By Angela Goldberg in Blog, Dynamics GP, Purchasing on Thursday, April 24th, 2014
Would you like to be able to limit access to Purchase Order or Sales Order document types in Transaction Entry without implementing a customization? Well, if you you’re using GP 10 or more recent versions, you can and here’s how.
1. Open Security Task Setup
2. Select the ‘TRX_PURCH_001*’ Security Task
3. Under ‘Type’, select ‘Document Access’ and the Purchasing Series
4. Uncheck the Operations you want to remove access to (or check the ones you do want to grant access to)
5. Click ‘Save’
That’s all there is to it.
In this example, when entering a PO, the Type defaults to Drop-ship and if you try to change the PO Type, an error is received indicating access is not available to any other document type.
Document Access is also a Security Task Type for ‘Enter SOP transactions’, providing the ability to limit document access to a User, User Class, or by Company.
If you have certain Users or User Classes who need access to all document types and others for whom you want to limit access to certain document types, create a new Task ID and assign it to the appropriate users.
Go forth and limit access!
By Amy Walsh in Dynamics GP on Wednesday, April 16th, 2014
The difference between a normal Purchase Order to be received into Inventory and a drop-ship order is that there is a drop-ship selection on the purchase order and the Vendor invoice is matched directly to the Purchase Order. On the Sales Order / Invoice side a drop-ship check box resides on the Sales Order line item.
To review the steps to create a Drop Ship Purchase Order and a Drop Ship Customer Order or Invoice click Here for detailed instructions.
PURCHASE ORDER DROP SHIP
SALES ORDER DROP SHIP
Check the Boxes under the column header “D” to indicate that the item is a Drop Ship item.
By Angela Goldberg in Blog, Dynamics CRM on Monday, April 14th, 2014
I am sure that we can all agree that now more than ever, customers purchasing decisions are influenced by social media. Multiple studies conducted on this subject indicate that increasing number of adults are utilizing social networks as channels to find, receive, and communicate information about products and services that they use. Further, social media usage often translates into purchases as shown in the following 2013 study.
(Courtesy of Vision Critical)
So in plain terms, if you are not plugged into social media, you are missing out on prospects. Supplement to a marketing plan, it is prudent for any company for any company to have a social strategy in place purposed to enhance internal communication, connect with prospects on social networks, and ultimately convert prospects into long-term customers.
All this is encapsulated in one phrase, “Social CRM” which is the term used to describe the leveraging of CRM with social elements to enable businesses to connect customer conversations and relationships from social networking sites in to the CRM process.
In what Microsoft has termed as suite of tools to help your company to get connected to the social conversation, the following platforms in Dynamics CRM will enable your business to, “spot new opportunities and respond to competitive threats with precision”, enhance marketing through social insights and provide customer care teams to better understand customers and to make interactions more meaningful.
Microsoft Social Listening
Microsoft define social listening as a “powerful new service that your organization can use to monitor social media channels like Facebook and Twitter.” Companies can also use this feature to “track products, brands, competitors, and campaigns globally and in real time to gain a true understanding of your customers and your business across the social web.”
Microsoft’s acquisition of Yammer, a Private Social Network that brings together people, conversations, content, and business data in a single location. The integration of Yammer to Dynamics CRM 2013 delivers an impressive internal social network to help your employees to stay on top of it all. The Yammer license in not included with the CRM license, so extra costs may apply. However, for customers using SharePoint Online or Office 365 they may already have access rights to Yammer which is included those offerings.
By Murray Fife in Dynamics AX on Monday, April 7th, 2014
We are only days away from the official launch of the R3 Release of Dynamics AX, and it is chock full of new functionality. Everyone has been talking about the new Warehouse and Transportation Management functions that are included in this new release, but that’s not the half of it. There is so much more that you should be looking forward to, and here is a quick review of some of the other features that you should watch out for.
Customer Service & Retail
There are a whole slew of new features that you should be watching out for with regards to customer service, and although they are labeled as Retail enhancements, everyone should be able to take advantage of them. The new Call Center area page is one of my most favorite features because it has new features for the customer service people to make their life so much easier. It includes new functionality like:
- Order Holds – Allowing you to place orders on user definable holds that can remove or retain inventory reservations. So if an order is marked as fraudulent then it may be immediately suspended and send to the Fraud department, or if the customer just wants you to hold off on processing the order until they confirm the details then you can suspend the transaction until they drop you a note to release it, or if the customer is placed on credit hold then they can have their orders suspended, and then release all inventory commitments until they pay their bills. And all of this is managed through a new nifty Credit holds Workbench.
- Customer Service – Another new screen that you will probably want to take advantage of right away is the Customer Service Workbench. This is a new screen that the Customer Service group can use when working with customers because it allows the users to search quickly for customer account information using keywords like the phone number, email address, customer account etc.
Additionally though this screen becomes a one stop shop for the customer service representative to see all of the information relating to the customer including all of their past sales orders, invoices, and also archived orders. So when the customer calls up then you immediately can just click on their transactions and start helping them.
- Coupons & Gift Cards – Now you can also track coupons and gift cards against customers through loyalty programs. You don’t have to be a mass retailer to take advantage of these features either, because this makes the tracking of balances a synch.
Supply Chain Management
There are a lot of new features within the operations side of the application as well that you will probably want to take advantage of as well that will make your life just a little bit easier. One of the cooler features is the inbuilt statistical forecasting that has been lacking for a while within Dynamics AX.
- Forecast Management Through Excel – There is now a function in Dynamics AX that will create forecasts for you based on statistical models and then allow you to update the models using pivot tables within Excel. This allows you to slice and dice your forecasts every which way you can think of, aggregate and update the values through excel, and then publish them back to Dynamics AX as forecasts. This is a much easier way to update forecasts than what I used to do through the Excel Add-In.
The procurement module has a few extra bells and whistles as well that will be useful for everyone. One area that I am particularly excited about is within the Request For Quotation area of Dynamics AX.
- RFQ Ranking – Now you are able to rank responses based on the evaluation criteria that you can record against your vendors. This makes the rating system within Dynamics even more useful because it integrates directly into the selection process.
- Open Registration – A new feature that is also part of the vendor portal is the ability for the vendors to respond to RFQ’s even if they have not been explicitly invited to respond to your solicitation. That way, you can let the vendors search through their vendor portal for RFQ’s that they want to respond to and you can just wait for the offers to roll on in.
Another new area within Dynamics AX is the Trade Management area. This is a very cool addition to Dynamics AX and improves the pricing capabilities to include Rebates and Allowances. In addition it includes features like the deduction management and reconciliation.
- Deductions Management Workbench – One of the major headaches for the Accounts Receivable department is probably handling deductions from the customer payments, and also reconciling them back to promotions and agreements. This is made a lot easier through the Deductions Management and the Deductions Management workbench. Now when cash is received, the user is able just to write off any remaining dollar amounts as a deduction, clearing the invoice through the deduction offset, and then the deduction is moved to a deduction workbench. From there, the deduction may be investigated, and then wither approved, denied, or split into multiple deductions for analysis. If the deductions are valid and can be lined to trade promotions then you can do that from here as well.
These are far from an exhaustive list of all the new features that you should look out for within the R3 release, but they are some of the exciting ones that you can take advantage of right now.
Drop me a note with your favorite additions while you explore the R3 release yourself. I would love to hear them.
By Amy Walsh in Dynamics GP on Friday, April 4th, 2014
In Dynamics GP 2013 the Inventory “Reason Code” functionality was introduced. Reason Codes are used to identify causes and cost associated with inventory adjustments, variances and transfers. As well as can allow you to default a GL Account associated with the Reason Code. Read the rest of this entry »
By Kyle Knab in Blog, Dynamics CRM on Monday, March 31st, 2014
A cool new feature, and selling point, of Dynamics CRM 2013 is the business process flow (BPF). If you find yourself in the elevator with your boss, and have to pitch to him why you need CRM 2013 and BPFs before you get off at floor 3 and he continues to floor 50, you could use this statement:
“Business Process Flows in CRM 2013 give our CRM users a visual indicator of where they are in our company’s business processes and what needs to be done before moving forward in their current process, guiding them along the way with requirements and checkpoints.”
CRM 2013 comes with some useful BPFs out of the box, an opportunity to add even more Microsoft-provided BPFs out of the box, and the ability to create your own BPFs from scratch or by modifying existing BPFs.
Read the rest of this entry »
By Scott Tennant in Dynamics AX, Uncategorized on Thursday, March 27th, 2014
When customer service representatives are taking sales orders, whether that is over the phone, or at a conference or trade show, they need to have the most information about the customer, the products, and the sales opportunity as possible. Advanced Supply Chain Software makes a lot of changes to present information to the sales team during this process, with new KPIs (Key Performance Indicators) around the availability of products, new fields on sales order lines to give more pricing and discount information, and many more. The feature I will focus on today is the ability to view and associate Upsell/Downsell/Substitute products in the sales order process. Read the rest of this entry »
By Matt Alford in Dynamics AX, Trade and Logistics on Wednesday, March 19th, 2014
Directed putaway of inbound goods is a key feature in any good WMS. With AX 2012, you can accomplish this task without the added expense of a WMS. This functionality will allow AX to direct workers to putaway inbound pallets into areas of the warehouse based on the priority sequence you specify. To do this, we will utilize store areas, store zones and pallet transports. First let me give a brief explanation of store areas and store zones.
Read the rest of this entry »
By Jon Darling in Dynamics GP, System on Wednesday, February 26th, 2014
One of the most celebrated new features of Dynamics GP 2013 is the ability to utilize the standard Microsoft Windows print menu when you print reports instead of pre-selecting a default printer in GP Print Setup.
This may not seem like a big deal, but let’s say you want to use a dedicated printer for checks and a different one for your financial statements. Before, this would have required advance planning to select the printer before you ran the report, but with GP 2013 choosing the right printer is intuitive and instantaneous. This screenshot shows the new print window after selecting Print from the Trial Balance Detail print screen window. If you feel like you are wasting time choosing printers before the actual time you need to print, or if you’ve ever sent a P&L statement to your check printer by mistake, then you will appreciate this nifty feature.
Please contact firstname.lastname@example.org if you would like to talk about upgrading to Dynamics GP 2013. I.B.I.S. consultants are experts in GP upgrades and user training specific to GP 2013. We will help you make a seamless transition to the latest version and show you the new features of Dynamics GP 2013 that are relevant to how your business operates.
By Amy Walsh in Dynamics GP on Tuesday, February 25th, 2014
In Dynamics GP 2013 the Sales Order Processing Deposit functionality was introduced to capture customer deposits. This type of functionality eliminates the need to manually create, track and reverse customer deposits or pre-payments for goods and services.
Download process steps by clicking link: SOP Deposits
This functionality can be used with both Sales “Orders” and “Back Orders.” The deposit payment “types” that can be utilizied are; Cash Deposit, Check Deposit, Credit Card Deposit and Credit Card Payments. These types can be split on an Order or Back Order, for example, your customer pays by both check and credit card both amounts can be applied to the order. Journal entries are created when the Order or Back Order is saved to increase the Cash account and increase the Deposit account. A separate journal entry is created when the Order or Back Order is transferred to a Sales Invoice. This entry is used to decrease the Deposit account applying the amount to the Sales Invoice.
Read the rest of this entry »
By Mat Grisham in Business Intelligence, Dynamics AX, Dynamics GP, Reporting, Reporting and BI on Tuesday, February 4th, 2014
I’ve talked previously about how one can use MDX to create sophisticated cube sets in Excel, but I was recently stumped by a questions from one of my clients. The question seemed simple enough (“How do I create a cube set that includes all of my customers except one that I identify?”) but the best I could come up with on the spot was to calculate the total value and then subtract the value for the customer to be excluded. That’s a good answer when there’s just one value to be calculated, but is quite cumbersome when there is a whole sheet of values to be calculated using the same restriction. When that’s the case, it makes good sense to create a set within the workbook that can be reused for all the values. Thankfully, after some troubleshooting, I was able to successfully use the MDX EXCEPT function in my Excel CUBESET function and here’s how.
Read the rest of this entry »
By Scott Tennant in Dynamics AX, Trade and Logistics on Thursday, January 9th, 2014
Reservations in Dynamics AX is a powerful and important function of the inventory and sales process for any company when dealing with multiple warehouses and hundreds or orders coming in and out. This is why leveraging the Dynamics AX functionality for item reservation is pivotal for companies as a control, so that they don’t run into issues related to insufficient stock, or promising inventory to customers when you don’t have the inventory to fulfill the order. Setting up item reservations in the system can be a bit complicated because the system gives users so many different options, but understanding this setup can be an extremely valuable tool to build the model that users want for item reservation. Read the rest of this entry »
By Matt Alford in Dynamics AX, Trade and Logistics on Tuesday, January 7th, 2014
Dynamics AX Anywhere offers mobile solutions for various business processes that are standard to the Dynamics AX experience, particularly in the areas of trade and logistics, production, sales and retail. In the trade and logistics realm, this product offers the mobile flexibility companies, especially those without a WMS, need while maintaining any level of security required.
Within its Logistics module, AX Anywhere allows users to receive, transfer, count, adjust and pick goods from any mobile device. The beauty of it is that AX Anywhere has the flexibility of giving companies the option of having their users initiate any of these processes by scanning (or keying in) data, by selecting from a list (such as a list of shipments or products) or by working off of a user-created journal that directs the mobile user on exactly what products to count or move. To better explain these options, let’s look at the logistics functionality supported by AX Anywhere.
Read the rest of this entry »
By Kyle Andrich in AX Training, Dynamics AX, Getting Started with AX on Monday, December 30th, 2013
Craft beers, also known as microbrews, have become a big hit over the last 5-10 years, and I have definitely jumped on the bandwagon. In learning about formula management in AX, I couldn’t think of a better example to display my new found knowledge. This post will show how to setup step consumption, so when you open your own brewery, you can hit the ground running. Read the rest of this entry »
By Katie Zierhut in Dynamics AX, Dynamics AX Webinars, Webinar, Webinars on Thursday, December 19th, 2013
Attend this webinar to learn how to configure attribute based pricing in Microsoft Dynamics AX 2012.
Title: Configuring Attribute Based Pricing
Speaker: Scott Tennant, I.B.I.S. Associate Consultant