Tag: 2015

Upgrading why should I do it? What are some benefits from upgrading?

Each year there is a new version of your ERP software and the big question is should this be the year that we upgrade. Many may see upgrading as a large project that will take time and resources but what you don’t see are all the benefits you will have from upgrading. These benefits are not always limited to the ERP enhancements with an upgraded software. A lot can happen in the year or two that it has been since your last upgrade. Businesses are constantly changing and the need for more automation and functionality out of your software is always there.

March 24, 2015

Why are my GL Cash Account Balance & Checkbook Balance Different?

In this blog, I wanted to address the variety of factors that may lead to your Checkbook balance and General Ledger Balance differing. Some vital information that should be collected to evaluate why the balances are different are:

What is the difference between the General Ledger Cash Account and the Checkbook balance?
When did the balances between the General Ledger and the Checkbook last match?
Are there any un-posted General Ledger batches?
Are there any Cash Receipts not deposited?
What are the results from the Reconcile to GL function in GP: Microsoft Dynamics GP – Tools – Routines – Financial – Reconcile to GL

February 27, 2015

Where do Value Based Enable Rules get their data for the CRM 2013 ribbon?

A recent request tasked me with adding functionality to the form ribbon of an Order in CRM 2013. The goal was to capture information from two fields on the Order’s associated Account and based on that information enable or disable a button on the ribbon of the Order which for the purposes of this article we can call Has_Value. I was not able to pass the values to the Order when it was created as these values could change some time after it had been created. Additionally, if the associated Account were found to be a duplicate, it would have to be merged and updated on the Order that could also change the results of the information I was capturing. This left me with having to query for my information using Javascript when the Order form loaded. With this Javascript query, I then updated a hidden Boolean field on the Order if the criteria was met or left it blank if it was not. This might not seem important now but having to take these actions in order to meet the requirements affected how this customization had to be modified at later steps in the functionality.

February 18, 2015

Is On-Premise ERP Dead? Hardly…….

The ERP (Enterprise Resource Planning) concept grew out of early accounting systems; the idea that you should join up all your disparate engine-room components to have an integrated, holistic view of operations. ERP suites from Oracle, Microsoft, SAP and others were intended to create a one-stop shop for payroll, invoicing, HR, logistics, supply chains, general ledger and all line of business systems like manufacturing or supply chain.

There has been a recent plethora of blogs about the “death of on premise ERP” as companies utilize SaaS for critical business functions. The blogs say that as nimble, less costly SaaS systems replace ERP components, the whole concept of a single system crashes to the earth.

January 14, 2015

How to Pay Employee Expenses by EFT (Part 1)

Why Pay Employee Expenses as an EFT (Electronic Funds Transfer)?
1) Ensure Employees receive their expense reimbursements in a timely manner
2) Save time not printing checks / getting checks signed / stuffing envelopes / mailing payments
3) Automatically Email EFT Remittances to Employees

Steps to Setup the Company Side of the EFT Transaction

Setup Company EFT Information (You will need to work with your Bank for the file layout specifications and preferred transmission method)
1) Go To Financial >> Cards >> CheckBook
2) Select the Appropriate CheckBook

January 2, 2015

Dynamics CRM: A Team Effort

I’d like to break down the difference between two types of teams found in Microsoft Dynamics CRM 2013. Most people who are familiar with teams in Dynamics CRM know about what are called, “Owner Teams.” These are the traditional teams that have been around since CRM 4. In Dynamics CRM 2013, Microsoft has introduced a new type of team called an, “Access Team.” The purpose of creating Access Teams appears to be for the benefit of working around and with some of Dynamics CRM’s security features.

December 19, 2014

What’s New in CRM 2015

Dynamics CRM 2015 is around the corner and there is a lot of excitement building up towards its launch. CRM 2013 completely changed things by introducing a whole new user interface and CRM 2015 is building on top of it by adding and improving existing features. CRM 2015 has introduced a lot of platform enhancements that make it a solid and great CRM experience. I have listed a few exciting features here but it’s a big list and we will explore through them as we approach the CRM 2015 launch.

December 5, 2014

Part 5 of 5: Power BI, Sharing the Wealth

We have put a lot of hard work into this blog series with building a patron analysis so now it’s time to share the wealth of our analysis insights with the rest of the company. Power BI’s web site and mobile approach with the deployment of Office 365 and refreshable data through a Data Management Gateway, is the perfect solution. The Data Management Gateway has come a long way since the first version and with version 1.2 it now supports many data source types from Power Query connections.

October 24, 2014