Features and benefits
GP Agent combines the document delivery features of eContact and
the scheudling capabilities of The Process Scheduler.
GP Agent let's you easily email
documents, such as Sales Invoices, Invoicing Invoices, Purchase Orders and Remittance Advices right from Dynamics GP.
With GP Agent you can track your customer and vendor activity.
With GP Agent...
Email Orders, Invoices, Purchase Orders, Statements and Remittance
Advices
- From the Sales Transaction, Invoice and Purchase Order windows - Entry and Inquiry
- eContact automatically looks up your Outlook Contact information.
- Once you finish entering the transaction, or it your just inquiring, you can quickly
print, fax or email the transaction with one click.
- Batches of transactions, or selections of transactions from the Print Documents
windows, can be emailed easily and quickly.
- Customer Statements can be easily emailed on-the-fly, or flexibly
to a group of customers.
- Email remittance advices for EFT payments instead of mailing them.
Setup is Simple
- Once you finish the mc²Setup Wizard and define
your printers you can immediately start using eContact.
One-Click Access from the eContact Toolbar
- All GP Agent features are one mouse-click away.
Link Existing Data and Contacts
- You can link your existing Customer, Vendors, Prospects and Employees to existing
Outlook Contacts through a simple list view window.
Update and Find Contacts Instantly
- Whenever you update a Customer, Vendor, Prospect or Employee, or any address information,
GP Agent automatically updates your Outlook Contacts.
- Whenever you're viewing a Customer, Vendor, Prospect or Employee, or any address,
eContact let's you instantly find that Contact in Outlook.
Find Email Addresses Instantly
- If you don't know an email address, GP Agent will search for the Contact
and give you a list of email addresses to choose from.
Fax Documents Easily
- Install a
GFI fax
server, and you can fax as easily as you email with GP Agent .
Use Public Folders
- If you're using Microsoft Exchange Server, you can place your eContact Contacts
in public folders.
- You can choose a different folder for each type of Contact (Customer, Vendor, Prospect
and Employee).
Schedule Batch Posting
- You can schedule any transaction that can be posted from a batch.
- You can tell GP Agent to post if the batch has been marked or approved,
or have GP Agent approve, mark and post the batch.
- You can choose a range of batches and even SOP Transfer.
- You can choose to post only batches that are in a specific status: Available, Marked
or Approved.
Schedule Sales Order Processing Transfer
- You can schedule Sales Order Process batch or range of bathes to be transferred,
using all the options of the SOP Transfer Documents window.
Schedule Table Maintenance
- You can schedule any Check Links, Rebuild or Shrink procedure, so that you can,
for example, run table maintenance every weekend.
Schedule Routines
- You can schedule routine procedures, such as the Year-End closes, Aging customer
accounts, or Finance Charge calculations.
Schedule Reports
- Schedule any report that can be printed from a Dynamics GP report window, including
custom reports, Financial Statements and Trial Balances.
- Use any Dynamics GP report options to specify the sorting, ranges or parameters
you want to use when the report runs.
- Choose which network printer on which to print the report.
- Save the report to a file and have the file emailed to a distribution list.
Schedule tasks once, have the tasks repeated
- Tell GP Agent to execute a task once, or repeat the task again and again,
every day, every week, every month, etc. based on your needs.
Reschedule tasks that were interrupted
- If a task was scheduled and aborted or cancelled, you’ll know, and you can easily
reschedule the task.
Choose any printer on your network
- When you schedule your tasks, you can direct any report, posting journal or maintenance
log file to any printer on your network using GP Agent’s own named printer
processing.
Email reports and notifications
- If a task generates reports or journals as part of it’s process, these reports can
be emailed to a distribution list as attachments.
- When you schedule your tasks, you can send an email notification that the task has
been completed.
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