The Who, Why and How when Recommending Blue Moon Products

Janice Phelps Senior Solutions Consultant m

Accounting Essentials  Advanced GL Close  Enhanced Voucher Selection  Credit Card Payments Operations Suite  Advanced User-Defined Fields  SOP Auto Invoice  Customer Consignments  Container Management  ChargeBack Processing  Advanced BOM  Quality Count

Accounting Essentials Advanced GL Close  Who needs it? Any organization using more than a two-segment chart of accounts structure and needs to close to multiple retained earnings or fund balance accounts based on those segments.  Why do they need it? Ability to extend the year-end close functionality by increasing the number of divisional segments to four.  How do you ask? Ask your customer how their retained earning or fund balances are closed and tracked today.

Accounting Essentials Enhanced Voucher Selection  Who needs it? Any customer with Microsoft Dynamics GP Payable Management who wants to review and select open invoices and credit documents in a single window.  Why do they need it? The user has the ability to see every voucher that they want to pay and all open credit documents from a single window. The ability to edit the amount paid from the same window and print an edit list before committing to building the batch.  How will you know they need it? Ask the prospect/customer what their process is for determining what to pay each check run. Many will indicate a desire to see a “big picture” view of their payables, meaning all vouchers meeting their criteria. They may also want to select credit memos at the same time they are selecting vouchers.

Accounting Essentials Credit Card Payments  Who needs it? Any customer with Microsoft Dynamics GP who accepts credit cards from customers in Sales Order Processing and/or Receivables Management Cash Receipts  Why do they need it? The user has the ability to process credit card transactions from their customers using a PCI compliant environment using tokenization that includes pre-authorization, capture and immediate sale transactions from within Dynamics GP.  How will you know they need it? Talk to your customer about how they process credit card transactions today.

Operations Suite Advanced User-Defined Fields  Who needs it? Any customer who needs additional data elements within the Inventory Item Master, Purchase Order or Sales Order Entry windows (header and/or line level).  Why do they need it? Dynamics GP has a finite number of data elements, and Advanced UDF allows the user to customize the labels, identify whether the fields are required, and may be used with our Operations Core module to send the data elements to the integrated warehouse.  How will you know? Ask your customer about reporting requirements and whether there would be value in tracking additional data elements.

Operations Suite SOP Auto Invoice  Who? Any business that has any volume of invoices that are created from SOP orders.  Why do they need it? Quicker revenue recognition and ability to auto-transfer, auto-print/ , auto-create back orders and auto-post invoices.  How will you know? Simply ask the prospect/customer how many orders per day they fill. If it’s more than a handful, ask if it would be useful to have the orders transfer to invoices automatically. The answer is almost always yes.

Operations Suite Customer Consignments  Who? Any customer who ships product to their customer in advance of invoicing them for the product.  Why do they need it? In a consignment environment, the items are typically shipped at no cost to the customer, yet they are still owned by the seller. Our product provides all of the tracking necessary for visibility throughout the lifecycle of the transaction.  How will you know? Ask your customer if they process consignment orders today, or ship product to customers in advance of invoicing them for the items.

Operations Suite Container Management  Who needs it? Any business that purchases products that are shipped via container.  Why do they need it? Provides customers with visibility to item status, eases the receiving process, reduces paperwork on the receiving dock and allows for FOB receiving.  How will you know? If the customer is manually tracking detailed container/shipment information. If the customer needs to be able to pay for the goods FOB origin, before they actually receive them. If they do, they will see the value proposition immediately.

Operations Suite ChargeBack Processing  Who needs it? Any business which sells/distributes products to the major retail chains (e.g. Wal-Mart, Hope Depot, Target).  Why do they need it? One-step entry of chargebacks during cash receipt processing. Improved cash flow through accurate chargeback tracking and instant access to information during collections.  How will you know? If your prospect/customer talks about a complex process involving a high volume of credit and debit memos. You might also here them ask for the ability to apply more than the check amount in Cash Receipts. Some will use the term “deductions management”. The prospect/customer may also have a need for EDI support.

Operations Suite Advanced BOM  Who needs it? Any customer who is using Inventory Assembly Entry to process light manufacturing transactions, and wants more functionality in the product.  Why do they need it? Standard Dynamics GP Assembly Entry does not allow partial receipt processing, linking between Sales Transaction lines and assembly transactions, or linking to purchase orders for short components.  How will you know? Ask the customer how their assembly process works today. By learning whether they are in a make to stock or make to order environment, and their inventory practices (just in time, etc.), you can determine whether this functionality will benefit them.

Operations Suite QualityCount  Who needs it? Any business that performs physical inventory counts, regardless of industry or product type.  Why do they need it? Allows the customer to conduct physical inventory while other business activities are taking place. Allows for creation of cycle counts based on ABC codes.  How will you know? If a customer has a warehouse or stock area for inventory items, QualityCount can help them streamline the cycle count and physical inventory process. If the customer mentions the need for full tag control, you can assure them that QualityCount supports this workflow, and even allows them to print count tags.