With each product release, Microsoft continues to add new features and functionality to its superb Dynamics NAV product. If you are a part of an organization that doesn’t upgrade each time a new release is available, keep in mind that these new features may not be highlighted in the documentation of the release with which you are working.One of the features that appeared in NAV several versions back is an Item Type on an inventory item. This feature allows an item to be set up one of two ways:As an Inventory item, functionality with which we are already familiar As a Service itemThe Service type items allow the system what some refer to as non-stock items. Service items can be purchased and sold, allowing for standard item … [Read more...] about Inventory Item Type in Dynamics NAV
Dynamics SL Power BI Dashboard Webinar
To see this sample dashboard in action, join the webinar Thursday, April 20 at 12 p.m.If you’re currently operating the latest version of Microsoft Dynamics SL — the 2015 CU2 release — then congratulations! Keeping your software up to date is the first step in making sure your company stays on the cutting edge of financial management solutions.Of course, every time we update our software, there are bound to be a few unexpected changes. Some, such as bugs in a new update, are frustrating and lead to nothing but headaches until a fix is issued.Others promise great new functionality within new user-friendly features … if only we could figure out how to get them to work.Good news! Microsoft offers educational training videos, webinars … [Read more...] about Dynamics SL Power BI Dashboard Webinar
Dynamics GP Roadmap Extended to 2019
Microsoft Dynamics GP will continue to see improvements through 2019, according to a roadmap released last month at GPUG Amplify.Amplify is an annual conference designed to educate users, partners and developers of Dynamics GP, one of Microsoft’s top-rated business accounting solutions.The 2017 conference took place last month in Anaheim, Calif. There Microsoft outlined plans to continue adding features to Dynamics GP for the foreseeable future. Here's their latest roadmap for past and future development of GP:Microsoft had previously announced plans for a new version of GP. Dynamics GP 2018 is scheduled to release in December 2017. The roadmap released last month ensures that the company will continue to improve for the foreseeable … [Read more...] about Dynamics GP Roadmap Extended to 2019
Nonprofit of the Month – Gillette Children’s Specialty Healthcare
Local children’s hospital celebrates 120 years in AprilWhen Gillette Children’s Specialty Healthcare opened in 1897, its mission was to care for children in Minnesota with disabilities. This month, the healthcare organization celebrates 120 years of helping children with medical issues live a full life.In keeping with its mission to serve those with special needs, the organization focuses specifically on complex medical conditions that affect a child’s neurological, skeletal and muscular systems.“We’re a children’s hospital but really specialized,” said Nick Hanson, media relations specialist.Gillette helps more than 25,000 patients every year. Their patients typically suffer with disabilities related to cerebral palsy, epilepsy, … [Read more...] about Nonprofit of the Month – Gillette Children’s Specialty Healthcare
4 Must-Have Documents for Your ERP Project
I have yet to meet a person who gets excited about creating documentation on an ERP software project — or any project for that matter. It generally falls into the same category as tracking time. When everyone is so busy doing the work, they don’t see the reason for documenting what’s being done.As projects become more intense and budgets become tighter, project leadership starts to look at what could be cut and often says, “We know what needs to be done. Let’s save time and money and skip documentation!”While that might seem like a productive decision at the time, such a short-sighted quick fix ignores the potential for miscommunication in the future.Have you ever had an employee leave – voluntarily or involuntarily – where the wealth … [Read more...] about 4 Must-Have Documents for Your ERP Project
Disable Word Templates in Dynamics GP for Printing
Today I am going to talk about how to change the default Report Type on reports in Microsoft Dynamics GP. Specifically, I have had some questions from customers wanting to know how to change the Report Type option default from Template to Standard when printing. Here is an example of the window:The reason this window says Template is that Word Templates have been enabled for this report within GP. Sometimes a user may not want to print a Word template for a specific report and instead wants the Report Type to default to Standard.To accomplish this, navigate to Reports > Template Configuration. In the Template Configuration Manager window, expand the Enable all templates for all companies drop-down menu. (Be careful not to unmark … [Read more...] about Disable Word Templates in Dynamics GP for Printing
How to Track Cash Flow in Dynamics NAV 2017
Are you looking for a better way to analyze the cash in your organization? Then take a look at the Cash Flow features available in Microsoft Dynamics NAV 2017.The Cash Flow module in Dynamics NAV allows you to analyze your cash position, integrating data from the following sources:General Ledger account balances General Ledger budgets Receivables transactions Purchasing transactions Planned incomes and expensesThis illustration outlines the process:Within the Cash Flow modules, a cash flow chart of accounts is configured and mapped to your General Ledger chart of accounts, allowing the cash flow process to combine like accounts from the General Ledger.A second set of payment terms can be assigned to customers and … [Read more...] about How to Track Cash Flow in Dynamics NAV 2017
Gillette Children’s wins donation from Boyer
Boyer & Associates recently donated $200 to Gillette Children’s Hospital following a contest that featured three of our Midwest nonprofit clients.The contest took place at the Minnesota Council of Nonprofit’s Communications & Technology conference last month. The event featured more than 700 attendees and dozens of exhibitors at the Minneapolis Hyatt.At the MCN conference, Boyer & Associates asked attendees which nonprofit they would like to see receive a donation from us. They were encouraged to drop their vote in the bowl of their choice corresponding to one of the following three nonprofit organizations: Life Link III, Gillette Children’s Hospital or Hammer Residences.The race was tight, with each deserving organization … [Read more...] about Gillette Children’s wins donation from Boyer
Configure New Company in Dynamics 365 (Part 2)
Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. Posting Groups Posting Groups are used by Dynamics 365 for Financials to help determine which G/L Accounts should be used for General Ledger Accounting when various transactions are Posted.As a simple example, consider recording a sale to a Customer. When you record a sale to a Customer, in many cases Dynamics 365 needs to know which G/L Account to use to record a receivable. The system determines this by looking at the … [Read more...] about Configure New Company in Dynamics 365 (Part 2)
Configure New Company in Dynamics 365
Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set up automatically. Chart of Accounts Dynamics 365 for Financials creates a standardized Chart of Accounts when using the standard assisted setups. This can save tons of time in getting Dynamics 365 for Financials up and running. Keep in mind that you can add and remove G/L Accounts as needed. Setup Pages Standard Companies in Dynamics 365 for Financials are created with numerous preconfigured setups. Again, this gets you up and running … [Read more...] about Configure New Company in Dynamics 365
