After tinkering here and there in SQL 2008 and not getting any joy, we set up another test user but this time did not include the . in the user name. (This particular customer has a policy where the user name is the same name as the domain name for a user, hence the . in the GP users name, see the red boxes)

The result…. no more errors. A real quirky issue.

What we have is an excel file which uses a pivot table to display the Price, Margin and GP% (Gross Profit Percentage) of Sales Documents. For this Pivot I choose to set the rows as “Item Classes”, and I used the Excel “Slicer Tool” to select the customers.

I am able to select different customers in the slicer tool and review the numbers that appertain to that customer in reference to the Item Class Rows and Price,Margin and GP% Columns. In this next screenshot, this particular customer has only order products in one item class.

The Pivot will also show you when there are no records as in the example below.

This all took about 10 mins. to set up, execute and be fully functioning in my demo VPC machine. If you want to know more drop me a line.

In this screen the Red Box shows the date of when we can next reliably produce another 5 chairs based upon the components that are required for this Finished Good. The blue box shows us the date that we can “Promise” the customer that the required number (5) will be available. How is it that the Available Date is before the Manufacturing date? Well, we have a MO (MO0007) completing on 3/12/2011 and that is where the “Available to Promise”  date comes from.

ATP is a  great and powerful time saver inquiry for the team that uses it.  It’s easy to deploy and learn and provides that 30,000 ft birds eye view of how well you can keep your promises.

Business Portal 5.1 and Share Point Foundation 2010 gave a new pretty look to Executive Dashboards which is not available in 32 bit environment 

I am sharing some screen shorts for those who had not seen this combination yet. 

  Financial Dashboard in Executive Center

  Financial Dashboard Drill Down through Reporting Services  

  Inventory Dashboard

Sales Dashboards and Drill Through  

In the Middle East, customers spend over $20 million USD each year on ERP software, providing them with a streamlined work process, largely as a result of Microsoft’s tightly integrated software suites.  Like businesses in most western countries, Middle Eastern businesses rely on Microsoft products for office productivity, collaboration, communication, and many other benefits

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During our first meeting, one the requirements that was consistently mentioned many times was:

“We need Dashboard capabilities for quick view on cash, payables, and receivables”

Well Dynamics GP 2010 has capabilities that can fulfill this requirement.

We can see that there a 7 boxs of data. 4 boxs contain excel based charts and 3 boxs contain colum data from GP.

This example use the default “dummy data” that comes with all installations of GP and is been used here as an example. (It would be unethical of us if we were to show you a “real live” dashboard of another customer.

The example above uses “built in out of the box” data connections to the GP Data that resides inside SQL.

What that means is if you already use excel in your organization the you can extend the use of excel to include “Live” data out of GP 2010.

In a later post, we’ll explore some other dashboard options that are available with GP 2010.

Here’s a related Video that shows  how to publish Refreshable Excel Reports in Dynamics GP.

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Now with a little bit of work in the built in GP modifier tool, we can rename/hide and adjust any field names that appear in the form: Take a look at this simple localized customization for Pakistani Payroll Customers:

Notice, how simple cosmetic changes can bring a much more localized personel experience to your user.

As a policy, Axone Business Solutions, has a number of localized screen modifications which are offered to all our customers on a “no charge basis”.

The concept behind this simple flow chart is to illustrate the checks and balances that you could design into your Purchase Order and Cheque Signing processes.

 The green boxes represent GP functions and transactional entry screens. The red boxes represent “approval stages” in the process and the blue boxes represent some type of physical activity. Taking this further, the diagram demonstrates that, if desired, the cheque signing authority can literally sign Vendor related payment cheques blindly as no cheques can be presented without first going through each of the routines and tasks. The key features of GP 10 that can bring this all together are Workflows, Security, Roles and Integration. Let’s look at each of these features to see how it impacts this “PO to Cheque” process.

• Within GP,Workflows are the rules for an approval system. (Read more on the subject here)
• Security set up enforces who can do what on various documents and transactions. GP has a very sophisticated security model which can be tailored for groups of users or right down to an individual user. 
• Roles, introduced in GP 9.0, are a set of pre-defined configurable, screens, reports, tasks, business rules etc, that can be linked to users of the ERP application. GP contains 32 roles out of the box. EG. CFO, AP Clerk,Warehouse Manager, Bookkeeper etc.
• Integration. One of the key advantages that define an ERP is “Integration among different functional areas to ensure proper communication, productivity and efficiency and preserving data integrity in one shared database”

So, signing cheques blindly, maybe not for you. However, can GP support you if you wanted to yes it can.