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…
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.
Overview Accounts Payable operates in a demanding environment. The volume of AP transactions is substantial, and the payables process can be difficult to complete, as AP interacts with nearly every department in the company as well as with outside vendors. To successfully meet its processing goals, AP must rely on both streamlined processing and sound…
Overview 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. Accounting years are based on a number of accounting periods. While monthly accounting periods are the norm, accounting periods do not need to be based…
Introduction The Accounts Payable (AP) department in most companies operates in a demanding environment. The volume of transactions is usually substantial and completing the AP processing cycle can be difficult. AP interacts with nearly every department in the company as well as with outside vendors. To successfully meet its processing goals, AP must rely on…
Background For its clients, a technology service provider services data center hard drives with new and used parts which are housed in global warehouses. Technicians travel to data centers to swap out and update parts. Getting the parts to the field was a labor intensive, manual process managed by 16 full time employees who would…