Microsoft Forecaster: Your key to quick budgeting and planning

Today's dynamic business environment requires flexible budget development and fast, easy revision capabilities. Microsoft Forecaster allows you to effortlessly distribute budgeting data
and financial information throughout your organisation, collaborate with management, plan
more effectively, and achieve your business objectives.

The following are a few ways in which Microsoft Forecaster can help you devise more accurate budgets
in less time:

• Design input screens to help control what users see and how they enter their budgets

• Add supporting line items to most accounts, helping to build a realistic and accurate budget

• Accelerate the budget process using the Capital Expense module. This module helps you plan by calculating
  the depreciation generated by your planned fixed assets purchases

• Use the allocation wizard to allocate company overheads among cost centers by defining your own distribution percentages or by letting Forecaster apportion expenses based on other factors such as headcount etc.

• Analyse different ‘what if?” scenarios and give users access to view only the information relevant to their department or cost centre

• Easily import data from your general ledger into Forecaster and obtain data in and out of Excel with
  Forecaster using the ExpressLink.

If you would like to discuss your reporting needs contact us today. 

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Has a user created a new general ledger, customer, supplier or inventory
record but used the wrong id?
Need to re apply a receivables receipt or credit note but the transaction
is now in history?
The ANSWER: Professional Toolkit Library

Change existing general ledger, customer, supplier and inventory record id’s.
Unapply and reapply historical receivables receipt and credit note transactions.

The Professional Tools Library is a powerful tool that allows you to easily make changes to different
areas of GP such as:

• Account Modifier / Combiner: Change the account number of a general ledger record, customer record,
  supplier or inventory record

• Cheque book Modifier: Change the ID of an existing cheque book, instantly updating all work, open and
  history records without any loss of data

• Reclassify a fixed asset code, instantly reflecting the change in all the tables within the system

• Combine multiple vendors into one vendor account also combining all summary balances and work, open
  and history transactions

• Consolidate cheques to the same vendor when users are appending additional cheques to an existing
  cheques batch

• Unapply historic documents for receivables accounts.  This tool allows you to unapply history transactions, automatically moving them back into ‘open’ so you can easily reapply transactions as necessary

The above are some tools included in this library, additional tools are available for Inventory and also for System and Database maintenance.

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Create Purchase Orders in GP using Excel with Inventory Planner & PO Generator from Professional Advantage

Create Purchase Orders in GP using Excel with PA’s Inventory Planner and PO Generator. Using PA’s Inventory Planner & PO Generator is as easy as ABC. By following a few easy steps, this tool will calculate the recommended purchase order quantity for each selected item based on past sales, outstanding sales and purchase orders and delivery lead times, taking into account safety stock quantities already set up in GP. 

How does it work?  The user selects the following criteria:

• Supplier

• Item Class

• Start Date and End Date for Sales History quantities

• Delivery due date for outstanding Sales Orders

• Expected receipt date for outstanding Purchase Orders

• Click Search. At this stage the Excel tool will look at GP data and return the inventory items.

The system will calculate a recommended order quantity based on:

• Historic quantity sold within the specified date range

• Quantity expected to be delivered / receipted on Sales Orders and Purchase Orders

• Current stock quantity on hand

• Safety stock set up in GP
  
  

The user can then change the order quantity and purchase prices as necessary and when happy with the order they can click on the Submit option. This step will create a Purchase Order into GP and the order is then managed in GP from that point onwards.

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Customer in the spotlight: Goldline Distributors

Goldline Distributors was looking for a system which would operate in the food services industry, dealing with products with a relative short shelf life. Because Goldline Distributors are based in a remote location, they needed to be able to deal with long lead times on products sold.

Solution

A single, enterprise-wide solution was implemented, with Microsoft Dynamics GP as its central component, leveraging the Myridas Food and Beverage modules from Trinity Computer Services, fully integrated into
Azox B2B web store.

The new system provides for every aspect of the business – including web order entry, debtors and creditors control, financial management, inventory control, demand planning and purchase order information.

Benefits

The strengths of the solution are in the tight integration of all modules to the web solution. What this means is
a single point of entry when maintaining product lines, pricing and promotions. There is no need for any batch
or overnight updates as all transactions are exchanged real time between the web portal and the Dynamics GP system. Therefore, when adding a new product line, it is added to the Dynamics GP system with all the relevant information and it is automatically made available to the customer on the web portal.

Watch an interview with Mark Gray, GM of Goldline Distributors about their experience.

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Partner Update: Reduce one of your biggest costs - your payroll cost with the help of e-tivity®

Have the right people at the right time at the right place at the right cost with workforce management solutions from our business associates, Positive Workforce Solutions.


e-tivity® is an award winning web based flagship product of Positive Workforce Solutions.

Positive Workforce Solutions is an Australian developer whose core competency is in the development and implementation of workforce automation products, both web and windows based, specifically focusing on Time
& Attendance, Work Rule Interpretation and Rostering/Scheduling solutions that will meet the complex and
ever-changing employee relations conditions.

Solutions in various forms have been successfully installed in over 15,000 sites worldwide in various vertical markets including the retail, manufacturing, hospitality, events and labour hire industries.

This is what e-tivity® users say:

“Although we’re still fine tuning our use of e-tivity and getting everyone used to it, we
nonetheless are expecting potential savings of around $3 million per annum.”

Phil Taylor, CFO - Michael Hill Jewellers

To learn more about proactive workforce management and reducing your payroll costs please contact Positive Workforce Solutions on 02 8838 2200 or sales@positive.com.au

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Improve productivity and maximise value per dollar spent with our NEW Business Optimisation Strategy and Services

We believe every organisation has the potential to be a high performing workplace. With that in mind we have designed the Business Optimisation Strategy and Services (BOSS).

BOSS will uncover, optimise and standardise critical steps that drive your business. The result will be processes that are consistent, repeatable and transparent and a strategy to help answer those ‘nagging questions’ around productivity, value, consistency and compliance. 

Special Offer

Sign up to BOSS by December 31, and receive this service for $ 4000 (ex GST) – a 50% discount.  Money back guarantee if you are not completely satisfied!

Read more by downloading BOSS brochure or Integration & Automation Whitepaper.

To discuss how BOSS could help drive higher performance in your organisation,

please phone Elzina or Kristen on (02) 9466 8616 or email elzina.hodzic@pa.com.au or kristen.stanleick@pa.com.au

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