Formal ERP Go-Live Approval and Tools

Posted on: September 25, 2018 | By: Tim Lovely | Microsoft Dynamics 365 for Financials, Microsoft Dynamics AX/365, Microsoft Dynamics Business Central, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

In prior articles, Logan Consulting discussed its focus on data approvals by the business prior to go-live events. It is also important to follow a formal standard of seeking approval from a project Steering Committee for the Go-Live. Logan Consulting recommends a minimum of two formal meetings with the Steering Committee prior to Go-Live. The first meeting should be held after the final Conference Room Pilot (CRP) and the second...


Dynamics 365 for Financials – Import from Quickbooks

Posted on: July 5, 2018 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   Let’s talk about migrating company data into Dynamics 365 for Financials. Users have the following 3 migration options by default when navigating through the Data Migration wizard, which can be launched from the Assisted Setup window: Import from Excel Import from QuickBooks (IIF) Import from Microsoft Dynamics GP Users can also find additional migration options from partners in the Extension Marketplace. Please be aware that...


Dynamics 365 for Financials – Import from Excel

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner  Let’s talk about migrating company data into Dynamics 365 for Financials. Users have the following 3 migration options by default when navigating through the Data Migration wizard, which can be launched from the Assisted Setup window: Import from Excel Import from QuickBooks (IIF) Import from Microsoft Dynamics GP Users can also find additional migration options from partners in the Extension Marketplace. Please be aware that once...


Dynamics 365 for Financials – Import from Dynamics GP

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   Let’s talk about migrating company data into Dynamics 365 for Financials. Users have the following 3 migration options by default when navigating through the Data Migration wizard, which can be launched from the Assisted Setup window:   Import from Excel Import from QuickBooks (IIF) Import from Microsoft Dynamics GP Users can also find additional migration options from partners in the Extension Marketplace. Please be aware...


Dynamics 365 for Financials – Process Sales Returns or Cancellations

Posted on: September 25, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   If a customer wants to return or be reimbursed for items or services that have been sold and paid for, a sales credit memo that specifies the requested change must be created and posted. To include the correct sales invoice information, create the sales credit memo from the posted sales invoice, or use a copy function.   In addition to the original posted sales invoice,...


Dynamics 365 for Financials – Correct or Cancel Unpaid Purchase Invoices

Posted on: September 25, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   A posted purchase invoice can be both corrected and cancelled. This is useful for correcting a typing mistake, or changing the purchase early in the order process. If products on the posted purchase invoice have already been paid for, the posted purchase invoice itself cannot be corrected or cancelled. Instead, a user must manually create a purchase credit memo to reverse the purchase.   To...


Dynamics 365 for Financials – Create a Drop Shipment

Posted on: July 31, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   A drop shipment is the shipment of items from one of the vendors directly to one of the customers. When a sales order is marked for drop shipment, and a purchase order is created specifying the customer in the Sell-to Customer No. field, the two documents can be linked and thereby instruct the vendor to ship directly to the customer.   To create a sales...


Dynamics 365 for Financials – Process Sales Returns or Cancellations

Posted on: July 31, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner If a customer wants to return or be reimbursed for items or services that have been sold and paid for, a sales credit memo that specifies the requested change must be created and posted. To include the correct sales invoice information, create the sales credit memo from the posted sales invoice, or use a copy function.   In addition to the original posted sales invoice, a...


Microsoft Dynamics 365 for Financials – Manually Apply Payments

Posted on: July 17, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner   For each journal line representing a payment in the Payment Reconciliation Journal window, a user can open the Payment Application window to see all candidate open entries for the payment and view detailed information for each entry about the data matching that a payment application is based on. In this window, a user can manually apply payments or reapply payments that were applied automatically to...


Microsoft Dynamics 365 for Financials – Sales Quote

Posted on: July 17, 2017 | By: Jim Bertler | Microsoft Dynamics 365 for Financials

Authored by: Brent Stabiner A sales quote is created to record an offer to a customer to sell certain products on certain delivery and payment terms. The sales quote can be sent to the customer to communicate the offer, usually as a PDF attachment.   While negotiation is ongoing with the customer, the sales quote can be changed or resent as much as needed. When the customer accepts the quote,...