Enhancements for Dynamics GP

Paradigm Technology Consulting has developed a number of product enhancements to complement Microsoft Dynamics GP. Our enhancements are designed to save you time, improve your productivity, enhance your decision-making capabilities and add significant value to your Microsoft Dynamics GP investment. PTC’s products will enhance and streamline: purchase controls with deposit handling, payment rules and vendor contact management; financial processes with robust allocations during entry, and work paper management; sales controls with line of business financial postings, line item notes, and chargeback management.

Contact our Sales Department for more information.

Aging Pivot Table Reports

Generate a PivotTable Report in Excel based on your AR or AP Trial Balance Report.

By using the basic functionality of Microsoft Dynamics GP Excel Reports and Microsoft Excel 2007 or higher, the Aging PivotTable Reports provide increased flexibility to analyze outstanding transactions in Accounts Receivable or Accounts Payable. Pivot Table drilldown capabilities allow users to view additional account information (such as the account contact person and phone number) directly in Excel without having to print other reports or look at other screens. Pivot Table filters enable users to tailor the report to a particular customer/vendor or receivables/payables control account number, among others. The aging calculation date can be adjusted for re-calculating the aging ranges. The Pivot Table is built to accommodate many different aging ranges for your company’s reporting needs. Percentages can be added to the bottom of the Pivot Table at the click of a button to calculate the breakdown of the amounts in each aging range. The final look of your Pivot Table can be modified in Excel to provide users with a print-ready report for your company’s internal reporting needs or for e-mailing to customers or vendors.

Why Use?

Use the built-in functionality of Microsoft Dynamics GP SmartLists and Microsoft Excel 2010 – tools you already own and are familiar with
Easily isolate AP or AR transactions for further review
Drilldowns to other account information directly in Excel
Use the PivotTable to generate customer-ready reports and internal reports
Recalculate the aging of your invoices and update your PivotTable report using the functionality in Excel
Multiple aging ranges are available

Download the Aging Pivot Table Reports literature

Allocation Schedule

Introducing flexible allocation methods for Dynamics GP users!

Do you want more flexibility in the allocation methods available in Dynamics GP?
Could you use allocation methods based on fixed amounts, percentages, and unit accounts to better allocate your payables, purchasing, and general ledger entries?
Do you have the same allocation schedules applied to multiple expense accounts but dread having to create multiple fixed allocation accounts in Dynamics GP to handle these transactions?
Do you avoid using fixed allocation accounts in Dynamics GP because you can’t lose track of the full invoice amount going to the initial account for audit purposes?

If your answer is YES to any of these, then Paradigm’s Allocation Schedule is here to rescue you. You can avoid creating numerous fixed allocation accounts and repeating the same allocation percentages by using Allocation Schedule to streamline your allocation management process. Enhance your allocation options by combining fixed amount based allocations and percentage based allocations until they are fully allocated. All allocations post into the initial user-entered posting account retaining a full audit trail of the total invoice amount before being distributed and posted according to the Allocation Schedule you set up.

Available in AP Distribution, Purchasing Distribution, and GL General Journal.

Why Use?

Saves time: Eliminates the need for multiple fixed allocation accounts with identical allocation percentages by allowing users to setup Allocation Schedules to apply directly to posting accounts in distribution entries.

Full audit trail: Maintains a full audit trail by posting the original pre-allocated amount to the original GL account. The Allocation Schedule then reverses and posts the amount to the appropriate GL accounts.

Streamlines Allocation Process: Streamlines the allocation process with use of flexible allocation schedules combining constant amounts, percentages and unit accounts to allocate expenses across multiple cost centers or other segments with the use of multiple segment overrides.

User Defined: Allocate each distribution account separately by user defined schedules.

Download the Allocation Schedule literature

BILL Bridge

Seamlessly integrate BILL payables data into Microsoft Dynamics GP using our innovative connector tool, Bill Bridge.

BILL has chosen to discontinue its support for the integration between Microsoft Dynamics GP and BILL. If you prefer not to or wish to avoid being compelled to, transition away from either of these systems, the BILL Bridge solution will enable you to maintain the use of both systems.

BILL Bridge leverages Dynamics GP eConnect to create a secure automated integration between BILL Accounts Payable and Dynamics GP. BILL Accounts Payable syncs effortlessly with Dynamics GP via BILL Bridge, ensuring real-time data synchronization between the systems. BILL Bridge ensures that any modifications made in one system will automatically reflect in the other, streamlining your operations and boosting your team’s productivity.

Connecting BILL with Microsoft Dynamics GP results in improved bill payment processes. BILL communicates directly with Dynamics GP, ensuring automatic updates for changes such as newly created bills or sent payments.

BILL Bridge will sync the following payables features:

VENDORS | BILLS | PAYMENTS | CREDIT MEMOS

Accounts Receivable sync will be made available in a future release of BILL Bridge.

Why Use?

Minimize the likelihood of manual input mistakes
Enhance operational effectiveness.
Accelerate account reconciliation

View the BILL Bridge website here for more information.

Download the BILL Bridge datasheet here.

Chargeback System

Is processing chargebacks a time consuming process? Do you lose track of why chargebacks were processed?

Streamline your chargeback process with Paradigm’s Chargeback System. Define your own chargeback reason codes and record them during transaction entry while capturing original payment information. Track reason codes and GL posting flows and maintain historical accuracy of the chargeback transaction in Microsoft Dynamics GP. Recording reason codes and whether the chargeback is allowed saves you entry time and allows you financial control over posting flows by assigning accounts to each code.

Why Use?

Improve customer relations by properly accounting for chargeback’s in the receivables process.
Save time by the efficient processing of customer chargeback’s.
Determine if the customer chargeback is allowed or flag for research or dispute.
Understand valuable trends, reduce costs, and inventory by tracking chargeback reasons and patterns.
Improves audit efficiency and capabilities.

Download the Chargeback System literature

GL Import with Analytical Accounting

The PTC GL Import with Analytical Accounting is a tool for importing General Ledger entries from Excel into Dynamics GP. The ability to include Analytical Accounting information in the import has been added as well.

Users can enter the information into an Excel template and then import the information directly into Microsoft Dynamics GP.

Multiple entries can be done at one time.

Why Use?

Pull Microsoft Excel data into GP General Ledger entries
Includes Analytical Accounting data
Users are familiar with Microsoft Excel layout

Download the GL Import with Analytical Accounting literature

iMIS Bridge

PTC’s iMIS Bridge allows user to easily transfer information from Advanced Solutions International’s iMIS Association Management into Microsoft Dynamics GP without having to purchase the iMIS GL Interface product.

Integrations from iMIS into Dynamics GP include General Ledger, Bank Reconciliation and Accounts Payable Refunds.

Why Use?

Consolidate postings into a single batch
Integrates into Dynamics GP:
General Ledger
Bank Reconciliation
Accounts Payable Refunds
Does not require the iMIS GL Interface Product
Eliminates rekeying of data into Dynamics GP

Download the iMIS Bridge literature

Lot Profitability Tracking

The Lot Profitability Tracking is an enhancement to Dynamics GP that acts as a repository for all revenue and expenses related to lots. This enhancement automatically captures lot costs on PO receiving (including landed costs), revenues on sales invoicing and inventory adjustments. Other costs are associated with a lot through a user entry window, which allows users to enter and edit miscellaneous expenses by cost type. A quick entry window provides a streamlined process to allocate warehouse storage invoices related to each lot.

Why Use?

Automatically captures revenue & expenses linked to lots in purchase order receiving (including landed costs) & sales invoicing and inventory adjustments
Ease of entering warehousing costs by lot
Ability to record additional costs against lot
Multiple reports including P&L by lot

Download the Lot Profitability Tracking literature

Order Acknowledgements

The PTC Order Acknowledgements module provides a mechanism for the automatic e-mailing of Order acknowledgements and Invoices from Microsoft Dynamics GP.

During the setup process, the administrator specifies when the acknowledgement e-mail is to be sent. The choices for orders are: Initial Order Save, Order Save/Update, and Enter OA Ship Date. The choices for invoices are: Invoice Save, Invoice Posting, and Transfer Order to Invoice. E-mails can be sent at various times in the order process. Separate “From” e-mail address are allowed during the setup process for Order and Invoice acknowledgements.

A salesperson can also be notified of a sale by means of a checkbox being ticked, they can receive a copy of the document generated once the process has been generated. Also available from the setup menu is the standard Dynamics GP Process Hold functionality, which can prevent sending of e-mail for any specific Process Hold functions.

Users have the ability to manually send out or resend orders or invoices as well and can easily view history of e-mails sent by clicking the expansion button next to the status to open the acknowledgement History window.

Why Use?

Automatically update customers when items are shipped
Automatically invoice customers when items are shipped
Increased communication between you and your customers
Save time by eliminating time-consuming manual entries

Download the Order Acknowledgements literature

POP Enhanced Posting Flows

The POP Enhanced Posting FlowsT enhancement for Microsoft Dynamics GP allows for the on-the-fly General Ledger Account Segment override when entering a Purchase Order.

Segment overrides are indicated at the header level and rolled down to PO line items and subsequent receiving documents Purchases distribution types. The posting accounts are immediately updated to reflect the proper segment overrides.

Why Use?

Track profitability: Easily track costs of Purchase Order transactions by lines of business.
Better transaction control: For each line of business, each account segment can by overridden to better control your transactions through to the General Ledger.

Download the POP Enhanced Posting Flows literature

POP Line Item Notes

Paradigm’s Purchase Order Processing (POP) Line Item Notes enhancement enables you to enter an extended note against an individual line item in POP Purchasing Transaction Entry.

Since the Line Item Note entry window can display immediately upon entry of a new item number on a Purchase Transaction line item, users can easily and quickly begin entering the line-specific information in the 32,000-character note field. This Line Item Note field is accessed by the user through Purchase Transaction Entry and the Line Item Notes can be viewed through Purchase Transaction Inquiry.

Why Use?

Centralized storage of all special notes and instructions.
You can CTRL N for quick pop-up of note field.
Print notes on all your purchasing documents using forms printer -can also be used in Report Writer with calculated fields.
Easily review your notes in history at any time using Dynamics GP Inquiry.

Download the POP Line Item Notes literature

POP User Defined Fields

Are you looking to include additional information on Purchase Orders.

The Purchase Order Processing User Defined Fields enhancement allows organizations to specify what information should be captured at the Purchase Order level. GP users can assign labels to these additional fields to facilitate the capture of this additional information. These 35 fields greatly expand the data that can be stored with a Purchase Order.

Why Use?

Streamlines purchase order process by allowing you to enter your user defined data when creating the
PO versus during the receiving process.
Increases the data you can enter and capture by adding:5 List Fields
- 15 Text Fields
- 5 Amount/Currency Fields
- 10 Date Fields
Saves data entry time by allowing you to create default values
Create useful reports from any of the user defined fields you create by using built in SmartList Designer

Download the POP User Defined Fields literature

SOP Enhanced Posting Flows

Simplified Line of Business Financial Reporting

Would you like to simplify your financial reporting on the separate lines of business in your organization?
Do you have multiple lines of business in your organization that makes sales posting flows difficult?

The SOP Enhanced Posting Flows enhancement for Microsoft Dynamics GP gives you the ability to post Sales Order Processing (SOP) line item transactions based on the Line of Business (LOB) assigned on a customer-by-customer basis. LOBs are setup with segment overrides and are mapped to item classes.

Each of your customers is assigned a LOB. As each line item in SOP entry is entered, a unique LOB/item class combination is created that maps to a certain account segment. The posting accounts are immediately updated to reflect the proper LOB and Distribution Type for the customer and the item class for each line item.

When the sales documents are posted, the proper General Ledger account numbers are already overridden and the GL reports will reflect the correct distributions.

Why Use?

Track profitability: Easily track profitability of Sales transactions by lines of business.
Increase distribution: Increase the GL account distribution flexibility with customer-specific and line item class-specific posting capabilities.
Automated tracking: Automate the tracking process by generating the proper General Ledger transactions during the SOP posting of invoice.
Better transaction control: For each line of business, each account segment can by overridden by Distribution Type to better control your transactions through to the General Ledger.

Download the SOP Enhanced Posting Flows literature

SOP Line Item Notes

Extend your note ability in Sales Order Processing

Introducing Paradigm’s Sales Order Processing (SOP) Line Item Notes and User Defined Fields enhancement that enables you to enter an extended note against an individual line item in SOP Sales Transaction Entry.

Since the Line Item Note entry window can display immediately upon entry of a new item number on a Sales Transaction line item, users can easily and quickly begin entering the line-specific information in the 32,000-character note field. This Line Item Note field is accessed by the user through Sales Transaction Entry and the Line Item Notes can be viewed through Sales Transaction Inquiry. Each Line Item Note entry window contains five (50 character) text user defined fields, five text user defined fields as well as five list user defined fields.

Line Item Notes are transferred with the Sales documents when they are transferred from Quotes to Orders to Invoices.

Why Use?

Centralized storage of all special notes and instructions.
Streamlined entry with automatic display (optional) of the Line Item Notes entry window upon entry of a new line item.
Print notes and user defined fields on all your sales documents including orders, invoices, picking sheets, and more using forms printer – can also be used in Report Writer with calculated fields.
Easily review your notes in history at any time using Dynamics GP Inquiry.

Download the SOP Line Item Notes literature

Vendor Address Contacts

Need to add additional contacts to a vendor record?

Simply stated, the Vendor Address Contacts enhancement allows users to add extra Contacts to a Vendor record in GP. Unlimited vendor contacts can be associated with each Vendor Address ID.

Why Use?

Increase the number of contacts with multiple contacts per address ID.
Eliminate the need to create multiple vendor address IDs to manage multiple contacts per vendor address.

Download the Vendor Address Contacts literature

Vendor Deposits

Eliminate Vendor Overpayment!

Do you have vendor pre-payment/retainer requests?
Do you need to issue a check request during PO entry?

Paradigm’s Vendor Deposits for Dynamics GP minimizes the risk of overpaying vendor invoices by tracking deposits to later apply to invoices. Vendor Deposits allows the user to record a prepayment with the purchase order and then deposit tracking is automatically handled without further user intervention. Open deposits are tracked and the user is prompted during invoice entry if a deposit exists and if it should be applied to the invoice ensuring vendors are not overpaid. Prepayments can be via credit card, manual payment, or computer check which initiates a check request transaction in the AP.

Why Use?

Automatic tracking in Accounts Payable and General Ledger
Automatic reminders of open deposits available to apply to invoices
Streamline the deposit process
Minimize the risk of overpayment
Easy access and full inquiry capabilities with built in vendor deposit audit trails
Easily review PO’s and deposits with built in Vendor ID, PO Number and Deposit Amount filters

Download the Vendor Deposits literature

Work Paper Checklist

Simplify your work paper reconciliations

The Work Paper Checklist enhancement simplifies your work paper reconciliation process by allowing Microsoft Dynamics GP (GP) users to assign account-by-account reconciliation tasks to other GP users. This enhancement provides an approval process for user-designated General Ledger account numbers, enabling Approvers the visibility to see entries that are pending their approval.

Notes and attachments can be added to each Work Paper record for Approvers and Reconcilers to share with each other.

GP tasks are automatically created on the Home Page of the Assignee to alert them of their reconciliation responsibilities. To facilitate the re-assignment process, deleting a Work Paper Checklist entry with an existing task will delete that linked GP task. Once a task is completed and reviewed, the account reconciliation record can be approved in GP.

Why Use?

Audit trails track assignments and approvals for account reconciliations.
Streamlines work paper management and centralizes work paper access.
Facilitate the reconciliation and approval process with work papers and notes that attach to each task.
Navigate through “Zoom” functionality directly from the Assignees Home Page tasks to the specific Work Paper record.
Multi-company support with company specific security.

Download the Work Paper Checklist literature

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