Opening Periods in D365 for Data Management Imports

Posted on: June 19, 2020 | By: Joncarl Luckett | Uncategorized, Microsoft Dynamics AX/365, Professional Services

During an implementation, one of the most important steps is importing old GL data. Prior to uploading historical GL balances, you must open those historical periods. Without opening the historical periods, you will not be able to upload any historical balance. In this blog I will illustrate how to effectively and efficiently open and close GL periods and provide some useful tips and tricks to make your data import job,...


How 5G & IoT Will Pave the Way for Intelligent ERPs – An Introduction into 5G and IoT, Part 1

Posted on: June 19, 2020 | By: Joncarl Luckett | ERP Selection, Professional Services

Utilizing both 5G and IoT will soon be the global standard for optimizing your ERP solution. Now, you might be asking, what are 5G, IoT and how do they relate to my current ERP system? That’s easy, lets start off with some basic definitions of 5G and IoT.   What is 5G? – 5G is the 5th generation mobile network – the new global wireless standard. While there is not...


Part 3: Acumatica ERP: End the Guessing of Making Profit Decisions

Posted on: June 4, 2020 | By: Julia Paul | Acumatica, Professional Services

Acumatica Profit Decisions  Welcome to the third blog of the “10 Profit Decisions Service Firms are Making Blind: How a Progressive ERP Ends the Guessing” series. In this blog, we will look at how proactive information from Acumatica ERP will build revenues and reduce costs to improve project success and profitability. Professional service organizations can increase revenue by optimizing training opportunities and reduce costs by making remote work more efficient....


Part 2: Acumatica ERP: End the Guessing of Making Profit Decisions

Posted on: April 10, 2020 | By: Julia Paul | Acumatica, Professional Services

Acumatica ERP – Professional Services Welcome to the second blog of the “10 Profit Decisions Service Firms are Making Blind: How a Progressive ERP Ends the Guessing” series. In this blog, we will look at how proactive information from Acumatica ERP will build revenues and reduce costs to improve project success and profitability. Professional service organizations have a demand for top talent personnel which comes with having to compete for...


Acumatica ERP: End the Guessing of Making Profit Decisions

Posted on: March 10, 2020 | By: Julia Paul | Acumatica, Professional Services

Acumatica ERP - Professional Services  Professional service organizations face the challenges of balancing resources and requirements to keep customers happy and utilization high. To manage projects proactively, employees and managers need real-time data that connects all the moving parts – from deliverables to expenses to resource schedules. Information accessible from the field enables employees to be productive and responsive no matter where they are serving your clients. In this blog,...


Use 2020 to Plan Your QAD Enterprise Edition Implementation

Posted on: December 31, 2019 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution, Professional Services

With many companies still on older version of QAD's Enterprise Applications software, 2020 is a great time to evaluate the many benefits of moving to QAD's Enterprise Edition and Adaptive ERP. QAD has made many improvements over the years to its software including most recently it Adaptive User Interface/Experience and portfolio of cloud-based applications. The most effective implementations of QAD solutions result from a through Scoping and Planning effort resulting...


Sales Tax Series Blog 4: Business Risks and Challenges, the Ever-Changing Sales Tax Landscape

Posted on: September 27, 2019 | By: Andy Vitullo | QAD Financials, QAD Business Process, Professional Services

The United States Sales and Use tax environments are ever changing. States continue to pull this lever for revenue enhancement.   Monthly, jurisdictions publish new tax rates.   Tax laws and regulations change at the whim of state legislatures.   County and City changes occur as the result of ballot initiatives. Lack of understanding of the sales tax environment can create unintended business risk. Corporate leaders are personally liable for sales taxes accrued...


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...


Sales Tax Series Blog 3 – Consult the Tax Professionals

Posted on: June 30, 2019 | By: Andy Vitullo | QAD Financials, Professional Services

The complex US Sales Tax environment can have cost and risk impact on your business. An accurate ERP Configuration ensures the collection of transactions with appropriate tax calculations. Understanding the comprehensive business conditions for sales tax requires knowledge of Nexus, Exemption Rules for Customers, Exemption Rules for products or services, filing deadlines, filing agencies, form requirements, and evidence-based audit requirements.   Typically, small to medium size businesses lack internal resources...