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eOne Solutions

Alicia Bement
Alicia.Bement@eonesolutions.com
(888) 319-3663 x 721
2632 47th St S.
Ste 111, Fargo, ND 58104
http://www.eonesolutions.com

Product: PopdockGP

Industries: All/Horizontal

Product Website

Visit Popdock website

Description

Popdock allows you to bring all your Dynamics GP data together to get the detail you need without waiting on IT. With the full SmartList suite included in the Popdock plans you have all the SmartList-level flexibility in Popdock, but for all your apps.

Pricing/Buying Information

Please Contact CAL for Pricing Information

‍With Popdock, you can:

  • Use an intuitive interface to add as many filters as you’d like and work with GP data
  • Combine other data with GP data
  • Share data with people in your company that you don’t necessarily want logging into Dynamics GP

‍Access your existing SmartLists via Popdock and share.

One common question that often comes up from our Dynamics GP customers is, “Can I use the SmartLists I already built with my Dynamics GP data?”  The answer is “Yes.”  You can access and work with all your SmartLists that you created with eOne’s SmartList Builder or using SmartList Designer in Popdock.

The benefit of using your existing SmartLists in Popdock is that they can be accessed efficiently right along with all your other favorite reports and shared with more users in an intuitive interface to filter, group/subgroup, search, drill down, and see related data.

‍Combine GP with other data and create custom reports.

One of the most powerful features of Popdock is being able to combine data and add restrictions, variables, and calculation. Join, merge, compare, and summarize data across GP tables and with other cloud and on-premises applications you use.

Some examples of combining Dynamics GP data include:

CRM + GP:

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter, etc
  • ROI & spend related to campaigns
  • Commission reporting

Exception reports:

  • Any place where data may be missing
  • Data not integrated between GP and your other apps

GP + Legacy system data reporting‍New ERP + GP as a legacy system reportingEmbed GP data in your other apps.

Making relevant data convenient is important for user adoption. End-users need efficiency to drive value for their task. Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of Dynamics GP data, a very popular use case is embedding Dynamics GP transactions in CRM on the related customer’s account record. This information is helpful for your team to efficiently access as they work with your customers.

‍With Popdock widgets, you can Virtually Integrate any Dynamics GP data with other apps. Learn more about different ways to present data where your team works.

Lists

Connect to the Dynamics GP data you need. These are just a few of the default lists that come with the Dynamics GP connector:

Company

  • Tax Detail Transactions
  • Attachments
  • Batches
  • Notes
  • Shipping Methods
 Field Service

  • Service Calls
  • RMAs
  • Technicians
  • Contract Lines
  • Contracts
  • Offices
  • Service Call Statuses
  • Work Orders
  • RTVs
  • RTV Lines
  • Service Types
  • RMA Lines
  • Service Call Details
  • Equipment
 Financial

  • Account Summary
  • MDA
  • Bank Transactions
  • Checkbooks
  • Accounts
 

Fixed Assets

  • Fixed Assets
  • Fixed Assets Books
  • Fixed Assets Purchases
 Inventory

  • Landed Cost Groups
  • Vendor Items
  • Item Quantities
  • Sites
  • Item Prices
  • Item Transactions
  • Landed Costs
  • Items
  • Item Purchase Receipts
 Manufacturing

  • Work in Process
  • SO/MO Link
  • Picklists
  • Bill of Materials
  • Recorded Outsourcing Purchase
  • Orders
  • Manufacturing Orders
  • Suggested Outsourcing Purchase
  • Orders
  • Suggested Outsourcing Shipments
  • Sales Documents not linked to Manufacturing
Project Accounting

  • Employee Expense Line
  • Equipment Log Distributions
  • Billing Cycles
  • Miscellaneous Log Lines
  • Timesheet Lines
  • Timesheet Distributions
  • Cost Categories
  • Equipment
  • Change Orders
  • Miscellaneous
  • Miscellaneous Logs
  • Equipment Logs
  • Equipment Log Lines
  • Employee Expenses
  • Miscellaneous Log Distributions
  • Contracts
  • Inventory Transfers
  • Timesheets
  • Projects
  • Billing Transactions
  • Employee Expense Distributions
 Purchasing

  • Vendor Addresses
  • Payables Distributions
  • Payables Transactions
  • Receiving Transactions
  • Vendors
  • Purchase Orders
  • Purchase Order Lines
  • Receivables Transaction Lines
 Sales

  • Customers
  • Receivables Transactions
  • Sales Line Items
  • Sales Transactions
  • Prospects
  • Salespeople
  • Receivable Distributions
  • Sales Territory
  • Customer Addresses
Payroll

  • Employee Summary
  • Employees
  • Employment History
  • Historical Payroll Transactions
  • Payroll Transactions
 Human Resources

  • Applicant Education
  • Applicants
  • Employee Benefits
  • Employee Education
  • Post-dated pay rates

Take any of these out-of-the-box lists, modify them, or simply use them as a”template” to create new favorites that suit what you need.

Details

Details allow you to see more information related to the record, which can be related data (for example, seeing detailed lines on header records) or cross referencing data from other apps (for example, shipping status related to an order). Here are  details that are available to see with the Dynamics GP Connector:

  • Service Calls: Lines, Notes, & Attachments
  • RMAs: Lines, Notes, & Attachments
  • Technicians: Service Calls
  • Contracts: Lines, Notes, & Attachments
  • RTVs: Lines, Notes, & Attachments
  • Service Types: Service Calls
  • Items: Quantities, Pricing, Inventory Transactions, Purchase Receipts, Notes, & Attachments
  • Equipment: Equipment Logs
  • Miscellaneous: Miscellaneous Logs
  • Miscellaneous Logs: Lines & Distributions
  • Equipment Logs: Lines & Distributions
  • Employee Expenses: Lines & Distributions
  • Contracts: Projects
  • Timesheets: Lines & Distributions
  • Payables Transactions: Distributions, Notes, & Attachments
  • Receivings Transactions: Line Items
  • Vendors: Addresses, Purchase ORders Payables Transactions, Notes, & Attachments
  • Purchase Orders: Line Items, Notes, & Attachments
  • Customers: Addresses, Sales Orders, Receivables Transactions, Notes, & Attachments
  • Receivables Transactions: Distributions, Customer, Notes, & Attachments
  • Sales Transactions: Line Items, Customer, Notes, & Attachments
  • Salespeople: Customers
  • Sales Territory: Customers

Technical Details & The GP Gateway

Popdock allows you to create lists that include data from multiple tables and multiple sources, if you’d like. With the Dynamics GP connector, you can provide access to data from any Dynamics GP table or eConnect. Learn how to set up the Dynamics GP connector here.

‍To safely connect to your Dynamics GP environment, we recommend setting up the Popdock Gateway for Dynamics GP.

More Information Coming Soon

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