Batches Part 3: Posting a Batch in Microsoft Dynamics GP

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

posting a batch

  • 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.

No need to worry, AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266 to get a free demo of 1 hour.

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Batches Part 4: Posting batches by series in Microsoft Dynamics GP

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

series posting

  • 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.

No need to worry, AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266 to get a free demo of 1 hour.

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How to Create Webstore Catalog from Microsoft Dynamics GP

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.

Catalog Categories in Dynamics GP

 

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.

Catalog Items in Dynamics GP

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

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266.

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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

Create 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

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266

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Integrate your eCommerce Webstore with your ERP System

Integrate your eCommerce Webstore with your ERP System

There is a change in the way customers now buy. And, there are also emerging advancements in Ecommerce & ERP systems. That is, technology has changed the way people conduct business over the years.

The industrialization process started in the 1930s. This changed the way people live and do business. The next major change came with the Communication revolution. That is, with the advent of the internet. This revolutionized the whole world.

The ever-increasing trend of online selling shows that the trend resonates with the people as the social trends are changing. The people are now experiencing a fast-paced lifestyle. Which causes a change in their previous patterns of shopping and consuming goods.

This creates a need for businesses to upgrade. Because long gone are the days when people used to wait in queues for the goods or services. The upgrade required is an online store or platform. That can give the customers whatever they want from wherever they want.

Benefits of ERP System: 

Benefits of ERP System Solution

Online selling – the new avenue for businesses to grow. Typically organizations start with an eCommerce store to meet the growing demand. Mostly demand from the customers to buy goods and services. For instance, in the comfort of their homes or workplace.

However, soon they find out that managing an eCommerce website is a big task. There is a constant need to add new items and remove the discontinued or out-of-stock items. After that, update images, change prices, manage product catalog, download orders for shipping purposes. Similarly, update the shipment information on the eCommerce website.

Above all, it is not only costly to maintain an online store in terms of the increased cost of payroll. In other words, it requires a person or team to keep an eye on the store and update it regularly. In addition, there is a huge risk of human error. This may lead to selling items at the wrong prices. Similarly, accepting orders when goods are not in stock, or putting wrong product information.

Security of ERP System:

E-Commerce Data Security of ERP System Solutions

All these costs can be avoided and risks mitigated. By using the most powerful tool that an organization has, its ERP system. The company’s ERP system has much of the information required by the website. In addition, it is also where the orders downloaded from the website are entered.

Integrating ERP solutions with your eCommerce solutions not only reduce the cost of extra staff. But also eliminate the costly mistakes and delays. Which can end up costing dearly to the organization.

In an ERP, integrated eCommerce system, the Product Catalog is maintained in the ERP system. Therefore, it allows you to move the product around without touching your website. Just add or remove items or reclassify them. Change prices and quantity discounts for customer groups, update available quantity, mark or temporarily remove the items, not in stock.

With an ERP, integrated eCommerce system like x2x eCommerce. You can integrate your shipping methods and payment gateways into your ERP system. Also download orders directly in your ERP solution and update the shipment information on the website. Just like you update the items description, quantities, images and specs, product catalog, and a lot more.

 

About x2x eCommerce

x2x eCommerce is an additional module developed for Dynamics GP. It extends the functionality of Dynamics GP to make it compatible with the eCommerce platform. You can integrate the enhanced Dynamics GP with the eCommerce solution. Thereby, eliminating the need to maintain the eCommerce store manually.

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x2x-eCommerce – more than just an ERP and eCommerce connector

Inventory, warehousing and disbursement systems

eCommerce Webstore

An ERP System is the backbone of every organization and eCommerce webstore. It is the extension of a company’s sales and ordering system. A gateway for the customer to reach the organization with their orders and inquiries. It makes sense to integrate eCommerce webstore and ERP systems. After all, these systems share a significant amount of information among them.

x2x eCommerce

check out our expert ecommerce webstore and erp platforms integration suites!

x2x eCommerce offers both accounting and e-commerce integrations for your business. By implementing our services, you will be able to manage your business more effectively than before. The integration solutions offered by x2x eCommerce are much easier to use. And also quicker to implement when compared to other integrations. Above all, your employees will need minimum training as x2x eCommerce uses an easy-to-use interface in the integrations. You can leave the automation of your daily processes to x2x eCommerce. Therefore, focus on increasing your company’s profit.

The e-commerce integration service integrates with top-of-the-line ERP and POS solutions. It provides hassle-free management of your e-commerce business. x2x eCommerce’s integration solution creates a 2-way synchronization between the ERP system and the POS solution. You are offered a wide range of integrations. Some of them are Dynamics 365 BC – Magento, Dynamics 365 BC – Shopify, RMH – Magento, and RMH – Shopify. Integrate your ERP and POS systems with reliability and credibility. Easily integrate your ERP system with your accounting software with the help of x2x eCommerce. The integration helps prepare your daily journal entries, post accounts payable, and credits memos to vendors. In addition, you can also keep track of the value of your inventory.

x2x eCommerce provides seamless integration into accounting software. This allows your bookkeeper to see journals and transactions beforehand. You also have the opportunity to automate the accounting tasks.  As a result, you simplify your business processes. By integrating two software, you are taking a step ahead of your competitors. As you will have advanced reporting systems in place to inform you about your business performance. Microsoft’s Business Central is such an ERP system for small and medium-sized businesses. It helps in automating and streamlining the business processes. Similarly, it also helps in managing the business.

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What is unique about X2X-eCommerce?

Unique about x2x eCommerce ERP Solutions

The Omnichannel Solution – X2X

X2X eCommerce is a comprehensive Omnichannel Solution. It uses the power of Magento eCommerce and Microsoft Dynamics GP. Both of them are market leaders in their respective fields. It is the ideal mix of function, affordability, and power of both programs. This solution will take your business to new heights by connecting such software.

x2x eCommerce assists organizations to integrate their ERP & POS systems. Its suite of Microsoft Dynamics 365 integration solutions is used to do this. Its e-commerce integration services offer best-in-class eCommerce software integrations. May your organization be a small business or a large enterprise. The e-commerce services are stable, consistent, and affordable. Microsoft Dynamics 365 offers various ERP and CRM applications. Organizations that wish to manage their data in a more organized and efficient way can utilize it.

Integrations

The best omnichannel solution - x2x ecommerce

Integrations between ERP & POS systems open up capabilities on both sides of the operations. For instance, this includes inventory management and better decision-making capabilities. In addition, the customer interaction side, such as online shopping, and more sophisticated accounting and management. Above all, x2x eCommerce integrations enable a brick and mortar store to integrate their entire inventory with online channels and manage it with ease. Similarly, e-commerce integration of an ERP system with a POS system unifies in-store and online operations.

x2x eCommerce empowers organizations to deliver a seamless customer experience. You can achieve this by automating your e-commerce platform. In addition, they help you transform your business and establish your leadership in today’s retail environment. By working with x2x, you are presented with the golden opportunity of increasing your sales exponentially. Above all, x2x eCommerce also grows as a company when it is able to produce overwhelming results for its clients. Deploying these integrations will make your order fulfillment process much faster and productive. After that, the reports generated will give you several insights. As a result, you will make better-informed decisions. In conclusion, your organization will leap to much greater heights. All with a simple, yet powerful integration service.

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