Tag: Solutions

Connections between Dynamics GP and Excel

Dynamics GP interfaces with Excel in several different ways.  The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports.  These are the base interfaces, but there are also several other methods to link GP data to Excel.  Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc.  In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.

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November 19, 2015

Uploading Journal Transactions in Acumatica Cloud ERP

Most of us have experienced the pain and agony of having to hand-key a very large, multiple line journal entry. You add G/L account number after G/L account number, debit after debit, and credit after credit. You get to the end of the very long journal entry press the save button only to find that your very long, multiple line journal entry is out of balance. So you start your quest. You go line by line comparing the numbers you keyed against your source documentation to ensure that all of the numbers have been entered correctly. If you’re lucky, you’ll find the data entry error in time so that the last thing left to eat in the cafeteria for lunch isn’t a cold grilled cheese sandwich.

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November 6, 2015

Whitaker Brothers Become Automated

Organization: Whitaker Brothers Business Machines, Inc.

Users: 20

Current Solutions: MSFT Dynamics-GP and MSFT Dynamics-CRM

Modules: Core Financials; Inventory; Purchase Order Processing; Sales Order Processing (POP/SOP)

ISV Products Used: K-eCommerce; Avalara; FieldConnect

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October 9, 2015

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.

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September 15, 2015

‘Ask the Expert’ Session: Desktop vs. Remote Desktop

Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users.  In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.  

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June 15, 2015

Going Paperless… PaperSave at the Empower the User Conference

KTL Solutions held its 10th Annual User Conference on Thursday, May 14th. This year we invited several more ISVS (Dynamics GP and CRM Companion Products) so that users could see more ways to enhance their systems outside of what GP or CRM has to offer. While KTL only asks the best of the best to attend and speak to our customers, one of my favorites that we had this year was PaperSave. 

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June 8, 2015

KTL’s 10th Annual User Conference: Recap

Can you believe KTL has been throwing a successful and continuously growing User Conference for the past 10 years!? To be honest, neither could we. It’s amazing how our clientele are so loyal; how they and many others want to learn more about the dynamics world that Microsoft has offered. Yes, the beginning idea of this conference ten years ago, was something that KTL thought would grow and hopefully become an annual educational event that we could host for our clients. And it has become that….and much more!

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May 21, 2015

Why the User Conference?

For the last few months we at KTL Solutions (me in particular) have been promoting our upcoming “Empower the User Conference” a free one-day educational event for Microsoft Dynamics GP, SL, and CRM users.  And while it is a great educational event that you have learned about through a number of emails, landing pages, and tweets from KTL there are other benefits to attending this event:

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May 11, 2015