The first question to ask is what do you mean by integrate data into your ERP? When I say integrate data into your ERP what I am talking about is taking out the step of manual entry of transactions to loading large batches at once. There are multiple ways to integrate data into your ERP software and you can integrate all types of data.
In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.
So, its 4pm on Thursday and you’re having an issue with payroll in GP. You’re not sweating it because you know that you have an amazing VAR who is going to get this all straightened out for you. You call in and get your consultant on the phone and they tell you they are going to use RDP to get on your machine and see what the problem is. You sit there confused but not wanting to let them know that you have no idea what’s happening. A million thoughts race through your head… “What’s RDP? Should I have this? Do I need it? Why don’t I know?”
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.
I recently attended a workshop that was so spot-on I’ll even mention the speaker and his company: Kevin Grimes of CFO Leasing. I never met Kevin prior to that workshop but was very impressed with how clearly and succinctly he conveys the pitfalls and nuances of becoming DCAA compliant.
Getting a notice that you are going to be audited by DCAA should not be frightening, but should be a joyful notice. The fact that your company has gotten the attention of DCAA means that you are about to be awarded a large contract or your business has grown so successfully that you are a larger federal contractor; both reasons to be happy, not frightened. However, at this point, you need to understand that:
In my formative years as a business analyst, I was once summoned by my project manager into the war room while working on an eCommerce project for one of my company’s high profile clients. We were about 2 months away the launch date and the PM asked us for the critical path. My first question (to myself) was, “what in the world is a critical path and why is the PM asking me this.”
Here is how I interpreted that question, “well.. the project is critical to my organization, it is critical to succeed, so everything on this project is the critical path”.
News about the cloud is everywhere, the sales pitch for cloud computing is simple.
Companies pay a third-party vendor to run one or more of their systems, like email or payroll, on its own servers, saving tons of money.
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Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:
A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.
Coming in 2016, the newest upgrades and features to SQL have developers everywhere speculating about the future. Microsoft has designed the 2016 release of SQL to be easy to use, traditional in application appearance and control, and most importantly data-secure. The most exciting new feature for SQL in 2016 is called Always Encrypted. Microsoft has created an extra layer of data security so that even when you are working with sensitive data such as social security numbers or credit card numbers, the data is secure. This ensures that even at the most vulnerable time for an attack, while data is being used, a person’s identity and company’s reputation are safe. The best part about this upgrade and its new features is that it will not hinder the performance of the application.
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