Tag: Microsoft

How to Balance Your Consulting Life Without Going Crazy

A long time ago I started a family and after taking some time off work completely, I was ready to get back to into the game. However, being a mom, I did not want to have a typical 9 to 5 job because I needed to be available to take my kids to school as well as continue to be the main caregiver.  I eventually took a job doing consulting work. Consulting, to me, makes me think of having some freedom within your schedule and not the typical 9 to 5 hours. (A testament to this statement is that it is currently 9pm on a Monday and I am writing this. The down side is that I left my house to go to work at 7am this morning and am still working.) But I do enjoy my job. It consists of new implementations, software upgrades, training, and support. Something new that challenges me everyday. But the question still remains (and sometimes, I still struggle with) is how does one handle the process of juggling the demand of multiple clients, multiple projects, and a family life outside of work?   

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Dynamics ISVs…Use Your Partner!

In previous blogs, I have touched on the sheer number of Dynamics ERP ISVs (third party products). They are great tools to add on to an accounting system, however choosing out of the thousands can be a daunting task. Implementing them can also be quite an undertaking. It involves multiple systems, and should involve several parties, not just the ISV but also your Dynamics Partner and IT personnel/company.  All too often us partners get calls from clients saying they have purchased a product that was supposed to solve all their problems and now they have no clue how to use it and their ERP is crashing. 

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Your Thanksgiving Day Dinner vs. Your ERP Project

Tis the season when most get excited about the holidays and gather with friends and family in celebration.  For some, the holidays are stressful.  There is planning, preparation, execution, and clean up and doing so all on top of your regular daily routines.  Oh and it isn’t always just for one holiday but for two, three, or more in a 2 month period.   I’m just going to think about Thanksgiving.  

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3 Steps to See if You are Web Client Ready

If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.  

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How to Conquer Mass Modification to Price Lists in GP

I recently worked on a project to work with Price List Items in GP, a platform which traditionally is not my forte. The goal was to add existing inventory items to a newly created Price Level which we will call ‘NEW’ for the purpose of this article. The caveat was that the current price method used for existing Price Levels (we will call ‘GENERAL’ and ‘DISCOUNT’) was ‘% of List Price’ and the client wished to track these Price List Items as ‘Currency Amount’. This pushed us to have to make the change via the third party application, Scribe, as a change to the price method through the native import tool is not available.

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Where is Everyone Going?

Do you commute to work? Do you sit in traffic during that commute? Do you sit in an unreasonable amount of traffic? Do you feel your time can be better spent being more productive? If so I’m with you. Anyone else feel it’s crazy to pay $13.50 to go 10 miles slightly faster and then still have to sit in a jam after those 10 miles?

This is life in the DC area and it can easily be that same case for any major metropolitan city. I have heard comedians make the joke that to get ride of all the traffic, if only the people going north could change jobs or homes with the people going south everything would be fine (it goes something like that). Traffic is a plague to the issues like fossil fuels and ozone. There is a 21st century solution to all these problems; work remotely.

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How to Add a ‘GO TO’ to a Custom Smartlist

When you open a SmartList and double-click on a line item Great Plains will take you to the transaction screen that is associated with that specific line item.  This is a functionality within SmartList called a “GoTo”.  This function works for all standard GP SmartLists.  

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KTL-etc: Your Cloud, Your Way.

Over the last several years we have heard a lot about the cloud: How easy it is to move business applications to the cloud; how IT departments are making this part of their strategic business plans; and the different initiatives coming about on how to save companies money and gain efficiencies.  IT is now able to off load hardware and software administrative and resource overhead to hosting providers.  This is empowering them to not only concentration on, but to be a PART of, strategic technology planning efforts for their organizations.  This is an overall benefit to the organization, and I believe an unexpected but welcomed result of the cloud movement.  

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We have an App for you!

KTL Solutions has been creating customizations for Microsoft Dynamics GP since before there was a Microsoft Dynamics GP. Dynamics GP was originally Dynamics by Great Plains Software and some of our products go back that far. These add-on modules for GP have been designed to fill a need that the core functionality of GP does not provide. We will be looking at 3 core products that KTL offers as add-ons to GP. These are AP Fast Entry, Payroll Security, and Advanced Distributions.

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How to UnApply – ReApply a Cash Receipt in GP

Three reasons why a user may need to Unapply or reapply a cash receipt.

  1. The Customer has payment, credit memo, or return that was applied to the incorrect invoice. 
  2. The Customer has payment, credit memo, or return that was applied to the correct invoice, but the amount was applied incorrectly. 
  3. The Customer has an outstanding payment, credit memo, or return that can now be applied to the correct invoice. 

So how do I do this?

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