Category: ERP Selection

Users have been able to use personalization since Dynamics AX. Users in the past could add/hide various fields and columns that would make there work day more efficient. The issue would come from the inability to transfer that personalization from one user to another. Mass personalization removes that headache and provides the ability to apply a personalization to all users seamlessly. How it Works A user personalizes a screen to...

Security configuration can be a very complex and daunting task that can often get overlooked during an implementation. Security is an essential piece to any implementation due to the various levels of sensitive information that should only be viewed by certain people who have clearance. In order to make the security configuration process less daunting, a business should know Dynamics Security Structure. Microsoft has designed security based on Roles. This...

Introduction - Questions to ask your ERP partner Your choice of implementation partner can make a huge difference in how your ERP project will deliver. The right partner will be sure to manage your project to deliver a system that fuels your business growth. Making the right choice comes with asking tougher questions. Deeper questions will reveal far more about their business practices and commitment to client success. However, we...

Finding the Right ERP Partner   The task seems simple. Find an ERP partner that is knowledgeable, experienced, and that will deliver on your business’s goals. Shouldn’t be too difficult right? Unfortunately, many companies start their journey to find the best ERP partner with a similar, basic and ill-prepared approach. Sure they may have a checklist of what they are looking for, and a simple outline of interview questions, but...

With most companies facing severe tactical and strategic adjustments due to the Covid-19 virus, the majority of our clients are finding creative ways to keep important projects moving forward. On the surface the greatest impact of this difficult period on projects is potential reduced spending, having most of not all team members and consultants working remotely, and limited or stopped travel inhibiting important face-to-face meeting time for team members. For...

ERP skills are not simply things that you can learn overnight - they take repetition and practice to achieve perfection. Listen to one of our Partners, David Kwo, speak about why your ERP training might not be giving you your desired results and how to fix that issue. See the video below: https://www.youtube.com/watch?v=SWn7F2eNLqQ&feature=youtu.be

Ensuring a sound United States sales tax configuration in your ERP system can be a challenging endeavor. Your business needs to consider the following. How many U.S. states does the business have Nexus? (Nexus is the relationship between a business and a state that requires the seller to register, collect, and remit sales tax on sales made in the state). What is the jurisdiction level of detail required for tax...

Acumatica’s order processing software allows users to centrally manage sales activities, such as enter quotes, fulfill sales orders, track prices and track discounts. The Sales ordering process is a great process for any small to mid-sized company that does not have a complex sales ordering process. Benefits of Acumatica 1.Dashboards Acumatica has the ability to enable sales dashboards that allow you to see various activities. This allows for the ability...

Enterprise-Wide Standards - (Business Systems Solution and the ERP Core) Most companies strive for a standardized Enterprise-Wide Business Solution, including a standardized ERP Enterprise software package as the core of the Enterprise-Wide Business Systems Solution. This can be accomplished by standards or through transformations. As part of the integration/migration; certain coding and configuration standards for a variety of configurations and/or fields should be established and followed globally. When establishing these...

One of Logan Consulting’s long-standing clients is considering a strategy of standing up a hybrid ERP model for its US operations, leveraging its existing SAP footprint for financials and PLM, while migrating its US plants off of their existing ERP applications to QAD’s Enterprise Applications Enterprise Edition (QAD EE). In order to support this long-term strategy, tight integration between SAP and QAD EE will be important for financial users who...