Why now rather than later?  Labeling and tagging your inventory items now, even if you aren’t using the ability to scan barcodes, will save you the time and headache later when you decide to move forward with a data capture solution. You don’t need to make a huge dollar investment to do so. By selecting a label design and printing solution, you can start labeling inventory at the point you are receiving it in. Even if you are receiving it the old fashion paper-based way.  There are several label printing solutions available on the market. We tend to recommend and implement the NiceLabel solution. Seagull Scientific’s Bartender is also a good option. Any of the solutions will provide you with the same results. These software packages start at $495. Investment in a desktop label printer can easily be under $500. If you prefer, print labels to your existing laser printer.

By selecting a solution that supports database connectivity, you can easily create a solution that will print your item labels from your Dynamics GP database. A word of caution, you will want to create a view for the data with an RTRIM function on the GP database fields. RTRIM returns the data string after truncating the trailing blanks. In GP, the item number allows for 30 characters. If your item number is only 10, the remaining 20 will be blanks. This makes it difficult not onlyto set up labels, but your item number will not read in barcode format with a barcode reader with trailing blanks. Panatrack has created a set of GP inventory item views. These views include the information generally needed to create your item label. We have one for purchase orders. If you are not lot or serial tracking, this is an ideal option for creating your item labels. Plus you have some validation built into your process. When you receive your inventory, you can label it as you record your receiving. If you are expecting 10 of an item and you have 1 label left over, you are short 1 (and vice-versa). If you serial or lot track, you can set up item label printing against the receiving transactions if those details are captured from the vendor or manufacturer.

When creating your item labels, keep in mind that you really don’t need a lot of details recorded on the labels. Avoid putting locations or quantities (unless it is a package quantity that won’t be changed). For items tracked by quantity, the Item Number is really the only thing that would need to be represented as a barcode. You don’t need a separate numbering system representing the “barcode number”. Your GP item number is recommended. If you track by serial or lot number, the serial and lot should also be represented in a barcode. The use of 2D barcodes is becoming more and more popular since you can include the item, serial, or lot in a single bar code. PanatrackerGP software does offer a format for this specifically.

The same is true with assets you want to track. We recommend purchase pre-printed asset labels. Typically the Asset Label ID and your company name is all you really need. The Asset Label ID will represent the asset record in your tracking system. Adding your company information adds security to your assets. Asset tags are typically made from materials that will last as long as your assets. They often are coated to resist scratches, abrasions, chemical and weather.

If you start adding barcodes to your inventory and asset tracking now, you will be in a good position to add the mobile and automated data capture functionality later without much additional setup overhead. Panatrack is a reseller for NiceLabel and BarTender. Visit www.nicelable.com or www.seagullscientific.com for more information on these label design and printing solutions. Panatrack offers consulting services to get you on your way to incorporating barcode technology in your operation. Give us a call for more information! 262-646-3590

by Panatrack

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By providing the familiarity of Microsoft Office system applications and the Microsoft Windows SharePoint Services interface, Business Portal for Microsoft Dynamics SL can help your team increase productivity so that you realize a greater return on your business management solution investment. The portal gives employees, partners, and customers secure access to up-to-date information on a browser any time and anywhere it’s needed.  With Microsoft Business Portal, you can deliver project financial status, task assignments, billing, invoices, timesheets, expense reports, and other documents through a Web browser, reducing the time required to manage these processes and eliminating paperwork and data re-entry.

For project driven organizations that rely on the scheduling capabilities of Microsoft Project, Microsoft Dynamics SL integrates directly with Microsoft Project.  The integration works in both directions, where the integrity of the Microsoft Dynamics data that flows through a company’s financial system is not compromised. In cases where the relationship between the data in Microsoft Dynamics and that in Microsoft Project might affect financial and audit trail information, one-way integration, from Microsoft Dynamics to Microsoft Project, is available.

With a Microsoft Dynamics SL and CRM integration, you can create and easily maintain a clear picture of customers—including complex supply chain relationships with partners and suppliers—from first contact through purchase and post-sales, using a comprehensive customer relationship management solution that’s easy to learn and use.  With the ability to view information from the ERP system such as Sales Orders, Inventory Items, and Project related information, Dynamics CRM unleashes your Sales and Marketing Teams to do what they do best, take care of customers.

So next time you hear “we can’t do that,” think again. The tools do exist to bring down information barriers between departments and give your organization the edge it needs to be more productive, efficient, and competitive.

By Associate Solutions, Microsoft Dynamics GP, SL, and CRM partner serving KS MO IA NE

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For residential homebuilders controlling the change order process, accessible reporting, and tight margins are critical to the bottom line. Microsoft Dynamics Gold Partner, SBS Group, understands the unique challenges facing homebuilders. In partnership with HMS Cornerstone Solutions, SBS overviewed common technology challenges facing residential homebuilders during a recent one-hour webinar – Can Technology Improve the Bottom Line?  Guest presenters and industry veterans, Stuart Siegel and Kathy Mortensen of Cornerstone Solutions, highlighted issues including:

• Partial or incompletely implemented back-office systems
• Processes that have not been updated to complement these systems
• Knowledge gap due to staff turnover or downsizing
• Lack of training
• Understanding and accessibility of data

Every homebuilder operates differently, but there are similar workflows to building 25 homes per year or 2500 homes per year. SBS Group works with residential homebuilders across the country to assess their business and technology system needs and provides integrated homebuilder solutions. For more information, contact SBS Group here or email info@sbsgroupusa.com.

By: SBS Group – New Jersey Microsoft Dynamics SL, GP, AX & CRM Gold Partner

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1. Integrate your work order system with your accounting package – along with job cost, accounts receivable, accounts payable your accounting system should include a work order system. Dispatchers, billing staff, service managers and field staff should all be working from the same software.
2. Sophisticated dispatching is important – knowing where your team members are and getting them to jobs efficiently is really important. More money is wasted with guys driving between jobs than most other activities.
3. Access real time data – the link between what’s occurring in the field and dispatchers and customers must be real time. Everything can be done more easily with a good understanding of what is happening in the field
4. Don’t let pennies leak – most service operations do not have one major item that if fixed would make everything wholly efficient. It is usually many smaller leaks of money that add up to lots of money together, but individually, aren’t that much.
5. Use technology to retain customers – the more technology you offer to your customers and the more they have access to information, the less likely they are to purchase from someone else.

Interested in learning more? Request a copy of the presentation from SBS Group at info@sbsgroupusa.com or 732.476.5909.

By: SBS Group – New Jersey Microsoft Dynamics SL, GP, AX & CRM Gold Partner

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This offer on such a great product is hard to pass up.  Even if you defer installing the software for a couple of months, purchasing now can save you big bucks. 

Reach out to your local partner to take advantage of this exceptional pricing.

Business Essentials includes accounting, tons of reporting and data mining tools and even distribution modules.   Advanced Management includes the list below PLUS additional financial and manufacturing modules.  Contact your reseller to determine which suite is best for your business.

Here is a complete list of Business Essentials Modules:

GENERAL LEDGER: Manage the heart of your business with intelligent accounting and analysis capabilities that sharply reduce time and effort for key tasks and deliver flexible, fast ways to track and analyze financial information.

ANALYTICAL ACCOUNTING: Classify, report, and analyze financial transactions based upon your specific business needs with wizard driven inquiries that integrate with Microsoft® Office Excel® and Microsoft Dynamics® GP SmartLists. Analyze transactions across your entire organization with smooth integration across modules in Microsoft Dynamics GP.

BANK RECONCILIATION: Manage all bank-related transactions through a single, automated process and ensure fast access and tight control for mission-critical financial information.

PAYABLES MANAGEMENT: Improve your control over expenses with up-to-the-minute payables information, comprehensive vendor management, and payment scheduling and tracking while automating routine and complex tasks.

RECEIVABLES MANAGEMENT: Maintain tight control over accounts receivable, manage sales made on accounts, and drive down overhead costs with integrated capabilities for tracking invoices, processing receipts, and analyzing customer activity.

FIXED ASSET MANAGEMENT: Improve financial control and put company assets to the best possible use with tools for tracking, analyzing, and manipulating fixed assets.

INTERCOMPANY: Efficiently set up, enter, and maintain relationships between companies so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies.

MULTICURRENCY MANAGEMENT: Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities.

ENCUMBRANCE MANAGEMENT: Not-for-profit, public sector or other organizations managing encumbrances can easily locate and track budget information, query current or historical encumbrances, and streamline period-end and year-end reporting processes.

SAFE PAY: Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.

REPORT WRITER: Modify existing or create new Microsoft Dynamics GP reports with an easy to use drag and drop design interface.

MICROSOFT MANAGEMENT REPORTER DESKTOP USER: Master your financial reporting process with comprehensive, highly customizable financial and management reports that are easy to create, distribute, and use

INVOICING: Improve invoicing efficiency with capabilities that include single-window entry for all vital information, batch processing, and easy return transaction processing.

SALES ORDER PROCESSING WITH ADVANCED INVOICING: Streamline and automate the entire sales ordering process to serve top customers more effectively, maintain tight control over fulfillment and invoicing, and minimize shipping and labor costs.

INVENTORY CONTROL: By controlling inventory effectively and setting prices on a customer-by-customer basis, you can reduce operating costs and achieve the fast, efficient fulfillment that keeps them coming back.

PURCHASE ORDER PROCESSING/RECEIVINGS: Manage vital commitments and build lasting vendor relationships with deep functionality that includes automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders.

LANDED COST: Ensure start-to-finish accuracy with the ability to track and update the total cost associated with an inventory item—including freight, insurance, and duties—and then automatically assign or modify these costs on a purchase order as items are received.

CUSTOMIZATION SITE LICENSE: Deploy Modifier with Visual Basic for Applications solutions developed by a third party if you are not licensed for the Modifier module.

INTEGRATION MANAGER-CONVERSIONS: Migrate data from most common database formats or desktop applications into Microsoft Dynamics GP— a time-sensitive conversion tool to assist in a smooth transition from previous financial systems.

SECURITY MANAGEMENT: Manage roles-based user security quickly and effectively with powerful, easy-to-use tools that simplify configuration and management processes, yet provide high levels of protection for your system.

Description of a La Carte Modules Available for Additional Cost:

SMARTLIST BUILDER: Create customized SmartLists that enable you to quickly link Microsoft Dynamics GP, easily add new fields to SmartList windows, and analyze data according to the criteria you define.

CRYSTAL REPORTS PROFESSIONAL: Transform Microsoft Dynamics GP data into presentation-quality information with tools for building compelling, graphical views of business data. (Initial purchase includes 1 named user.)

MANAGEMENT REPORTER DRILLDOWN VIEWER: Review detailed reports while working online or offline, including the ability to drill down to transaction-level detail without accessing the general ledger or company network.

MANAGEMENT REPORTER REPORT DESIGNER USERS: Create, generate, and maintain boardroom-quality financial reports from your desktop, without the need to call on help from IT staff or a database professional.

MANAGEMENT REPORTER REPORT LAUNCHER: Select pre-existing reports, specify output options, and generate the reports you need, all on an on-demand basis, with the ability to drill down to transaction detail level while maintaining the original report design.

ENTERPRISE REPORTING: Automate reporting procedures unique to complex, distributed environments for complete control over consolidations, financial reporting, budgeting, and analysis.

MICROSOFT DYNAMICS CRM CONNECTOR FOR MICROSOFT DYNAMICS GP: Increase consistency and accuracy in billing and forecasting, streamline operational costs and processes by eliminating redundancies, and promote increased organizational efficiencies that deliver strategic business impact by synchronizing and integrating data within Microsoft Dynamics CRM and Microsoft Dynamics GP.

PAYROLL: Automate payroll processing, equip staff to handle complex and changing payroll requirements, and offer better service to your employees while reducing necessary overhead costs.

ADVANCED PAYROLL: Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.

FEDERAL MAGNETIC MEDIA: Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.

PAYROLL CONNECT: Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data.

PAYROLL DIRECT DEPOSIT: Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file, with no limit on the number of accounts or financial institutions for any employee’s payroll.

HUMAN RESOURCES: Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.

ADVANCED HUMAN RESOURCES: Extend Payroll and Human Resources capabilities with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.

BUSINESS PORTAL NAMED EMPLOYEE USER/CUSTOMER USERS: Streamline full user access by providing secure browser-based access to Microsoft Dynamics GP data to employees and customers.

INTEGRATION MANAGER-DISTRIBUTION (POP, SOP, INV): Integrate data from other systems on a onetime or continuous basis into Microsoft Dynamics GP Purchase Order Processing, Sales Order Processing, and Inventory modules—strong security and data integrity checks, as well as scheduling and customized data processing, provide a dependable, efficient, and easy to use data integration experience.

INTEGRATION MANAGER-FINANCIALS (GL, RM, PM, FA, BR, PAYROLL, PROJECT): Integrate data from other systems on a onetime or continuous basis into Microsoft Dynamics GP Financial, Payroll, and Project modules—strong security and data integrity checks, as well as scheduling and customized data processing, provide a dependable, efficient, and easy to use integration experience.

EXTENDER: Personalize your data collection by linking additional windows that are easily created by non-developers, expand notes and macros, and launch ad hoc queries that are based on the new business information you are able to collect.

By Nancy Phillippi with Custom Information Services (CIS), Microsoft Dynamics GP Partner based out of North Texas.  Your feedback and comments are welcome.  Contact Nancy at nphillippi@customis.com or by phone at 817-640-0016 x 109.

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Managed growth is critical to a business whether you’re a new venture or are an established business ready to expand operations.  We’ve all heard of businesses that were thrust into the media spotlight, or otherwise stumbled upon success, and discovered that it can really be hard to keep up with customer service and client demand.  Of course most businesses grow by the hard work and diligence of the entrepreneur and their team working toward the vision.  Maintaining any type of success can be especially difficult when servers overload due to volumes of Internet traffic or when supply chains can’t keep up with demand for the raw materials needed to create your product.  Although this might seem like a great problem to have, the risk of failure is equally great.  If you aren’t prepared for business growth and opportunities, you risk poor customer service and response when it’s most needed, which could result in bad press, loss of clients, and loss of revenue. 

Without a crystal ball, how do you watch metrics, spot growth trends, and make the tough decisions needed to be a successful, competitive business?  You could have several different business software packages and labor costs for the staff monitoring all aspects of the business or you could start with Microsoft Dynamics® GP which can monitor critical data and give you immediate insight into your business.  Microsoft Dynamics GP has virtually unlimited customizable reports that will give you information on the financial health of all aspects of your business.  You can watch current metrics and make changes in budget, client demands, and address other business needs as they arise.

Take a look at the images below.  These are just TWO examples of the power of the Microsoft Dynamics GP software and Microsoft SQL database.

Microsoft Dynamics GP can take your business one-step further by comparing current activity with historical activity.  This analysis provides contextual information that can be used to keep performance on track.  Evaluating past activity can help fine tune future goals.  Customized Business Alerts can also be created in the software that will notify you of business changes so you can make immediate decisions before significant issues arise.  Imagine being able to watch business metrics and know whether performance is above or below a certain value in real time – and not have to wait for month-end or quarterly accounting reports. 

Pair this great business software with a deployment option that meets your budget and / or staff skill set such as SaAS (software as a service), on-premise, hosted / cloud, now we even offer HaAS or hardware as a service.   Seriously, there is a plethora of deployment options and I believe a company should look at these with an open mind.   Do not rush into a contract without looking at the options and working with a firm that will give you an honest assessment of what works best for your business and why.

I of course market and sell Microsoft Dynamics GP and with that said, I will state that I am a bit of a GP cheerleader.  I absolutely love selling this product.  Microsoft spends a lot of money in development of this product, which means our customers have made a very good investment in a long term business software solution.  It is extremely rare that I come across a prospect that has a vision we can not meet with GP. Whether a company is in manufacturing, wholesale distribution, financial services, members association or anything else (I ran out of industries to think of!), Microsoft Dynamics GP is a solution the entrepreneur needs to evaluate to see if it will match the long term business vision. 

By Nancy Phillippi with Custom Information Services (CIS), Microsoft Dynamics GP Partner based out of North Texas.  Your feedback and comments are welcome.  Contact Nancy at nphillippi@customis.com or by phone at 817-640-0016 x 109.

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Efficient information analysis, reporting, and budgeting are critical to business success. ERP financial management software—often including project accounting—can replace slow and cumbersome manual processes and integrate with familiar applications such as Excel. This leads to faster access to critical information and drives efficient operations, intuitive business decisions, and potential for profitable growth. But these don’t happen automatically. The following ongoing activities must be put in place:

1. Monitor Performance – The right software enables you to track activities and projects. You can drill down as needed as well as gain a big picture view of organizational performance. You can set key performance indicators (KPIs) and be alerted when performance boundaries are crossed.
2. Analyze Data – Next, you can use information gathered during monitoring to develop forward-thinking knowledge. The right software gives you robust analytic tools to gain insight needed to change the direction of negative trends and capitalize on positive trends.
3. Plan for the Future – Finally, monitoring and analysis leads to smart planning. The right software helps you compare budgets, forecasts, and plans to actual performance and make appropriate adjustments for the future on the basis of new data and analyses.

To make strategic planning effective and drive growth, an integrated financial management software system is necessary along with a commitment to perform these three activities on an ongoing basis. The right software is the foundation as it provides all employees—from CEOs and CFOs to data entry workers—the information they need, when, where, and how they need it. See full article: Position Your Company for Profitable Growth.

By Synergy Business Solutions, a West Coast Microsoft Dynamics SL ERP Gold Partner.

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• An indicator of the overall economy, residential construction is forecasted to lift by 19% in 2011  
• The U.S. construction market is headed towards a U-shape recovery
• Although commercial funds are loosening, government funded projects are tightening
• The positive impact of the Stimulus Act is starting to abate
• Commercial funds are starting to loosen
• Manufacturing is showing strong spots
• Construction firms are looking to grow overseas
• And More.

To learn more, view the recording of the webcast here. (A recording key is not required to access this link.)

Mr. Jones summarized that now is the time to evaluate collaboration and infrastructure within your construction firm.  Microsoft provides a suite of business applications for the AEC market called Microsoft Dynamics. SBS Group, a Microsoft Dynamics Gold partner focusing on the construction industry, can assist you with evaluating your collaboration and infrastructure business needs.

SBS Group is hosting a construction webinar focusing on contract management in Microsoft Dynamics SL on June 23^rd. For more information, register here or contact SBS Group at 732.476.5909 or info@sbsgroupusa.com to discuss construction management solutions in more detail.

By: SBS Group – New Jersey Microsoft Dynamics AX, SL, GP  Partner

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1 – Eliminate Information Silos – Establish one system of truth—one view of your projects and value chain from start to finish. Creating a single view of your critical information as it applies to each project, resource, partner, and customer ensures that better decisions are made each step of the way.

2 – Enable Standardized Processes – First, lose the separate systems. Then enable self-service processes within one foundational integrated system that allows you to track and access all information, activities, project budgets, costs, billings, and more. In short, equip your workforce without shortchanging improved financial performance.

3 – Empower Team Collaboration – Use role- and web-based collaboration and communication portals to help employees gain direct access to the information and resources they need to do their jobs more efficiently. Make it easy to collaborate, share documents, access project timelines, and contribute project milestone updates.

A good ERP system does much more than financial management. It gives you the visibility and flexibility you need to calmly adjust to business conditions rather than go into panic mode when a system crashes or processes become too cumbersome. Read Full Article: Adjust to Trends Instead of Averting Disasters

By Synergy Business Solutions, a Microsoft Dynamics SL partner serving the West Coast.

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“It’s a big hit!”
“The multi-company. The ability to switch [without having to close existing screens] is a huge time saver for us.”
“A couple of our users tried it… within 5 minutes they came into my office with a big smile, and said ‘Oh, we love this, can we have it?’”
“We’ll be much more efficient… and get more of our Friday close-the-office-at-two-o’clock days.”

- Scott Kopald, Controller, Metson Marine

“The search thing is absolutely wonderful… it’s so easy to use that.”
“All the different additions to the user interface are huge time savers…”
“What I have tested so far is geared toward saving me time and making my experience easier, better, and faster.”
“[Multi-company] Yeah, just absolutely fabulous. It makes it so easy to do entries in one company and another…”
“Being able to just click a button and everything goes to Excel, and go back and forth like that… I can just hear all my clients, they’re just going to love it.”

- Carolyn Jasiulewicz, Progressive System Solutions

Join us at one of three West Coast Dynamics SL 2011 Launch Events. See for yourself why Dynamics SL 2011 is making a big splash with users: May 3, 17, and 18 in Los Angeles, Bellevue, WA, and Mountain View, CA.

By Synergy Business Solutions, a Microsoft Dynamics SL ERP Gold Partner serving the West Coast.

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