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MS Dynamics GP Multi-Facility Processing

MS Dynamics GP Multi-Facility Processing. Agenda. Multi-Facility Processing Company Background Binary Stream’s Core Expertise Products and Services for Great Plains Multi-Facility Processing Features / Screens Future Enhancements How to reach us.

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MS Dynamics GP Multi-Facility Processing

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  1. MS Dynamics GPMulti-Facility Processing

  2. Agenda Multi-Facility Processing • Company Background • Binary Stream’s Core Expertise • Products and Services for Great Plains • Multi-Facility Processing • Features / Screens • Future Enhancements • How to reach us

  3. To empower organizations by developing powerful software solutions that help enhance operational efficiency and effectiveness. Background Information • We focus solely on developing standard and customized applications for Great Plains across various industries • Founded in 1999, the Binary Stream team’s software development experience spans over 20 years • We have successfully completed over 300 Great Plains customizations • Over 29 (and counting) add-on products have been developed.

  4. Over 2/3rd of our projects involved Inventory Control, Distribution and Billing Utilization of key Microsoft technologies (Dexterity, eConnect, Business Portal, SQL Server, .NET, VBA, and more) Sophisticated customizations touching almost all Great Plains modules Our core strength is in accounting transaction distributions. Binary Stream Team Expertise After a software customization project for us had gone off the rails in a lengthy bungled manner, with a few computer consulting firms contributing to the wreck, it was Binary Stream Software who finally rescued the project. Their people are a joy to deal with, and we were able to realize the benefits that were promised to us so long ago. We wish we had found them first. Ron D. McTaggart C.A. Controller, Connors Drilling Ltd.

  5. Recognized ISV Partner “I investigated a few third party solutions that would permit us to consolidate our invoices in order to streamline our invoicing and cash receipts process, but each of them had some limitations that would not allow us to create the type of invoice we needed or maintain the billing history in our database. When I approached Binary Stream with my challenge, [they] immediately understood my dilemma and presented me with a workable solution.” Constance Quigley, Business Analyst, Texas Electric Cooperatives • Gold Certified by Microsoft • Comprehensive exams requirements • Product testing and customer references • Track Record • Over 180 partners • Over 8 years of Great Plains development experience • Recognition from Microsoft as ‘select’ ISV partner • Excellent Customer Retention

  6. Products & Services • Products for: • Distribution & Manufacturing • Healthcare • Financial Services • Real Estate • Telecommunications • Retail • Services: (Great Plains Customizations) • Dexterity Development • Integration Services (eConnect and Integration Manager) • Business Portal Enhancements • .NET Development

  7. Multi-Facility Processing aka Centralized Processing Coin Room Manager National Accounts for Payables Profit Margin Manager Serial Lot Copy & Paste Manager Inventory Manager Batch Transfer Manager Intercompany Inventory Manager Returns Manager Sales Document Replicator Sales Order Integration Manager* Sales Document Merger Manager viewPalettes! Materials Management Inventory Matrix / Dimensions Sales Document Splitting Manager Cost Security Manager Price Manager eMailer Manager Internal Sales Distribution Manager Workflow Manager Investment Manager Property Manager EFT Manager SmartList Integration Manager Payroll Check Reprint Manager Recurring Billing Manager Item Copy Manager Item Status Reverser Vendor Contract Pricing/Rebates Product List

  8. Multi-Facility Processing

  9. Multi-Facility Processing General Facts • aka Centralized Processing • Multi-Facility Processing allows organizations that maintain many different Great Plains databases to consolidate them into one database in order to share critical Master files such as Vendors, Customers and Inventory. • Allows for facilities and departments within facility structures. • Users can be associated with one or many facilities. • Has standard intercompany transaction functionality – due to / due froms – between facilities. • Checkbook IDs are associated to facilities and are not accessible to all users.

  10. Single Db vs. Multiple Dbs Why move to a single database architecture? • To share critical Master records such as Inventory, Customers, Vendors and GL accounts and reduce data redundancy • To eliminate the manual “sync’ing” of Master records between different databases • To maximize organizational access and control of data • To streamline month-end reporting consolidations • To control user access into each company • To avoid logging in and out of multiple databases • To eliminate the cost of maintaining of multiple databases • We control incorrect / inconsistent GL coding when allocating costs across facilities.

  11. Typical Vertical Applications Some of the verticals where we have appliedthe product are • Facilities in health care organizations • Branches of a multi-location modular building firm – using WennSoft Job Costing • Locations in a large mechanical contracting organization – using WennSoft Service Management & Job Cost • Buildings in a property management company • Restaurants in a chain. • Family Trusts. • Power / Utility Company. • Generally, this application can apply to many industries horizontally – it applies to any vertical where remote location control – either centralized or decentralized - is needed.

  12. Multi-Facility Processing Modules • Core Module - Mandatory • Encompasses GL, AP, AR, CM, BR • WennSoft integration currently part of Core Module • Optional Modules • POP – in most manufacturing and healthcare footprints • SOP • Payroll • Fixed Assets • Project Accounting estimated to be completed by end of April 2007. “I investigated a few third party solutions that would permit us to consolidate our invoices in order to streamline our invoicing and cash receipts process, but each of them had some limitations that would not allow us to create the type of invoice we needed or maintain the billing history in our database. When I approached Binary Stream with my challenge, [they] immediately understood my dilemma and presented me with a workable solution.” Constance Quigley, Business Analyst, Texas Electric Cooperatives

  13. User Access • GP Users are assigned to one, many or all facilities. • Multi-Facility “filters” the transactions that a user can see or transact • For instance, an AP user in the system would have access to al facilities whereas a purchasing agent from one facility might only have access to only his own facility.

  14. Features • Facility Allocations • Multi-Facility provides a cost allocation template library to allow organizations to standardize costing between facilities • Templates help to keep coding consistent between facilities and users • Inter-Company Transactions • This is standard due- to / due – from intercompany functionality that we provide as part of the Multi-Facility solution • Facilitates transactions made by one facility on behalf of another or many other facilities.

  15. Transactions in Multi-Facility • Users can create transactions through any facility that they have access into • Multi-Facility can apply allocation templates to transactions • Account distributions are automatically updated to ensure that all inter-facility coding is done correctly.

  16. Filtering in Multi-Facility • The Chart of Accounts, Vendor, Customer, Employee, Inventory and Inventory Site files can be filtered by facility. • If no Master file filtering is desired, all the above Master files can be accessed universally by all users. • Chart of Accounts filtering allows users to see only the accounts that they have facility-access to.

  17. Account Substitution • Multi-Facility Processing can define the facility segment for GL coding of transactions • Account Substitution can substitute the facility segment for GL coding where Great Plains defaults are to static GL codes • Account Substitution eliminates coding errors in Great Plains • Multi-Facility Processing can also fix the GL code to specific facilities which is ideal for more centralized AP configurations.

  18. Inquiries in Multi-Facility • Multi-Facility “filters” the data that a user can view through inquiries • A user, in case, has security to view any one of 4 facilities’ transactions or view any combination of the 4 • Users may then drill down into transaction specifics.

  19. Reports in Multi-Facility • As in inquiries, Multi-Facility “filters” the data that a user can access from any report • In this example, we have a classic AP trial balance which is run for 2 of the 4 facilities that this user has access to. • True divisional financial statements and agings.

  20. Setup • While Multi-facility Processing touches many aspects of Great Plains accounting, set up is easy and intuitive • From defining a segment for facility/locations, determining user visibility to setting up other data features, most installations can be done without significant technical knowledge.

  21. www.binarystream.comYour Binary Stream contacts:George Tonzetich604 444 9213 x110george@binarystream.com How to Reach Us? Please contact your authorized MS Dynamics – GP reseller or contact us directly as below.

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