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Dynamics GP DocAttach Webinar

Posted by Samantha DeLaire

May 21, 2019

SMB Suite is hosting a webinar covering the DocAttach feature available within Dynamics GP.

Christine Burbach, SMB Suite’s Sr. Dynamics GP Consultant, will lead the webinar.

Join us Thursday, May 23rd at 12:30pm CST

Register Here           

DocAttach is an out of the box tool available that allows users to add a variety of documents to either the Master records or to the transaction records within the Dynamics GP Application.  Since the release of the original DocAttach back in GP 2013 R2, there have been many improvements to the feature. 

This functionality allows documents to move within GP in a straight forward manner.  By “moving” through Dynamics GP, the document is attached to a record anywhere a card type item is used such as an Item, Vendor, or Customer. The attachments associated with that card type will be added as a reference in the new area where a card may be used.  This would include an Item, Vendor, and or Customer where a card item could be used.

Join us to learn why customers love using DocAttach’s new features!

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Topics: Dynamics GP, DocAttach

EDI Solutions for your ERP - Webinar by Data Masons

Posted by Samantha DeLaire

May 2, 2019

Please join us for a distribution webinar series focused on solutions that help automate your company’s quote to cash processes. 

Integrated with your ERP & CRM, the enhancement solutions presented will cover CPQ (configure, price quote), warehouse management and EDI as it relates to streamlining your business processes.

We are inviting you to join our 3rd live webinar today, May 2nd to review Data Mason’s EDI solution.  We will cover Fulfillment, Invoicing and Automatic Shipment Notifications integrated with your ERP.

 

EDI by Data Masons – 3rd Webinar of 3 Part Distribution Series

Register Here!

https://attendee.gotowebinar.com/register/5981850528312540419

Thursday, May 2, 2019 at 2pm CST

 

 

1st Webinar:

 

CPQ by Vendavo

 

CPQ Webinar Recording

 

2nd Webinar:

 

Warehouse Management by WithoutWire Inventory Sciences

 

Without Wire Inventory Sciences Recording

 

 

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Topics: EDI, Disribution, ERP Integration

Secure Your Business - Managed IT Security Services Webinar

Posted by Samantha DeLaire

Apr 5, 2019

SMB Suite is hosting a webinar covering dedicated IT services provided by SMB Suite designed to empower your business.

 

Alan McAulay, SMB Suite’s Managed IT Services Director, will lead the second webinar as a part of a Managed IT Services series.

 

Join us for a Lunch & Learn Webinar, focused on SECURITY Services.

 

Wednesday, April 17th at 12:30pm CST

 

Register Today!

 

Agenda:

 

    • What are Managed IT Services?
    • Strengthen Security of Your Network, Devices and Data
    • Manage and Protect
      • Network
      • Servers/Applications
      • Desktops/ Devises
      • Users
      • Data
    • Security Compliance
      • Data Encryption
      • Intrusion Detection and Prevention
      • Security Information and Event Management

 

Dedicated IT Services Designed to Help You:

 

    • Improve Operational Management
    • Increase Efficiency
    • Strengthen Security of Your Network, Devices and Data
    • Budget Optimization – Flat Monthly Fee
    • Provide Additional IT Knowledge and Skills 
    • Vendor Management
    • Single Point of Contact for all your IT needs

 

 

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Topics: cloud security, Managed IT Services

Need to know who entered a payables invoice in Dynamics GP?

Posted by Hope Ritson

Mar 4, 2019

If you have ever needed to supply documentation showing who entered a payables invoice in Dynamics GP, you know the frustration that the data in the open and history payables transactions tables updates this information to be the user who issued or applied a payment to the invoice.  You can join to the payables keys master table to obtain this information with the script below. 

  

select a.VCHRNMBR as VoucherNumber, a.VENDORID as VendorID, case a.DOCTYPE

 

     when 1 then 'Invoice'

 

     when 2 then 'Finance Charge'

 

     when 3 then 'Misc Charge'

 

     when 4 then 'Return'

 

     when 5 then 'Credit Memo'

 

     when 6 then 'Payment'

 

     end Document_Type,

 

a.DOCDATE as DocumentDate, a.DOCNUMBR as DocumentNumber, a.BACHNUMB as BatchNumber,

 

        case a.VOIDED

 

     when 0 then 'No'

 

     when 1 then 'Yes'

 

     end Voided,

 

a.POSTEDDT as DatePosted, a.PTDUSRID as PostedUser, a.MODIFDT as DateModified, a.MDFUSRID as ModifiedUser,

 

a.DOCAMNT as DocumentAmount,

 

a.PSTGDATE as GLPostingDate, z.USERID as OriginalUser

 

from PM20000 as a

 

join PM00400 as z

 

       on a.VCHRNMBR = z.CNTRLNUM

 

              and a.DOCTYPE = z.DOCTYPE

 

where a.PSTGDATE between '1/01/2018' and '12/30/2018'

 

and a.DOCTYPE <> 6

 

 

 

union

 

 

 

select a.VCHRNMBR as VoucherNumber, a.VENDORID as VendorID, case a.DOCTYPE

 

     when 1 then 'Invoice'

 

     when 2 then 'Finance Charge'

 

     when 3 then 'Misc Charge'

 

     when 4 then 'Return'

 

     when 5 then 'Credit Memo'

 

     when 6 then 'Payment'

 

     end Document_Type,

 

a.DOCDATE as DocumentDate, a.DOCNUMBR as DocumentNumber, a.BACHNUMB as BatchNumber,

 

        case a.VOIDED

 

     when 0 then 'No'

 

     when 1 then 'Yes'

 

     end Voided,

 

a.POSTEDDT as DatePosted, a.PTDUSRID as PostedUser, a.MODIFDT as DateModified, a.MDFUSRID as ModifiedUser,

 

a.DOCAMNT as DocumentAmount, a.PSTGDATE as GLPostingDate, z.USERID as OriginalUser

 

from PM30200 as a

 

join PM00400 as z

 

       on a.VCHRNMBR = z.CNTRLNUM

 

              and a.DOCTYPE = z.DOCTYPE

 

where a.PSTGDATE between '1/01/2018' and '12/30/2018'

 

and a.DOCTYPE <> 6


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Topics: cloud ERP, financial accounting, Microsoft Dynamics GP, business software

Dynamics GP Manuals Online & Resources Galore

Posted by Samantha DeLaire

Feb 27, 2019

Microsoft has been working to move Dynamics GP Manuals online, and will continue updating.

Access GP Online Manuals HERE

Current information includes sections for:

  • What’s New in version GP 2015 through GP 2018 R2
  • Financials, including General Ledger, Receivables, Payables, Fixed Assets, Bank Reconciliation, and Inter-company
  • Distribution, including Purchase Order and Sales Order
  • Payroll

The site also includes links to Additional Dynamics GP Resources:

  • Blog
    • Link to Dynamics GP Support and Services Blog to learn about tips and tricks
  • Knowledge Base
    • Link to Customer Source to find answers to common questions and Microsoft Training resources
  • Community
    • Link to Dynamics GP Community to exchange information with other customers and ask questions to other Dynamics GP users
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Topics: Microsoft Dynamics GP, support, resources

Submit your new feature wish list to the Dynamics GP development team!

Posted by Samantha DeLaire

Feb 25, 2019

Take your wish list straight to the Microsoft Dynamics GP application development team to recommend new features and enhancements to the product!

 

 

 

Here is your chance to provide your ideas directly to the Microsoft’s development team for improvements to be made within Dynamics GP.

 

 

 

Share your ideas and vote for future ideas on new development plans to enhance the Dynamics GP product.

 

 

 

Intelligent Edge will be playing more of a role in future releases, and there will also be features requested by customers and the wider community that will be implemented in the new version release, made available later this year.

 

 

 

Vote to log new suggestions now!

 

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Topics: Microsoft Dynamics GP, new features, Latest News

What's Included in Microsoft Dynamics 365 Business Central?

Posted by Samantha DeLaire

Feb 5, 2019

Dynamics 365 Business Central is an all-in-One Business Management Solution.

 

Business Central is designed specifically for organizations to:

  • Bring in and integrate business processes faster
  • Make decisions quicker
  • Connect with customers in real time

 

You can connect your financials, sales, service, and operations to streamline business processes, improve customer interactions and make better decisions.

 

It’s easy to approach and adapt and yet it’s full featured and very deep and rich.

 

The following functionality is included in Business Central, Essentials and Premium Licensing.

 

Essentials Licensing Functionality

 

Financial Management:

General Ledger

Account Schedules

Allocations

Bank Account Management

Bank Reconciliation

Basic XBRL

Budgets

Cash Flow Forecast

Check Writing

Consolidation

Deferrals

Electronic Payment/ Direct Deposits

Fixed Assets

Multiple Currencies

Payment Handling

Responsibility Centers

Unlimited Dimensions

 

Advanced Financial Management:

Cost Accounting

Intercompany Postings

 

Artificial Intelligence:

Cash Flow Forecast

Image Recognition

Inventory Forecast

Late Payment Prediction

Sales Forecast

 

Customer Relationship Management:

Business Inbox for Outlook

Campaign Management

Campaign Pricing

Contact Classification

Contact Management

Dynamics 365 Sales Integration

Email Logging

Interaction/ Document management

Opportunity Management

Relationship Management

Task Management

 

E-Services:

Document Exchange Service

Document Management, Document Capture    

Bank Feeds (US, CA, UK)

Microsoft Pay (credit cards & PayPal)

Online Map

Tax. Reg. No. Validation Service (EU)

 

Human Resource Management:

Basic Human Resources

 

Project Management:

Basic Resources

Capacity Management

Job Quotes

Multiple Costs

Project Management Jobs

Time Sheet

 

Supply Chain Management:

Alternative Older Addresses

Alternative Ship-To Addresses

Alternative Vendors

Assembly Management

Basic Inventory

Basic Payables

Basic Receivables

Calendars

Drop Shipments

Item Attributes

Item Budgets

Item Categories

Item Charges

Item Cross References

Item Substitutions

Item Tracking

Location Transfers

Multiple Locations

Order Promising

Purchase Invoicing

Purchase Line Discounting

Purchase Line Pricing

Purchase Order Management

Purchase Return Order Management

Requisition Management

Sales Invoice  Discounts

Sales Invoicing

Sales Line Discounting

Sales Line Pricing

Sales Order Management

Sales Return Order Management

Sales Tax/ VAT

Shipping Agents

Standard Cost Worksheet

Stock Keeping Unites

Vendor Catalogue Items

 

Warehouse Management and Inventory:

Auto mated Data Capture System

Bin Set-Up

Internal Picks and Put Aways

Pick

Warehouse Management Systems

Warehouse Receipt

Warehouse Shipments

 

Other:

Analysis Reports

Change Log

Embedded Power BI

Extended Text

Intrastat

Job Queue

Notifications (on-premise only)

Reason Codes

Unlimited Companies

User Management

User Tasks

Word Reporting/ Document Reporting

Workflow

 

Premium Licensing Functionality

Includes Essentials Functionality, plus...

 

Services Order Management:

Service Order Management

Service Price Management

Service Item Management

Service Contract Management

Planning and Dispatching

 

Manufacturing:

Production Orders

Production Bill of Materials

Version Management

Machine Centers

Basic Supply Planning

Demand Forecasting

Basic Capacity Planning

Finite Loading

Sales and Inventory Forecasting

Agile Manufacturing

 

Get your free assessment and Quote from SMB Suite today!

 

 

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Topics: Dynamics 365 Business Central

Lunch & Learn: Managed IT Services Webinar, led by SMB Suite

Posted by Samantha DeLaire

Jan 3, 2019

Due to client requests, SMB Suite has expanded its offering with Managed IT Services. 

Alan McAulay, SMB Suite’s Managed Services Director, will present a webinar covering dedicated IT services provided by SMB Suite designed to help your business. 

Join us for a Lunch & Learn Webinar.

Thursday, January 24th at 12:30pm CST:

Register Today!        

Agenda:

  • What are Managed Services?
  • Network and Internet Connectivity
  • Desktops and Devices
  • Licensing Evaluation
  • Phones 
  • Security
  • Backups and Disaster Recovery
  • Questions

Dedicated IT Services Designed to Help You:

  • Improve Operational Management
  • Increase Efficiency
  • Strengthen Security of Your Network, Devices and Data
  • Budget Optimization – Flat Monthly Fee
  • Provide Additional IT Knowledge and Skills 
  • Vendor Management
  • Single Point of Contact for all your IT needs

 

Read More

Topics: lunch and learn, Managed IT Services

Dynamics GP Year-End Premier Training

Posted by Samantha DeLaire

Dec 21, 2018

Don’t miss out on SMB Suite’s year-end training classes!

 

SMB Suite - Premier Services Training

  • Free for Premier Service Customers who receive unlimited Help Desk Support
  • $100 for Non-Premier Service Customers

Up to 25 attendees can attend the GoToWebinar, reserve your seat now! No limit on number of attendees per customer.

Premier Service Training Schedule

 

Best Practices - Year End Close Process

  • Recommended Order to Close Modules
  • Steps prior to closing the module
  • What does the close process do

Best Practices – 1099 Year End Process

  • Vendor Setup
  • Transaction Processing
  • Editing 1099 Information
  • 1099 Printing

 

Read More

Topics: Microsoft Dynamics GP, Dynamics GP, tips and tricks, GP 2018 R2, year-end

Microsoft Dynamics GP 2018 R2 Tips!

Posted by Samantha DeLaire

Nov 7, 2018

In the newly released version of GP 2018 R2, there are new features available to help you save time and your sanity!

 

Post Through – Transaction Level Posting

  • Super helpful for SOP transactions
  • You can select to allow for transaction level posting and post through General Ledger files

 

No More Hanging Batches

 

Default AP Checkbook on Payments!

  • Setting default checkbook
  • Purchasing -> Setup -> Payables

 

It Defaults on AP Batches!

 

Default Recurring Batches – Last Day

  • Monthly/ Bi-Monthly

 

Allow Partial Purchase in the PO that was initially made from a Purchase Requisition

 

Print and Email SOP document at the same time

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Topics: Microsoft Dynamics GP, Dynamics GP, tips and tricks, GP 2018 R2