESSING WITH ADVANCED INVOICING: Streamline and automate the entire sales ordering process to serve top customers more effectively, maintain tight control over fulfillment and invoicing, and minimize shipping and labor costs.

INVENTORY CONTROL: By controlling inventory effectively and setting prices on a customer-by-customer basis, you can reduce operating costs and achieve the fast, efficient fulfillment that keeps them coming back.

PURCHASE ORDER PROCESSING/RECEIVINGS: Manage vital commitments and build lasting vendor relationships with deep functionality that includes automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders.

LANDED COST: Ensure start-to-finish accuracy with the ability to track and update the total cost associated with an inventory item—including freight, insurance, and duties—and then automatically assign or modify these costs on a purchase order as items are received.

CUSTOMIZATION SITE LICENSE: Deploy Modifier with Visual Basic for Applications solutions developed by a third party if you are not licensed for the Modifier module.

INTEGRATION MANAGER-CONVERSIONS: Migrate data from most common database formats or desktop applications into Microsoft Dynamics GP— a time-sensitive conversion tool to assist in a smooth transition from previous financial systems.

SECURITY MANAGEMENT: Manage roles-based user security quickly and effectively with powerful, easy-to-use tools that simplify configuration and management processes, yet provide high levels of protection for your system.

The Microsoft Dynamics GP ADVANCED MANAGEMENT EDITION is the preferred solution for growing, midmarket or high-functional-needs customers who are looking for an adaptive solution with a broad set of functionality, including all functionality included in the Business Essentials edition.

Financial Management

CASH FLOW MANAGEMENT: Customizable views and forecasting tools enable you to control, predict, and monitor inflows and outflows.

COLLECTIONS MANAGEMENT: Minimize collections workload, improve your cash flow, and reduce bad debt expense with customizable information views and automated bad debt management tools.

CUSTOMER/VENDOR CONSOLIDATIONS: Quickly transfer information between Receivables Management and Payables Management to create a customer record that uses information already available in a vendor record, and vice versa.

GRANT MANAGEMENT: Not-for-profit and public sector organizations can automate grant management processes to track funds more easily, demonstrate accountability, and help attract future funding.

LOCKBOX PROCESSING: Automatically import and apply customer payment information from a lockbox transaction file provided by your bank. Lockbox Processing provides reliable receivables information, improved funds availability, and greater fraud protection.

NATIONAL ACCOUNTS: National Accounts provides the ability to define a national account relationship between multiple customers. It enables a customer to be defined as the “parent” account to which “child” customers may be added. This allows a payment received from the parent company to be applied across any of the child customers’ payments. Credit documents can also be applied from the child customer to any other member of the national account.

PROCESS SERVER: Move processor-intensive tasks off the computers your employees use every day and onto dedicated process servers, avoiding costly slowdowns.

REFUND CHECKS: Print refund checks for customers with credit balances, automatically debiting the customer and updating the ledger.

REVENUE/EXPENSE DEFERRALS: Simplify deferring revenues or distributing expenses with the ability to make entries for future periods within General Ledger, Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing, and Invoicing.

Business Intelligence and Reporting

KEY PERFORMANCE INDICATORS: Executives and decision makers need at-a-glance access to key business metrics so they can quickly assess the health of the business and take command when conditions change. With key performance indicators (KPIs), companies can define and help deliver quick access to personalized views of key business information via a web-based portal.

MICROSOFT FORECASTER*: Forecast accurate budgets and gain control of the entire budgeting and planning process. Coordinate plans dynamically and collaborate easily with your management team. One named user license included; additional licenses available at extra cost. *One user included with each Advanced Management user. Additional users can be purchased a la carte by Advanced Management customers.

Supply Chain Management

AVAILABLE TO PROMISE: Help ensure the right inventory is available at the right time to meet customer needs, make firm delivery promises, and boost profitability.

BILL OF MATERIALS: Increase productivity with fast, flexible tracking of components and subassemblies used in light manufacturing and similar production and assembly operations.

PO GENERATOR: Automate purchasing by generating a suggested purchase order, with order point or minimum/maximum settings that determine quantities needed based on purchasing, sales, and inventory data.

RETURNS MANAGEMENT: Generate RMAs from historical customer invoices, service calls, or manually; generate RTVs or depot work orders; and automatically transfer items from the returns warehouse to the main warehouse.

Manufacturing

MANUFACTURING BILL OF MATERIALS: Build better, more flexible bills of materials to maximize your production efficiency including engineering, manufacturing, configured, archived, and even super bills that manage all options on the configurable products you produce.

MANUFACTURING ORDER PROCESSING: Efficiently track and manage the entire cycle of order processing, including detailed production costs, work orders, routings, outsourcing, and work center definitions.

MASTER PRODUCTION SCHEDULING: Gather information from sales forecasts to form a single, comprehensive production schedule and automatically create manufacturing orders.

MATERIAL REQUIREMENTS PLANNING: Ensure proactive planning, smart procurement decisions, and precise adjustments to production with flexible planning and analysis capabilities in addition to viewing material requirements and vendor information.

Project Management

PROJECT ACCOUNTING: Maintain tight control over project direction, costs, execution, and budget; support resources effectively; and ensure accurate billing and accounting through tight integration with financials, inventory, and accounts receivable.

PROJECT TIME AND EXPENSE: Capture, review, and approve project time sheets and expense reports through the web, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.

Field Service Management

CONTRACT ADMINISTRATION: Maintain unlimited contract price books, monitor profitability against service calls, and recognize revenues through five different methods.

Description of a La Carte Modules Available for Advanced Management for Additional Cost:

Business Intelligence and Reporting

MICROSOFT FORECASTER*: Forecast accurate budgets and gain control of the entire budgeting and planning process. Coordinate plans dynamically and collaborate easily with your management team. One named user license included; additional licenses available at extra cost. *One user included with each Advanced Management user. Additional users can be purchased a la carte by Advanced Management customers.

Supply Chain Management

DISTRIBUTION SUITE: Includes Advanced Distribution and Advanced Picking.

EXTENDED PRICING: Create flexible pricing options and rules for customers, including standard and personalized percentage-off, value-off, and net pricing options. Implement date-sensitive functionality for sales and promotions.

Manufacturing

MANUFACTURING SUITE: Includes Capacity Requirements Planning, Engineering Change Management, Job Costing, Quality Assurance, Sales Configurator, Sales Forecasting.

Field Service Management

DEPOT MANAGEMENT: Track parts, labor, and expense details. Create a Parts Usage report. Manage spare parts and trunk-and-lot-tracked stock inventory.

PREVENTIVE MAINTENANCE: Forecast purchasing and scheduling requirements based on time in service or product usage. Coordinate open service requests with upcoming preventive maintenance calls. Track details of Preventive Maintenance activities.

SERVICE CALL MANAGEMENT: Track and update new and historical service calls against a contract, service warranty, and current inventory. Time executions, coordinate customer schedules, assign appropriately skilled technicians, and escalate calls automatically.

Human Resource Management

BENEFIT SELF SERVICE SUITE – UNITED STATES: Reduce paperwork and manual entry with moving benefit processes online, including yearly benefits, change of status, and more.

Description of a La Carte Modules Available for Both Editions at an Additional Cost:

SMARTLIST BUILDER: Create customized SmartLists that enable you to quickly link Microsoft Dynamics GP, easily add new fields to SmartList windows, and analyze data according to the criteria you define.

CRYSTAL REPORTS PROFESSIONAL: Transform Microsoft Dynamics GP data into presentation-quality information with tools for building compelling, graphical views of business data. (Initial purchase includes 1 named user.)

MANAGEMENT REPORTER DRILLDOWN VIEWER: Review detailed reports while working online or offline, including the ability to drill down to transaction-level detail without accessing the general ledger or company network.

MANAGEMENT REPORTER REPORT DESIGNER USERS: Create, generate, and maintain boardroom-quality financial reports from your desktop, without the need to call on help from IT staff or a database professional.

MANAGEMENT REPORTER REPORT LAUNCHER: Select pre-existing reports, specify output options, and generate the reports you need, all on an on-demand basis, with the ability to drill down to transaction detail level while maintaining the original report design.

MICROSOFT DYNAMICS CRM CONNECTOR FOR MICROSOFT DYNAMICS GP: Increase consistency and accuracy in billing and forecasting, streamline operational costs and processes by eliminating redundancies, and promote increased organizational efficiencies that deliver strategic business impact by synchronizing and integrating data within Microsoft Dynamics CRM and Microsoft Dynamics GP.

PAYROLL: Automate payroll processing, equip staff to handle complex and changing payroll requirements, and offer better service to your employees while reducing necessary overhead costs.

ADVANCED PAYROLL: Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.

FEDERAL MAGNETIC MEDIA: Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.

PAYROLL CONNECT: Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data.

PAYROLL DIRECT DEPOSIT: Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file, with no limit on the number of accounts or financial institutions for any employee’s payroll.

HUMAN RESOURCES: Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.

ADVANCED HUMAN RESOURCES: Extend Payroll and Human Resources capabilities with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.

BUSINESS PORTAL NAMED EMPLOYEE USER/CUSTOMER USERS: Streamline full user access by providing secure browser-based access to Microsoft Dynamics GP data to employees and customers.

INTEGRATION MANAGER-DISTRIBUTION (POP, SOP, INV): Integrate data from other systems on a onetime or continuous basis into Microsoft Dynamics GP Purchase Order Processing, Sales Order Processing, and Inventory modules—strong security and data integrity checks, as well as scheduling and customized data processing, provide a dependable, efficient, and easy to use data integration experience.

INTEGRATION MANAGER-FINANCIALS (GL, RM, PM, FA, BR, PAYROLL, PROJECT): Integrate data from other systems on a onetime or continuous basis into Microsoft Dynamics GP Financial, Payroll, and Project modules—strong security and data integrity checks, as well as scheduling and customized data processing, provide a dependable, efficient, and easy to use integration experience.

EXTENDER: Personalize your data collection by linking additional windows that are easily created by non-developers, expand notes and macros, and launch ad hoc queries that are based on the new business information you are able to collect.

By Nancy Phillippi with Custom Information Services (CIS), Microsoft Dynamics GP Partner based out of North Texas. Your feedback and comments are welcome. Contact Nancy at nphillippi@customis.com or by phone at 817-640-0016 x 109.

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Completing quick quotes, researching software and providers is a good start in getting a good idea of your investment in a new system.  Keep in mind that depending on your industry and business requirements, this research should be only a start.  Finding the right software provider or reseller to assist you in a final software selection has not been replaced by the Internet.  There is nothing like a personal connection and discussing business requirements with an experienced software vendor like CIS and me of course! 

With this said, I think it is important to explain my sales process.   I think this is important to explain to new prospects too so that they understand that there is a valid process to selling them a Microsoft Dynamics GP solution.   We want our customers to be very happy during and after implementation. 

Qualification

• Is your business in an industry that we are familiar with and have customers happily using the software? 
• Do you have a business need and reasons to replace your current solution?
• Do you have a budget in mind?
• What is your timeframe?

Discovery (understanding your business needs)

• Meeting to discuss your business issues and pains.  What are your long term goals?
• Development of the solution; Dynamics GP, any ISV products, scope of the project
• Budgetary proposal

Solution Presentation

• Product demonstration with your management team
• Review solution to ensure it is still on target for your business needs
• Determine deployment options and preferences (cloud, hosted, on-premise)
• Final quote
• Reference Checks

Close

• You write the deposit check or we setup financing

Project Begins

 It is a good idea to complete quick quote forms, complete vendor and software research too.  However, once you have picked a couple of software packages you like, then you also need to find a good reseller or provider to help you finish the evaluation. 

Custom Information Services (CIS) is a Microsoft Dynamics GP reseller in North Texas and has specialized in selling and implementing accounting, distribution and manufacturing software to mid-sized companies since 1989. 

If you care to comment on the information above or have any questions please feel free to contact me at nphillippi@customis.com.

by Custom Information Services, A North Texas Microsoft Dynamics GP Partner

Microsoft Dynamics GP Cost Estimate is a post from: ERP Software Blog

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Everyone has seen the now iconic Staples “easy” button.  Pretty ingenious marketing if you ask me.  But think about it for a moment.  It’s just a prop.  It’s not a button that actually connects to anything.  Still, people love it.  We have one at our front desk.  And I’m not even sure why since we order our office supplies from W.B. Mason.

Anyone who sees that little red dome with the word “easy” in big white letters immediately conjures up Staples in their minds.  You couldn’t ask for better exposure. 

On every page of the Altico Advisors Web site, we have a lovely blue button that actually connects to something.  It says, in white letters, Get an Instant GP Quote.  And when you click on it, it actually takes you to a page where you can fill in a minimum amount of information and get, as promised, an instant Microsoft Dynamics GP quote based on the parameters you specified. 

That’s what I call really easy! 

I’d like to think that the next iconic button belongs to Altico Advisors.  Admittedly, I’m a dreamer.  Let’s look at the reality.  Staples has 178,535 followers on Twitter.  Altico (@AlticoAdvisors) has…well let’s just say fewer than that.  So it may take us a while to become a household name.  On the other hand, Microsoft is a household name and we’re a Microsoft Dynamics Gold Certified Partner, which clearly counts for something. 

If you’re evaluating accounting/ERP systems for your company, Microsoft Dynamics GP should be on your list.  It’s well priced for the mid-market, integrates with Outlook and with Microsoft Dynamics CRM, offers full functionality for a broad range of industries, and is being successfully run by some 350,000 companies representing 5 million users around the globe.

Bottom line, you’re invited to visit us and click on our blue button to get an instant Microsoft Dynamics GP quote 24 hours a day, 7 days a week, 365 days a year.   I’ll be watching for you!

Submitted by Altico Advisors, Microsoft Dynamics GP Partner for Manufacturing and Distribution serving New Hampshire (NH)

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As with all capital purchases, you are going to hear a lot on the features and functionality of the system and how it will help meet and exceed your needs. The sales team will indicate that their system will invariably be the right one to lead you into the future. All this information will be given and you will be wondering the age old question of “How much is this going to cost?” When you are finally given a number, it will be broken into many pieces: Software, Hardware, Implementation, Training, Customizations, Maintenance, Managed Services and so on. Ideally the ground work will have been laid properly and no one suffers the dreaded sticker shock.

At this point in the process, you don’t want to be deciding if you can afford the system based on price. Trying to fit a system into a budget will cause more problems. I don’t mean to suggest you shouldn’t negotiate, you should, but not at the expense of features or services. It will cost you a lot more in the long run if you do not do the implementation properly from the start. As with any large purchase, taking the time up front to do some research will provide you the luxury to base your decision on business value rather than price. The research up front should be around the return on investment of the project. There are plenty of ROI tools available on the internet, my favorite is an Alinean tool. When looking at ROI, do some digging outside of the standard areas of personnel, time saving and hardware costs. Your business partner can help you identify some additional areas of ROI that you may have overlooked.
When done properly, the ROI on a project can help you make the go/no-go decision properly and leave you feeling better about your choice.

By Meritide, Minnesota Microsoft Dynamics GP Partner

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