Microsoft Dynamics GP
Encyclopedia
Microsoft Dynamics GP is a mid-market business accounting software
or ERP Software package marketed in North and South America, UK and Ireland, the Middle East, Singapore, Australia and New Zealand. It is used in many additional countries with partner supported localisations. It uses either Microsoft SQL Server
2005 or 2008 to store data. It is one of four accounting packages acquired by Microsoft that now share the Microsoft Dynamics
Business Solutions brand. Dynamics GP is written in a language called Dexterity
.
The Dynamics GP product was originally developed by Great Plains Software, an independent company located in Fargo, North Dakota
, which was run by Doug Burgum. It was one of the first accounting packages in the USA that was designed and written to be multi-user and to run under Windows as 32 bit software. In late 2000, Microsoft
announced the purchase of Great Plains Software for $1.1 billion. This acquisition was completed in April 2001.
Prior versions were named Microsoft Great Plains and Microsoft Dynamics. Previous versions were compatible with Microsoft SQL Server
, Pervasive PSQL, Btrieve
, and earlier versions also used C-tree
, although after the buyout all new versions switched entirely to Microsoft SQL Server databases.
Previous versions of Microsoft Dynamics GP were available in two editions:
Microsoft announced a change to their licensing of Dynamics GP called Business Ready Licensing (BRL). This new licensing format applies only to new customers, existing customers can switch over to Business Ready Licensing, and is based as always on concurrent user licensing. The advantage to the new BRL is that customers now get every module included with the software, and only have to pay for each concurrent user in the system. To coincide with this licensing change, a fixed price offering has also been launched.
With Business Ready Licensing (BRL) Microsoft Dynamics GP is now available in two editions:
. The .MAC files are editable text files. Macro files are very different from the VBA files found in the Microsoft Office products. Dynamics GP macros cannot make decisions, but merely play back keystrokes recorded by a user. Microsoft Dynamics can also have VBA functionality attached to forms and reports to carry out decisions.
with Rows, Columns, Trees and Catalogs and the familiar user interface used by Microsoft Office applications.
Microsoft Enterprise Reporting: a system for automating data collection (from multiple sources) and reporting processes to control consolidations, budgeting and financial analysis.
Microsoft Forecaster
: extracts real-time data from General Ledger to create and manage accurate budgets and plans which can be shared across the management team via a Web-based interface. Easy to learn: has the look and feel of a spreadsheet.
Microsoft FRx
: applies a “building block” approach (row formats, column layouts and trees) to create with ease financial and management reports for instant use and rapid distribution. Reports can be based on any periods from the General Ledger and for unlimited budgets. Reports can be output to paper, drill-down viewer, e-mail, Excel, pdf or XML. Easy to create customized reports with appropriate access privileges. Microsoft FRx
is being migrated to Management Reporter for Microsoft Dynamics ERP.
Microsoft SQL Server Reporting Services
(SSRS): offers customizable reports for Financial, Sales, Purchasing and Manufacturing. Reports are run from Internet Explorer
and can be rich with charts and graphs for sharing across the organization or with designated suppliers or contractors. SSRS is often used to produce dashboard type charts for executive management.
SmartList Builder: easy to use, yet powerful query tool to output data (no matter where records reside) based on virtually any specified criteria into a user-friendly format for screen view, for print or for saving in Excel or Word
(auto-formatted). Combine and link data from up to 32 separate tables, including third-party dictionaries. Many common data-analysis functions are available in pre-configured SmartList objects that can be downloaded from Microsoft.
Crystal Reports
is widely used in building and designing reports with Microsoft Dynamics GP.
developers to create real-time, transactional connections between Microsoft Dynamics GP and other applications and expand potential for new features and functionality.
Integration: integrate and incorporate data with a high degree of safety, flexibility and speed from any source, even those not based on Microsoft platforms. Uses a mix of proprietary Microsoft technologies, such as Microsoft BizTalk Server, Component Object Model
(COM), the Microsoft .NET Framework, and Microsoft Message Queuing
(MSMQ); as well as industry-standard technologies such as Web services and XML.
Earlier versions of Great Plains were written in and dependent upon the Dexterity programming language
.
Advanced Picking: offers the capability to issue consolidated (bulk) picking lists across numerous orders for common items; it can meet multi-site needs. It adapts to warehouse layouts by tailoring picking routines. This module requires Advanced Distribution to run.
Available to Promise: maintain up-to-date information concerning stock availability, current and future, so that accurate commitments are made to customers.
Demand Planner: combines planning and forecasting functionality with an intuitive, easy-to-learn user interface to anticipate future demand and gain deep, multi-dimensional visibility into customer buying patterns. Excel Collaboration Plug-in allows for forecast information to be shared and for synchronization of demand management across organization.
Inventory Management: provides access to detailed inventory information from a central location, has easy to use stock analysis tools and flexible reporting capabilities, improves picking efficiency with multi-bin tracking and enables the creation of personalized pricing schemes to meet customer demands. Blends well with other GP modules, such as Sales Order Processing, Invoicing and General Ledger to streamline inventory and sales processes.
Order Management (for Business Portal): around-the-clock, security-enhanced access via an out-of-the-box, business-to-business portal which allows salespeople and customers to view, place and edit orders online, saving time and increasing accuracy of orders.
Purchase Order Processing: enter purchase transactions earlier in the cycle to better manage costs and improve efficiency. Complete purchasing audit control with comprehensive selection of reports to track and analyze purchase activity (full historical and performance reporting). Option to print or e-mail purchase order documents. Other features include Auto-Receive, Auto-Invoice, VAT tracking, facility to handle price and quantity variances, approvals option, commitment reporting. Integrates smoothly with Payables Management, General Ledger, Sales Order Processing and Inventory.
Requisition Management (for Business Portal): enter and approve requisitions online and automatically transfer orders to new or existing purchase orders in Dynamics GP Purchase Order Processing. Reduces paperwork, repetitive data entry and errors. Approval processes can be fully customized. Channel information to the right people through roles-based access.
Sales Order Processing: manages the whole sales process from A-Z: quote to order to invoice, and with pinpoint accuracy. Enter quotes, orders, back orders, invoices and returns from one central location without data re-entry to increase office productivity. Invoices are auto-generated. Customer Priority Ranking feature to quickly identify top customers, and distinguish prospects from customers. Customizable data entry, sales documents and sales process to accommodate an organization’s unique business needs. Has seamless integration with Inventory, Receivables Management and eCommerce modules.
Business Portal: A web-based information dissemination system where access is defined by user roles. Professional users can have full remote access data entry capability. A security-enhanced extranet deployment provides trusted customers and suppliers with access to selected data with the ability to customize their own pages.
Electronic Document Delivery (for Business Portal): enables scheduled e-mail delivery, according to defined rules, of electronic documents, such as Invoices, Credit Notes, Debit Notes, Finance Charges and Returns in various formats.
Key Performance Indicators (for Business Portal): roles-based to define and deliver personalized views of key business information via Web based portal.
Process Server: integrated with Dynamics GP to reduce the burden on client computers by moving heavy background tasks to process servers to eliminate costly slow-downs and delays.
Report Writer: tool to build reports from scratch or to use one of the hundreds of templates available in the system and customize for specific individuals or groups to achieve consistency in presentation across the entire organization. Flexible scheduling options available to publish reports at any time: immediately, on a recurring basis or selectively in a variety of file formats including HTML and PDF. Reports can be shared across the organization by posting them online for viewing via a Web browser with role-based security options.
System Manager: a tool to customize Dynamics GP to set up processes and role-based home pages or dashboards specific to business and employee needs. Creates queries against data or accesses more than 100 modifiable SmartList queries, exportable to Excel or Word. Streamline process set-up to provide audit information and maintain user accountability.
Extensible Web Services: uses Microsoft technologies, such as SQL Server, Visual Studio and .Net, as well as industry standards, such as Web Services and XML, to increase real-time data sharing and integrate business processes throughout the organization. The Web Services layer works with the Business Services layer to provide security, policy validations, defaulting, and exception management for consumers of the Web service. These two tiers interact with Business Logic and Persistence layer within eConnect to provide scalable and reliable integration solutions.
Security Management: manages user security quickly and effectively to protect the Dynamics GP system. Different security types can be assigned to fields through Dynamics GP using a single Explorer-style interface and security errors can be identified and fixed quickly using the interactive dialogs to help eliminate the need to change login user and minimize IT administration.
reports based on your company’s chart of accounts.Using Analytical Accounting, you can better assess your company’s accounts. You can also store information which cannot be computed in monetary terms such as
labour hours. You can enter detailed analysis information without resorting to segmental accounting. You can create budgets using analysis dimensions and compare your actual figures with budgeted figures.
Bank Reconciliation: customizable summary and detailed views of bank account balances and all transactions: cash, check and credit card. Tools available to sort and mark transactions to improve reconciliation capabilities.
Cash Flow Management: calendar-based interface to view and manage cash inflows and outflows to improve day-to-day financial planning. Big picture and full drill-down options available.
Collections Management: customizable interface enabling the user to enter and view all collections in one central point. Allows to target and follow up on overdue customers with automatic delivery and tracking of collection letters, e-mails, statements and invoices.
eBanking: an aid to reduce administration costs and manual input error as well as improve productivity and cash management in a security-enhanced environment. Routine accounting tasks are moved online and bank transactions are electronically enabled and reconciled. Transactions are applied to accounts when they occur rather than days or weeks later, such as BACS
payments or payment collections via Direct Debits or credit cards. Special feature verifies that sort codes and bank account numbers entered for suppliers and customers make sense.
eExpense Automated Expense Management: enables employees to create and submit expense reports via the Web at any time and from any location; features electronic receipt imaging.
Encumbrance Management: encumbrance accounting module specifically designed for Not for Profit and Public Sector organizations to ensure that actual expenditures and related commitments do not exceed available funds.
Fixed Asset Management: create, define and manage an unlimited number of assets. Features standard fields and up to 15 user-defined fields with graphical user interface. Numerous depreciation methods available to automate depreciation routines. Integration into General Ledger to post depreciation journals and into Payables Management to pull in purchase information to fixed assets. Location IDs to aid inventory management: matching actual with recorded location. Information-sharing enabled with standard and custom reports.
General Ledger: automates key accounting tasks to improve accuracy (includes automatic correction of posting errors) and streamlines budget planning and financial decision-making with reports and enquiry tools (features Excel wizard interface). Features up to 66 alphanumeric character codes, up to 10 segments and user-defined fields with 50 character descriptions.
Grant Management: tracks grants, demonstrates accountability and compliance and also assists with future funding applications. As grant transactions are entered, the Analytical Accounting module will automatically validate them against the budget.
Multi-currency Management: designed for multinational operations to more easily manage financial statistics and accounting operations involving multiple currencies and dealing with changing exchange rates.
Payables Management: control expenditure, control payments (check and BACS runs) with flexible selection criteria and track supplier documents and information. Features include unlimited addresses/contacts per supplier, discounts, min/max payments, holds, returns, debit/credit notes, auto-allocation, performance and history reports.
Receivables Management: tracks customer-related documents and information, controls cash, generates simple invoices as well as creates, prints and e-mails statements. Produces sophisticated debtor related reports at any point in time and performance reports including turnover, gross profit and payment days. Other features are flexible credit limits, unlimited address/contacts per customer, min/max payments and ability to handle insufficient funds, interest charges, debit/credit notes, returns, write-offs and auto-allocation.
HRM Self Service Suite: personalized, secure portals to review expenses, pay and benefits, personal profiles, attendance records, recruitment, promotion and training opportunities, enter holiday requests as well as share selected data across the organization. Reduces administration costs and eliminates need for paper.
Materials Requirements Planning (MRP): for greater accuracy and control in matching material flows and production to current projected demand. MRP is a key resource planning instrument to help reduce stock outages, drive down inventory costs and streamline the production process. Views can be in time format and with full drill-downs to source any MRP quantity.
Manufacturing Bill of Materials: ensure materials are where they should be, when they are needed. Gain tighter control of costs, locations and routings of materials, components and assemblies to maximize production efficiency and lower inventory costs. Features intuitive, graphical “tree views” of Bill of Materials for entry and inquiry.
Engineering Change Management: provides the means to collect, organize, validate and authorize process and component changes before they are released to the shop floor to ensure that they are strategically sound before they become orders.
Manufacturing Order Processing: tracks detailed production costs; manages work orders, routings, material requirements planning (MRP), work center definitions, work in progress (WIP), outsourced operations and production costings. Facility to “mass change” the status of multiple manufacturing orders at one time.
Quality Assurance: a tool to design and refine processes to test the quality of incoming raw materials to meet your manufacturing process. Flexible reporting to provide suppliers and customers with customized information on quality assurance testing and processes both quickly and accurately.
Sales Forecasting: allows you to create forecasts for a range of items or salespeople and to combine these forecasts into a master forecast. Integrates with Materials Requirements Planning module so that material requirements plans reflect existing sales forecasts and current sales orders. Create statistical forecasting and interactive simulation scenarios with integration into Demand Planner module.
Project Time & Expense (for Business Portal): facility to capture, review and approve project time and expense data/reports via the Web for prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses. Helps reduce paperwork and increases operational efficiency.
, which precludes single sign-on
in deployments where Active Directory could otherwise be used to authenticate Dynamics GP users, and necessitates maintenance of separate SQL Server user accounts
specifically for Dynamics GP. This has been overcome by some users with third party modules, such as Config AD.
Accounting software
Accounting software is application software that records and processes accounting transactions within functional modules such as accounts payable, accounts receivable, payroll, and trial balance. It functions as an accounting information system...
or ERP Software package marketed in North and South America, UK and Ireland, the Middle East, Singapore, Australia and New Zealand. It is used in many additional countries with partner supported localisations. It uses either Microsoft SQL Server
Microsoft SQL Server
Microsoft SQL Server is a relational database server, developed by Microsoft: It is a software product whose primary function is to store and retrieve data as requested by other software applications, be it those on the same computer or those running on another computer across a network...
2005 or 2008 to store data. It is one of four accounting packages acquired by Microsoft that now share the Microsoft Dynamics
Microsoft Dynamics
Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software applications developed by Microsoft. Microsoft Dynamics applications are delivered through a network of reselling partners who provide specialized services...
Business Solutions brand. Dynamics GP is written in a language called Dexterity
Dexterity programming language
The Dexterity programming language was designed in the early 1990s for the implementation of platform independent graphical accounting software. Dexterity itself is written in the C programming language . It was used in the development of Great Plains accounting software.Microsoft Business...
.
The Dynamics GP product was originally developed by Great Plains Software, an independent company located in Fargo, North Dakota
Fargo, North Dakota
Fargo is the largest city in the U.S. state of North Dakota and the county seat of Cass County. In 2010, its population was 105,549, and it had an estimated metropolitan population of 208,777...
, which was run by Doug Burgum. It was one of the first accounting packages in the USA that was designed and written to be multi-user and to run under Windows as 32 bit software. In late 2000, Microsoft
Microsoft
Microsoft Corporation is an American public multinational corporation headquartered in Redmond, Washington, USA that develops, manufactures, licenses, and supports a wide range of products and services predominantly related to computing through its various product divisions...
announced the purchase of Great Plains Software for $1.1 billion. This acquisition was completed in April 2001.
Versions
Dynamics GP 2010R2 is the latest version, and was released in April 2011. Dynamics GP 2010 was released in April 2010; whilst Microsoft Dynamics GP 10.0 was released in June 2007.Prior versions were named Microsoft Great Plains and Microsoft Dynamics. Previous versions were compatible with Microsoft SQL Server
Microsoft SQL Server
Microsoft SQL Server is a relational database server, developed by Microsoft: It is a software product whose primary function is to store and retrieve data as requested by other software applications, be it those on the same computer or those running on another computer across a network...
, Pervasive PSQL, Btrieve
Btrieve
Btrieve is a transactional database software product. It is based on Indexed Sequential Access Method , which is a way of storing data for fast retrieval...
, and earlier versions also used C-tree
C-tree
c-treeACE is a cross-platform database engine developed by FairCom Corporation. Software developers typically embed the c-treeACE engine within the applications that they create and then deploy the application and engine together as an integrated solution....
, although after the buyout all new versions switched entirely to Microsoft SQL Server databases.
Previous versions of Microsoft Dynamics GP were available in two editions:
- Standard: Up to 10 simultaneous users, and 500 payroll employees for each defined company.
- Professional: Unlimited users, additional user-level security options, consolidation tools, automatic purchase order generation, and more reporting/analysis options. In addition, Professional Edition includes additional manufacturing and field service modules.
Microsoft announced a change to their licensing of Dynamics GP called Business Ready Licensing (BRL). This new licensing format applies only to new customers, existing customers can switch over to Business Ready Licensing, and is based as always on concurrent user licensing. The advantage to the new BRL is that customers now get every module included with the software, and only have to pay for each concurrent user in the system. To coincide with this licensing change, a fixed price offering has also been launched.
With Business Ready Licensing (BRL) Microsoft Dynamics GP is now available in two editions:
- Business Essentials
- Advanced Management
Macros
Great Plains was one of the first accounting packages with capability to record and play back macros. Macros are saved in .MAC files in the Dexterity programming languageDexterity programming language
The Dexterity programming language was designed in the early 1990s for the implementation of platform independent graphical accounting software. Dexterity itself is written in the C programming language . It was used in the development of Great Plains accounting software.Microsoft Business...
. The .MAC files are editable text files. Macro files are very different from the VBA files found in the Microsoft Office products. Dynamics GP macros cannot make decisions, but merely play back keystrokes recorded by a user. Microsoft Dynamics can also have VBA functionality attached to forms and reports to carry out decisions.
Modules
Microsoft Dynamics GP is organized in Series, each of which contains several modules. The typical Series are Financial, Sales, Purchasing, Inventory, Project, Payroll, Manufacturing, Company and System. The latter two contain all the necessary modules to configure various company wide and system wide options. Each Series involves a full cycle of transactions for that particular Series, for example, the Sales Series implements the Quote to Cash process. In addition to the typical "out-of-the-box" modules, Microsoft's community of Independent Software Vendors (ISV) has developed a number of add-ons and verticals, all generally referred to as Third Party applications, which complement or enhance the existing functionality of the application. These are also written in Dexterity, and so look and function in the same way as Dynamics GP standard modules.Analytics
Management Reporter for Microsoft Dynamics ERP: a corporate performance management solution for the Microsoft Dynamics ERP systems allows easy creation and consolidation of financial statements using the same "building block" approach as used by Microsoft FRxMicrosoft FRx
Microsoft FRx is a software product used for financial reporting and analysis for small to mid-sized organizations. It is licensed as part of the Microsoft Dynamics ERP systems...
with Rows, Columns, Trees and Catalogs and the familiar user interface used by Microsoft Office applications.
Microsoft Enterprise Reporting: a system for automating data collection (from multiple sources) and reporting processes to control consolidations, budgeting and financial analysis.
Microsoft Forecaster
Microsoft Forecaster
Microsoft Forecaster is a software product used for organizational budgeting and planning. It is licensed as part of the Microsoft Dynamics product family. Microsoft Forecaster helps organizations replace spreadsheet based budgeting and planning by providing a database-centric approach that allows...
: extracts real-time data from General Ledger to create and manage accurate budgets and plans which can be shared across the management team via a Web-based interface. Easy to learn: has the look and feel of a spreadsheet.
Microsoft FRx
Microsoft FRx
Microsoft FRx is a software product used for financial reporting and analysis for small to mid-sized organizations. It is licensed as part of the Microsoft Dynamics ERP systems...
: applies a “building block” approach (row formats, column layouts and trees) to create with ease financial and management reports for instant use and rapid distribution. Reports can be based on any periods from the General Ledger and for unlimited budgets. Reports can be output to paper, drill-down viewer, e-mail, Excel, pdf or XML. Easy to create customized reports with appropriate access privileges. Microsoft FRx
Microsoft FRx
Microsoft FRx is a software product used for financial reporting and analysis for small to mid-sized organizations. It is licensed as part of the Microsoft Dynamics ERP systems...
is being migrated to Management Reporter for Microsoft Dynamics ERP.
Microsoft SQL Server Reporting Services
SQL Server Reporting Services
SQL Server Reporting Services is a server-based report generation software system from Microsoft. It can be used to prepare and deliver a variety of interactive and printed reports. It is administered via a web interface...
(SSRS): offers customizable reports for Financial, Sales, Purchasing and Manufacturing. Reports are run from Internet Explorer
Internet Explorer
Windows Internet Explorer is a series of graphical web browsers developed by Microsoft and included as part of the Microsoft Windows line of operating systems, starting in 1995. It was first released as part of the add-on package Plus! for Windows 95 that year...
and can be rich with charts and graphs for sharing across the organization or with designated suppliers or contractors. SSRS is often used to produce dashboard type charts for executive management.
SmartList Builder: easy to use, yet powerful query tool to output data (no matter where records reside) based on virtually any specified criteria into a user-friendly format for screen view, for print or for saving in Excel or Word
Microsoft Word
Microsoft Word is a word processor designed by Microsoft. It was first released in 1983 under the name Multi-Tool Word for Xenix systems. Subsequent versions were later written for several other platforms including IBM PCs running DOS , the Apple Macintosh , the AT&T Unix PC , Atari ST , SCO UNIX,...
(auto-formatted). Combine and link data from up to 32 separate tables, including third-party dictionaries. Many common data-analysis functions are available in pre-configured SmartList objects that can be downloaded from Microsoft.
Crystal Reports
Crystal Reports
-External links:*****Reviews:****...
is widely used in building and designing reports with Microsoft Dynamics GP.
Customization tools
Customization: comprehensive customization tools to enable .NET.NET Framework
The .NET Framework is a software framework that runs primarily on Microsoft Windows. It includes a large library and supports several programming languages which allows language interoperability...
developers to create real-time, transactional connections between Microsoft Dynamics GP and other applications and expand potential for new features and functionality.
Integration: integrate and incorporate data with a high degree of safety, flexibility and speed from any source, even those not based on Microsoft platforms. Uses a mix of proprietary Microsoft technologies, such as Microsoft BizTalk Server, Component Object Model
Component Object Model
Component Object Model is a binary-interface standard for software componentry introduced by Microsoft in 1993. It is used to enable interprocess communication and dynamic object creation in a large range of programming languages...
(COM), the Microsoft .NET Framework, and Microsoft Message Queuing
Microsoft Message Queuing
Microsoft Message Queuing or MSMQ is a Message Queue implementation developed by Microsoft and deployed in its Windows Server operating systems since Windows NT 4 and Windows 95. The latest Windows 7 also includes this component...
(MSMQ); as well as industry-standard technologies such as Web services and XML.
Earlier versions of Great Plains were written in and dependent upon the Dexterity programming language
Dexterity programming language
The Dexterity programming language was designed in the early 1990s for the implementation of platform independent graphical accounting software. Dexterity itself is written in the C programming language . It was used in the development of Great Plains accounting software.Microsoft Business...
.
Supply chain management
Advanced Distribution: A tool intended to streamline the distribution cycle, gain rapid access to accurate information (view inventory levels for specific items at a glance and get a snap-shot view of the supply chain cycle via Distribution SmartLists), reduce input errors and automate information-sharing through a configurable workflow, allowing the user to define up to 6 stages in the order-to-invoice cycle.Advanced Picking: offers the capability to issue consolidated (bulk) picking lists across numerous orders for common items; it can meet multi-site needs. It adapts to warehouse layouts by tailoring picking routines. This module requires Advanced Distribution to run.
Available to Promise: maintain up-to-date information concerning stock availability, current and future, so that accurate commitments are made to customers.
Demand Planner: combines planning and forecasting functionality with an intuitive, easy-to-learn user interface to anticipate future demand and gain deep, multi-dimensional visibility into customer buying patterns. Excel Collaboration Plug-in allows for forecast information to be shared and for synchronization of demand management across organization.
Inventory Management: provides access to detailed inventory information from a central location, has easy to use stock analysis tools and flexible reporting capabilities, improves picking efficiency with multi-bin tracking and enables the creation of personalized pricing schemes to meet customer demands. Blends well with other GP modules, such as Sales Order Processing, Invoicing and General Ledger to streamline inventory and sales processes.
Order Management (for Business Portal): around-the-clock, security-enhanced access via an out-of-the-box, business-to-business portal which allows salespeople and customers to view, place and edit orders online, saving time and increasing accuracy of orders.
Purchase Order Processing: enter purchase transactions earlier in the cycle to better manage costs and improve efficiency. Complete purchasing audit control with comprehensive selection of reports to track and analyze purchase activity (full historical and performance reporting). Option to print or e-mail purchase order documents. Other features include Auto-Receive, Auto-Invoice, VAT tracking, facility to handle price and quantity variances, approvals option, commitment reporting. Integrates smoothly with Payables Management, General Ledger, Sales Order Processing and Inventory.
Requisition Management (for Business Portal): enter and approve requisitions online and automatically transfer orders to new or existing purchase orders in Dynamics GP Purchase Order Processing. Reduces paperwork, repetitive data entry and errors. Approval processes can be fully customized. Channel information to the right people through roles-based access.
Sales Order Processing: manages the whole sales process from A-Z: quote to order to invoice, and with pinpoint accuracy. Enter quotes, orders, back orders, invoices and returns from one central location without data re-entry to increase office productivity. Invoices are auto-generated. Customer Priority Ranking feature to quickly identify top customers, and distinguish prospects from customers. Customizable data entry, sales documents and sales process to accommodate an organization’s unique business needs. Has seamless integration with Inventory, Receivables Management and eCommerce modules.
Foundation
Analysis Cubes: for Microsoft Office Excel is a core component of the GP financial system which leverages the power of SQL Server. It helps define and extract key data and features the Excel Pivot Table Generator to allow the user to “slice and dice” information, business portal KPIs and a tool to share and increase transparency of financial information via the Business Portal to improve Sarbanes-Oxley compliance.Business Portal: A web-based information dissemination system where access is defined by user roles. Professional users can have full remote access data entry capability. A security-enhanced extranet deployment provides trusted customers and suppliers with access to selected data with the ability to customize their own pages.
Electronic Document Delivery (for Business Portal): enables scheduled e-mail delivery, according to defined rules, of electronic documents, such as Invoices, Credit Notes, Debit Notes, Finance Charges and Returns in various formats.
Key Performance Indicators (for Business Portal): roles-based to define and deliver personalized views of key business information via Web based portal.
Process Server: integrated with Dynamics GP to reduce the burden on client computers by moving heavy background tasks to process servers to eliminate costly slow-downs and delays.
Report Writer: tool to build reports from scratch or to use one of the hundreds of templates available in the system and customize for specific individuals or groups to achieve consistency in presentation across the entire organization. Flexible scheduling options available to publish reports at any time: immediately, on a recurring basis or selectively in a variety of file formats including HTML and PDF. Reports can be shared across the organization by posting them online for viewing via a Web browser with role-based security options.
System Manager: a tool to customize Dynamics GP to set up processes and role-based home pages or dashboards specific to business and employee needs. Creates queries against data or accesses more than 100 modifiable SmartList queries, exportable to Excel or Word. Streamline process set-up to provide audit information and maintain user accountability.
Extensible Web Services: uses Microsoft technologies, such as SQL Server, Visual Studio and .Net, as well as industry standards, such as Web Services and XML, to increase real-time data sharing and integrate business processes throughout the organization. The Web Services layer works with the Business Services layer to provide security, policy validations, defaulting, and exception management for consumers of the Web service. These two tiers interact with Business Logic and Persistence layer within eConnect to provide scalable and reliable integration solutions.
Security Management: manages user security quickly and effectively to protect the Dynamics GP system. Different security types can be assigned to fields through Dynamics GP using a single Explorer-style interface and security errors can be identified and fixed quickly using the interactive dialogs to help eliminate the need to change login user and minimize IT administration.
Financial management
Analytical Accounting: Analytical Accounting is a tool that helps you to analyze, interpret, and createreports based on your company’s chart of accounts.Using Analytical Accounting, you can better assess your company’s accounts. You can also store information which cannot be computed in monetary terms such as
labour hours. You can enter detailed analysis information without resorting to segmental accounting. You can create budgets using analysis dimensions and compare your actual figures with budgeted figures.
Bank Reconciliation: customizable summary and detailed views of bank account balances and all transactions: cash, check and credit card. Tools available to sort and mark transactions to improve reconciliation capabilities.
Cash Flow Management: calendar-based interface to view and manage cash inflows and outflows to improve day-to-day financial planning. Big picture and full drill-down options available.
Collections Management: customizable interface enabling the user to enter and view all collections in one central point. Allows to target and follow up on overdue customers with automatic delivery and tracking of collection letters, e-mails, statements and invoices.
eBanking: an aid to reduce administration costs and manual input error as well as improve productivity and cash management in a security-enhanced environment. Routine accounting tasks are moved online and bank transactions are electronically enabled and reconciled. Transactions are applied to accounts when they occur rather than days or weeks later, such as BACS
BACS
Bacs Payment Schemes Limited is a United Kingdom scheme for the electronic processing of financial transactions. BACS direct debits and BACS direct credits are made using the BACS system...
payments or payment collections via Direct Debits or credit cards. Special feature verifies that sort codes and bank account numbers entered for suppliers and customers make sense.
eExpense Automated Expense Management: enables employees to create and submit expense reports via the Web at any time and from any location; features electronic receipt imaging.
Encumbrance Management: encumbrance accounting module specifically designed for Not for Profit and Public Sector organizations to ensure that actual expenditures and related commitments do not exceed available funds.
Fixed Asset Management: create, define and manage an unlimited number of assets. Features standard fields and up to 15 user-defined fields with graphical user interface. Numerous depreciation methods available to automate depreciation routines. Integration into General Ledger to post depreciation journals and into Payables Management to pull in purchase information to fixed assets. Location IDs to aid inventory management: matching actual with recorded location. Information-sharing enabled with standard and custom reports.
General Ledger: automates key accounting tasks to improve accuracy (includes automatic correction of posting errors) and streamlines budget planning and financial decision-making with reports and enquiry tools (features Excel wizard interface). Features up to 66 alphanumeric character codes, up to 10 segments and user-defined fields with 50 character descriptions.
Grant Management: tracks grants, demonstrates accountability and compliance and also assists with future funding applications. As grant transactions are entered, the Analytical Accounting module will automatically validate them against the budget.
Multi-currency Management: designed for multinational operations to more easily manage financial statistics and accounting operations involving multiple currencies and dealing with changing exchange rates.
Payables Management: control expenditure, control payments (check and BACS runs) with flexible selection criteria and track supplier documents and information. Features include unlimited addresses/contacts per supplier, discounts, min/max payments, holds, returns, debit/credit notes, auto-allocation, performance and history reports.
Receivables Management: tracks customer-related documents and information, controls cash, generates simple invoices as well as creates, prints and e-mails statements. Produces sophisticated debtor related reports at any point in time and performance reports including turnover, gross profit and payment days. Other features are flexible credit limits, unlimited address/contacts per customer, min/max payments and ability to handle insufficient funds, interest charges, debit/credit notes, returns, write-offs and auto-allocation.
Field service
Field Service Management: nine powerful elements within a single user interface to manage engineer service calls, preventive maintenance, contract administration. Data can be entered remotely. PDA and CRM integration. Web-based tools allow customers to resolve service issues themselves. Applies standard and customized reports. Many of the Field Service Management elements perform invoicing through the Sales Order Processing module.Human resource management
Human Resources: a module to build comprehensive records of employees to include attendance tracking, run “what if” scenarios with salary adjustment projections, access to numerous standard and customizable templates to streamline the recruitment process, standardize the process for performance reviews, facilitate information-sharing with seamless integration to GP payroll and general ledger applications.HRM Self Service Suite: personalized, secure portals to review expenses, pay and benefits, personal profiles, attendance records, recruitment, promotion and training opportunities, enter holiday requests as well as share selected data across the organization. Reduces administration costs and eliminates need for paper.
Manufacturing
Job Costing: captures and consolidates in one location all job costings as they occur to give manufacturers a comprehensive view of production profitability.Materials Requirements Planning (MRP): for greater accuracy and control in matching material flows and production to current projected demand. MRP is a key resource planning instrument to help reduce stock outages, drive down inventory costs and streamline the production process. Views can be in time format and with full drill-downs to source any MRP quantity.
Manufacturing Bill of Materials: ensure materials are where they should be, when they are needed. Gain tighter control of costs, locations and routings of materials, components and assemblies to maximize production efficiency and lower inventory costs. Features intuitive, graphical “tree views” of Bill of Materials for entry and inquiry.
Engineering Change Management: provides the means to collect, organize, validate and authorize process and component changes before they are released to the shop floor to ensure that they are strategically sound before they become orders.
Manufacturing Order Processing: tracks detailed production costs; manages work orders, routings, material requirements planning (MRP), work center definitions, work in progress (WIP), outsourced operations and production costings. Facility to “mass change” the status of multiple manufacturing orders at one time.
Quality Assurance: a tool to design and refine processes to test the quality of incoming raw materials to meet your manufacturing process. Flexible reporting to provide suppliers and customers with customized information on quality assurance testing and processes both quickly and accurately.
Sales Forecasting: allows you to create forecasts for a range of items or salespeople and to combine these forecasts into a master forecast. Integrates with Materials Requirements Planning module so that material requirements plans reflect existing sales forecasts and current sales orders. Create statistical forecasting and interactive simulation scenarios with integration into Demand Planner module.
Project accounting
Project Accounting: connects project activities with company financials and timelines so that projects get completed on time and within budget. Tracks unlimited contracts and projects. Has web-based time and expense entry, fixed or variable pricing, comprehensive revenue recognition methods, profitability and WIP reporting, budgets and forecasts, flexible categories.Project Time & Expense (for Business Portal): facility to capture, review and approve project time and expense data/reports via the Web for prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses. Helps reduce paperwork and increases operational efficiency.
Criticism
Microsoft Dynamics GP does not integrate with Microsoft Active DirectoryActive Directory
Active Directory is a directory service created by Microsoft for Windows domain networks. It is included in most Windows Server operating systems. Server computers on which Active Directory is running are called domain controllers....
, which precludes single sign-on
Single sign-on
Single sign-on is a property of access control of multiple related, but independent software systems. With this property a user logs in once and gains access to all systems without being prompted to log in again at each of them...
in deployments where Active Directory could otherwise be used to authenticate Dynamics GP users, and necessitates maintenance of separate SQL Server user accounts
User (computing)
A user is an agent, either a human agent or software agent, who uses a computer or network service. A user often has a user account and is identified by a username , screen name , nickname , or handle, which is derived from the identical Citizen's Band radio term.Users are...
specifically for Dynamics GP. This has been overcome by some users with third party modules, such as Config AD.
External links
- Microsoft Dynamics GP Official Website
- Microsoft Dynamics GP Official Blog - run by the Microsoft Dynamics GP Product Management & Marketing team
- Microsoft Dynamics GP Blog run by David Musgrave and the Microsoft GP Developer Support Team
- Microsoft Dynamics GP Blogs and Resources Directory with compilation of articles from Microsoft MVPs and experts
- Microsoft Dynamics GP news and Articles by Microsoft MVP