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
Assisted Company Setup in Dynamics 365
As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that are set up automatically.Keep in mind that Microsoft is updating Dynamics 365 for Financials regularly, so the content of this blog might become dated. I am writing this blog in February 2017 using Dynamics 365 for Financials in North America. Walkthrough:Create a new Dynamics 365 for Financials Company using the Enable Assisted Company Setup option (for instructions see How to Set Up a New Company in Dynamics 365 for Financials). I set up the following Company:Log into the … [Read more...] about Assisted Company Setup in Dynamics 365
New Features for Reports in SL 2015
If you’re still using Microsoft Dynamics SL 2011, you’re missing out on some great features available in SL 2015. Here are just a few of the features specifically in regards to reports:Reports can easily be emailed as attachments during print preview. Quick Query searches can be viewed on tablets and smartphones through web apps. With the Grid to Excel feature, Quick Query can export refreshable Excel files, which cuts down on the number of data exports needed since the user can simply refresh the same static table. More options are available for report formats (for advanced users) while at the same time, the program will automatically default to the company’s most commonly used report format (for beginning users). Descriptions … [Read more...] about New Features for Reports in SL 2015
Multi-Company Benefits of Dynamics SL
If your business operates more than one company in Microsoft Dynamics SL, an upgrade to 2015 is a must. As of 2017, tax updates will no longer be available for SL 2011. However, the 2015 version has some added features that will make it worth the effort of upgrading.SL 2015 allows the user to run processes for multiple companies with one login. No longer do you have to log out and change companies every time you want to do a new process or report.Along with this increased freedom comes the potential for security risks, but Microsoft has addressed those as well. Multi-company security measures restrict a user’s ability to view certain companies. If a user is not granted access to a particular company, he or she will not be able to see … [Read more...] about Multi-Company Benefits of Dynamics SL
Set Up New Company in Dynamics 365
Follow these five steps to set up a new company in Dynamics 365 for Financials:After logging into your Dynamics 365 for Financials instance, search for and open the Companies page. Click the New button on the Ribbon. Assign a Name to the new Company. Note: After you specify the Name, Dynamics 365 for Financials will take a while to create the new Company. Assign a Display Name to the new Company. Specify if you want to use the Enable Assisted Company Setup tools. See the notes below for information about how to use this field.After opening the Companies page, you'll see the following:Enable Assisted Company Setup Options You have two options within this tool:Option 1 — Blank: If you leave this field blank, the company … [Read more...] about Set Up New Company in Dynamics 365
