by gfcpartners | May 9, 2023 | Business, Project Accounting
The October 2022 release of Dynamics GP brought a host of improvements that faithful users will delight in. What is more, it shows how much the team at Microsoft has been listening to customer feedback and providing solutions for customer requests.
There is a long list of enhancements for this release. In this article, we want to highlight the features that were most requested by customers, so you can quickly learn about those that are most important to you!
Checkbook Balance Inquiry Enhancements
Before this release, you selected the checkbook and filled in the fields in the window. Now, the functionality has improved to provide greater filtering capabilities and speed up your workflow. Now, you complete the heading type information first, then select your checkbook, adjust the date range, set other sort options, and then click Redisplay. Now you’re able to quickly find the data you need without leaving this screen.
Checkbook Register Inquiry Enhancements
As they share a similar look and functionality, this window was also updated. The process – setting the filters and clicking the Redisplay button – is basically the same as described for the Checkbook Balance Inquiry window.
Account Category Lookup Improvements
If you remember, the Account Category Lookup was pretty basic. Now you can change the sorting priority to better visualize the list. Additionally, a search feature has been added within the same window to help you quickly find what you’re looking for in a large list.
Account Segment Lookup Enhancements
Like his twin brother Categories, the Account Segments window also gets the sorting and search functionality. This should be a significant productivity boost, making proper segment assignment just a few quick clicks of the mouse.
Journal Entry Inquiry View Workflow History
Good news for users of Workflow! If you select a reversing journal entry, you now have a new view into the transaction. Select the journal entry, and you’ll notice the Workflow History button is now enabled. Clicking it will reveal additional historical data for that transaction.
Transaction Level Post through GL without Printing GL Posting Journal
In the past, when creating a Payables Transaction Entry and checking “Post Through General Ledger Files”, it was required for the GL Posting Journal to be selected in the Posting Setup. As of the 2022 release, this is no longer a requirement. This applies to both the Payables Transaction Entry and Payables Manual Payment Entry screens.
Reprint Bank Journals
Now you’ll enjoy fine-grained control over the data you want to appear when reprinting Bank Journals. For the Bank Deposit Journal, Multicurrency Bank Deposit Journal, Cleared Transactions Journal, and Outstanding Transactions Report, you are now able to filter by Audit Trail Code, focusing on the most relevant data. As for the Bank Adjustments Journal and Multicurrency Bank Adjustments Journal, you can filter not only by Audit Trail Code but also by Date Range, keeping your reports neat and concise.
Print Bank History Reports
Another enhancement for the Bank Adjustments Reprint Journal, Bank Deposit Reprint Journal, Bank Transaction History Report, Multicurrency Bank Adjustments Reprint Journal, Multicurrency Bank Deposit Reprint Journal, and the Outstanding Transactions Report – Reprint reports: Now you can filter by date range! This will be useful in a number of scenarios. Additionally, the selected date range will appear at the top of the report to be clear and transparent about the report’s contents.
Print and Email POP and SOP Documents at the Same Time
Documents across the Purchase Order Process (POP) and Sales Order Process (SOP), including the Purchasing Navigation List, Sales Navigation List, and Purchase Order Entry, now have consistent functionality: You can prepare any of these documents to send by email, and have the option to print them at the same time. When emailing one of these documents, you’ll be presented with the option to Print a Copy or Print Remaining. Not selecting one will simply send the document via email to your client. What do the two new options mean?
Print a Copy will print all documents for this process, and additionally email those documents that have been marked to send. Print Remaining will email documents to those who receive them and print any that weren’t set up to email.
Workflow History Option for No Approval Needed Steps
Sometimes it’s not necessary to save ALL data related to your Workflows. If your Workflow step does not require approval, you can now set the system to skip the step of saving workflow history by checking the “Omit ‘no action needed’ workflow messages from workflow history” checkbox.
Next Steps
These are some real productivity boosters that Microsoft has brought to us in the latest release. And in fact, there are many other features highlighted in Microsoft’s release notes. We hope that these features will improve your workflows.
Would you like to know more about Dynamics GP and the new features available, as well as those coming in a future release? Contact GaleForce Consulting Partners today and let the Microsoft Dynamics GP experts show you how to make the most of your GP investment.
by gfcpartners | Mar 29, 2023 | Business, Manufacturing & Distribution
In today’s fast-paced digital age, manufacturing businesses face unprecedented challenges. These challenges range from global competition to supply chain disruptions. Manufacturers need to embrace innovative technologies to streamline their operations, boost productivity, and generate new revenue streams. Acumatica is a leading cloud-based ERP solution that offers a comprehensive suite of tools and functionalities to help manufacturers revolutionize their businesses from top to bottom. In this guide, we’ll explore 9 key strategies for success with Acumatica.
Streamlining Supply Chain Management with Acumatica
Acumatica offers manufacturers powerful supply chain management (SCM) tools to streamline their operations. Acumatica SCM capabilities allow manufacturers to effectively manage their entire supply chain, from procurement to inventory management and order fulfillment. Manufacturers can use Acumatica SCM to automate processes such as purchase order creation and management, material requisition, and purchase receipt. This automation reduces the risk of errors and saves time and money.
Acumatica SCM also offers features such as inventory management, demand planning, and order fulfillment. These features help manufacturers optimize their inventory levels and reduce lead times. By providing real-time visibility into inventory levels and demand, manufacturers can make informed decisions about when to reorder materials and when to produce finished goods.
Acumatica SCM also allows manufacturers to manage multiple warehouses and locations. Manufacturers can easily transfer inventory between locations and track inventory levels in real-time. The system also supports drop-shipping, enabling manufacturers to ship directly from suppliers to customers without handling the inventory themselves.
Enhancing Production Processes with Acumatica
Acumatica offers manufacturers powerful production management tools to enhance their production processes. The production management features of Acumatica allow manufacturers to plan and manage their production schedules, track production costs, and manage the production of complex products.
Acumatica production management tools allow manufacturers to create and manage bills of materials (BOMs) for complex products. Manufacturers can track the costs of each component in the BOM and manage the production of each component. The system also supports the management of work orders, enabling manufacturers to track the progress of production and manage resources such as labor and equipment.
Acumatica production management also offers features such as quality control and engineering change management. These features allow manufacturers to ensure the quality of their products and manage changes to their production processes.
Leveraging Advanced Analytics for Better Decision Making
Acumatica offers manufacturers powerful analytics and reporting capabilities to help them make better decisions. The system provides real-time visibility into key performance indicators (KPIs) such as inventory levels, production costs, and sales data. This real-time visibility enables manufacturers to make informed decisions about their operations.
Acumatica also offers advanced analytics capabilities such as predictive analytics and machine learning. These capabilities enable manufacturers to gain insights into their operations and make data-driven decisions. For example, predictive analytics can help manufacturers forecast demand and optimize their inventory levels. Additionally, Acumatica comes with customizable dashboards and reports. Manufacturers can create custom dashboards and reports to track KPIs and monitor their operations. This real-time visibility into their operations enables manufacturers to make informed decisions and drive continuous improvement.
Unlocking the Power of eCommerce with Acumatica
Acumatica offers manufacturers powerful eCommerce capabilities to help them sell their products online. The system integrates with popular eCommerce platforms such as Magento and Shopify, enabling manufacturers to easily sell their products online.
Acumatica eCommerce capabilities allow manufacturers to manage their online stores, including product catalogs, pricing, and order management. The system also supports customer self-service portals, enabling customers to place orders, track shipments, and view their account information.
Acumatica eCommerce also offers features such as upselling and cross-selling. These features enable manufacturers to increase their sales by offering complementary products and services to their customers.
Integrating Acumatica with other Business Applications
Acumatica offers manufacturers powerful integration capabilities to help them streamline their operations. The system integrates with popular business applications such as Microsoft Office, Salesforce, and Amazon Web Services.
Acumatica integration capabilities allow manufacturers to automate processes such as data entry and document management. For example, manufacturers can automatically import sales orders from their eCommerce platform into Acumatica, eliminating the need for manual data entry.
Acumatica also offers powerful integration capabilities with manufacturing-specific applications such as CAD software and product lifecycle management (PLM) software. These integrations enable manufacturers to streamline their design and engineering processes and improve collaboration.
Ensuring Data Security and Compliance with Acumatica
Acumatica offers manufacturers robust data security and compliance features to protect their data and ensure compliance with regulations such as GDPR and HIPAA. The system offers role-based access control, enabling manufacturers to restrict access to sensitive data based on user roles.
Acumatica also offers features such as data encryption, audit trails, and two-factor authentication. These features ensure the security and integrity of manufacturers’ data while ensuring that their operations are compliant.
Providing Excellent Customer Service with Acumatica
Acumatica offers manufacturers powerful customer service capabilities to help them provide excellent customer service. The system offers features such as case management, warranty management, and service contract management.
Acumatica customer service capabilities enable manufacturers to effectively manage customer inquiries and issues. Manufacturers can track customer cases from start to finish, ensuring that customers receive timely and effective resolutions to their issues.
Acumatica also offers features such as customer self-service portals and field service management. These features enable manufacturers to provide a seamless customer experience and improve customer satisfaction.
Training and Support for Successful Implementation of Acumatica
Acumatica offers manufacturers comprehensive training and support to ensure the successful implementation and adoption of the system. The system offers online training courses, documentation, and user forums. Acumatica also offers implementation services and support from certified partners. These partners can help manufacturers with everything from system installation to customization and integration. Even better is the ongoing support and maintenance services to ensure your manufacturing systems are always up-to-date and running smoothly.
Find out more why manufacturers choose Acumatica’s powerful tools and functionalities to streamline their operations, boost productivity, and generate new revenue streams. The strategies in this article can help manufacturers to unlock the full potential of Acumatica ERP and take their businesses to the next level. Whether manufacturers are looking to streamline their supply chain management, enhance their production processes, or leverage advanced analytics, Acumatica has the tools and capabilities to help them succeed. With powerful eCommerce capabilities, robust data security and compliance features, and comprehensive training and support, Acumatica is a game-changer for manufacturers in the digital age.
Contact Galeforce Consulting Partners to learn more about our winning partnership with Acumatica to help grow your manufacturing business.
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