With Microsoft Office 2007 (and later) and Dynamics GP 2010 users can now employ their knowledge of MS Word to modify predefined templates used when printing documents.  Some of the predefined documents provided with Dynamics GP 2010 include:

• Sales Order Processing Quotes, Orders, and Invoices
• Receivables Debit Memos, Credit Memos and Finance Charges
• Purchase Orders and Packing Slips
• Payables Invoices, Returns, and Check Remittances

These documents can be opened directly in MS Word, modified and saved as new versions.  Once saved and enabled, Microsoft Dynamics GP 2010 allows you to define which customers or vendors receive specific document formats.  This functionality gives you the ability to send unique invoices and purchase orders to multiple customers and vendors from within the same company in Dynamics GP. 

No more need to bother with preprinted forms to be sure that “this customer” gets the correct invoice format that has the correct logo, or verbiage.  Just create a different MS Word templates for each format needed.  Next, add or remove logos, telephone numbers, or any other information to the templates as necessary.  Finally, use the Report Template Maintenance window to assign one format to the first customer and a different format to the second customer.  This is much simpler than some of the previous solutions we have worked on in the past, during our two decades of experience with Dynamics GP, and this type of integration with other Microsoft products is one of the primary reasons people decide to implement Dynamics GP as their accounting solution.

The Report Template Maintenance window allows you to assign formats by individual customer or by customer class.  So we can quickly get into a situation where an entire group of customers receives one invoice format and another group of customers or vendors receives a completely different format.  If you plan to “house” two companies within the same company in Dynamics GP, you can very easily define separate documents using MS Word for each customer including identifying logos or other information without the need for heavy coding, customizations, or expensive pre-printed forms.

-By Grady Burris – Sr. Consultant - Intelligent Technologies, Inc.  Microsoft Dynamics CRM

MS Word Templates: Custom Invoice and Purchase Order Formats in Microsoft Dynamics GP 2010 is a post from: ERP Software Blog

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So often times I find that when doing an implementation, that even though these items are covered, the client is so focused on getting to the meat of (and retaining it) what they have to do on a daily basis for performing their job, that these items that are considered to be “nice to haves” often get glazed over.  I usually get the question several months down the road after go live, “Can the system do this….” Or “It would be nice if…..”.  This is usually followed by my response of “It can.  Don’t you remember that we covered that during training?”  They usually respond with a no.  This is when the Tips and Tricks become so sought out after.  InterDyn – Artis has found that this is one of the most requested sessions that our clients ask for.

We covered items such as Navigation Lists (everyone has these, most do not know they even exist), using Export Solutions to create macros that run in Excel when you export a Smartlist to Excel (really helpful when using pivot tables in conjunction with the data you have exported), copying general ledger journal entries, copying purchase orders, setting user preferences and cleaning up Auto Completes, creating Smarltist favorites and setting them as Reminders, doing Backups from within the database you are logged into, the purpose of Account Aliases, using Account Security, etc.,   As you see the list can go on and on. 

Due to the changing of the licensing with Microsoft Dynamics GP going to the Business Ready License (BRL) model, we have also seen many instances where the client does not realize they own a certain module(s) and it goes unimplemented.  It is usually brought to our attention when the client calls and asks if there is a module that would do such and such and we look at what they are registered for to find that they already own the product, they just haven’t implemented it.  So be aware of the products you are registered for and own.  You may even find that you have some products you didn’t know you had, but you become interested in utilizing them.

Needless to say the class was a huge success in conjunction with the attendance numbers.  Upon reviewing (yes, we do read your comments) the evaluations these are some of the comments that we received:

“Great value for us.  I should have had other employees here.” – Nucor Building systems
“Always enjoy your classes.  Lise’ is a great presenter” – Drake Dental
“This was very helpful! I discovered many features that have not been used by my company.” – McNeary, Inc.

Now may be the perfect time with business being a bit slower than usual due to the economy, for you to evaluate and see if you feel like you are getting the most optimization out of your Microsoft Dynamics GP ERP system.  Many of these tips and tricks can help speed up your daily processes, so that when you start seeing the uphill climb with the economy, you will be prepared to work smarter and not harder.  This could possibly put you ahead of your competition if you can see where your weaknesses lie. If you are a Microsoft Dynamics GP users InterDyn Artis will kindly supply you with these Tips and Tricks for Microsoft Dynamics GP PowerPoint presentation, contact us today. Written by InterDyn Artis a North Carolina Microsoft Gold Certified Partner.

Exceeding Microsoft Dynamics GP Users Expectations with a Free Tips and Tricks Workshop is a post from: ERP Software Blog

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