Excel is the tool of choice for getting data ready for import. Data is brought into Excel directly from the legacy program, or it is imported as a delimited file created by another application. Once the data is in Excel there are several strategies to prepare it for import. This article shows how easy it is to filter data with just the click of a mouse.
Month: December 2015
Back-office vs. Front-office Pros and Cons; Four Points to Think about When Implementing a Professional Services Solution
Back in the day when computers first became common in businesses, accounting was the first part of the business that became “computerized”. Many reasons caused this, but as time passed and computational complexity increased, these first accounting systems morphed into “Enterprise Resource Systems” (ERP) that allowed businesses to build on top of these first accounting systems in order to automate their other functional areas. Inventory, Sales Order Processing, Purchasing, Service Management, Manufacturing and Professional Services functions were added as modular pieces of functionality that used the core accounting system as its base. ERP systems proliferated and became the automation standard for businesses to scale, become more efficient and glean visibility into complex costing and other financial metrics.
The most overlooked setting during CRM user setup are the work hours. Setting up the work hours for a user/facility/equipment record has always been an afterthought (at least for me). Then again, this setting becomes more relevant and important to setup when you are scheduling resources., This is especially true in setting up the service module or as part of any project management/field service module where appointments are being setup for tasks. For those who may not know where this setting exists, it can be found by navigating to ;Settings->Security->Users.' Open any user record, and in the navigation for the user record, you can find the “WORK HOURS” navigation tile. You can access the resources work hours by navigating to ;Settings->Business Management -> Facilities/Equipment.' The resource entity still uses the old CRM form layout so the work hour navigation can be accessed from within the form.
Last month, we discussed how uploading journal transactions in Acumatica Cloud ERP was one way of solving the problem of hand-keying large, multiple line journal entries into your general ledger each month. Having to make entries for depreciation expense, expensing pre-paids, allocating costs or making accruals can be tedious, while the exposure to error exists as well. The other way of combating these entry dilemmas is to create and run Recurring Transactions.
I enjoy working with SSRS reports and learning new things to help me build out reports that meet our clients’ needs. When a client comes to me with an interesting way they want something displayed or a request for a feature that is unknown to me, I jump at the chance to do it. I love a new challenge and it acts as a learning experience as well. A recent request came to me that required a little creativity on my part. It was to modify the default value of certain report parameters based on the security role the User had in CRM.
Maryland in December brings with it an almost whimsical atmosphere. From the crisp winter air, the carolers in small towns, and the busy streets filled with holiday lights, it makes every moment have a feeling of happiness towards another successful year. The KTL Holiday party is no different. Employees from across the country fly in to celebrate 12 months of team success with a party in their honor.
Step one is to understand what type of return transaction needs to be done.
Return document types are as follows1:
In Microsoft Dynamics GP2015, there are several new features. One that may be useful is the Purchasing All in One View. After selecting the appropriate vendor, this view enables the user to view Purchase Orders, Receipts, Invoices, Payments, and Returns.
Many times business executives get caught up in the details and miss the big picture. How do I increase sales, profits, and productivity? The answer might be right on your computer. Using Dynamics CRM, many options are available to easily and quickly increase your company's bottom line. Catching the attention of the Executive or Business owners in how to achieve better sales and profits and make more money is sometimes easier said then done. CRM is a company wide tool using technology to support a business strategy to improve, analyze and automate company sales, customer services, and marketing by combining them to improve the sales and profits of the company.
Business today requires fast, accurate action, not reaction. Many of the features available in Microsoft Dynamics CRM will help facilitate those goals and lead to overall success in your business. This is more imperative than ever in today's instant gratification world. Dynamics CRM has multiple features to help accomplish this….fast!