Module: Service Call Management and Depot Management

Why this feature is cool!

The new Service integration to Payroll benefits Payroll users as well as Service users!

• Capture the employee’s actual cost on Service Labor
• Create Payroll transactions from Labor entries in Service

This exciting feature allows you to map a technician to an employee and optionally utilize the employee’s paycode rates to populate the cost for Service Labor or Depot Labor transactions.  In addition, you can specify Service Work Types as ‘post to payroll’ and link them to existing paycodes in payroll.  Each of the labor types in Service can have a default work type (travel, standard, overtime, etc.), but these may be overridden at any labor posting line.  A new utility, “Post Service Labor to Payroll”,  will feed the labor entries captured on Service labor, Indirect labor, and Depot labor into a Payroll Transaction batch.   Details of the labor posting can be viewed and edited from expansion windows available from Service and Depot.

This feature is great for Techs because they will not be required to submit timesheets separately as their labor entries captured on Service calls can be fed directly into Payroll.  It’s beneficial for accounting personnel who have traditionally had to enter time in for technicians for payroll purposes.

What does it look like?

Tools > Utilities > Project > Service Utilities > Post Labor To Payroll

The Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP has been available at no cost to GP users with a current Enhancement plan as well as an active CRM Software Assurance Plan since October of last year. 

The Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP is intended to be used in an implementation where Microsoft Dynamics CRM is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities. And where Microsoft Dynamics GP is used to perform accounting functions, manage your company’s chart of accounts, and maintain customer, vendor, item, employee, and other records.

Not sure how this Adapter could benefit your organization?  Read how Socius’ client, Divisions Inc., has integrated their Dynamics GP and CRM data to save thousands of hours annually, reduce risk and redundancy, and empower their employees to work more efficiently. 

The Adapter is currently only available for Microsoft Dynamics GP version 10.0 and Microsoft Dynamics CRM version 4.0.  It will also be available for the forthcoming release of GP 2010 (formerly known as GP 11.0) in May.  An Adapter is also in the works for CRM integration with Microsoft Dynamics AX and will be available later this year.

To learn more about the Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP contact Socius!

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Independence, OH 44131

What’s New in Microsoft Dynamics GP 2010? In short, a lot. In addition to functionalities to address specific needs around financial, human resources, payroll and operation management you will find new, out of the box integrations to other Microsoft products like Microsoft Word, Excel and SharePoint.

Functionalities that will help you include:

Speed planning and offer a clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges that allow access directly to Microsoft Dynamics GP.

Perform advanced analytics, such as what-if scenarios and predictive modeling and forecasting, in Excel by connecting built in SQL Server data mining tools with Microsoft Dynamics GP.

Reduce steps for routine tasks with enhanced workflow, including new workflows, integrated with Microsoft SharePoint workflow for onboarding employees, vendor approvals, and others.

REGISTER HERE

Other Sneak Peek Events

Cincinnati
May 5, 2010

Columbus
May 11, 2010

8800 Lyra Dr.
Polaris Center, Suite 400
Columbus, OH 43240

What’s New in Microsoft Dynamics GP 2010? In short, a lot. In addition to functionalities to address specific needs around financial, human resources, payroll and operation management you will find new, out of the box integrations to other Microsoft products like Microsoft Word, Excel and SharePoint.

Functionalities that will help you include:

Speed planning and offer a clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges that allow access directly to Microsoft Dynamics GP.

Perform advanced analytics, such as what-if scenarios and predictive modeling and forecasting, in Excel by connecting built in SQL Server data mining tools with Microsoft Dynamics GP.

Reduce steps for routine tasks with enhanced workflow, including new workflows, integrated with Microsoft SharePoint workflow for onboarding employees, vendor approvals, and others.

REGISTER HERE

Other Sneak Peek Events

Cincinnati
May 5, 2010

Cleveland
May 12, 2010

4605 Duke Blvd
Governors Pointe, Suite 800
Mason, OH 45040

What’s New in Microsoft Dynamics GP 2010? In short, a lot. In addition to functionalities to address specific needs around financial, human resources, payroll and operation management you will find new, out of the box integrations to other Microsoft products like Microsoft Word, Excel and SharePoint.

Functionalities that will help you include:

• Speed planning and offer a clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges that allow access directly to Microsoft Dynamics GP.
• Perform advanced analytics, such as what-if scenarios and predictive modeling and forecasting, in Excel by connecting built in SQL Server data mining tools with Microsoft Dynamics GP.
• Reduce steps for routine tasks with enhanced workflow, including new workflows, integrated with Microsoft SharePoint workflow for onboarding employees, vendor approvals, and others.

REGISTER HERE

Other Sneak Peek Events

Columbus
May 11, 2010

Cleveland
May 12, 2010

Why this feature is cool!

Building off the previous Microsoft Office Word Template feature of the day, this feature focuses on the maintenance aspect of the new Word form feature. With this feature you can:

• Allow users to assign Microsoft Office Word templates to a Report Writer report
• Enables users to assign templates to specific companies, customers, or vendors
• Direct integration with Microsoft Office Word to customize or create templates
• Offers user the option to create new templates or copy existing templates
• Enables users to assign a template that ships with Dynamics GP 2010 to their existing modified reports

What does it look like?

Navigation:  Reports>>Template Maintenance

Assign button:

Top 10 Reasons for Choosing Microsoft Dynamics GP

Microsoft Dynamics® GP is a comprehensive ERP solution that goes beyond basic business management and reporting to help your people—and your organization—work at peak performance. Designed for rapid implementation and ease of use, Microsoft Dynamics GP gives all your people fast, familiar ways to access and work with business information and processes, and it delivers ongoing innovation that can work for you now and into the future.

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Why are Sage solutions so popular? 

Maval Manufacturing, an Ohio Automotive Remanufacturing company, explains how they have used Sage MAS 90 manage their business successfully. 

Socius Helps Maval Manufacturing Steer the Road to Success

Maval Manufacturing is one of the country’s few remanufacturing facilities for automotive rack and pinion steering systems. It sells its rebuilt machinery to carmakers and large distributors. Another division of the company manufactures new steering system components and a third makes specialty items parts for on- and off-road performance vehicles. The company’s growth has remained consistent over the years as it continues to build a reputation for quality and design flexibility. For nearly a decade of its history, Maval Manufacturing has relied on Sage MAS 90 ERP and the talented consulting team at Socius to keep its operations firmly on track.

Maval Manufacturing Case Study Download

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1. Please register to download this Success Story

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The answer to all of the above is YES.  For more than one attachment, simply create additional memos.  One attachment per memo is allowed.  The sample below shows a PDF document being attached to a memo. 

Easy as 1-2-3!

1. Click the memo button beside the invoice field.
2. Enter a code and description. 
3. Attach the file.

By Alan Niergarth, a Sage ERP software consultant for Socius.