Microsoft Dynamics GP

Helps businesses gain greater control over their financials, better manage their inventory
and operations, and make informed decisions that help drive business success.

Microsoft Dynamics GP has delivered the quick to implement and easy to use business management solution that powers diverse small and mid-size businesses around the world.

From financials and human resource management to manufacturing and operations, Microsoft Dynamics GP brings people and systems together to support your business ambitions.

Capabilities Include:

Financial Management

Manage your cash, assets, and banking.

Maintain all of your financial journal entries and budgets with a double-entry accounting ledger that supports up to 999 periods.

Track non-financial data like unit accounts at the general ledger level. Transfer account balances based on a variable account by percent or unit giving more flexibility to your general ledger. Easily copy and paste data from excel or text into general ledger.

Automate routine and complex accounts payable tasks with real-time statistical history, easy reconciliation, account control, payment scheduling, and check printing.

Receive warnings when an open purchase order exists. Track vendor details including multiple ship-to addresses, payment terms, credit limits, vendor items and more.

Control your accounts receivable with automated processes for invoices, receipts, finance charges, and statements, including the ability to analyze customer activity.

Setup and maintain customer records including credit limit, contact names, aging balances and more.

Improve financial control and put company assets such as buildings, machinery and equipment to the best possible use with tools for tracking, analyzing, and manipulating fixed assets.

For each asset you can track and deprecate by calendar or fiscal year with several methods including MACRS and many others. Track depreciation for tax liabilities for the most common tax books. Analyze and track assets historically to better manage your assets.

Set up and maintain relationships so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies. View and void distributions of intercompany transactions from other companies.

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.

Supply Chain Management

Track and manage your production, inventory, orders, and vendors.

Monitor inventory stock levels and costs, and set prices on a customer-by-customer basis to stay competitive, speed fulfillment, and build loyalty. Inventory control provides multiple costing methods, tiered pricing, alternate vendors, serial/lot tracking for selling items more efficiently.

For added flexibility multiple locations and bins are available with tracking reason codes for transfers and cycle counts to get a more accurate inventory.

Automate the sales ordering process to improve customer service, control fulfillment and invoicing, and minimize shipping and labor costs. Track quotes, orders, back orders, invoices and allow discounts per item and partial shipments.

Enable quicker sales with suggested items that offer upsell opportunities and substitutions for items that out of stock.

Manage commitments and build lasting vendor relationships with automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders. Receive partial shipments with discounts, landed costs and prepayments to better manage your purchasing and receiving process.

With tolerance handling, receive items within a threshold percent of the purchase order for more flexible receiving and better purchase order management.

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.

Allow people to order materials needed to run the business with the necessary approvals with Requisition Management built through the base application.

Manufacturing Suite

Delivers Capacity Requirements Planning, Engineering Change Management, Job Costing, Quality Assurance, Sales Configurator, and Sales Forecasting.

Deliver complete and consistent product information. Manage materials, components, and assemblies with precision precisely including costs, locations, and routing sequences.

Gain control of finished goods, reduce costs, and increase profitability.

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

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

Ensure proactive planning, smart procurement decisions, and precise adjustments to production with flexible planning and analysis capabilities in addition to viewing material requirements and vendor information.

Business Intelligence & Reporting

Get real-time visibility and analytics to track performance and act with insight.

Gain powerful, role-specific insight with charts and graphs both inside of Microsoft Dynamics GP client and outside through a companion application, plus perform tasks and collaborate with others.

View SQL Reporting Services, Microsoft Excel and Management Reporter reports from one central location, giving the ability to access data from virtually anywhere. Business Analyzer is optimized for tablets powered by Windows, iOS and Android platforms.

With over 300 built in Microsoft Excel reports that connect directly to the data source plus an Excel report builder. Microsoft Dynamics GP offers a solid foundation tocreate reporting. Refreshable excel reports provide easy and quick access to latest data.

Leveraging the power of Microsoft SQL Reporting Services, Microsoft Dynamics GP offers over 300 charts, graphs and reports through Reporting Services. The reports can be modified to meet unique needs. New reports can be created easily without a developer.

Management Reporter is used for the creation, distribution and analysis of financial statements. It includes user types that can generate, design and view information that is secured by role, giving people only the information that is important to them.

Management Reporter reports can be viewed and refreshed with a web viewer.

Forecast accurate budgets and gain control of the entire budgeting and planning process. Coordinate plans dynamically and collaborate easily with your management team.

Field Service Management

Track and manage your production, inventory, orders, and vendors.

Manage unlimited number of contracts using flexible functionality that includes price books, profitability against service calls, and revenue recognition through five different methods.

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


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.

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.

Human Resource Management

Hire, train, and pay your team

Track critical health and wellness information to monitor the well-being of your employees and ensure government compliance.

Manage employee certifications and license and training requirements to help your employees meet their potential and maximize the value they bring to the organization.

Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.

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

Manage complex vacation and sick time policies automatically. View historical vacation and sick time easily.

The complete ERP solution for your growing small business

GP Capabilities Guide