How To Process A Sales Return On A Sales Invoice
1. Create a sales batch : go to Sales / transactions / Sales Batch
2. Go to transactions
October 29, 2015
Month: October 2015
Pumpkin Spice Lattes, Ugg Boots, Thick Sweaters, and … Falling Lead Numbers?
September marks the first month of Fall and man, do I love Fall. Pumpkin Spice Lattes, also known as PSLs, are available at the local coffee shops, Ugg Boots are acceptable to start wearing as the chilly weather comes in, and thick sweaters are being stocked in all the trendy clothing shops. We’ve made it through summer and the thick humidity and are now settled back in our offices from our last fling of summer vacations. Many marketing and sales representatives start to think that since summer and vacations are over, their lead generation will soon rise and the end of the year deal closings will be back at it. This isn’t the case though. Logically thinking, summer is the start to what I would consider a downward trend in the market.
October 26, 2015
WOW! A Dynamics GP multi-company Financial Dashboard
Dynamics GP can deploy some great Excel dashboard’s in GP2015 and Jared Hall created a awesome Financial Dashboard that you can download here. The problem with all of these solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s dashboard. So I took it upon myself to modify the one provided by Jared Hall to work in a multi-company Dynamics GP setup.
October 21, 2015
Pumpkins, piercings and the paranormal: 10 scary ways states apply sales tax
Bwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.
October 19, 2015
The Importance of Requirements Gathering for Software Projects
Requirements are an essential part of any software project and the foundation on which all projects should be built. The gathering of and compiling of requirements for a software project is very much a partnership between the user of the software and the developer. Obviously the customer or software user needs to communicate to the developer what they need, but at the same time the developer needs to be able to anticipate needs and ask the right questions during the requirements gathering phase of a project.
October 14, 2015
Why Did We Miss Those Requirements?
How does your end-user derive true value from the product/service you provide? The end-user doesn’t care too much if the product/server was delivered within budget or on-time. They are most concerned and get the best benefit as long as their requirements have been met in its entirety.
October 9, 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
October 9, 2015
