Many businesses are already enjoying the benefits of product lifecycle management (PLM) and enterprise resource planning (ERP). While PLM helps them manage their complete product development stage and its processes, ERP facilitates supply chain management, including inventory, logistics, pricing, and payment. Though useful in their own rights, the integration of these two systems boosts their capabilities […]
continue reading...Microsoft Dynamics ERP Functionality
Changing How You View SmartLists via SmartList Options
SmartList Tips I think we all know adding a SmartList in Dynamics GP is pretty straight forward and easy. Here are the steps: The first step is to open the SmartList Builder window. Then enter the SmartList ID and the name of the SmartList. Enter the Item Name. Once entered, select the Product that the […]
continue reading...GP Underused Features of the Week: Accounts Payable
With the Dynamics GP licensing model, the Starter Pack is the base pack that everyone owns. Did you know that the starter pack comes with over 60 sub-modules?!? How many of those are you using? Do you think there are some that you aren’t currently using that would make you more efficient? With that many […]
continue reading...SmartFill and Repository Records – What are they and what do they do?
Repository Records in SmartFill are the link between the SmartFill Object and the Microsoft Dynamics GP window and field where you intend to use SmartFill. Many of the Repository records are already created for you when you install SmartFill, but if you go to a window and try using SmartFill on a particular field and […]
continue reading...How ‘One Version’ Affects Dynamics 365 Finance and Operations Users
In the past, a typical Dynamics AX upgrade from one version to the next could take months or years to deploy at a high cost – both financially and in labor hours. In 2018, Microsoft announced an “evergreen” ERP solution – Dynamics 365 Finance and Supply Chain Management. This robust ERP business solution eases the […]
continue reading...What Does DRM Have That GP Doesn’t?
While GP offers many reports, there are limitations to where and how you can print them, and they need to be the GP created reports. Dynamics Report Manager (DRM) offers you flexibility that GP doesn’t. With DRM you can print most any report, from almost anywhere, at any time. See how we make working with reports simpler & easier®! […]
continue reading...When to Upgrade from AX 2012 to Dynamics 365 Finance and Operations
There are a couple of key considerations for determining the right timing for deciding when to upgrade from AX 2012 to Dynamics 365 Finance and Operations. Team Planning Planning when to upgrade from AX 2012 to Dynamics 365 Finance and Supply Chain Management starts with assembling an upgrade team comprised of business process owners, subject […]
continue reading...Frozen Capital Part 2: Preventing Excess Stock
In Part 1 of our 2 part collaboration “How frozen is your capital,” we explained how your cash flow can become frozen in the form of excess stock and we provided some suggestions on what to do to get your cash flow moving again. These suggestions merely treated the symptoms, and we indicated that to […]
continue reading...5 Things That Are Overlooked In An ERP Upgrade Project
We want your upgrade path to take the smoothest route. But before jumping head first into a project, here are a few things that must be considered before starting your upgrade. Involve Your IT Team One issue that frequently occurs when installing a new version of the ERP software is a realization by IT teams that there are new hardware requirements for the application server. We always recommend involving your infrastructure […]
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