Author: Jarrod Kraemer

One of the complex processes defined during any ERP implementation project is the creation and maintenance of item master records. Often, users in different roles of an organization are required to maintain data elements relevant to their role, but should be restricted from changing those outside their jurisdiction. QAD Enterprise Edition addresses this requirement in several ways: The first way is menu security. The main frames of the item master...

Within many business systems, there is always a need for the collection, storage, and processing of sensitive corporate data – which must be protected against unauthorized access, use, and disclosure.  Acumatica ERP is no different, and in order to protect this data, user security is broken down into four different elements: administering user accounts, restricting access to information, enforcing site security policies, encrypting sensitive data.   Administering User Accounts In...

Welcome back to the second blog in this mini-series. This month we are looking at, you guessed it, the benefits and drawbacks of hosting Dynamics 365 on-premises. Even with all advantages that come with Dynamics 365 in the cloud, some businesses may still prefer to implement on-premises. It could be that they don’t feel that they’re ready to make a move to the cloud, or that they’ve recently invested in...

SmartLists can be a simple and efficient way to create customized data views in Microsoft GP.  Currently, methods you can use to create a new SmartList: using SmartList Designer or using SmartList Builder.  Because SmartList Builder is not natively built into GP, today we will be creating a SmartList using Smartlist Designer.   1 - Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button. 2 - Next, enter a...

Virtually every ERP implementation entails the testing of business processes as well as the migration of data. One thing that is easy to overlook, however, is testing business processes with migrated data. As development and testing environments are populated with data to facilitate unit and conference room piloting, there is a tendency to test different scenarios with the same data over and over again. While the processes may end up...

Introduced in Enterprise Edition, Shipping Rule functionality offers an opportunity for QAD users to tighten up data accuracy during the shipping process. For QAD installations in the automotive vertical, EDI plays a major role in the communication of requirements and shipment information with the customer. In QAD Standard Edition, users typically had to wait until the ASN Export screen to populate relevant variables for a successful outbound ASN. With Shipping...

It is never too early to start preparing for your company’s fiscal year-end close.  Luckily, if you are running on Microsoft Dynamics AX 2012, you can get through fiscal year-end close with ease. This blog is continuing with the assumption that the company has completed their month-end close for all subsidiary legal entities and their respective modules that are in use.  Also, it is assumed that any necessary consolidations that...

Authored by: David Occhionero Inventory revaluation is a job that runs in D365 and adjusts costs based on an item’s inventory model which is setup under item model groups.  Item model groups are setup under the inventory management module.  As part of the revaluation, there is a function that allows a user to make manual cost adjustments to inventory.  These adjustments can only be made to receipt transactions. The scenario...

Authored by: Chris Rusing Looking to learn more about the new financial dimension features in Dynamics 365 for Finance and Operations? Check out the details from our recent webinar: What’s New with Financial Dimensions in D365 for Finance and Operations Click here to learn more about the D365FO presentation brought to by Logan Consulting. All the best! Logan Consulting www.loganconsulting.com

Since its initial release in 2016 and re-branding in 2017, Microsoft Dynamics 365 for Finance and Operations has become a recognized ERP system within the manufacturing ecosystem.  One of the ways Microsoft has established its up and coming dominance in the space is through consistent development.  For many companies, the constant stream of new features is ideal, as it provides increasing functionality with each update.  But what about the companies...