Archive for March 5, 2010

ReQlogic – Enhanced Requisition Management For Dynamics GP

Hi all

I have been witnessing many questions in the news group where people check to see if the Requisition Management module of Business Portal support multi-currency. The second most requested feature is the feasibility of attaching files to requisitions. Unfortunately the out of the box Requisition Management module does not offer both of these functionalities. To add to this, customization on Business Portal is also very complicated, since all the business logic is compiled into Dot.NET libraries which does not support any changes.

In context, I decided to post this article about a 3rd party requisition management module which is developed by Tectura, which offers a wide range of functionality and it is well integrated with Dynamics GP. This would help many business decision makers who are in lookout for a robust requisition management module for Dynamics GP. This product is called ReQlogic.

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Here are some of the key functionalities which are offered by the ReQlogic.

  • REAL-TIME INTEGRATION WITH MICROSOFT DYNAMICS
  • EMPLOYEE EXPENSE PROCESSING
  • ROBUST WORKFLOW ENGINE
  • USERS HAVE FULL VISIBILITY INTO THEIR TRANSACTIONS
  • UNLIMITED VENDOR CATALOGS ARE SUPPORTED
  • PUNCHOUT CXML SUPPORT
  • APPROVAL ‘QUEUE’ REPORT PROVIDES SNAPSHOT VIEW FOR REQUISITION REVIEW
  • ADVANCED BUDGETING AND CONTRACTS
  • BROWSER-BASED RECEIVING
  • BLANKET REQUISITIONS
  • REQUEST FOR QUOTES (RFQ)
  • FAVORITES’ LISTS FOR ITEMS AND VENDORS
  • SCREEN-LEVEL CUSTOMIZATION
  • MULTI-LANGUAGE ENABLED AT THE USER LEVEL, AND SUPPORTS DOUBLEBYTE CHARACTERS
  • MULTI-CURRENCY ENABLED DOWN TO TRANSACTION LEVEL
  • CUSTOMIZED E-MAIL NOTIFICATIONS
  • ACTIVE DIRECTORY AUTHENTICATION (OPTIONAL)
  • SDK IS AVAILABLE, INCLUDING XML WEB SERVICES
  • INVOICE APPROVAL AND CHECK REQUEST
  • MOBILE INTERFACE FOR WEBENABLED PHONES, PDAS, BLACKBERRYS
  • IMPLEMENTATION TOOLS AND TEMPLATES
    This product should be a good fit for many clients with its robust capabilities. Hope this information is useful for all.
    Until next post…

March 5, 2010 · veeyeskay · No Comments
Tags: , , , , ,  · Posted in: Dynamics, Great Plains, Purchase Order Processing Total Views: 3,093

Printing Tax Details in Sales Documents

Hi all

Recently I was working on a customer request to print tax details on sales documents like Orders/Invoices. On doing some analysis I was able to get it done with some help from my friend David Musgrave. I have decided to post what I have found so that it will be helpful to you folks…

When printing the Sales Document, the SOP Print Options window opens up providing you various options for printing the tax details on the Sales Document. In this window, there are options to Include Tax Details on the printed sales document. Let me explain what each of them does.

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Include Tax Details – This option enables the printing of tax details on sales document. The other options for printing tax details on the sales document will be enabled only when this option is checked.

Print Dual Currencies – This option can be used to print the tax details in both originating and functional currency.

Line Item & Summary Taxes – This option prints the tax details both at Line Item Level and at the document level. The line item level tax will be displayed under each item printed on the sales document. The summary tax detail will be printed after all line items have been printed.

Summary Taxes Only – This option only prints the summary tax details after all the items have been printed (even if the tax is determined at item level).

Printing Taxes at Summary Level and Line Item Level

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Printing Summary Taxes Only

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Printing Dual Currencies (Note the exchange rate printed on the top of the document)

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Note that even though you have chosen these options when printing the tax details on sales document, the tax details will not print until the specific tax details used in the transaction has been setup to print on the sales documents as shown below on the Tax Detail Maintenance window from Tools >> Setup >> Company >> Tax Detail Maintenance.

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Note that the “Print on Documents” option need to be checked for the Tax Detail ID in order to print the tax details for this Tax Detail ID on the sales documents.

Hope this information was helpful to all…

Until next post…

March 5, 2010 · veeyeskay · No Comments
Tags: , , , , ,  · Posted in: Dynamics, Great Plains, Sales Order Processing Total Views: 1,180