Business Intelligence

Is Payroll Processing Required to Add Employees to Work Centers in GP Manufacturing?

When setting up work centers in GP Manufacturing it is possible to add employees to a work center and calculate labor according to employee pay rates, even if you don't own the Payroll Processing module.

Employee and Pay Code master records are available as a standard part of GP, and can be linked to work centers.

To assign an employee to a work center:

1. Create the Employee ID in the Employee Maintenance Window. (HR & Payroll >> Cards >> Payroll >> Employee)

2. In the Work Center setup, add the Employee ID and subsequent details for that work center.

You can also calculate labor in WIP according to specific Employee's pay rate, rather than using the standard labor cost. The steps for this are outlined at http://njevity.com/blog/calculate-specific-employee-labor-rates-gp-manuf....

Calculate Specific Employee Labor Rates in GP Manufacturing Without Payroll Processing

Payroll Processing is not required in order for Microsoft Dynamics GP Manufacturing to calculate labor according to specific employee pay rates.

For WIP to use an employee's pay rate, the WIP settings need to be correct. In addition, the Pay Code needs to be linked to the Labor Code of the routing sequence, and the Pay Code must also be linked to the Employee ID.

Complete the following steps:

1. Make sure that in WIP setup, the box next to "Always Use Standard Labor Rate" is NOT checked. (Manufacturing >> Setup >> System Defaults >> WIP)

2. Set Up the appropriate Pay Codes (HR & Payroll >> Setup >> Payroll >> Pay Code)

3. Create the Employee ID in the Employee Maintenance Window. (HR & Payroll >> Cards >> Payroll >> Employee)

4. Link the Pay Code to the Employee ID - In the Employee Pay Code Maintenance window, select the Pay Code and complete the information, including the employee's pay rate. (HR & Payroll >> Cards >> Payroll >> Pay Code)

5. Link the Pay Code to the Labor Code - In the Labor Code Definition window, enter the associated Pay Code in one of the available fields Pay Code fields. (Manufacturing >> Cards >> Labor Codes)

A Unique and Powerful Quality Management Solution!

If you're like most companies, your current quality management system is a cumbersome manual processes that involves a vast array of spreadsheets. You're constantly wrestling with how to collect the many types of data you need - and after that, how to organize the data so that it can be reviewed and communicated effectively.

I recently saw a demonstration of a simple, yet powerful solution to the complexities of quality management - and I was really impressed! The software is called Quality Essentials Suite.

Things that really stood out to me about this solution:

• The interface is extremely user-friendly, and is designed with tablets in mind.
• It has the ability to handle multiple types of test data (numbers, Boolean, date and time, pre-defined lists, text, document paths)
• Standard documentation and forms are easily created, and just as easily recalled as historical records
• Test data can be linked to serial and lot numbers, as well as purchasing and sales transactions for reference
• This software is available for integrated and non-integrated deployment with an existing Enterprise solution
• The possible benefits are not limited to manufacturers and distributors - this could be a great solution for any company interested in tracking and improving business processes

If you're ready to realize the true benefits of quality management without all of the rigmarole, I would encourage you to check out the Quality Essentials Suite - and let us know what you think!

(Also check out their QA blog at http://www.qa4erp.com/.)

Acumatica 3.0 Professional Services Release Review!

Professional Services employees make up a large demographic of our workforce.  They are architects, engineers, contractors and consultants like me.  We are a highly mobile workforce, often flying to work on projects or working at our client’s offices.  This creates a need for us to be able to manage our work, projects, resources and time from anywhere.  However, most solutions for project management, until today, have been legacy technology with very little mobility built in.

Today, Acumatica’s version 3.0 is available.  Acumatica has significantly augmented their application with numerous new features that improve business intelligence, customer processing and most notably Project Accounting.  Project Accounting and its associated capabilities such as time and expense entry, allocation processing, billing and project management are critical functions for someone in a professional services role.  For the professional, mobility is critical. 

The typical workday of a professional begins with reviewing the tasks he or she must complete.  In Acumatica 3.0, this is accomplished by viewing the Activities that are assigned to the professional in CRM.  Yes, I said, in CRM.  Under Business Accounts we now have the capability of assigning professionals to a project and task, identifying the date and time due and its billable flag.  These activities will drive the daily work of a professional and give them one-stop guidance on what must be completed today.  Once the activity is marked “complete”, the billable time is automatically transferred to the professional’s timecard.  This productivity advantage is sure to improve the lives of consultants and others who have previously been frustrated with having to duplicate activities into timecards for billing purposes. 

Acumatica, the company, has spent a considerable amount of time and energy with this release.  Upon my review of the project accounting system, it is apparent that true to their reputation, they have released a functionally complete system.   The system includes projects, tasks, account groupings, resource management and billing.  This is critical to the cash flow of a professional services firm.  Routinely, billings are only processed once or twice a month.  Therefore it is essential that professionals are able to quickly enter their time, accounting can quickly allocate and bill thus giving the project manager the best information on budget vs. actual reporting. 

From Project Templates to full integration of GL, Inventory and all classes of billable and non-billable time, you will instantly recognize the value of the features added for project accounting.  The advanced billing, enhanced revenue recognition and updated allocation engine will provide your business with automated billing as well as revenue recognition based on completion percentage or on completed tasks.  Further visibility will give you the management of unbilled revenue and ultimate markup flexibility. 

Natively, Acumatica is browser-independent.  The Acumatica user interface will run equally well in Safari, Firefox, Chrome or Internet Explorer.  The true power is the delivery of business intelligence to the tablet, iPad or any other device that a project manager or executive uses.  The project executives can login and track the project profitability in real-time on the device they are most familiar.  Combine the browser independence with the Employee Portal and now the professional has no reason to delay their timecard and expense entry.  This means that the accounting department can bill quickly and improve the cash flow of the firm.  

For marketing, advertising and promotional firms with a Mac platform, Acumatica is your best option for a project accounting system that will run fast, in your Safari browser and will not require any special software.  This means that finally, your business can standardize on Macs, without exception, while still providing the entire project accounting functions needed.

In conclusion, Acumatica 3.0 is the real-deal in project accounting in the Cloud.  My recommendation for companies considering a new project accounting system is to work with a trusted advisor who can help you determine what your requirements are and how well Acumatica will meet those requirements.  For complete information and online demonstrations, visit www.acumatica.com

About The Author

Robert HoudeshellRobert Houdeshell


About The Author

Robert Houdeshell is an ERP and CRM Expert with experience in Dynamics SL (Solomon) and Acumatica.  He has provided product management leadership for Solomon Software, Made2Manage Systems, FRx Software and Njevity, Inc. 

Robert’s implementation experience includes clients with complex implementations of ERP and CRM in the professional services industries.  Having a unique knowledge of product development gives Robert the ability to understand product functionality as it relates to client specific needs. 

Robert has taught numerous classes on ERP and CRM software while working as a Business Process Expert at AccuNet in Columbus, Ohio.  He created an Ohio Accountancy Board Certified training program which provided all attendees with CPE credit for the class.  

Presenting to large groups of over 1,500 attendees, Robert captivates audiences with his style, humor and informative approach. 

Robert has led large development projects for the US Department of Interior as well as the rollout of numerous ERP product releases.  He has provided technological insight into complex business problems for civic and political organizations in Colorado.  Robert is currently Vice President of Cloud Services for Njevity, Inc., an Acumatica partner and implementer in Aurora, Colorado.  

Highlights of Convergence 2012

The anticipation of my first Convergence had been building up since January.  Convergence is a gathering of Microsoft Dynamics users, partners and ISV’s who come from around the world to crash a city for a few days to learn more about the Microsoft Dynamics family of products and network with fellow business product users.  As a first timer, I was warned that I would be going nonstop from early morning to early morning with a few hours of sleep in between.  That was not far off from the truth and after coming home and having some time to finally sit and reflect on the past five days, I want to share some of my experiences and takeaways from Convergence 2012. 

After an already solid two days of GPUG events, meeting up with customers and networking put behind me, Microsoft opened with their keynote Monday morning.  Upon entering the arena, it became clear how big the event was with a record attendance of over 10,000 users, partners and vendors.  The other surprising fact was that out of the Dynamics family of solutions, nearly 75% of the attendees were there for Dynamics GP as users, partners and ISV’s.  We were shown GP 2013 scheduled to release Q4 of 2012 and the improvements Microsoft has made to version GP2013 including flexibility of deployment into the Cloud.  I recently read an article put out by NetSuite titled “Time to Put GP Out to Pasture.”  Companies like NetSuite will be going on the offensive big time as GP is moving into their arena with even more deployment flexibility.  Trust me when I say this, Dynamics GP is not going out to pasture; it is going out to capture more market share.

It was also nice to hear the direction Microsoft is headed from Kirill Tatarinov, President of Microsoft Business Solutions Division and B. Kevin Turner, Chief Operations Officer.  The main theme of the morning was simplifying Business Intelligence through connectivity and mobility creating a “World of Opportunity” for everyone, not just Microsoft.  It was clear to see Microsoft’s focus was on complete business solutions that can be taken anywhere and shared with anyone.  Among the featured product releases were Windows 8, Dynamics GP 2013, SharePoint and Office 365.  It was demonstrated how you can use any of these products on any device, anywhere and the value that is created being able to connect personal and professional environments.  

Between sessions, there was plenty of time to visit the expo hall to wander and look at all of the solutions available for Dynamics products.  There were a few that I was very impressed with for both Dynamics GP and CRM.  Here is a little insight into my top two ISV’s. 

Click Dimensions is the top rated email marketing and marketing automation solution for Dynamics CRM. Click Dimensions is able to build a database of information in CRM about your prospects so your sales team can market proactively and determine the best way to approach prospects and leads.  They are a solution that I recently became familiar with and immediately saw the value they add to CRM.  It was already simple to create automated workflows and campaigns within CRM, however, at the show, they were showing me how they have simplified that process even more into a very user friendly drag and drop solution.  It is truly a product I would like to see more CRM customers using to grow their business because of the value it adds to CRM.  http://clickdimensions.com/

BI360 is a business intelligence solution for Dynamics as well as many other ERP platforms that is very impressive as well.  Recently, I have been hearing business professionals talk about the need for more insight into their business.  With all the technology available, they want a real time, simple diagnostic tool that they can use to answer the “why is this number like this” and “how do we fix it” questions.  Out of all the BI solutions I personally saw at Convergence, BI360 seems to have the best functionality and ability to provide answers by drilling down into data and information real time.  This immediate insight is extremely important for business professionals in the world we live in.  Even better, they demonstrated how easy it was to build reports in less than a minute and dashboards in less than two minutes.  http://www.solverusa.com/products/bi360

My takeaway from Microsoft and their supporting ISV’s is that technology is there to provide businesses the complete solutions they require to help their teams capture more market share and react quickly to the obstacles and challenges they face, no matter where they are in the world.  Through collaborative products and the freedom to work from anywhere, Microsoft proved their point that we are living in “A World of Opportunity.”

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