Grants Management in Microsoft Dynamics GP?!?!

I should admit, it was a crazy month! I been very much busy in thousands of meetings and been unable even to check my mail, thanks god we have a vacation these days so I can post few articles!

Are you “Not for Profit” organization? Do you have budgeted donations and grants and wanted to manage it the right way? Dynamics GP is the right solution for this.

If you ever installed Analytical Accounting, you might notice a module called “Grants Management” that is located under Analytical Accounting, this module is mainly used to manage Grants and Donations for Not for Profit Organizations and indeed it integrates Analytical Accounting Dimensions, Codes and Budgets.

To activate and work on this module, you must follow steps below:

1. Install this module using Dynamics GP CD’s.

2. Go to “Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Grant Management” and check “Activate Grant Management” and select your default transaction dimension that holds your grants.

3. If you have any company specific fields you would like to customize, just name it here:

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4. Go to “Cards >> Financial >> Grant Management >> Grant Status Maintenance” and set you workflow of status changes:

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5. Go to “Cards >> Financial >> Grant Management >> Grant Maintenance” and define you grant, you can define unlimited number of grants types:

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6. Go to Analytical Accounting Budgeting and create your budget:

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7. Click on “Validation Options” button on “Grants Maintenance” form and link your budget:

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Enjoy!

Regards,

Mohammad R. Daoud – CTO
MVP, MCT, MCP, MCBMSP, MCTS, MCBMSS
+962 – 79 – 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

One Response to Grants Management in Microsoft Dynamics GP?!?!

  1. Anonymous says:

    Hello Mohammad,I want know how can i add donation/ pledge in GP. Could you explain steps doing it.I want to add transaction for donation/ pledge in GP.Thanks. Rohit

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