Batches Part 3: Posting a Batch in Microsoft Dynamics GP
Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the process easier. You can use batches to group similar transactions during data entry and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date.
Batch posting allows you to post a group of transactions simultaneously. The benefits of batch posting include easier usage and efficiency for entering large quantities of transactions and tracking transactions for audit purposes. Also, for consistency of process, we can even enter and post single transactions by batch.
To get the most benefit from batches, it is experts recommend to always print and review the Batch Edit Lists. You can avoid many posting interruptions simply by printing the Batch Edit List prior to posting and checking for errors. Most importantly, the Batch Edit List can be printed from any module’s Batch Entry window from the printer icon on the top right of the window.
Posting a batch
Use the Payables Batch Entry window to post a batch. Click Purchasing →Transaction →Batches
- Select Batch ID by clicking the lookup or magnifying glass.
- Check the posting date and currency ID.
- Verify the batch total under Actual.
- Click ‘Post’.
Posting makes transactions part of your company’s permanent records. Until they’re posted, transactions can be modified, voided, or deleted. Once we post it, they are not alterable, though you can enter correcting transactions.
Want to know more about batches in Microsoft Dynamics GP? Then visit us at Microsoft Dynamics GP – Great Plains.
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- Published in Add-on, Dynamics GP, Technology
Batches Part 4: Posting batches by series in Microsoft Dynamics GP
Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can use batches to group similar transactions during data entry and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date. The Series Posting window can save a lot of time because it allows you to post multiple batches for the series (ie: Financial, Sales, Purchasing, Inventory, etc.) you have selected.
Posting batches by series
Use the Purchasing Series Posting window to post Payables batches by series. In other words, series posting lets you post any batch that’s been entered in the Purchasing series. This makes posting easier and less time-consuming. Click Purchasing → Transaction→Series Post
- Click ‘All’ to view all the batches.
- Check the box next to the batches you would like to post or click ‘Mark All’ to mark all the batches.
- To verify what you have marked, click the radio button ‘Marked’ in the Display Batches section.
- Click ‘Post‘ and the batches will post.
The transactions in the batches update vendor summary information, tax records, and distribution accounts, and become part of the company’s permanent records. Your checkbook also is updated if you’re using Bank Reconciliation. Posting journals and distribution breakdown registers might appear for printing, depending on the options you selected in the Posting Setup window.
Want to know more about batches in Microsoft Dynamics GP? Then visit us at Microsoft Dynamics GP – Great Plains.
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- Published in Add-on, Dynamics GP, Technology
Scheduled Payments in Microsoft Dynamics GP
Scheduled Payments in Microsoft Dynamics GP enables greater automation and better accuracy in any company’s Accounts Payable (AP) Management.
You can choose the interest rate, payment frequency, and other information when you create a payment schedule, and you can create a payment schedule using any posted document. Payment schedules are created from documents. However, payment schedules may vary based on the vendor or the kind of goods or services that are being purchased. You can edit any information on unposted payment schedules, as well as the interest and number of payments for posted payment schedules.
When you create payment schedules, you select specific accounts to distribute the interest and principal portions between. The following chart shows what accounts to use and how they are debited and credited. Use the Payables Scheduled Payments Entry window to enter payment schedules. When you are creating a payment schedule, the information from the original invoice will appear in several fields in the window.
STEPS TO CREATE SCHEDULED PAYMENTS
- First, Open the Payables Scheduled Payments Entry window. (Transactions → Purchasing → Scheduled Payments)
- Enter a schedule number and description.
- Select the original document number. Default entries will appear in multiple fields in this window after you have selected a document.
- Verify the date in the Schedule Document Date field. The default entry comes from the original invoice and is the general ledger posting date.
- Enter the scheduled amount. The default entry in this field is the total schedule amount, and it is equal to the amount remaining on the original invoice.
- Mark either compound or simple interest. Enter the rate in the Schedule Interest Rate field. If you enter 1, the interest rate will be 1%. (Calculate simple interest from the first payment rather than the scheduled date. If the payment schedule is from an existing invoice, then calculate the interest from the date of the original invoice.)
- Enter the number of payments for the payment schedule.
- Enter or select the payment frequency. This field is to define how often the payments will be made.
- Select the dates, and verify and enter the accounts for the payment schedule. The default entries are from the original document.
- Choose Calculate to update the amount displayed in the Calculated Payment Amount field.
- Finally, Save to save the payment schedule or Post to post it.
If you are using vendor approval workflow, the vendor must have the workflow status of Approved or No Approval Needed before you can post.
If you post the transaction, the Payables Scheduled Payments Posting Journal, Payables Posting Journal, Distribution Breakdown Register – Detail, and Distribution Breakdown Register – Summary will print when you close the window.
For more information, please visit us at Microsoft Dynamics GP – Great Plains.
- Published in Add-on, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Technology
Microsoft Dynamics CRM Customization: Add custom Field
Microsoft Dynamics CRM Online is a customization-friendly Customer Relationship and marketing automation platform that allows for increased productivity and efficiency when dealing with prospects and existing clients. Above all, the main advantage of Microsoft Dynamics CRM is its extensive level of customization. It varies from simply changing the label of a single field, to completely custom-developed add-ons. In short, this enhances and extends the functionality of the system.
It is important to know what level of customization is required to achieve the required task. It is not feasible to heavily invest in a Custom-developed, fully-integrated add-on. As only a few customized fields and workflows from within CRM can do the job just as well.
In this example that I’m about to show you will demonstrate how to add a simple custom field to your Microsoft Dynamics CRM online environment. I will be adding a “Follow-up date” field to the Lead entity and will change the view to sort by the newly created field.
As we are making irreversible changes to the CRM system, we would need to create a backup of the system as it is now. Customizing the system will not compromise the data itself, however, modifications and changes to the forms and fields will be affected. Therefore, it is prudent to export the solution.
Please refer to our earlier blog post about exporting customizations in Microsoft Dynamics CRM. You can find it here.
Customization of fields
The following steps describe the process for creating a custom field and placing that field on a form.
- Open the personalization toolbar by selecting Options, and then Personalize this form.
- Click Insert and then Field.
- Select the region of the form where you want to expose the new field. As a result, the Insert fields dialog box will display a list of existing fields that can be inserted into the selected region of the form.
- Ensure that the field you are interested in does not already exist in the list. If it does, you can simply select that field in the list and click Insert.
- Click the Create new field button above the list to initiate the process of creating a custom field. Consequently, this will open the Create new field dialog box. If you do not see the Create new field button, you do not have the necessary permissions to use this feature.
- In the Create new field dialog box, enter the required information.
- If this is the only field that you need to create for this form, click Save. If you need to create additional fields, click Save and new and go back to step 7. Note that there is currently a limit of 20 custom fields per table.
- Leaving the Create new field dialog box will return you to the Insert fields dialog box. Any custom fields that were just added will be automatically marked in the field list to be inserted into the form.
- Click Insert to insert the marked fields into the selected region of the form.
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- Published in Add-on, Dynamics 365 BC, Microsoft 365, Technology
Microsoft Dynamics CRM: Export Customizations
It’s a good idea to have a backup of your CRM system’s “Solution”. A Solution is a repository of all customizations and modifications to all components within your organization. Components include entities, fields, relationships, forms, reports, processes, and other elements as well.
The Solutions feature can be used to export all unmanaged solution customizations such as modified forms, views, and mappings. Later, the solution customization can be imported to the same organization or a different organization.
For example, you can export a solution from an on-premises deployment of Dynamics 365 for Customer Engagement and then import it into a Dynamics 365 for Customer Engagement organization.
The Solutions feature is located in the Customization area of the Settings area in the Dynamics 365 for Customer Engagement web application. It is a good practice to export your customizations before you make changes. If there is any unexpected behavior, they should be imported back by the user.
Steps to Export Customizations
In order to export customizations in Microsoft Dynamics CRM, you need to export them from under Settings → Customization →Customize the System:
In order to export the solution, all customizations must be published first.
After that, there is an option to export system settings along with the solution. When you import the solution later, the settings are automatically applied to the system.
And there you are! The exported solution will appear as a .zip file. If you import it, you can easily restore the previous customizations. This will give you the chance to play around more freely.
Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you’ll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they’re ready. Best practices recommend that you proceed as follows:
- Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.
- Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.
- Test the customized solution on your sandbox until you’ve confirmed it’s working correctly.
- Export the custom solution from your sandbox and then Import it into your production environment.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
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- Published in Add-on, Dynamics 365 BC, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Technology
How to Create Payment Methods in Magento and Map them with Dynamics GP
A payment gateway is a key to securing an E-commerce business. So, selecting payment methods that are suitable for your business type deserves proper attention. In short, a wrong choice is going to be a disaster for your payment system. Moreover, a customer’s trust and loyalty depend on the payment processing system you offer.
Magento is a robust and powerful eCommerce solution. Being the market leader, Magento strives to remain at the top by adapting to the new development in the eCommerce sphere. In addition, the ability to interface with a variety of payment methods including credit and debit cards, bank transfers, etc. is one of the strengths of Magento.
CREATE PAYMENT METHODS IN MAGENTO
Go to Magento Admin Panel and to Configuration→Sales → Payment Methods. As a result, the system will display all the enabled payment methods on your Magento website. Select the payment methods that you want to use and configure them. However, if the payment method that you want to use doesn’t exist in the list, you may need to find the plugins developed by your payment service provider that interface with Magento eCommerce.
Steps to add a Custom Payment Method in Magento:
- Register Payment Module in Magento
- Declare Payment Module Name
- Add Payment Method Configuration Settings
- Add Default System Configuration Values
- Create Payment Method Model
- Configure Dependency Injection
- Add Payment Method Renderer
- Declare Payment Method Renderer
- Create Payment Method Template
- Show Payment Method in Checkout
MAPPING MAGENTO PAYMENT METHOD WITH DYNAMICS GP
Open the Payment Mapping window to see all the payment methods in Magento on this screen (see below) before the last time the automatic scheduler has updated the Magento data into GP. However, if you do not see the payment method that you are looking for, click on ‘Synchronize Default Values’ and ‘Start’. In conclusion, this will bring all the values defined in Magento to GP.
Select the Magento Payment method in the list and use the browser to select the corresponding GP Payment type. As a result, this will map the shipping method in Magento with the payment method in GP. You can also mark the create receipt button to generate the cash receipt for selected Payment types.
For more information, please visit us at Microsoft Dynamics GP – Great Plains.
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- Published in Add-on, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Magento, Technology
How to Create Webstore Catalog from Microsoft Dynamics GP
Webstore Catalog – Microsoft Dynamics GP
One of the essential requirements of any eCommerce solution is the creation of a catalog. We create catalogs for the purpose of grouping and categorizing similar items together. Catalogs make it easy for the site visitor to search and browse. It enables them to find the items they are looking for with the minimum number of clicks. x2x Connect e-commerce module for Dynamics GP allows you to create the web catalog from inside of GP. One has to create categories and subcategories under the e-commerce tab to do this. Each one of these categories and subcategories represents an individual catalog page on your e-commerce website catalog.
Adding Categories
To create a new category select a parent category and just type the name of the new category. We enter the required information and click save. After that, a new Catalogs page is created on your e-commerce website. You can also define the category name and description or link a video to one of the catalogs fields. Defining the Meta information will make the catalog page SEO friendly. At any point in time, you can include or exclude a catalogs page on your website by checking a box.
Assigning items to Catalog Pages
x2x Connect e-commerce module in GP enables you to manage your products and catalogs. You can assign every item with one or more pages in your catalogs. For example, you may have a camera on multiple catalog pages on your website including Digital Camera, Camcorder, and Electronics. Usually, all the items are shown on the ‘details’ page. But, only the main attractions are shown on the Category Header Catalogs. For example, a site may have 50 different cameras cataloged and shown under their respective heads. We mostly show only a few, most popular ones on the Camera page. The ability to assign an item to any catalogs page visually makes it very easy to make this happen. If you want to change items from the hot items page and put new ones, just check a few boxes.
The export and import features make this even easier. It allows you to export item catalog relationships to excel, assign items to the main or sub-catalogs, and import them back. At any point in time, you can add or remove any item from any catalog page from inside of GP with just a simple click.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
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- Published in Dynamics GP, Mobile, Technology
How to handle customer specific pricing in Magento from Dynamics GP
Customers viewing your Magento website have different needs depending on how they will ultimately use your products and/or services. Many of them are the end-users of the products. However, their purchase can be either personal or business-related. For example, a customer buys a printer for personal use. His needs and price range, however, will be different if the printer was for office use. Additionally, a deal on large quantities of a product, such as paper, is not attractive for customers. But, to someone making business-related purchases, it will be a very good deal.
x2x Connect
Having different price levels and quantity-based discount is a great strategy to retain existing customers and attract new ones. Magento eCommerce platform allows you to create different price levels and tiers for each specific customer group. In order to benefit from this feature, X2X connect is capable of importing the price level data between the Microsoft Dynamics GP and Magento.
Most organizations would not like to create an account for each customer who registers on their website. So, they would opt to only include the larger, commercial customers in their accounting records. The information of certain customers can be recorded into a generic customer account in Dynamics GP using X2X Connect. Thanks to this feature, non-commercial customers can benefit from price levels and quantity breaks as well.
Customer Specific Pricing in Magento
By default, Magento creates two customer groups. They are, ‘General’ for consumers registering at the website and ‘NOT LOGGED IN’ for those who prefer to checkout as Guests. We are recommending you create additional customer groups for each Price Level defined in GP. Your website will use this. Such as, ‘Retailers’ for resellers who will later sell the product to consumers, and ‘Wholesalers’ who will similarly sell the product to retailers and other intermediaries. While adding a new customer price with this Magento product price per customer module, you need to select a product by name or SKU, specify a quantity to apply the discount, set a new price, and choose its type. Also, the Custom price will be applied based on the dates you select.
Mapping Magento Customer Group with Dynamics GP
Open the General Mapping window and select the Price Level dropdown. You will see all the Customer groups defined in Magento before the automatic scheduler’s previous update of the Magento data. If you don’t see all the groups, click on ‘Synchronize Default Values’ and ‘Start’. This will bring all the values defined in Magento to GP.
Select the Magento Customer Group in the list and browse to select the corresponding GP price level. This will map the customer group in Magento with the price level in GP.
Conclusion
So, in conclusion, for each customer that is entitled to special pricing, you can create a unique Customer Group. You could then set the appropriate Group Prices. Depending on how many customers are getting completely unique pricing, this can get unwieldy at some point. It’s a best practice though since it’s Magento Open-Sources native functionality, which is why it is worth utilizing. The ecosystem provides different Magento prices per customer solutions suitable for businesses of all sizes. It covers everything from the basic functionality to the advanced feature sets. So, you can choose the B2B module that copes with your e-commerce needs. And then implement Magento customer-specific pricing in the way your business requires.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
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- Published in Dynamics GP, Mobile, Technology, Uncategorized
Batches Part 1: Create Batches in Microsoft Dynamics GP
Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can create batches to group similar transactions during data entry, and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date.
Create Batches
Use the Payables Batch Entry window to create a batch or group of transactions. As a result, you can create batches that you use just one-time or recurring batches for transactions you enter on a regular basis. Purchasing → Transaction→Batches
- Enter or select a batch ID. You can enter any alphanumeric set of characters. The maximum length of this field is 15 characters.
- Select the batch origin. The origin identifies the window that transactions for this batch will be entered in. Since batches can use only one origin, you can have several batches with the same name, but different origins.
- Enter a batch comment.
- Select a frequency if the origin is Payables Transaction Entry. Select Single Use for batches you enter and post only once.
- If this batch is a recurring batch, select the frequency to repost the transactions. Enter the number of times to repeat posting in the Recurring Posting field. Leave the Recurring Posting field as zero for an unlimited number of postings.
- Posting Date is the date when the transaction(s) will be posted to General Ledger. Select the default or change the date.
- Enter or select a checkbook ID.
- Enter currency information.
NOTE: If you’re using Multicurrency Management and you’re planning to enter transactions involving multiple currencies, select single-use. Since you can’t predict exchange rates for document dates, Multicurrency batches are single-use.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
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- Published in Add-on, Dynamics GP, Mobile, Technology, Uncategorized
How to setup customer specific pricing in Microsoft Dynamics RMS
Apart from standard item pricing, Microsoft Dynamics RMS allows defining three additional price levels for each item namely Price Level A, B, and C. In other words, using these additional price fields you can set up customer-specific pricing by assigning your customer to any of the prices levels.
For example for Item #15110 the standard price is $ 10.00, Price Level A is $9.00, Price Level B is $8.00 and Price Level C is $6.00. You assigned your customer David to Price Level C, whenever you sell Item #0001 to David the system will charge $6.00, as Price Level C is assigned to David.
Microsoft Dynamics RMS – Store Operations
Microsoft Dynamics RMS Store Operations is the front-line solution that processes transactions. Above all, it maintains customer information and tracks the inventory. This system integrates with popular accounting software such as Microsoft Dynamics GP and QuickBooks. It also has open standards which allow universal Windows import/export capabilities. The feature to set up customer-specific pricing also comes under this umbrella.
Customer-Specific Pricing and Promotions
- Set up a mix-and-match pricing structure, including pricing and percentage discounts.
- “Buy X, get Y” discount capability, including percentage discount.
- Set lot pricing (single, six-pack, case, etc.).
- Multiple price levels per customer can be set.
- Set mixed-case discounts.
- Discount from retail and mark up from cost.
- Set profit margin and price rounding rules.
- Similarly, set percent of discount.
- Put items on sale/promotion.
- Set up happy hours and sales schedules.
- Multiple tax rate tables (percent, base, cap), multiple sales tax.
- Define sales commission schedule.
Customer Management
- Drive increased sales with discount functionality, including mixed-case discounts.
- Track purchases by date, price, and quantity.
- Search by account information.
- Define different account types
- Enable Aged Receivables option.
- Look up, adjust, and track invoices for specific customer accounts
- Apply finance charges on accounts.
- Bill payments for net terms.
- Place limits on customer purchases for the specified time period.
- Utilize 15 user-defined fields for customer data, including birth date, driver’s license number, and resale permit number.
- Create customer accounts at the POS.
- Set up multiple shipping addresses per customer.
- Reprint customer statements and receipts.
- Generate mailing lists.
- Print accounts receivable aging report.
- Print account activities report.
Watch the video below.
Find out more about RMS Item Pricing
Operate more efficiently by automating the transactions between Microsoft Dynamics RMS and your ERP/accounting software. Therefore, stop worrying about your books and start focusing on selling more.
- Manage and Sync inventory information between your ERP and multiple stores.
- In addition, report daily sales transactions from all stores to your ERP.
- Above all, build customer profiles using Microsoft Dynamics RMS data and info from other systems.
- Manage item data and synchronize to all stores.
- Similarly, manage B2B sales in your brick and mortar stores.
- In conclusion, integrate Microsoft Dynamics RMS with NetSuite, Microsoft Dynamics (NAV, GP), or more.
For more information and tutorials on Microsoft Dynamics RMS visit our website
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- Published in Mobile, Retail Software (RMH), Technology
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