A Florida not-for-profit is working hard to rescue children from sexual abuse. Child Rescue Coalition’s world-renowned Child Protection System (CPS) Technology helps law enforcement agencies in over 95 countries identify file sharing by IP addresses to track, arrest and prosecute online predators. Since 2013, the organization has helped rescue more than 2,500 children. Challenge With such an important mission, Child Rescue Coalition doesn’t waste its energy on subpar technology — in any area of the business. Director of Accounting Jeanne Aparicio handles all the financial accounting and reporting for the team of 10 and their board.She said their former QuickBooks system allowed users to easily manipulate data and change transactions, a … [Read more...] about Business Central Case Study – Child Rescue Coalition
How to Manage Inventory in Business Central
Advanced options streamline replenishmentMicrosoft Dynamics 365 Business Central is a great manufacturing and distribution ERP software solution for inventory management. Because of the robust capabilities of this ERP management system, it can be difficult to fully understand the tools you have and comprehend all of the benefits of Business Central. In this blog post, we are going to go over how to manage your inventory in Business Central using a step-by-step approach.What is the best way to manage your inventory in Dynamics 365 Business Central?There are many ways to manage your inventory in Business Central but it comes down to 3 key tips:Prioritize your inventory - Categorize your inventory into priority groups. This can help you … [Read more...] about How to Manage Inventory in Business Central
How to reimburse an employee in Business Central
In Microsoft Dynamics 365 Business Central it is now easier to pay employees. The employee does not need to be set up as a vendor.The first step is to set up an Employee Posting Group. Type “employee posting group” in the main search bar. Set up an Employee Posting Group as shown in the image below:Next, create an Employee Card. Type “employee” in the search bar. Click “New” and add the information on the Employee Card. On the Payments tab of the Employee Card, enter the related Employee Posting Group. Here is my example:Now you can go to the General Journal and enter a transaction. The account type is Employee instead of Vendor. The document type is blank. Post the journal entry as shown below:From the Employee Card you can … [Read more...] about How to reimburse an employee in Business Central
Moving Customizations from SL to Business Central
One powerful feature in Microsoft Dynamics SL is the ability to create custom screens or modules. Those custom screens become a problem when moving from Dynamics SL to Microsoft Dynamics 365 Business Central. If the functionality that necessitated the customizations is still important (likely so) and BC doesn’t have an existing method to replace it (also probably the case), then a BC customization to replace the SL one will be needed. This is an exploration of that process as I learn BC development.First, let’s consider SL customizations, their general characteristics and what is done when building them. These customizations fall into one of several groups: maintenance screens (including setup screens), entry screens, process screens, … [Read more...] about Moving Customizations from SL to Business Central
NAV gets rejuvenated with upgrade to Business Central
Salon upgraded to cloud ERP during COVID shutdown Spalon is a full-service salon based in Edina, Minn. The company started 25 years ago and now has 280 employees across three locations in the Twin Cities. From hair and nails to skin and spa treatments, Spalon is all about the total rejuvenation experience. Challenge It was early 2020, yet Spalon was still running on Windows Server 2008. Their accounting system, Microsoft Dynamics NAV 5.0, still did the job but had also been in operation since 2008. Signs of age showed. When it became apparent that the server would likely crash within the next few months, the luxury spa’s owners reached out to a trusted ERP reseller to discuss options. Solution Since Senior Accountant Dean Wellman and his … [Read more...] about NAV gets rejuvenated with upgrade to Business Central
How to use custom reports in Business Central
Microsoft Dynamics 365 Business Central lets you change which layout you want to use on any given report as well as create a new layout or modify an existing layout. This is a visual how-to guide on creating, editing and using custom reports in Business Central. Add a new Custom Report Layout in Business Central Under the main search bar in Microsoft Dynamics 365 Business Central, type in “custom report layouts.”From the Custom Report Layout page, select “New.”Enter the Report ID or use the drop-down option to locate the desired report. The name auto-populates.Use the radio buttons to select the desired layout to insert (Word or RDLC). If you aren’t sure which one you want, select both. At least one selection must be made. … [Read more...] about How to use custom reports in Business Central
Money-saving tips for ERP implementation
It’s natural to want to get the best deal, but the best deal on an ERP implementation might not always be the one with the cheapest price tag. You can actually save money on your ERP implementation by spending more with the right partner from the beginning. Here are tips to avoid going (too) cheap on your ERP implementation: Start Right We’ve seen some prospective customers try to save money by rushing the requirements phase. This rarely ends well. Laying the groundwork is key to a good ERP implementation. Make sure you know exactly what you need and why. Thoroughly document your processes. Do the research on available ERP solutions and partners and ask questions. Being too vague at this stage will only lead to costly changes later. The … [Read more...] about Money-saving tips for ERP implementation
Business Central extension adds MEM functionality
Ever wish you could pick and choose who can post to certain dimensions within Microsoft Dynamics 365 Business Central? Well, now you can thanks to an easy-to-install extension from Boyer & Associates! Our Multi-Company Dimension Filters extension is a simple add-on solution that allows you to restrict which users can post to specific dimensions. Out of the box, Business Central lets companies set basic restrictions on what can be posted to a specific dimension. However, these restrictions must be set on a global level and cannot change depending on who is posting.Many of our clients use Binary Stream’s Multi-Entity Management (MEM) add-on functionality with Business Central. This greatly increases their ability to give rights to some … [Read more...] about Business Central extension adds MEM functionality
MICR checks for Dynamics 365 Business Central
Are you frustrated with out-of-the-box capabilities within Microsoft Dynamics 365 Business Central for check printing and signatures? If so, Boyer & Associates has created the perfect extension for you!Boyer & Associates’ Dynamics 365 Business Central MICR Checks is a check printing enhancement that offers MICR and signature printing within Business Central. Here's a preview:There are two key elements to this extension:First, this Boyer exclusive allows you to set up a signature within Dynamics 365 Business Central that you’d like printed on a check. It’s important to remember that the signature selected on the Bank Account Card will print 100 percent of the time.Second, MICR checks allows you to use blank check stock … [Read more...] about MICR checks for Dynamics 365 Business Central
Apply credit memo to return invoice in BC
Recently, a Dynamics 365 Business Central customer asked us if there’s a way to create a sales return order that automatically applies the credit memo to the related invoice. Whenever they processed a credit memo, the system created a comment within the credit memo referencing the sales invoice but did not actually close either the invoice or the credit memo.After some trial and error and with some help from Microsoft support, we finally found a workable solution. The solution differs slightly depending on if you’re dealing with an unpaid sales invoice versus a paid invoice, and it cannot be used when dealing with multiple invoices — That must remain a manual process. In case you’re having a similar issue, below is our solution.Option 1 … [Read more...] about Apply credit memo to return invoice in BC
