Tag: KTL

Uploading Customers into Acumatica ERP

One of the most difficult decisions that has to be made during a new system implementation is how much and what kind of data to migrate from your old system to the new. How many years do we bring over? Do we bring over detailed or summarized data? Is it reconciled? We will have access to old system for historical reporting purposes? These are all questions that are posed and answers that are debated during the process of making the decision.

There are, however, a few data decisions where there can be no debate. You have to bring over your Chart of Accounts. You may choose to take the opportunity to restructure your Chart of Accounts or to get rid of inactive accounts but you have to have your Chart of Accounts. The other data requirements are your Employees, Vendors and Customers. There still remains the option of do you add these records via manual entry or do you upload them. Using the manual entry method can provide the opportunity for training, since in the future, you will be adding these types of records one or just a few at a time.

September 15, 2015

Critical Path and Why is it Important?

In my formative years as a business analyst, I was once summoned by my project manager into the war room while working on an eCommerce project for one of my company’s high profile clients. We were about 2 months away the launch date and the PM asked us for the critical path. My first question (to myself) was, “what in the world is a critical path and why is the PM asking me this.”

Here is how I interpreted that question, “well.. the project is critical to my organization, it is critical to succeed, so everything on this project is the critical path”.

September 3, 2015

Five Things to Consider When Moving to the Cloud

News about the cloud is everywhere, the sales pitch for cloud computing is simple.

Companies pay a third-party vendor to run one or more of their systems, like email or payroll, on its own servers, saving tons of money.

September 2, 2015

How to close the fiscal year in Microsoft Dynamics GP

Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:

August 28, 2015

How to create a Drop Point in PaperSave

A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.

August 26, 2015

Upcoming Updates to SQL in 2016

Coming in 2016, the newest upgrades and features to SQL have developers everywhere speculating about the future. Microsoft has designed the 2016 release of SQL to be easy to use, traditional in application appearance and control, and most importantly data-secure. The most exciting new feature for SQL in 2016 is called Always Encrypted. Microsoft has created an extra layer of data security so that even when you are working with sensitive data such as social security numbers or credit card numbers, the data is secure. This ensures that even at the most vulnerable time for an attack, while data is being used, a person’s identity and company’s reputation are safe. The best part about this upgrade and its new features is that it will not hinder the performance of the application.

August 24, 2015

How to create and restore a snapshot of an existing company database in Acumatica.

First you have to create the new company. To create the new company, navigate to System>Management>Manage>Companies

Click the + sign to add the new company, the system will generate a new Company ID

In the Login Name field type the name of the new company

August 21, 2015

Visualizing your Financial Statement with a Waterfall Chart

In July, Microsoft introduced six new chart types that will be available as part of Office 2016. Today, I’m will show you how to take advantage of the waterfall chart, one of the most popular visualization tools used in small and large businesses by modifying Dynamics GP’s Excel Financial Dashboard with Excel 2016 to add a Waterfall chart. A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values and is very useful in analyzing an income statement.

August 19, 2015

The Benefits of CRM Systems and Microsoft Dynamics CRM improved Integration with Outlook

My question to you is; why wouldn’t you be using a CRM system?

CRM’s refer to allons between a business and its customers. CRM systems not only help manage your business and relationships with clients it also provides s number of important benefits to both small and large companies including increasing revenue and decreasing costs. What business or business owner wouldn’t want to do that?

August 5, 2015

Pros and Cons of the different implementation strategies

The 3 main implementation strategies that I have used over the years have been:

Parallel Run
Big Bang
Phased Approach

Proactively evaluating and selecting the appropriate ERP implementation strategy that fits your business and your individual risk tolerance is vitally important and is as much an early decision gate as it is to select the correct ERP solution for your business.

July 31, 2015