Dynamics 365 for Financials – Create a Drop Shipment

Posted on: July 31, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

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 – Correct or Cancel Unpaid Purchase Invoices

Posted on: September 25, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

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 – Process Sales Returns or Cancellations

Posted on: September 25, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

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 – Import from Dynamics GP

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

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 – Import from Excel

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

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 Quickbooks

Posted on: July 5, 2018 | By: Jim Bertler | Microsoft Dynamics Business Central

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...


Formal ERP Go-Live Approval and Tools

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


Production Sequencing in D365 (With Screenshots)

Posted on: April 24, 2019 | By: Minela Covic | Microsoft Dynamics AX/365, Microsoft Dynamics Business Central

  In today’s competitive production environment many manufacturers are running as lean as possible. It is important to always be looking for ways to minimize expenses. When producing different variations of a similar product, a great way to minimize expense is to minimize setup times. The more time that you can spend producing a product, rather than setting up to produce a product, the better. Microsoft Dynamics 365 for Finance...


What Does Dynamics 365 Business Central Cost

Posted on: May 2, 2019 | By: Jim Bertler | Microsoft Dynamics Business Central

So, a question we often get is, "How much does Dynamics 365 Business Central cost?" People are referring not so much to the implementation cost but the actual software cost. We can discuss the implementation cost in a separate blog. But from a software cost perspective, Dynamics 365 Business Central can be deployed both in the cloud and on premises, which is something a lot of folks don't know. It's...


What Does Business Central mean for the Future of Microsoft Dynamics GP

Posted on: April 19, 2019 | By: Jim Bertler | Microsoft Dynamics GP, Microsoft Dynamics Business Central

As a Chicago based Microsoft Dynamics GP reseller we are always interested in Microsoft’s direction with Dynamics GP. Certainly, our clients are equally interested in our insights on this topic as we work with Dynamics GP as well as the new Microsoft Dynamics 365 applications.  So, what does Microsoft’s heavy investment in Dynamics 365 Business Central mean for the future of Dynamics GP? Our Thoughts Microsoft’s direction on Dynamics GP,...