HOW DISTRIBUTION COMPANIES CAN

IMPROVE EFFICIENCY WITH GP

John DiLeo

Senior Implementation Specialist

johnd@calszone.com

HOW DISTRIBUTION COMPANIES CAN

IMPROVE EFFICIENCY WITH GP

• GP Moduleso Inventory Control

o Sales Order Processing

o Purchase Order Processing

o Extended Pricing

• Key Module Features

• GP2010 Enhancements for distribution

• Additional Options for GP Distribution

• ISV Options for Distribution

GP DISTRIBUTION FEATURES• Site Segment Substitution

• Provides the ability automatically track inventory, sales, and cogs based on designated GL segment for each site.

• Inventory In-Transit Transfers• Transfer inventory from one site to with a Via site until it reaches it’s destination

• Customer Item Numbers for your items• SOP Entry and Use Your Customers Items to enter their orders

• Vendors Item Numbers for your items• GP allows your item to be sourced from multiple vendors

• Multi Site and Multi Bin• Track inventory at the site level and if needed at the bin level

• Landed Cost• Know your true cost of Inventory

• Extended Pricing • Flexible pricing – supports B1G1’s

SITE SEGMENT SUBSTITUTIONSegment ID for SitesEnter or select the account segment to be used to make account numbers specific to a site. For example, if you’ve defined an account segment called “Department,” you might want to use that segment.The name of the account segment you specify here appears as the label in the Site Maintenance window, where you can enter an actual number to represent each site. For example, if you have a four-segment account number, Location-Department-Account-Subaccount, and you choose Department as the segment ID for sites in this window, then “Department” appears as the label for account segment ID in the Site Maintenance window. You can enter a segment number to represent each individual site, such as 1000. Then, when you sell an inventoried item from site 1000, that segment of the account number is substituted, which allows you to update your sales and inventory accounts by department.

INVENTORY – IN-TRANSIT TRANSFERS• Update an inventory transfer for source document parts and create an inventory transfer not

related to a source document.

• Track the dates when parts were requested and ordered.

• Transfer parts from different source documents going to the same site on the same transfer, and transfer parts from one warehouse to another.

• Access the Internet tracking pages for shipping services and reprint a packing slip using a Customized GP Link.

• Apply Landed Costs Groups and

Apply to Receipts of In-Transit

Transfers

• Print Picking Tickets and Packing Slips

ITEM NUMBERS

Customer Item Numbers• Lookup your items by your

customer’s item numbers

Vendor Item Numbers

• Multi-source items with their item #’s for your items

MULTI SITE AND MULTI BIN• Multiple bins in Inventory Control

• Use multiple bins to add a layer to item quantity tracking for items with the Sales Inventory or Discontinued item type. Besides tracking items within inventory sites, with multiple bins you can track item quantities in bins that reside within each site. Bin quantities are processed and displayed in the item’s base unit of measure.

LANDED COST• Use the Landed Cost Maintenance window to create a landed cost record—a combination of

vendor, currency, and rate type that are used to calculate the costs of getting items—especially items purchased from a foreign vendor—from the vendor to your business. For each landed cost record, you can select a vendor, currency and rate type. You can determine how the landed cost is calculated, and can select the accounts to be updated when items with landed costs are received.

EXTENDED PRICING• Equip your sales team to improve customer satisfaction and beat the competition by creating flexible

pricing options and rules for each customer. The Extended Pricing module of Microsoft DynamicsTM GP allows you to:

• Create standard price schemas such as percentage off, value off, and net pricing

• Implement powerful date-sensitive functionality for sales and promotions

• Navigate the system using drilldown, zoom, and special menu capabilities that offer a fast learning curve, and easy visibility into your pricing index.

• How prices are calculated for extended pricing– When an order or other sales transaction is created for a customer, the following process is used to select the price for each item on the

transaction.

– First, the system searches for item-specific pricing information. The system searches for a price in the price sheets (which must be active and which must include the current date) assigned directly to the customer first. Then, the system searches the price sheets in the price book assigned to the customer, and finally it searches base price book.

– If no item-specific pricing is found, the system searches for a price group that includes the item. Price sheets assigned directly to the customer are searched first, followed by price sheets in the customer’s price book, and finally the base price book.

– Refer to the illustration for more information.

– If an adjusted value-off or percent of list price is found, the rest of the pricing structure is searched for a list price to apply the discount to. For example, if there’s a value-off price in a price sheet assigned to the customer, the customer’s price book and the base price book are searched for a list price.

– It is possible for the final price to be the result of two adjustments applied to the base price. For example, a customer sheet might give 2 percent off the customer price book price, which is itself 5 percent off the base price.

– If multiple promotions are applied, they are applied in the order they are discovered: first the promotions from the first step of the search, then from the second step, and so on.

EXTENDED PRICING

GP2010 – NEW FEATURES• E-mail functionality

o By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an e-mail message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select which documents you can send and which customers and vendors should receive their documents in e-mail. If you are using Word templates for Microsoft Dynamics GP, you can send predefined or customized forms. A document can be sent in either an HTML, XPS, PDF, or DOCX file format type.

• Sending customized messageso You can create predefined messages to send to your customers and vendors. These messages can be

assigned to the documents that you want to send in e-mail so all customers or vendors receive the same message for selected documents. For example, you can send a promotional message to your customers when sending sales quotes in e-mail. You also can assign a specific message to an individual customer or vendor. For example, you can send a holiday greeting message to a customer. When you create a message, you can enter an e-mail address so your customer or vendor can reply to your e-mail.

• Word templateso Predefined Word templates for document types such as sales quotes, and purchase orders are provided for

you with Microsoft Dynamics GP. The templates are based on standard reports in Microsoft Dynamics GP. By default, the Word templates functionality is enabled for Microsoft Dynamics GP. You can print the predefined Word templates for your customers and vendors in each of the companies you have access to. You can create your own template or create a template from an existing template. For example, you may want to change the company logo or change the font size for a template. After creating or modifying a template, you can assign the template to your companies and then to customers or vendors.

GP2010 - EMAILING

GP2010 EMAILING

WORD TEMPLATESUse the Report Template Maintenance window to create and modify Word templates. You can assign templates to or remove them from companies, customer, and vendors. Template can be added to and removed from the Available templates for selected report list. You also can rename a template

GP2010 – PURCHASE ORDER PROCESSING• Roll down promised date and promised ship date changes

– You can change the promised date and promised ship date for a standard or dropship purchase order and roll down the date changes to the line items on the purchase order. The current promised date, original promised date, and the promised ship date on a line item are updated depending on the status of the line item.

• Link invoicing to whether any received goods are returned – You can choose whether returned goods are replaced on the original purchase

order, when to close purchase orders that include returned goods, and how to invoice returned goods.

• Define lot number masks– You can define a lot number mask and automatically generate a specific

number of lot numbers when receiving an item, saving data entry time and reducing the chance of errors.

• Receive in-transit transfer items– You can automatically receive in-transit transfer items using the Select In-

Transit Items window and the Receiving's Transaction Entry window.

ISV - SOLUTIONS• SalesPad Solutions, LLC – Sales Order and Purchase Order Processing real-time with GP

– Quick Access To Customer Info• Find it when you need it. Our Customer Card displays at a glance all customer information, from open sales documents and individual contracts to AR records, item purchase histories, special pricing,and credit card data. This single-screen navigation affords you more time to serve your customer better.

– Easy Quote & Sales Order Entry• Our Sales Document Entry window makes it easy to enter any type of sales document in aconsistent, configurable, and easy-to-learn screen. Users can enter quotes, orders, invoices, and returns. Based on security, users may also copy previously entered documents and release them into SalesPad workflow. In addition, returns can be originated directly from historical sales invoices.

– Efficient Quote & Sales Order Management• With SalesPad Workflow, you can define individual processes for each type of document your company uses. Predefined rules can be

configured to control how each document flows through the order fulfillment and invoicing process.

– Improved Inventory Visibility• See it at a glance. SalesPad Inventory Lookup displays in rich detail all aspects of your inventory on a single screen. With just a few clicks,

you can view item availability and properties across multiple companies and inventory locations.

– Comprehensive Purchasing Functionality• SalesPad Purchase Order creation allows users to efficiently generate Purchase Orders directly from backordered line items on a sales

document. This is essential for those who sell a significant number of special order or non-inventory items.

– Cost Savings• Because SalesPad integrates completely with Microsoft Dynamics™ GP, it eliminates the need for many users to operate in both

programs. Previously, organizations wanting to process sales orders in Microsoft Dynamics™ GP had to purchase a license for every salesperson. Sales personnel can operate exclusively in SalesPad, eliminating the need to purchase additional Microsoft Dynamics™ GP licenses – a savings of approximately 30 percent.

ISV - SOLUTIONSRockton – SmartFill – Find Customer and Items faster• Works with all Customer, Vendor, Item, Account, and Employee fields throughout Dynamics GP and any 3rd party product.• Also works with any other Primary ID you can think of - including those in 3rd party products. • Want to search by other fields? No problem. Search by city, phone, or whatever you want! • Provides a short list of all matches if there is more than one match, so you can choose from a filtered list. • Allows both Begins With and Contains lookups.

Rockton – Omni Price - flexible and powerful customer pricing system • Prioritize contracts to automatically select between multiple valid contracts. • Use Markdowns with an optional specified account to track the actual value of the contract in your General Ledger. • Full Multi-Currency functionality. • Quantity Breaks are automatically calculated and can have different pricing modes for each. • Comprehensive Customer Price List reporting. • Simple Price Check window to confirm pricing. • Optional Transaction Logging of all special pricing applied.

vSync EDI for Microsoft Dynamics GP Sales Order Processing • vSync EDI for Sales Order Processing (SOP) is a comprehensive, in-house system for processing EDI documents inside of the Microsoft Dynamics® GP

Sales Order or Purchase Order Processing module.1. Built and designed for Microsoft Dynamics GP 2. Automates the sending and receiving of orders 3. Integrates EDI orders with multiple ship-to addresses 4. Utilizes Microsoft Dynamics GP pricing options or the transmitted price on incoming purchase orders 5. Provides flexible unit of measure conversion options 6. Checks for duplicate documents 7. Maintains trading partner-specific values per your trading partner’s requests 8. Allows you to make warehouse choices based on sales order ship-to locations 9. Automatically sends alerts for discrepancies such as pricing, ship-to locations, invalid item numbers and more 10. Efficiently enhances your ability to comply with supply chain requirements

ISV - SOLUTIONSPaperSave – PaperSave Pro

Taking Dynamics GP paperless has never been easier!

• PaperSave is a Document Management and Electronic Workflow Solution built on SharePoint designed to making your people and processes more efficient. It is seamlessly integrated with Dynamics GP and CRM for instant retrieval. Key Benefits include: eliminate lost & misfiled documents, greater security around documents, instant retrieval; reclaim office space, enhanced disaster recovery, cost savings, time savings, quick ROI and any more! PaperSave is Certified for Microsoft Dynamics v10 and v2010! www.papersave.com

Blue Moon – numerous distribution modules• ChargeBack Processing adds deductions management capabilities to your Dynamics GP system. This product

meets the chargeback acceptance and processing needs of businesses that sell and distribute their products to the major distributors (e.g. Wal-Mart, Home Depot, Target), regardless of industry or product type

• Container Management adds functionality for importers, including manifest entry and vessel tracking. This product meets the needs of businesses that track the purchase and receipt of imported inventory items.

Panatrack – Mobile Bar Code Solutions for Microsoft Dynamics GP• PanatrackerGP Inventory for Dynamics GP adds bar code data capture for inventory transactions with

direct integration to Microsoft Dynamics GP. Our solution extends Dynamics GP to mobile computers for receiving, inventory moves, stock counts, and order picking. Obtain key features of an expensive warehouse management system (WMS) at a fraction of the cost by leveraging your investment in Dynamics.