Introduction The mention of purchase orders (PO’s) as part of a company’s internal control toolkit always evokes numerous complaints that using PO’s un-necessarily complicates the purchase and payment cycle. Back in the day when POs were manually processed, not integrated with the ERP or not supported with robust review, approval or workflow functionality, these points…
Add Financial Dimensions to Sales Orders in Dynamics 365 with AXIO The Add Financial Dimensions to Sales Orders in Dynamics 365 feature gives the ability to review and change the financial dimensions of an Item directly in the Sales Order, rather than having to edit the financial dimensions in the Item page. Related Demos Global Customer Aging Report Feature in Dynamics 365…
Purchase Order Line Cleanup in Dynamics 365 with AXIO The AXIO Purchase Order Line Cleanup feature in Dynamics 365 allows you to execute a batch process to close open purchase orders that are partially received and no longer expected to have additional receipts. This speeds up the process by not requiring the manual closing of…
In the fast-paced world of sales, efficiency and accuracy are paramount. Dynamics 365 Sales offers a robust platform for managing sales orders, streamlining processes, and delivering exceptional customer experiences. Whether you’re a seasoned sales professional or new to the platform, mastering the creation of sales orders in Dynamics 365 Sales is key to maximizing your…
An organized and controlled GL period close is essential to the completion of accurate financial statements. Accurate statements are critical in expense control analysis and support informed financial decisions. To ensure financial statement accuracy and that all transactions related to the period being closed are included, the applicable departments (including purchasing) follow a pre-planned period…
Customer agreements are important for a number of obvious reasons. Overall, they provide a clear picture or details of what the company has agreed to deliver. As an integral tool in Dynamics 365 Business Central, customer agreements not only empower your sales team, but they also enhance the level of customer service your company can…
One of the best ways to get more out of your ERP solution is to allow it to keep track of inventory requirements for you, cutting down on the manual maintenance of Excel spreadsheets and the creation of Purchase Orders. But often times, Microsoft Dynamics GP MRP (Material Requirements Planning) solution is a more than…
Duplicate orders are an issue for most distributors. Manually checking every order by hand during the order entry process is not an acceptable answer.
Greenhouse owners face unique operational challenges. To start, they manage living inventory with a limited shelf life. This requires precise timing as to when to start growing flowers, shrubs, and trees—and when to move them out of production to become available. Getting this right allows deliveries to reach customers at the right time so they…
SilverLeaf Horticulture Multi-Order Management Demo SilverLeaf Multi-Order Management (MOM) allows users to open multiple sales, transfers, quotes or purchase orders at once in a single screen. Users can then edit any sales line detail including QTY, variant, item, ship date, and more. This tool also supports edit & publish in Excel. Additional Demos You Might…