Dynamics GP includes the logical construct of class. Customers, vendors, and items can be organized into classes to facilitate data entry and reporting. Any customer can be assigned to a specific class and a class can have multiple customers in it. These are the main benefits of using classes for customers: For...
The Sales Order Processing module in Dynamics GP allows you to easily enter and track customer quotes, orders, and invoices. It is well integrated with the inventory, purchase order, receivables, and general ledger modules. You can also track back orders, make partial shipments from orders, and create purchase orders directly...
Here is a quick video showing how to process accounts receivable aging reports in Dynamics GP: Working with GP? You may also like this HOW-TO VIDEO: GP Budget Import and Export using Excel If you sell products and services to your customers on credit, you need to review your...
Accurately recording cash receipts in a timely manner is key control and customer service objective. The Cash Receipts function in Dynamics GP allows you to easily do this. The Cash Receipts screen allows you to accurately apply payments to outstanding customer invoices. You can make partial payment applications,...
Adding new customers in Dynamics GP is easy. I recommend using Customer Classes to organize customers, or at least use one to make data entry easier. The Customer Maintenance screen allows you to edit existing customer information, add new addresses, add new contacts, etc. The Customer record includes value defaults that...
The order to cash cycle is well controlled by Dynamics GP. There are standard workflows that a lot of people use. But the system also has the ability to customize the workflow so that you can use the elements you want, that best fit your business. To get...
The Lockbox Processing module in Dynamics GP allows you to take a file from your bank that has cash receipts information in it, and automatically create cash receipts in Dynamics GP. You can use this functionality whether you have a lockbox set up at your bank or not. Some companies use...
The Collections Management module can assist you in managing your accounts receivable, to improve cash flow and reduce delinquent accounts. The module includes features that allow you to easily and quickly respond to your customers' requests, and to document your collection efforts; so that your...
Dynamics GP allows you to easily track serialized items from receipt, through manufacturing, and out to your customers. This is especially helpful for maintaining a solid product recall program. A serialized item in GP cannot be moved without identifying the serial number of the item. This makes sure...
Some companies process hundreds of orders a day; orders for items that need to be drop shipped to their customers. If you have a high volume e-commerce site, you probably will find this useful. Dynamics GP makes it easy to process a larger number drop ship...
