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Batch and Document Management

What is Batch & Document Management?

Batch and Document Management (BDM) is a powerful "lookup" enhancement providingimproved management of documents and batches throughout Microsoft Dynamics GP .It allows users to organise, select and restrict views quickly and easy, as well as offers the capability to sort and reconcile documents on a per supplier, per customer or per batch basis. This applies to any type of document or batch within GP.

SAGlobal Batch and Document Lookups replace most of the standard enquiry windows throughout the system with much improved windows – without affecting the underlying data in any waythus - significantly improving all users productivity and satisfaction.

Solution Highlights

BDM is:

  • Dexterity based application – Suitable for all versions of Great Plains / Dynamics GP
  • Easy to implement – No risk to existing data, set-up or processing logic as BDM only performs enquiries

BDM Enables:

  • Ability for highly refined searching sorting and selection criteria by any column / batch type
  • Enhanced Enquiries and Lookups in numerous other areas, such as SOP, POP and GL; Display single line per document
  • Full drill down into specific transactions - Drill back from Batches to relevant documents within that batch
  • New posting control option - posting permissions can be controlled from the BDL set-up screen
  • Batch Document Management attachment facility to append files or images to sales, purchase and finance documents; Attachments to related GP Documents are stored inside SQL database

With BDM you can:

  • Dramatically increase productivity of GP users, especially those working with high volumes of payables or receivables transactions
  • Improve control and management, empowers accounts and audit staff
  • Improve customer and supplier relationships by enabling queries and reconciliations to be dealt with rapidly
  • Reduce errors
  • Give the ledger clerks power to manage and reconcile payables and receivables transactions in a fraction of the time

Main enhancements and benefits from BDM:

  • BDL Attachments for Sales, Purchasing and Financial documents - BDMattachments documents will be displayed under Additional Menu tab. With Add Attach button you can browse for document, select and attach it
  • Multiple options for sorting and filtering such as: Transaction by Vendor (Supplier), Transaction by Customer (Debtor), General Ledger Detail Enquiry, GL History Detail Enquiry, Sales Order Processing (SOP) Documents, Purchase Order Processing (POP) Documents
  • Instant "single click" sorting, ascending or descending on any column by clicking on arrows
  • Default newest documents first, instant Alpha or Numeric or Date search on any column
  • Exclude voided documents option
  • Include or exclude Work and Open History
  • Restrict the view to show only documents from the last 30, 60, 90 or 365 days
  • Export to Excel with all or selected columns
  • Show/Hide button to display two lines per document
  • Enter a value in the blank box above column in order to find the closest match for that field
  • User defined column selection - 1 line per document
  • Excel export
  • Attached images saved in SQL
  • Move documents between batches incudling - Scanned Document Image Links inside GP -
  • Drill down to single document - For all batches throughout the system we have added an extra Batch Contents button - so that only documents related to the chosen batch are displayed. All data can be sorted and selected easily by clicking the arrows at the top of each column (Document Number, Debtor ID, Total, Date, etc.).
    Double-clicking the selected line retrieves the original document

Learn More About Other Microsoft Dynamics GP Add-ons

  • Advanced General Ledger
  • Advanced SOP / GL Defaulter
  • Advanced Procurement
  • Advanced Recurring Billing
  • Advanced Security Monitor
  • Advanced Time and Expense Management
  • Commitment Reporting
  • Email Remittance

Customer Speak

  • Smart Kids Ltd"SAGlobal consultants go above and beyond what is required both with impressive knowledge and understanding of Microsoft Dynamics GP. Compared to previous experience with other partners - SAGlobal consultants are second to none.”


    Ceri Stone
    Managing Director
    Smart Kids Ltd
  • London Stock Exchange"The implementation of Advanced Recurring Billing has had a massive and positive impact. Streamlined processes and reduced costs have paid for the solution several times over."


    Laurence Freeman
    Head of Sales Invoicing
    London Stock Exchange
  • Logicalis UK"SAGlobal had proven success within Logicalis. When we moved the support of our Dynamics GP solution to them, the improvement in the level of service was both immediate and impressive."


    Natasha Towns
    Business Applications Manager
    Logicalis UK
  • Cassa di Compensazione e Garanzia S.p.A."We are a complex business, there was potential for many things to go wrong. The project would have been a challenge for any supplier; I firmly believe that it was a combination of the approach, along with SAGlobal’s determination and belief in the project that made it a success."


    Franco Pozzi
    Chief Financial Officer
    Cassa di Compensazione e Garanzia S.p.A.
  • The Mayflower Theatre"SAGlobal is like a member of the family! Supporting and enhancing the Theatre’s Microsoft Dynamics solution for over 10 years, they provide an efficient and professional service. Confidence in their capabilities allows us to focus on what’s important - the business. They understand our processes and requirements – talking with the team at SAGlobal is like talking with colleagues."


    Alison Harrison
    Finance Manager
    The Mayflower Theatre
  • Charles M Willie & Co. (Shipping) Limited"SAGlobal demonstrate a practical approach to problem solving, We find them accessible, up to date, technically excellent, and responsive."


    Donald Pearson
    Charles M Willie & Co. (Shipping) Limited
  • Quartz Publishing & Exhibitions Ltd"The upgrade to Dynamics GP Version 10.0 from version 6.0 has made it possible for us to do our own accounts and have more control and access to reports and the system setup. We particularly appreciate the link in GP 10.0 to FRx within the Dynamics Financial Screen. Overcoming challenging circumstances, the upgrade fully met with our expectations and we were very satisfied with the upgrade service provided by SAGlobal, both in terms of quality and timeliness of delivery."


    Sandra Holland
    Financial / Management Accountant
    Quartz Publishing & Exhibitions Ltd
  • The Co-operative Life Planning“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”


    Simon Wiseman
    Project Manager
    The Co-operative Life Planning
  • Welsh College of Horticulture"Over the past two years SAGlobal have helped the Welsh College of Horticulture develop Dynamics GP into a seamless system from requisition to commitment reporting. Dynamics GP enables effective budget planning and with the use of Vision, an ease of reporting seldom delivered. In budget meetings with non-finance managers Vision can be used interactively to aid their understanding. The development is continual and we look forward to SAGlobal’s support in the future."


    Graeme Lavery A.C.C.A.
    Director of Corporate Services
    Welsh College of Horticulture
  • South East Water"This is just phase one of our project. We have taken the opportunity to review all business processes with the aim of streamlining the way we handle our information. By switching to Microsoft Dynamics GP and with the additional functionality supported by SAGlobal we anticipate many improvements in our finance function by shortening the process cycles and by automating transactions."


    Jo Hurley
    IT Project Manager
    South East Water


Related Resources: Microsoft Dynamics GP

Microsoft Dynamics GP 2016 Licensing Guide

Microsoft Dynamics GP 2016 Licensing Guide

Click to read
Microsoft Dynamics GP Capabilities Guide 2016

Microsoft Dynamics GP Capabilities Guide 2016

Click to read
Microsoft Dynamics GP Roadmap

Microsoft Dynamics GP Roadmap

Click to read
Co-op

Co-op

Click to read
Welsh College of Horticulture

Welsh College of Horticulture

Click to read
London Stock Exchange

London Stock Exchange

Click to read
South East Water

South East Water

Click to read
Quartz Publishing & Exhibitions

Quartz Publishing & Exhibitions

Click to read
CC&G

CC&G

Click to read
DynamicsPlus Advanced eProcurement

DynamicsPlus Advanced eProcurement

Click to read
DynamicsPlus Advanced General Ledger

DynamicsPlus Advanced General Ledger

Click to read
DynamicsPlus Advanced Recurring Billing

DynamicsPlus Advanced Recurring Billing

Click to read
DynamicsPlus Advanced Security Monitor

DynamicsPlus Advanced Security Monitor

Click to read
DynamicsPlus Advanced SOP/GL

DynamicsPlus Advanced SOP/GL

Click to read
DynamicsPlus Advanced Time and Expense Management

DynamicsPlus Advanced Time and Expense Management

Click to read
DynamicsPlus Batch & Document Management

DynamicsPlus Batch & Document Management

Click to read
DynamicsPlus Commitment Reporting

DynamicsPlus Commitment Reporting

Click to read
DynamicsPlus Email Remittance

DynamicsPlus Email Remittance

Click to read

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