Deploy and Configure: Inventory Excel Template Pack for Dynamics GP

Deploy and Configure: Inventory Excel Template Pack for Dynamics GP



Overview

eOne Solutions will help you deploy the Inventory Transaction and Inventory Transfer Excel Templates for Dynamics GP. Our goal is to help your team get setup and using the Excel templates quickly and efficiently.

The different inventory Excel templates provide interfaces within Excel that allows for entry of inventory adjustments, variances, and transfers. The templates pull down appropriate information from your Dynamics GP environment – products, currencies, locations, etc. – and allows entry of multi-line inventory transactions with data validation built right in.

These Excel templates are powered by SmartConnect on-premise, which gives your team full integration capabilities with not only Dynamics GP, but also any other connection that is setup within SmartConnect on-premise.

This eOne service offering includes:

  • Deployment of the Excel template on a workstation.
  • Connecting SQL queries within the template to the appropriate Dynamics GP tenant.
  • Configuration of the inventory transaction and transfer integrations within SmartConnect on-premise.
  • 1-hour training covering the inventory transaction and transfer Excel templates.

When complete, your team will have a configured inventory transaction and inventory transfer Excel templates that can be easily copied and deployed to other workstations.

Additional customization of the templates – creating additional fields, changing the logic processes, modifying the underlying integration, etc. – are not within the scope of this offering. The eOne Solutions services team would be able to define any additional requirements as an add-on to this offering.

*An on-premise SmartConnect environment is required.


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