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Real-world Business Intelligence with Microsoft Dynamics GP

You're reading from   Real-world Business Intelligence with Microsoft Dynamics GP Become an expert at preparing reports using Dynamics GP quickly and efficiently

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Product type Paperback
Published in May 2015
Publisher
ISBN-13 9781782177241
Length 364 pages
Edition 1st Edition
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Authors (2):
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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Belinda Allen Belinda Allen
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Belinda Allen
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Table of Contents (13) Chapters Close

Preface 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP? FREE CHAPTER 2. Business Intelligence for the General Ledger 3. Business Intelligence for Bank Reconciliation 4. Business Intelligence for Payables Management 5. Business Intelligence for Receivables Management 6. Business Intelligence for Sales Order Processing 7. More Business Intelligence on Sales Order Processing 8. Business Intelligence for Inventory Control 9. More Business Intelligence for Inventory Control 10. Business Intelligence for Purchase Order Processing 11. Miscellaneous Business Intelligence Index

Unapplied credits/payments, invoices on hold, and vendor holds

Too often we find that Microsoft Dynamics GP users are not using features such as holds and prepayments due to a concern that it creates complexity. In an attempt to achieve the same results as these features, these users simply wait to enter and/or post transactions and payments. This method works against the company and creates more work for the users.

Tip

To get Analytics and Business Intelligence, everything needs to be entered and posted every day! This is true for ALL modules, not just payables management.

Brief background of the company

Similar to Bank Reconciliation, every company has bills to pay, so this is for all companies.

Pain or goal defined

There are two pain points: the inability to easily see which invoices and/or vendors are on hold and which credit memos/returns or prepayments need to be applied.

Our goal is to create a simple dashboard that easily shows what needs to be applied and what is on hold, all in one...

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