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.

M4 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.

Figure 1 - ABDM Setup

Figure 2 - ABDM in Sales

Figure 3 - ABDM in Purchasing

Figure 4 - ABDM in Inventory

Figure 5 - ABDM in Finnancial

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

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Download Documentation

If you want to find out more about Batch & Document Management, please download Product Brochure and User Guides.

   M4 Batch & Document Management Brochure 2011

M4 Batch & Document Management User Guide For :