Microsoft Dynamics GP Enhancements
Microsoft Dynamics GP Enhancements from Callow & Associates.
Callow & Associates develop Microsoft Dynamics GP enhancements and integrations to meet unique business process requirements. The following examples are just a few of the many enhancements and integrations developed. Please contact us for additional information.
Microsoft Dynamics GP
Sales Order Processing
Purchase Order Processing
General Ledger
Payables Management
Fixed Asset
Canadian Payroll
Intercompany
System Security Auditing
Inventory Control
WennSoft
Microsoft Dynamics GP
Microsoft Dynamics GP - Sales Order Processing Users:
Sales Order Processing Line Item Comment Entry
Imagine no longer needing to open the Detailed Line Item window in Sales Order Processing to enter your line item comments. This enhancement will save valuable time.
Enhanced Sales Transaction Distribution Entry
We have modified the Sales Transaction Entry Distribution window to default the distribution type to 'Sales' each time a new line item is added. This enhancement saves repetitive user input.
Sales Order Integration
An automation to create unfulfilled Sales Orders in one company based on released Purchase Orders in another company has been developed. Save time and effort during your purchasing and sales cycle by deploying this integration.
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Microsoft Dynamics GP - Purchase Order Processing Users:
Invoice Matching Enhancement
When invoicing received shipments, Dynamics GP can include on the invoice any shipments that may have been fully or partially returned to the vendor. In efforts to streamline the purchase order processing cycle, we have enhanced the invoicing process to prevent any returned shipments from being automatically or manually included in the Match Shipments to Invoice process.
Receivings Validation Enhancement
We have developed a solution to prevent over-receivings based on the dollar amount per line item of the original purchase order. When a receivings transaction entry document is entered, each line item of the transaction is related to an existing purchase order line. The intent of this customization is to ensure the receivings line item amount does not exceed the PO line item amount.
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Microsoft Dynamics GP - General Ledger Users:
Balancing Sub-Ledgers to the General Ledger.
We have developed an automated routine for Microsoft Dynamics GP which can identify when your payables or receivables sub-ledgers do not balance to your general ledger.
Microsoft Dynamics GP can monitor this task and send you an email on the same day the out of balance situation occurs. This enhancement could save you time in resolving a balancing issue as only one day’s transactions will need to be reviewed.
Functional Currency Name Changer
We have created a procedure to allow you to change the name of your functional currency. While this does not permit you to change the functional currency from one currency to another, if you have setup the functional currencies in multiple companies with different names this tool will allow you to standardize the naming convention.
General Ledger History Inquiry – Originating Information
We have streamlined the General Ledger History Detail Inquiry window to include the Originating Master Name and the Originating Document Number information. This provides you with the ability to quickly see the vendor or customer name and originating document without having to drill back through to the relevant sub-ledger.
Excel Journal Entry Import
A template has been created for Microsoft Excel that integrates journal entries to Dynamics GP at high speeds using the reliability and scalability of the eConnect platform. Reversing and normal journal entries can be integrated at the touch of a button. Error reporting and the created journal entry numbers are returned back to Excel for quick analysis and storage.
Cross Company Account Lookup
We have developed the ability to query on General Ledger accounts across all of your company databases using this custom form, which is opened from the Account Maintenance window. Quickly compare GL accounts by searching segments specific to your account structure. You can export the results to Excel for further analysis or print a report of your findings.
Enhanced Journal Entry Reference Coding
To save time and avoid duplicate entry, this automation has been developed to copy the journal entry description to all distribution lines where the line item distribution reference description has not been entered. Consequently, the appropriate description is included on trial balance reporting.
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Microsoft Dynamics GP - Payables Management Users:
Payables Transaction Entry PO Number Validation
Vendors often require their purchase order numbers to be unique. This enhancement on the payables transaction entry window ensures this is the case. A warning is displayed if the PO number has been used for the same vendor on a prior document. Other optional checks are available, including: validation of the PO format and validation of distribution accounts.
Cross Company Vendor Lookup
This Dynamics GP enhancement will allow you to find vendors across all of your company databases. After opening this custom form from the Vendor Maintenance window, you can rapidly find vendors in any company without changing which company you are currently logged into. This customization streamlines the ability to compare vendors in separate GP companies; search by vendor ID, name or class. You can export the results to Excel for further analysis or print a report of your findings.
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Microsoft Dynamics GP - Fixed Asset Users:
Point in Time Book Values
Have you ever wondered what the book value of an asset is at a certain point in time? A report has been developed to provide this information accurately.
Microsoft Dynamics GP - Canadian Payroll Users:
Quick Transaction Entry Enhancements
To streamline payroll data entry, the Quick Transaction Entry window has been modified to display a dollar total and the EI Insurable hours per line. Changing the pay rate during time entry will allow the user to automatically update the pay rate on the pay code attached to the employee, should they decide to do so. Entry of EI Insurable hours allows the user to override the default EI insurable hours attached to the pay code.
Canadian Payroll Employee Pay Code Synchronization to Time Track
If you are using the Time Track module to enter employee time into Dynamics GP, you will appreciate the behind the scenes synchronization of employee pay codes from Canadian Payroll to the job cost time entry system. This allows you to maintain the pay codes in Canadian Payroll and have the appropriate rates and pay settings to flow automatically to Time Track.
Time Track Registered Employee Synchronization
Before entering time for an employee to Time Track, that employee must be registered with the Time Track system. This customization ensures that active employees in Canadian Payroll are automatically registered. This alleviates the necessity of maintaining a list of registered employees in Time Track as new employees are created or existing employees are activated.
Payroll Historical Rates
An add on to the Canadian Payroll module allows one to store historical pay rates and then seamlessly have those historical rates used during entry (or import) of employee time for previous pay periods. Based on the transaction date, the appropriate historical rate will be ascertained and utilized. This is especially helpful in payrolls that are driven by standard rate scales that change periodically.
T4 Edit Utility
It’s T4 time again. With this utility you can perform mass updates to current or historical T4 records based on accumulated numeric values in Payroll user defined fields. Make the T4 creation process easier to manage, more efficient, and custom fitted to your business requirements.
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Microsoft Dynamics GP - Intercompany Users:
Payables Intercompany View
This customization provides visibility to the General Ledger distributions in the target company of an intercompany payables transaction while viewing the originating transaction in the source company. Developed to work seamlessly with Dynamics GP, this valuable enhancement saves you from having to switch companies, find the associated journal entry and view the G/L distributions.
Microsoft Dynamics GP - System Security Auditing:
An audit table and accompanying triggers have been created to track any security changes in Dynamics GP. If you find yourself inquiring as to when and who made certain security changes for access to windows in GP, this inexpensive and easy to apply tool will assist in answering those questions.
Microsoft Dynamics GP - Inventory Control:
Inventory Batch Posting Enhancement
The inventory batch entry window includes the option: “Post to General Ledger”. If the user processing the batch does not ensure this option is marked, the related journal entries will not be created causing incomplete data in the General Ledger. To ensure these transactions flow properly into your General Ledger, we have created an enhancement for the Inventory Batch Entry window that will force the Post to General Ledger setting.
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WennSoft
Job Number Changer Tool
Would you like to standardize your jobs? Use our job number changer tool to quickly change one or more jobs into new job numbers.
Job Cost Payables Charge Back Automation
Do you spend time entering payables expenses in WennSoft Job Cost and then re-entering them as charge-backs in Sales Order Processing? We have developed an enhancement that will automatically populate your sales invoice with relevant payables third party charges. This utility eliminates repetitive entry and helps you ensure all payables expenses you are incurring on behalf of your customers have been invoiced.
Job Transaction Entry - Excel Journal Entry Import
A template to Excel has been created to utilize Microsoft’s eConnect to create Job Transaction Entries. While many integration products have been designed to integrate journal entries to Microsoft Dynamics GP from Excel - they all lack the ability to add Job Cost information to the journal entry. Once the integration has been successfully completed, the journal entry number will be returned to Excel and will allow you to save the journal entry details and the Microsoft Dynamics GP journal number in Excel as backup.
Job Transaction Entry - Integration from Source File
Are you tired of manually entering Job Cost information after importing your General Ledger journal entries? Take the streamlined approach! This customization allows the user to automatically populate the required Job Transaction Entry fields with job cost information supplied in a source file.
Job Transaction Entry Line Descriptions
With this enhancement, you can add descriptive references on the distribution lines when using the Job Transaction Entry window. After posting, the description is viewable in the Dynamics GP General Journal Entry window. The distribution description has also been added to the Job Transaction Edit list and to the Job Transaction Entry Zoom window.
Job Cost Inventory Transaction Integration
Do you have large inventory adjustments to jobs that occur on a regular basis? This speedy eConnect integration will assist to create the transactions for you, including assignment to the proper job and cost codes. Save data entry time with this robust eConnect integration, easily creating hundreds of lines of adjustments with the click of a button.
Cost Code Changer Tool
Has your master cost code list undergone significant changes to accommodate your business? Our cost code changer tools allow you to convert and merge multiple cost codes in to one. Rounding out this tool is the ability to automatically inactivate or setup new cost codes on any job. The end result is a more streamlined cost code structure, which can assist with Job Cost reporting and transaction entry.
Job Cost Payables Edit List
The PO Number and Distribution Reference fields have been added to this report.
Job Cost Code Lookup
When opening this window, the default behavior is to display all cost codes. The list can sometimes be overwhelming due to the number of cost codes on a job. To make data entry more efficient, the default view of the window has been enhanced to show only Active Cost Codes.
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WennSoft - Sales Order Processing Users:
Line Item Job Entry
This allows the user to enter a variety of jobs on a single sales document. We have enabled the entry of Job Cost information per transaction line in Sales Order Processing. This enhancement saves the need for entering separate sales documents per job.
Job Cost Payables Charge Back Automation
Do you spend time re-entering job cost payables expenses in Sales Order Processing for charging back to the customer? We have developed an automation that will automatically populate your sales invoice with relevant payables third party charges. This utility will allow you to save your data entry time for other important tasks.
WennSoft - Service Management Users:
Multiple Generic Service Call Creation
How would you like to quickly and efficiently create multiple generic service calls from the Service Manager window? This enhancement prompts you to enter the Technician ID, Service Call Date and Number of calls. The newly created service calls are now ready for access by your technicians.
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Please contact us for additional information.