Mass Personalization in Dynamics 365 Finance and operations

Posted on: June 19, 2020 | By: Michael Angel | Microsoft Dynamics AX/365, ERP Selection, Microsoft Dynamics Manufacturing

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...


Sales Tax Series Blog 6 – Sales and Use Tax 3rd Party Bolt-On Software

Posted on: December 30, 2019 | By: Andy Vitullo | QAD Financials, QAD Distribution, Microsoft Dynamics Manufacturing

Previous blogs in this series described the complexities of Sales and Use Tax configurations in ERP. If your business requires a 3rd party bolt-on software package, the following requirements should be considered.  Tax Rate Database o Integration to the tax rate database should be seamless. The software should include a connection to transactions including quotes, sales orders, invoices, purchase orders and accounts payable transactions. o Tax rate updates should...


Sales Tax Series Blog 5 – ERP Challenges

Posted on: December 30, 2019 | By: Andy Vitullo | QAD Financials, ERP Selection, QAD Distribution, Microsoft Dynamics Manufacturing

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...


Stuck Batch Correction

Posted on: September 26, 2019 | By: Michael Angel | Microsoft Dynamics GP, Professional Services, Microsoft Dynamics Manufacturing

One of the most common issues that occur in GP is the issue of a stuck batch. A stuck batch can occur due to connection issues that can occur due to various reasons (Network Issues, Workstation errors, massive data processing etc.). While users can attempt to correct the connection issues, it is likely that at some point users will be forced to deal with a stuck batch resulting from a...


Enterprise-Wide Global Standards

Posted on: September 26, 2019 | By: Cliff Oman | QAD Financials, QAD Practice News, Microsoft Dynamics AX/365, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution, Professional Services, Microsoft Dynamics Manufacturing, M&A

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...


Early Project Focus on Critical Manufacturing Data Important to ERP Implementation Success

Posted on: June 27, 2019 | By: Tim Lovely | QAD Financials, Microsoft Dynamics CRM, Microsoft Dynamics GP, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution, Microsoft Dynamics Manufacturing

In complex manufacturing environments, the maintenance of item master, bill of material, and routing data is critical to accurate costing, planning, and manufacturing. Unfortunately, in many ERP implementations, the focus on this data and the conversion of it from a legacy ERP system to the new ERP system starts too late! Some ERP systems manage this data differently for planning, costing and manufacturing. As a result, it is important to...


The Importance of Pre and Post Cutover Metrics for ERP Implementations

Posted on: June 27, 2019 | By: Tim Lovely | QAD Financials, Microsoft Dynamics CRM, QAD Practice News, Microsoft Dynamics GP, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution, Professional Services, Microsoft Dynamics Manufacturing

Defining specific pre and post cutover metrics is an important step in the planning of a new ERP system. ERP implementations are often seen as projects which reduce on-time shipment performance or throughput, for example. The Project Team needs the ability to reference pre cutover metrics and easily compare them to the same cutover metric to assess the positive or negative impact of the cutover. The Project Team (internal and...


Handling Dynamics 365 for Finance and Operations’ New Releases with Feature Management

Posted on: June 13, 2019 | By: William Scheetz | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

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...


Production Sequencing in D365

Posted on: April 5, 2019 | By: Robert Joynt | Uncategorized, Microsoft Dynamics Manufacturing

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 and...


The Basics of Demand Forecasting in Microsoft Dynamics 365 for Finance and Operations

Posted on: March 27, 2019 | By: William Scheetz | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Forecasting demand is a significant business challenge and can be highly disruptive when done incorrectly or inadequately.  The inability to predict an influx of sales orders and other dependent demand will likely lead to the detriment of production planning.   From there, production planning problems can permeate into other areas of the business, potentially leading to capacity and production line scheduling issues, among others.  Although accurate demand forecasting may be a...