Home » Dynamics GP Consulting Resources » Microsoft Dynamics GP Consulting Resources Library: Overview

Microsoft Dynamics GP Consulting Resources Library

Dynamics GP 2013 Demo Test Drive

Dynamics GP 2013 Online Training: GP 2013 Training

Dynamics GP 2013 Brochures:

Dynamics GP 2013 Overview videos:

OAG’s Dynamics GP 2013 consulting meets your needs on your terms (0:2:09):

Dynamics GP 2013 Seminar for prospective customers (1:03:16):

Dynamics GP 2013 Licenses and Modules (Packs):

You must purchase the Dynamics GP 2013 Starter Pack which includes 3 full user licenses.  All other packs: Extended Pack, Customization Pack, and Extended HR and Payroll Pack are optional.  You can add additional user licenses (either full or limited) if more than 3 full user licenses are required.  A full user provides full read and write capabilities to all functionality no matter how the user accesses it. A limited user provides read and limited write capabilities. For example, a user logging into the traditional Windows client would only have read access, but a limited user could have write access when using modules such as time and expense entry.

A. Starter Pack (includes 3 full user licenses):

General Ledger with AFA-Manage the heart of your business with intelligent accounting and analysis capabilities that sharply reduce time and effort for key tasks and deliver flexible, fast ways to track and analyze financial information.

Account Level Security-Enhance security and account views by allowing users to enter, edit, and view information from a reduced account set, based on the access granted for General Ledger accounts on a per-user basis.

Cash Flow Management- Customizable views and forecasting tools enable you to control, predict, and monitor inflows and outflows.

Fixed Asset Management-Improve financial control and put company assets to the best possible use with tools for tracking, analyzing, and manipulating fixed assets.

Intercompany-Efficiently set up, enter, and maintain relationships between companies so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies.

National Accounts- National Accounts provides the ability to define a national account relationship between multiple customers. It enables a customer to be defined as the “parent” account to which “child” customers may be added. This allows a payment received from the parent company to be applied across any of the child customers’ payments. Credit documents can also be applied from the child customer to any other member of the national account.

Multicurrency Management-Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities.

Analytical Accounting-Classify, report, and analyze financial transactions based upon your specific business needs with wizard driven inquiries that integrate with Microsoft® Office Excel® and Microsoft Dynamics® GP SmartLists. Analyze transactions across your entire organization with smooth integration across modules in Microsoft Dynamics GP.

Revenue/Expense Deferrals- Simplify deferring revenues or distributing expenses with the ability to make entries for future periods within General Ledger, Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing, and Invoicing.

Bank Reconciliation-Manage all bank-related transactions through a single, automated process and ensure fast access and tight control for mission-critical financial information.

Electronic Banking Suite-(Includes Electronic Funds Transfer for Receivables & Payables (ERM/EPM) & Electronic Bank Rec)

Safe Pay-Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.

Cashbook Bank Management-Attach unlimited checkbooks to your bank, make bank transfers, enter General Ledger, Receivables Management, and Payables Management transactions, post batches, and build deposits for your bank transactions. You can also import your bank statements into Microsoft Dynamics GP, and reconcile transactions at any time.

Electronic Bank Management-Streamline set-up, entry, maintenance, and reconciliation for all transactions that appear on your bank statement—including payments to creditors, cash receipts from debtors, and bank charges.

Electronic Reconciliation Management-Take advantage of integration with Bank Reconciliation to automate electronic reconciliation and management transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliations.

Payables Management- Improve your control over expenses with up-to-the-minute payables information, comprehensive vendor management, and payment scheduling and tracking while automating routine and complex tasks.

Receivables Management-Maintain tight control over accounts receivable, manage sales made on accounts, and drive down overhead costs with integrated capabilities for tracking invoices, processing receipts, and analyzing customer activity.

Customer/Vendor Consolidations- Quickly transfer information between Receivables Management and Payables Management to create a customer record that uses information already available in a vendor record, and vice versa.

Lockbox Processing- Automatically import and apply customer payment information from a lockbox transaction file provided by your bank. Lockbox Processing provides reliable receivables information, improved funds availability, and greater fraud protection.

Refund Checks- Print refund checks for customers with credit balances, automatically debiting the customer and updating the ledger.

Grant Management- Not-for-profit and public sector organizations can automate grant management processes to track funds more easily, demonstrate accountability, and help attract future funding.

Encumbrance Management- Not-for-profit, public sector or other organizations managing encumbrances can easily locate and track budget information, query current or historical encumbrances, and streamline period-end and year-end reporting processes.

Field Level Security-Control access to data throughout Microsoft Dynamics GP by managing security restrictions on individual data fields, windows, and forms.

Process Server- Move processor-intensive tasks off the computers your employees use every day and onto dedicated process servers, avoiding costly slowdowns.

Languages:  Multiple Language Pricing

Business Intelligence & Reporting

Unlimited Management Reporter Designer User-  Management Reporter for Microsoft Dynamics GP is a powerful Corporate Performance Management (CPM) solution that provides real-time financial reporting to help you achieve greater visibility across your organization.

Unlimited Management Reporter Viewer User – (NA)

Analysis Cubes Library

Advanced Analysis Cubes Library

Human Resource Management

Human Resources Unlimited Employees- Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.

Payroll (US) Unlimited Employees- Automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing necessary overhead costs.

Payroll Direct Deposit-Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file.

Federal Magnetic Media- Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.

Payroll Connect-Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data.

Position Control- Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce the business rules and to manage the movement of human resources throughout the organization.

Human Resource Management

HRM Self Service Suite

Supply Chain Management

Invoicing-Improve invoicing efficiency with capabilities that include single-window entry for all vital information, batch processing, and easy return transaction processing.

Sales Order Processing w/ Advanced Invoicing- Streamline and automate the entire sales ordering process to serve top customers more effectively, maintain tight control over fulfillment and invoicing, and minimize shipping and labor costs.

Extended Pricing- Create flexible pricing options and rules for customers, including standard and personalized percentage-off, value-off, and net pricing options. Implement date-sensitive functionality for sales and promotions.

Order Management

Inventory Control- By controlling inventory effectively and setting prices on a customer-by-customer basis, you can reduce operating costs and achieve the fast, efficient fulfillment that keeps them coming back.

Bill of Materials- Increase productivity with fast, flexible tracking of components and subassemblies used in light manufacturing and similar production and assembly operations.

Purchase Order Processing/Receiving- Manage vital commitments and build lasting vendor relationships with deep functionality that includes automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders.

Landed Cost- Ensure start-to-finish accuracy with the ability to track and update the total cost associated with an inventory item—including freight, insurance, and duties—and then automatically assign or modify these costs on a purchase order as items are received.

PO Generator- Automate purchasing by generating a suggested purchase order, with order point or minimum/maximum settings that determine quantities needed based on purchasing, sales, and inventory data.

Requisition Management

Time and Expense- Capture, review, and approve project time sheets and expense reports through the web, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.

Workspace Collaboration

Unlimited Business Portal- Unlock business potential and enhance productivity by providing role-tailored access to information and processes from a single Web-based portal. Microsoft Business Portal integrates smoothly with Microsoft Dynamics GP to deliver applications, information, and processes to your employees, customers, and partners across the organization, so they can make smart decisions and do their jobs more efficiently.

Employee Self Service User

Configuration and Development

Modifier with Visual Basic for Applications- Modify the appearance and functionality of any Microsoft Dynamics GP or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.

Customization Site License- Deploy Modifier with Visual Basic for Applications solutions developed by a third party if you are not licensed for the Modifier module.

Integration Manager – Conversions- Migrate data from most common database formats or desktop applications into Microsoft Dynamics GP— a time-sensitive conversion tool to assist in a smooth transition from previous financial systems.

Connector for Microsoft Dynamics

**NOTE: Italic items were previously available only on Advanced Management in previous versions of Microsoft Dynamics GP.


B. Extended Pack includes:

Business Intelligence & Reporting:

Microsoft Forecaster Unlimited- Unlimited Forecast accurate budgets and gain control of the entire budgeting and planning process. Coordinate plans dynamically and collaborate easily with your management team. One named user license included; additional licenses available at extra cost.

Supply Chain Management:

Distribution Suite- Includes Advanced Distribution and Advanced Picking.

Available to Promise- Help ensure the right inventory is available at the right time to meet customer needs, make firm delivery promises, and boost profitability.

Returns Management-Meet customer, vendor, and business requirements with automated returns processing, accurate crediting for sales invoices and returns management authorizations, and efficient transfer of returned items to the main warehouse.

Manufacturing Solutions:

Manufacturing Bill of Materials-Maximize production efficiency, support time-to-market goals, and cut inventory costs across the extended enterprise by tightly integrating different types of bills and customized definitions into manufacturing operations

Manufacturing Order Processing-Efficiently track and manage the entire cycle of order processing, including detailed production costs, work orders, routings, outsourcing, and work center definitions.

Manufacturing Suite- Includes Capacity Requirements Planning, Engineering Change Management, Job Costing, Quality Assurance, Sales Configurator, Sales Forecasting.

Master Production Scheduling- Gather information from sales forecasts to form a single, comprehensive production schedule and automatically create manufacturing orders.

Materials Requirements Planning-Gain the deep visibility into material requirements that can translate into more effective resource planning — helping reduce stock outages, drive down inventory costs, and streamline the production process.

Project Management:

Project Accounting- Maintain tight control over project direction, execution, and budget; support resources effectively; and ensure accurate billing and accounting through tight integration with company financials.

Customer Relationship Management (Note: this is not the same as the full Microsoft Dynamics CRM product)

Contract Administration- Maintain unlimited contract price books, monitor profitability against service calls, and recognize revenues through five different methods.

Service Call Management- Track and update new and historical service calls against a contract, service warranty, and current inventory. Time execution, coordinate customer schedules, assign appropriately skilled technicians, and escalate calls automatically.

Depot Management- Track parts, labor, and expense details. Create a Parts Usage report. Manage spare parts and trunk-and-lot-tracked stock inventory.

Preventive Maintenance- Forecast purchasing and scheduling requirements based on time in service or product usage. Coordinate open service requests with upcoming preventive maintenance calls. Track details of Preventive Maintenance activities.


C. Customization Pack

  • Integration Suite
  • Customization Suite



D. Extended HR and Payroll Pack

  • Advanced HR and Payroll
  • PTO Manager
  • Benefits Self-Service

OAG International is an experienced Microsoft Competency Partner with offices in San Francisco, CA specializing in affordable Microsoft Dynamics GP consulting, development and deployment on premise or in the Azure Cloud..
Contact us for a complimentary needs analysis and to learn how you can benefit from our lower prices, faster service and the strongest commitment to customer satisfaction around.

Schedule Analysis

Microsoft Dynamics GP Resources Library

Have you considered a cloud-based Microsoft Dynamics GP solution?

Microsoft Dynamic GP Cloud Hosting

Want to hear how we've helped other customers like you?

helped other customers like you

Moving from a legacy system?

moving from legacy system


Contact Oag