Microsoft Dynamics NAV has many pages with list views: Customers, Items, Vendors, Sales Orders and Purchase Orders, to name a few. However, it can be useful to have a quick visualization of some important business metrics without having to filter the list data. Today, you’ll see how to successfully change a list view to a chart view and how to customize a chart.For our example, we’ll deal with Sales Orders, which are seen in the list view below. First, click on Show as Chart in the ribbon to replace the list view with the chart view.You’ll find that no chart is displayed, however, and this is where many users get discouraged. So what’s going on here? You first need to pick out the metrics you want to see in the chart. Start by … [Read more...] about Create Advanced Charts in Dynamics NAV
Fix a Failed ERP Implementation
So Your ERP Project Failed — Now What? If you’ve ever been in the midst of a failed ERP implementation, you know only too well the major headaches such a massive failure can cause. The aftermath often involves extremely long hours at work, routine tasks that suddenly take much longer than they should, costly errors and an understandably frustrated staff.Unfortunately, failed ERP implementations are entirely too common. No wonder so many companies are reluctant to take the dive and change systems. What happens when your nightmare comes true and the project goes underwater?If you’ve recently undergone a failed ERP implementation, take a deep breath. There is hope. Here are five helpful steps you can take to fix a failed ERP … [Read more...] about Fix a Failed ERP Implementation
Microsoft Enhancement Plan 2017
Does your company currently own Microsoft Dynamics ERP software? If so, you may have access to additional service benefits that you don’t even remember (or know) exist.When companies buy a Microsoft Dynamics ERP product, they frequently sign up for the annual maintenance plan, officially called an Enhancement Plan. While new users still figuring out the system may take a quick look at the learning tools available, most quickly get back into the routine of work and forget to take advantage of these extra features.That’s a bummer because your Enhancement Plan offers a host of resources to help you make the most of your current Dynamics product, whether you’ve been a user for one month or five years.As a refresher, here’s a glance at … [Read more...] about Microsoft Enhancement Plan 2017
5 Common Reasons ERP Projects Fail
Installing an entire ERP system at your company is no small feat. It requires a large investment of both time and money. With the stakes so high, how do you protect your investment and ensure success? How do you avoid a colossal failure?A good start is knowing what pitfalls to avoid. Here are five common reasons why ERP implementations fail: 1. Unrealistic Timeframe It’s easy to underestimate the amount of time it takes on the client side to implement an ERP system. For an implementation to be successful, the company’s internal team must be involved in every step of the process just as much as the partner doing the actual implementation work.Sometimes clients fail to realize that if they’re working 40 hours a week and they want to put … [Read more...] about 5 Common Reasons ERP Projects Fail
Management Reporter Classes Available
Boyer & Associates has finalized dates for the next several sessions of our popular Management Reporter training classes. The next three class dates are as follows:February 22-23 April 19-20 June 21-22These classes are geared toward accountants who have little to no training in Management Reporter. Classes are interactive, giving attendees a chance to learn and practice with an instructor on-hand to answer questions and help troubleshoot any issues.After two days of learning from our in-house expert Paul James you will feel like an expert yourself, with the capabilities to create reports like the following:Trial Balance Reports Income Statements Variance Reports Balance Sheets Statements of Cash Flow … [Read more...] about Management Reporter Classes Available
How to Choose the Best ERP Partner
If you are shopping for accounting or enterprise resource planning (ERP) software, I hope you’ve gotten past seeing the sizzling demo and buying from the most insistent salesperson. You know that your company-specific requirements are much more important than seeing flashy elements of what someone else wants to make important to you. I don’t even need to bring that up right?Here are six additional tips for helping you find the best ERP software reseller: 1. Your ERP requirements are key. I’ll say it again: Knowing your company’s requirements is a key first step to determining which ERP vendor and product will work best for you. Document your requirements so that you can make your most important needs the focus of any potential vendor … [Read more...] about How to Choose the Best ERP Partner
Selling online? Tips on drop shipping and sales tax
Black Friday is quickly approaching, which means stores and online sellers are gearing up for their biggest selling season of the year. Smaller companies frequently use drop shipping, a method in which a seller takes orders but then uses a third-party wholesaler to actually produce the product and ship it to the customer.Avalara, the leading provider of cloud-based sales and use tax management solutions, cautions that this "win-win" solution can create headaches when it comes to properly managing sales tax. Read the entire article. … [Read more...] about Selling online? Tips on drop shipping and sales tax
Project Management Aids ERP
What You Can Do to Help Your Project Succeed While the definition of success on a project is different for each organization, there are some actions that any company can take to help the project succeed. In addition to benefiting from the expertise of a skilled project manager, here are five actions that your company’s leadership can take internally to ensure the success of your implementation:Engage Leadership – Buy-in and engagement start from the top. Business resources will take direct cues from and often react in alignment with their leaders. The company’s leaders can show engagement via early communication of support. Throughout the process they should focus on the goals of the project and continue to reiterate them, ask … [Read more...] about Project Management Aids ERP
Knowing Risks Benefits ERP Projects
Boyer & Associates’ new project manager, Beth Steinkopf, is helping us better manage our clients’ ERP implementations. Last week we discussed how her past experience is already helping our clients. This week Jack Boyer asks Steinkopf how early project management can get your ERP implementation off to a great start. Jack: What are the most important elements you focus on early in a project to help clients ensure success with implementing ERP software? I like to understand why the client has chosen to implement the new software. What are their goals? Understanding this helps define where we are going and allows us to refocus the troops if anyone starts to deviate from the initial plan. It also helps to create a baseline. ERP … [Read more...] about Knowing Risks Benefits ERP Projects
Project Management Affects ERP Projects
Boyer & Associates recently hired a new project manager, Beth Steinkopf, to help provide better management of our clients’ ERP implementation projects. Jack Boyer sat down with Steinkopf to discuss how her background as a PM helps clients who are in the process of updating their ERP or accounting software. Jack: You have experience managing elements of larger ERP projects. How are smaller ERP projects similar and different to the larger ones in your experience? Let’s start with different: Smaller ERP implementations move FAST! They have fewer stakeholders, they generally have only one or two key decision makers, the owners are directly involved, and the processes around the project are typically less formalized.Items that are very … [Read more...] about Project Management Affects ERP Projects
