In this fastest growing world of e-commerce where businesses are adopting the latest technologies and increasing their presence on the web, it is imperative for all the organizations, whether they are in B2B, B2C, or in both the B2B and B2C, to have a web presence and offer the flexibility to their customers to do a comparison shopping and place the order in and out of the business hours.

Image Source: https://docs.magento.com/user-guide/stores/stores-all-stores.html

Unlike Shopify, Magento is a more sophisticated product with many more features. Magento is a highly scalable eCommerce solution that makes it suitable for companies with special business requirements. Furthermore, Magento allows the creation of multiple sites, stores, and storefronts. Also, each website can have multiple stores, and under each store, there can be multiple store views:

• Multiple websites like for Apparel, Jewelry, Fabric, etc.
• Under each website, there can be multiple stores in the US, Canada, EU, etc.
• Under each store, there can be multiple storefronts like English, French, and Spanish.

Some other features that are not offered by other eCommerce solutions making Magento the preferred choice for the eCommerce solution are:

• Multiple Customer types
• Multiple Price Level
• Price Breaks
• Shipment and Payment options
• Selling infractions (like 1.5 yards of fabric)

Why x2x eCommerce for GP -Magento Integration

x2x GP Magento integration adds new features to Dynamics GP to make it more compatible with Magento eCommerce. As a result, the powerful integration solution from x2x drives the maximum potential of the Dynamics GP and Magento to provide a robust and flexible solution to the end-user.

x2x develops its solution in the same language as GP i.e. Dexterity. Moreover, x2x Magento-Dynamics GP integration work as an add-on eCommerce module for Dynamics GP. The interface is user-friendly, and the solution can be set up with user-defined parameters. Also, Integration is designed with keeping in mind the different business scenarios, and the options are provided accordingly. As a result, automate operations with desired flexibility and ease of use.

Benefits of Dynamics GP Magento Integration:

• Seamless syncing between two platforms.
• The integration requires only a minimum of training.
• Avoid costly errors as a result of faulty data entry.
• Reduce deployment time using our integration solution.
• Add connections anytime, anywhere.
• Free up time and resources to focus on your customers and business growth.
• Eradication of order processing errors.

These are some of the benefits & features of the x2x GP Magento integration. There is a lot more to explore, like scheduling, multiple product images, creating categories/collections, and more. For further details and information about our products, please visit www.x2xecommerce.com, email us at info@x2x-ecommerce.com, or call us at +18889293266

Also, follow us on LinkedIn

The post Microsoft Dynamics GP and Magento Integration by x2x eCommerce appeared first on ERP Software Blog.

Transfer of data from your current system to a new Microsoft Dynamics 365 solution like Business Central looks like an intimidating task. Most businesses want to upgrade from their current legacy system, but don’t know the best way to integrate with an all-in-one solution.

Drawbacks of a legacy ERP system

Many businesses often use the same ERP system for several years and initially see real benefits for their business. However, the quick advancement of technology (automation, transformation, AI, etc.) means their legacy system can’t be trusted for persistent efficiency and success.

Why you should choose Dynamics 365 Business Central?

However, it’s a big decision to move ERP solutions. Microsoft makes it as seamless as possible. With Microsoft Dynamics 365 Business Central, all of your business processes and people are unified into a single solution. Also, Business Central allows you to view your data or information anytime, anywhere, allowing quick and seamless integration company-wide.

Other features of Dynamics 365 Business Central to consider:

Rapid Deployment: Deploy solutions and onboard users in days or weeks, to update and drive business outcomes in less time.

Modular and purpose-built: Dynamics 365 Business Central provides business management across financials, sales, service, projects, warehousing, supply chain, and manufacturing in a single solution. It is also built using the only business cloud platform to bridge ERP and CRM with modular, purpose-built apps.

Generate continuous insights: Extraordinary insights from the most complete and integrated AI solutions drive better outcomes across every line of business.

Harness data everywhere: Connect to hundreds of data sources out-of-the-box, or easily create your own connectors, with seamless Office 365, Azure, LinkedIn, and third-party data sources.

Connected end-to-end: Only Dynamics 365 unifies customer and business data, relationships, and workflows on a single cohesive business cloud. Also, accelerate business growth with seamlessly connected, end-to-end business applications to optimize operations, empower cross-functional innovation, and better engage customers.

Excellent security and compliance: Protect and secure your business and customer data with identity protection, role-based access, encryption; and auditing and logging.

How MetaOption can help your business

MetaOption drives business growth by providing a flexible, industry-specific ERP system that works around the needs of our manufacturing, distribution, retail, and pharmaceutical industry.

For more information and a tailored demonstration, contact us today at MetaOption.

The post Why are businesses upgrading ERP to Dynamics 365 Business Central? appeared first on ERP Software Blog.

From overseeing sales and postings, property payments, document management, and more, real estate businesses often find themselves using various different software solutions for key operational processes without any integration between them. To reduce inadequacies, simplify workflows, and allow for seamless data flow, MetaOption suggests using an all-in-one software solution for dealing with your business processes.

Business Central is an all-in-one business management solution for SMEs built on the cloud that automates and streamlines business processes. It includes accounting, sales, project management, billing, relationship management, etc. It is quick and easy to implement, configure, and can support even highly specialized industries such as real estate. Dyn365BC consists of the capabilities of both an ERP solution and a CRM solution for the real estate industry.

Here are some Business Central features for the real estate industry:

Document management

The real estate industry knows exactly how much paperwork goes into transactions, including property sales and rent payments. Dyn365BC is a central point for saving all significant. It links documents directly to contact records so that you will never lose any documents again. The secure electronic signature is built-in with Dynamics 365 Business Central for all parties involved in transactions to easily sign reports online.

Billing

Another important area of real estate operation might include property and tenant management. Whereas, Business Central contains all the billing competencies you need to keep payments on track and generate invoices automatically. Also, you can form a custom payment portal in Microsoft Power Apps and connect it seamlessly with Dyn365BC.

Contact management

A single database helps your real estate business to keep track of all your business contacts and relationships in a simple way. Insert data for all leads, customers, vendors, partners, contractors, employees, and other related business contacts in Business Central. Create tenant cards with licensee information, tenancy terms, rent review date, indexation date, rent elements such as deposit, rent, fixtures and fittings, and funds. Easily search for and display a history of interactions with each contact, including the history of tenancy or property relationship.

Project management

Business Central’s project management functionality allows you to manage and track various types of projects. Also, you can create budgets at the work breakdown structure level and quickly compare them to current progress. Additionally, with Business Central you can use timesheets to track resource and employee hours and usage on jobs and data for invoicing.

Final steps

With Microsoft Dynamics 365 Business Central, you can access your business information from anywhere, at any time, from any device. Even while you’re at an open house or walking a property or construction site. Wherever your real estate business takes you, Microsoft Business Central is a trusted, cloud-based application to help you boost productivity and streamline business processes.

For more information and a tailored demonstration contact us today at MetaOption.

The post Microsoft Dynamics 365 Business Central for Real Estate Industry appeared first on ERP Software Blog.

The pandemic has caused serious worldwide store network interruption at a huge scope because of concurrent limitations and lockdowns in numerous nations. It has placed tension on organizations and will do as such. It has constrained them to totally reconsider their inventory anchors and rehash them to satisfy the fluctuating buyer needs. Organizations need to defeat such horrendous occasions by being more adaptable and coordinated. They should construct a framework that is strong and tough. This framework ought to be innovation-driven with capacities to help and conquer such difficulties later on. Microsoft Dynamics 365 Business Central is a platform that suits this necessity totally. It is a platform that leverages technological advancements. Let us look at how it can help businesses overcome the challenges they might face due to supply chain disruptions.

How does Microsoft Dynamics 365 Business Central help overcome Supply Chain Disruptions?

End to End Visibility

Business Central provides a unified view of the business that can help make strategic decisions based on the marketing trends. Any fluctuations could be handled quickly and efficiently, thereby reducing the negative impact they may cause. This end-to-end visibility of all the business processes is valuable for the company to make critical decisions quickly.

Data Analytics and Insights

Business Central carries information about all divisions on a single platform. It allows the partners to get basic information across offices and across different areas to be accessible continuously. Since all the data is available on a single platform, data management and data analysis become easy and productive. Also, it can help a business make quick decisions, gain more flexibility, and provide better customer service. Also, as it is cloud-based, the data is available and accessible at any time and from anywhere.

Simpler Multi-location management

Each location has precise requirements. Each will have different stock management procedures, may somewhat vary in the products they offer, various accounting and tax assessment rules relying upon their geographic area, numerous cash dealings, and so on. Also, it means the companies would require a system that would make multi-location management compact and simple. Whereas, Business Central can help efficiently manage the variances as it can help to automate many processes and configure them for efficient multi-location management.

Vendor Management

Dynamics 365 Business Central has a vendor management module that assists businesses in ensuring timely payments, placing orders, tracking vendor supplies, and various other aspects related to vendor management.

It offers multiple features like capabilities to:

• Create a purchase invoice
• Creation of a request for a quote for your vendor and can, later on, convert it into a purchase order
• Create a purchase invoice
• Automatically create a credit memo for unpaid purchase invoices
• Create a purchase credit memo
• Convert electronic invoices from your vendors to purchase invoices within Business Central

Handling Supply Chain fluctuations

Businesses have to keep a constant eye on the product stocks and plan their supply chain schedules according to consumer demands. If a fast-selling item is not available or a slow-moving product is sitting on the shelf, the company loses out on revenue. Also, they needed constant intelligence about their SKUs, and that too for all the locations.

Business Central tracks the product stocks flying off the shelves and can also provide intelligence about those that experience reduced demands. Based on these real-time insights, businesses can adjust their supply chain and manage the supplies even in a multi-location setup.

For more information and a tailored demonstration contact us today at MetaOption.

The post How Business Central helps to overcome Supply Chain Disruptions? appeared first on ERP Software Blog.

Do you have on-premises ERP but are considering moving your ERP operations to the Cloud? You’ll want to consider the benefits and the cost-effectiveness of such a move.

How much will Cloud migration cost?

Let’s focus on costs related to a complete migration to a Cloud ERP environment. The cost of migrating will depend on your service provider, which data and applications you want to migrate, the level of support and security required, and whether any applications must be rebuilt. Your software partner will analyze your current system and map it to the new environment. During the migration itself, the primary cost will be for the labor. Your cloud partner will work to safeguard your data and keep your business operational as the migration proceeds. To spread out the expense of migration, you may choose to do it in phases.

Also, your partner may have to reformat, rebuild or even replace specific applications to make them consistent with the Cloud infrastructure.

So a roadmap for a Cloud migration project will involve prioritizing:

• Which processes you want to move to the Cloud
• What resources you have available for the move (time, money, personnel)
• If any of your processes are unsuitable for the Cloud

During the assessment, your Cloud partner will familiarize you with the specifics involved.

Ongoing Cloud costs

Once the migration is complete, you’ll pay a monthly subscription cost. The monthly total will depend on the applications used and services needed. Of course, a full SaaS Cloud ERP will incur a higher monthly charge than would the migrations of fewer applications. You’ll also have to factor in the number of users, your storage needs, and training costs.

Consider how you can save money with Cloud ERP

After the expense of migrating to the Cloud, there are ways that your organization will save money:

• You won’t have the ongoing expense of maintaining hardware and updating software.
• There will be less stress on your internal IT team because your Cloud provider will be responsible for maintenance and security.
• Upgrades will be automatic and take place outside of business hours, so there will be no disruptions.
• You’ll be protected against the potential cost of a disruption caused by natural disasters and power outages.
• Your business will be more efficient, and Cloud usage will scale as your business grows, so you’ll only pay for what you need.
• You won’t have to maintain space for data storage and security.
• You’ll always have the latest version of the software.

When you move your ERP to the Cloud, the continuity, security, and disaster recovery strategy are built into the Cloud offering. That’s something you are probably missing with your on-premises solution.

Total cost of Cloud ERP ownership 

When considering the cost of migrating to the Cloud, analyze the TCO (total cost of ownership) over three to five years. In that time, the migration will likely have paid for itself, and you will be able to compare it directly with what it was costing you to run your ERP with on-premises infrastructure. The initial expense of migration should prove well worth it when you consider the long-term advantages.

All at once or incrementally in phases, a move to the Cloud can help you immediately realize new opportunities and benefits. Working with Cloud experts who understand the needs of small and midsize businesses can help you maximize your results and avoid missteps.

If you’re wondering if a move to the Cloud is right for your business, contact our experts at Enavate. We’ll conduct a free Cloud migration assessment and then have a discovery call with your team to help you weigh the costs and benefits for your environment, budget, and objectives.

By Enavate, https://www.enavate.com/

The post Cloud ERP Migration: Does It Make Sense For Your Business? appeared first on ERP Software Blog.

Here are are five 2022 trends in payables to watch, inspired by a recent report from the Accounts Payable Association.

1. AP Integration for Collaboration

The more solutions that are integrated into a central business management solution, the better business leaders can improve collaboration between their various business units, including procurement, manufacturing, warehousing and overall accounting. When Accounts Payable software is integrated to central accounting software like ERP, month-end closings and other critical processes become substantially more efficient.

2. Teleworking Continues

In recent months, we have seen workers return to the office in large numbers. While much of the COVID strain has been eased lately, expect to see continued efforts to enable remote and hybrid work spaces, especially in back-office units like accounts payable.

3. Refocused Energy on Data Security

As pandemic strain eases, expect to see companies return to focusing on cybersecurity as a top concern. Payments fraud represents one of the most common types of cybercrime with email compromise as the primary method fraudsters use to attack businesses. To learn more about the most recent payments fraud trends and how to protect your business check out our recent article: Payments Fraud Trends 2021

4. Electronic Payments

While about 1/4 of businesses still use paper checks as a primary B2B payment method, expect to see an increased move toward digital payments in the second half of the year. You may also be interested in Electronic Payments: What Businesses Should Know

5. Accounts Payable-as-a-Service (APaaS)

APaaS is different from outsourcing in that the user company maintains control. With APaaS businesses achieve more efficiency with Fully Managed Invoice Data Capture, Exception Based Workflow and Flexible Fulfillment Services. Learn more: What if Accounts Payable was a Service? APaaS for Business

Great Plains Accounts Payable Automation

Fidesic AP can help Great Plains users stay up to speed with the most current payments trends. Learn more about or simple yet powerful Great Plains Accounts Payable Automation.

The post 5 Accounts Payable Trends in 2022 appeared first on ERP Software Blog.

We are pleased to announce the availability of Tensoft’s Kind Connect, – an easy to use tool to integrate your data from any external application into Microsoft Dynamics 365 Business Central. The following is a partial transcription of an introductory video, which you can see in its entirety here.
 
“The challenge with integration is that - just because we have an API on each end - it doesn’t mean we are speaking the same language. In the same way that you might have a challenge if you are speaking two different languages on the phone, we have to overcome the fact that each API is speaking a slightly different language from every other system. There is no universal data model out there for every system. So, for each system we need to know how to adapt and speak so that we can communicate.
 
While API’s make integration much easier than it used to be, some challenges remain. Among these are creating a data map with each systems’ API and knowing what “language” they speak. Then the data needs to be moved across and converted to the other “language.” The data also need to be validated, so that the information is valid in both systems. And, if there is invalid data, we need to define error messages so that we can fix the data and move forward.
 
In the past, a key challenge to is all of the additional work that is required to enable integration, despite the fact that there’s an API on both sides. First, analysis may be needed. Then extensive data validation. Validations may then need to be moved back from the source system. Finally, we may need to write error messages to alert users when a validation has failed, etc.
 

Why Kind Connect is a Kinder, Easier Way to Integrate

 
Tensoft Kind Connect was developed to provide an easier way to make integration happen. In short, the way it works is that we take the transactions that we are supporting – the invoices, the payables, etc., - and we move them into a staging table in the destination system, instead of moving them a live/production table. The staging table API is in a looser format. Instead of requiring an exact match, it looks for partial matches, which the end user can then review, fix and push forward.
 
In other words, Kind Connect makes the call to Business Central from inside the application. It validates the data and - if some data is invalid - it has pre-defined error messages that puts them into the staging table. There you can review the error messages, fix the data, and then push it forward. From that point, it runs just like Business Central does. So, Kind Connect allows you to get data into Business Central in an easier, “kinder” way, resulting in a faster integration process.”
 
For more information on Kind Connect Integration, read the fact sheet here.

The post Overcoming Challenges to Integration appeared first on ERP Software Blog.

Recently Chemical Processing interviewed Randy Smith, co-founder, and CEO of Vicinity Software which developed VicinityChem. VicinityChem is a comprehensive process-manufacturing ERP software solution designed for chemical manufacturers. They talked about meeting challenges such as keeping track of inventory, improving operations, delivering high-quality products, driving sustainable growth, and more. Here are some of the questions they covered:

Q: How can chemical processing facilities keep up with inventory changes?

A: Supply-chain interruptions present a lot of new issues. It’s critical to know what you’ve actually got on hand, what was ordered from various suppliers, and what is their delivery timeline. Then you have to predict what your future usage will be. Understanding your inventory in real-time is important so you can alert your suppliers. When you make changes, your system needs need to update immediately so everyone knows what’s on hand. Calculations and material-requirements planning let you know what you’ll need and if there will be future shortages.

There are always unknowns, so control the things you can control without spending a lot of time and effort. That will place you ahead of those in competition for the same chemicals or ingredients.

Q: How will changes in inventory costs affect production?

A: Along with supply-chain issues, price changes are volatile. We see that at the gas pump and the grocery store. Manufacturers have three ways to address this:

• Increase prices to customers
• Absorb the price increases
• Substitute ingredients, if possible, to lower costs

Of course, you also have to factor in transportation cost increases. So, you need to be able to calculate the costs of production accurately now and into the future.

Q: What are the benefits of an accurate chemical usage forecast? 

A:  Being able to predict your raw-material usage and communicate that to your supplier makes you a better customer.  A supplier’s better customers are going to get breaks. Whether that means price breaks, availability of inventory, or when you need something expedited, they’ll go out of their way to help you.

To be predictive you need a system that can assess quantities on hand and material requirements planning. Then you can identify potential shortages and communicate that with your supplier on a timely basis.

Q: Why should you regularly review vendor performance?

A:  Everything changes. The company you bought from five years ago may not be the same now. They have their own supply issues. They may have changes in management. They may have been acquired by a larger company.  Those changes impact quality, price, delivery times, and even customer service. So, you need to monitor vendor performance objectively. Identify how they’re performing against what you need.

Vendors supply products that may differently affect your ability to produce your products. Looking at suppliers in relation to how critical their products are to your business’s success is really important.

With VicinityChem, matched with Microsoft Dynamics for chemical manufacturers, you can monitor those vendor relationships and how they are supplying your business. With actual metrics in hand, you can have the critical conversations with your suppliers. For example: “This is what we’re seeing, how can we work together to make this change?”

Q: How important is data analytics?

A: VicinityChem has been around for about 20 years and I’ve been in formula and batch manufacturing for close to 30. In the past, businesses struggled to compile data. We had to depend on someone in IT or someone keeping piles of papers or keying information into Excel, etc. Now, we have way more data than ever before, from a control system, a piece of equipment, or the web, and it’s readily available. The challenge is how to use data to benefit your business.

Ideally, you’ll keep your data in its original source. There’s no need to push it into Excel and create a whole other stockpile of data. Leave it in the system. Analytic data on the web can be extracted in real-time for the most up-to-date information and tracked over time for comparison.

You can take this information and put it up on a webpage so that your sales reps are able to see it. Now your data is manageable and meaningful to your company and those who need it. Standard dashboards are available as a starting point for sales, operations, quality, and scheduling.

Q: Do you have some closing thoughts?

A:  I think it’s important for people to realize that the tools are out there and they’re not as scary as some might think. You don’t have to invest a huge amount of time or effort to be able to look at data. We’ve got some real challenges ahead of us, but they’re very manageable, especially with a system where you can get to your information, whether that be pricing data, inventory, or compliance data. You can leverage that data to make decisions that are even more important than they were last year. As we come out of the pandemic, as the supply chain starts to clean itself up in the months and years to come, things will get a bit easier for us. And once on the other side of it, we will be stronger, more versatile, and more agile as we move forward.

LISTEN TO THE ENTIRE CONVERSATION VIA PODCAST HERE.

VicinityChem is a single, cohesive system that can manage all of your daily operations while taking different formulas and multiple batches into account.

VicinityChem offers real-time, accurate data across every department — including inventory overviews, production scheduling, integrated quality control testing, seamless reporting, and more.

If you’d like to know more about how VicinityChem and Dynamics 365 ERP can benefit your business, contact our experts today.

By Vicinity Software, vicinitysoftware.com

The post How Chemical Manufacturers Meet Supply and Inventory Challenges with Dynamics 365 and VicinityChem appeared first on ERP Software Blog.

Accounts Payable departments have long seen ACH as the best method for paying vendors. They prefer ACH because it can be secured with encryption, it's relatively fast, most every bank in the U.S. supports ACH and it is extremely cost-effective for high-volume payments compared to wire transfer or entering credit card numbers which can be costly and vulnerable to fraud. Because of these benefits ACH saw huge adoption in the last couple of years as the pandemic forced accounting leaders to digitize payments and vendors to digitize receivables. AP and AR leaders chose ACH.

“…the pandemic forced accounting leaders to digitize payments and vendors to digitize receivables. AP and AR leaders chose ACH.”

Related: Wire Transfer vs ACH Transfer

Microsoft Dynamics GP users were among those who made about 27 billion ACH payments in 2020 (Source: NACHA). As GP users are running ACH payments out of GP in higher volume, many are now looking for ways to automate the process.

There are a couple of routes GP users can take to automatically post ACH payments details into the General Ledger, but all of them require multiple steps for each payment. As a company's number of locations and vendors grow, all of these methods can prove to be slow, clunky and error prone. Without an integrated AP automation solution in place to process ACH payments, GP doesn’t have the out-of-the-box functionality to fully remove the busy work.

More info on posting ACH detail to the GL is available at the GPUG forum: Click Here

Taking Microsoft Dynamics GP into the Future

Since Microsoft took its business application to a cloud-first model several years ago, Dynamics GP customers and partners have been wondering how long they can expect Microsoft Dynamics GP to be supported.

Microsoft answered with the release of a roadmap last year showing GP will be supported through at least 2028 (Microsoft Dynamics GP Roadmap through 2028). Now users are less concerned about GP end of life. This has caused many to look for ways to bring Microsoft Dynamics GP into the future, whether moving their instance to the cloud to enable remote work or adding solutions to expand functionality.

Odds are, you opened this article because you are trying to make payments out of GP work better. Whether you are using paper checks or ACH/EFT payments to pay your vendors, an accounts payable automation solution with flexible fulfillment options is key to modernizing Dynamics GP.

Why Prioritize AP Automation in GP?

Microsoft Dynamics GP has enjoyed its reputation as a go-to accounting solution for SMBs for decades because it offers robust functionality and is easy to use. But accounts payable is one area where GP’s legendary usability leaves much to be desired.

“accounts payable is one area where GP’s legendary usability leaves much to be desired”

A modern AP automation and vendor payment solution really can make your life so much easier. If you are overwhelmed with invoices, losing invoices or running into constant headaches when looking up invoices, it’s definitely time to automate so you can shrink your workload and start loving Fridays like everyone else.

Great Plains Accounts Payable Software

The post ACH Payments in GP & Bringing Great Plains into the Future appeared first on ERP Software Blog.

The so-called “Great Resignation” has impacted almost every business function, according to Forbes. With more than 4 million workers resigning each month over the last year, the Great Resignation has continued into 2022.

While the resignation trend is a real-world phenomenon, the name “Great Resignation” can be misleading as most aren’t quitting their jobs outright. Rather, they are seeking greener pastures.

Fueled by the COVID-19 quarantines, workers around the world have taken stock of what matters most in their lives, Forbes said. The pandemic also forced layoffs and firlots, putting heavier workloads on mid-career professionals. Decreased job satisfaction and new life priorities have caused many to raise the bar, with many workers no longer willing to accept anything less than better work-life balance and better wages.

For in depth reading on this subject and more data, read our full post on The Accounting Great Resignation

Decrease Accounting Workloads and Enable Remote work with AP Automation

Without effective automation, accounts payable is one of the most tedious and labor intensive back office workloads. The fact of the matter is that we are rapidly approaching the quarter-century mark and it’s no longer viable for companies to require AP staff to work long hours in the office chasing signatures, tracking down lost invoices, shuffling paper and stuffing envelopes.

“The fact of the matter is that we are rapidly approaching the quarter-century mark and it’s no longer viable for companies to require AP staff to work long hours in the office chasing signatures, tracking down lost invoices, shuffling paper and stuffing envelopes.”

The right automation solution can reduce invoice processing times up to 80% over manual processing. With a cloud-based AP automation solution, businesses can save money, reduce workloads and enable remote work. These business benefits translate to human benefits of better work-life balance and more time to focus on the parts of their jobs that bring them joy.

You may also be interested in: Wire Transfer vs ACH Transfer & When to Use Them

“When COVID hit, we wanted as few people in the office as possible, but AP was finding they needed to be in the office or make frequent trips to the office,” says Kim Bernard, Director of accounting at First Atlantic Healthcare who recently automated their AP.

“Without Fidesic, we would still be in paper format,” says Bernard. “I'd have frustrated AP staff and they'd also be somewhat disgruntled about having to work in the office just to shuffle paper.” 

Are you a Microsoft Dynamics GP User?

Fidesic AP is the best AP automation solution for Dynamics GP. With free unlimited test-drives, seamless integration to ERP and Binary Stream Multi-Entity Management. Focus on strategic initiatives and find more joy in your career. Leave the busy work and headaches to us.

SEE FIDESIC PLANS

Related: Dynamics GP Roadmap 2021-28 and GP Modern Life Cycle

The post The Great Resignation in Accounting - Automation Can Help appeared first on ERP Software Blog.

Visit our Supply Chain Software Experts in Booth 1567 at the International Fastener Expo (IFE) 

It's not too late to join our supply chain experts at the 2022 International Fastener Expo in Las Vegas, NV. It's the largest B2B event in North America connecting vendors and buyers of industrial products, fasteners, machinery, tooling, and more. We are offering a special registration promotion below. We've helped 100's of companies transform their business by upgrading from outdated ERP to modern streamlined supply chain ERP solutions (Enterprise Resource Planning). Our goal in sponsoring and exhibiting the IFE conference is to learn how we can help your organization achieve your growth goals with the ERP solutions we support.

International Fastener Expo 2022

 Trade Show PROMO!! 
Register now with our personal promo code EXIV870437 and SAVE 50% OFF event registration!

For more details about the show, visit the International Fastener Expo 2022 site.

• October 17-19, 2022
• Mandalay Bay Convention Center in Las Vegas, NV
• Visit our supply chain ERP software specialists in Booth 1567

Microsoft Dynamics 365 and Acumatica Supply Chain Software Experts Exhibiting at the IFE

Clients First is a certified partner for leading cloud, on-premise and hybrid cloud ERP solutions; Acumatica and Microsoft Dynamics 365. If you are a distributor and/or manufacturer you do not want to miss us! We know there is a shortage of good agile supply chain software for fastener businesses.

Microsoft Dynamics 365 Business Central and Dynamics 365 for Finance and Supply Chain Management (AKA Finance and Operations). offers multiple solutions for companies, like flexible programs for global finance departments, supply chain, and manufacturing. These ERP software options can meet a business's needs by connecting key employees and working with existing applications and systems for continuity and efficient workflow. Also, it takes little time on average for employees to adapt to Dynamics 365 programs.

Acumatica is a cloud-based ERP system with a "no-user license cost" policy allowing selected employees access to vital information. Acumatica is ideal for remote workers because team members can view data from all devices, including tablets and smartphones. Acumatica includes a host of integrated business management applications; Financials, Distribution, Manufacturing, Project Accounting, and CRM.

If you are in the business of repair, maintenance and operation (MRO) services, our ProMRO solution is seamlessly integrated with Microsoft Dynamics 365 for Finance and Supply Chain Management and Acumatica. Each of our solutions is designed for heavy equipment or aviation companies, both large and small.

The Clients First Difference

Your business deserves to have a cutting-edge ERP solution – not a bleeding edge. That is why Clients First is dedicated to providing the latest proven technology by the two software vendors that are both best-of-breed ERP solutions for ease of use and in supply chain ERP technology and functionality: Acumatica and Microsoft Dynamics 365 Business Central and Dynamics 365 for Finance and Supply Chain Management.

Industry-specific expertise – Clients First consultants have direct experience in the industries we support.  The Clients First Texas office is known for its vertical knowledge in manufacturing, job shops, maintenance, repair, and overhaul (MRO) for aviation or heavy equipment organizations. We have customers in other industries, too, including make-to-order/engineering job shops, project manufacturing, field services, and wholesale distribution.

We’re a Microsoft Gold ERP Partner, a Certified Cloud Service Provider (CSP), and an Acumatica Gold Partner.

Contact us today! Email: Dallas/Fort Worth, Texas, or call us at 800.331.8382. We're located in Dallas, Texas and service companies worldwide.

Related Articles:

Mitigate Supply Chain Impacts with Manufacturing ERP

Six Supply Chain Transformation Trends for Manufacturers

eBook: Smart Maintenance for Today's Supply Chain

MRO Software: Learn How to Automate MRO Business Processes 

MRO ERP: Mobility on the Rise

Another version of this blog was previously published here:

Visit Supply Chain ERP Software Experts Exhibit at 2022 IFE

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One of the most common questions asked by our customers is how to schedule a recurring report in Microsoft Dynamics 365 Business Central.
 
Dynamics 365 Business Central has a very cool feature that allows users to schedule reports that are needed on a regular basis. They can be set up to run at a specific date and time.
 
In Dynamics 365 Business Central, go to a report that you want to run. Once you have added your filters to customize the report, click on Send to… and then on Schedule.
 

 
A new feature here is that you can use date expressions. The Next Run Date Formula will allow you to schedule the recurring report. You can find a list for some of these date expressions here. After you enter the formula, pick the Earliest Start Data/Time and OK. It will be scheduled.
 
For example: If you enter +CM +1D in the Next Run Date Formula and set the earliest start date as 6/1/2020, Dynamics 365 Business Central will send you this report at the 1st of every month starting on 6/1/2020.
 

 
To see all of your scheduled reports, go to Report Inbox in Dynamics 365 Business Central. The great part of the Schedule functionality is that it works with every report you find on Dynamics 365 Business Central.
 
For more tips and demo videos, visit our website: https://dynamics.tensoft.com/
 
- By John Ocampo, Tensoft, a Microsoft Dynamics 365 Business Central Partner

The post Recurring Reports in Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog.

It's a sad truth that not all ERP implementations proceed smoothly and result in overwhelming success. Whether you choose the wrong ERP solution,  engage the wrong ERP partner, or fail to obtain employee buy-in, unsuccessful ERP implementation can cost you time, money, and future business.

So, how can you safeguard your ERP implementation project against failure? And how can you measure your success? Understanding what a full-service ERP solution such as Microsoft Dynamics 365 can do for your business is the first step to ERP implementation success. Clearly stating your ERP project goals gets everyone on the same page and keeps individual players focused on their objectives. With defined business objectives, you can make better technology decisions.

Identify Your Business Goals

You'll know your ERP implementation project is a success if the technology meets stated business objectives. The project must also be on time and on budget and be adopted by your employees.

A best practice is identifying key performance indicators (KPIs) against which you can gauge your progress and the outcome. Some frequently stated reasons for implementing a Dynamics ERP solution are:

• Improved customer experience
• Enhanced sales performance
• Increased productivity
• Improved profits

Improved Customer Experience

It could be argued that your customers are your business.  Without them, no amount of technology will keep your business afloat. When thinking about improving customer experiences, ask yourself where you stand now with customer satisfaction and how you expect to improve after implementing your ERP solution. You can use indicators such as customer ratings, repeat business, order response time, customer complaints, etc. The right ERP and a successful ERP implementation should boost your success in each area.

You can conduct customer surveys asking for feedback. You'll also be able to gauge success by tracking the number of return customers. Hopefully, you'll see a vast improvement. If there is no improvement, you may have missed a critical component, such as training for change management to ensure employees are using the system properly.

Enhanced Sales Performance   

Many sales organizations recognize the value of a Microsoft Dynamics 365 ERP implementation to optimize their sales capabilities. Indicators can measure sales metrics that will clearly indicate improved performance. These indicators might be increased order sizes, greater profit margin per sale, and increased or decreased lost sales. Use feedback about these areas to determine if your processes need adjustment.

If your sales and profit margins increase and your percentage of lost sales decreases, this counts toward ERP implementation success. If you experience the opposite, you must analyze the situation to identify possible failure points in using your ERP and its functionality.

It's a good idea to evaluate your processes and training. You may need to design more intuitive processes to encourage employees to adopt the system and benefit from the data.

Increased Productivity   

Streamlining business processes to increase productivity is a common reason for ERP implementation. Productivity may mean something different depending on a company's industry and goals. In manufacturing, productivity may mean increased production. For professional service firms, it ties to clients served and efficient resource management.

Some of the indicators for measuring ERP success for productivity might be:

• Increase of completed transactions per employee
• Growth in the number of sales calls
• Average task completion rate

If your Dynamics ERP implementation succeeds, your teams won't need to rely on complicated workarounds to get their jobs done. They will be able to perform tasks more efficiently. The system should reduce repetitive and complex work, such as pulling data and rebuilding reports. Having real-time data available, they'll be able to make better daily decisions. Their productivity ties directly into all other components of your business, so it's crucial that they get the tools and training they need.

Be sure your employees are adequately trained and supported as they become acquainted with the new system. Also, clearly outline your expectations and updated evaluation criteria. Survey your employees before and after implementation to understand their experience and satisfaction rates.

Simplified processes, intuitive technology, better data visibility, increased collaboration, and improved mobility for all employees are indications of ERP implementation success

Improved Profits

Business growth is another benefit of a robust ERP such as Microsoft Dynamics 365. A new ERP implementation should give you a fast return on your investment and help you realize revenue growth and tangible profits. ERP will provide real-time data to help you make better business decisions. It will help you identify any inefficiencies in your operations. A Cloud-based solution such as Dynamics 365 will save you money on hardware and IT spending. It will help you identify your most profitable activities, products, or services. And it will improve forecasting.

Some criteria for measuring ERP implementation success include:

• Cost per employee per location
• Inventory turnover
• Gross profit margin
• Average invoice processing cost

Define Your KPIs for ERP Implementation  

The best KPIs to measure the success of your ERP system implementation depend on your business goals, and some will be industry specific. You might prioritize improving project margins, resource management, order management, timelines, or employee satisfaction. Collaborate with your ERP implementation partner to establish metrics most important for your business.

Implementing a new ERP system is a big project. It's essential to get it right. The best thing you can do to lead your company to success is to find the right partner to help guide you through the process.

If you are considering a new ERP project, download our free eBook on what to look for in an ERP partner, including a bonus section with 9 warning signs that should send you running in the other direction.

Download now: 9 Questions Nobody Asks Their ERP Partner … But Should 

Then contact our ERP experts at Enavate, and let's talk. We can help you implement the Microsoft Dynamics ERP solution that will move your business forward.

By Enavate, www.enavate.com

The post Microsoft Dynamics ERP Implementation: How to Measure Success  appeared first on ERP Software Blog.

Are you interested in a Microsoft Dynamics ERP solution for your business but wondering where to start? The ERP Software Blog was developed as a place for prospective Microsoft Dynamics users to get the information they need to make an educated decision about purchasing and using Dynamics ERP. Our members are experts at ERP software and specialize in Microsoft Dynamics ERP solutions.

We publish articles dealing with virtually every aspect of Microsoft Dynamics ERP – except one. You’ll find information about functionality and features, which solutions are best for which organizations, how to choose what’s best for your business, how Microsoft Dynamics compares to its competitors, What to look for in a Microsoft Dynamics reseller, etc.

The one aspect that you won’t read much about is cost. That’s because there are variables, and resellers are reluctant to quote a price before having you sit down with one of their sales reps.

But maybe you need cost information upfront at the beginning of your search. Perhaps you need a budgetary estimate to present for approval. Or, you want to know if a Microsoft Dynamics solution will be viable given your finances.

We developed the Quick Quote tool just for you.

The Quick Quote tool for Microsoft Dynamics

Our Quick Quote tool is designed to give you a budgetary estimate of the price you can expect to pay for a Microsoft Dynamics ERP solution. It includes software, licensing, maintenance fees, and estimated implementation costs for a Microsoft Dynamics ERP implementation/integration from a top Microsoft Partner. And it only takes a minute!

Whichever Dynamics solution you choose,

• Microsoft Dynamics GP, Microsoft Dynamics 365 Business Central, or Microsoft Dynamics 365  Finance and Operations, getting a Quick Quote couldn’t be easier. Here are the three simple steps:

1. On the right-hand side of each page of the ERP Software Blog, you’ll see an orange bar labeled: Request an Instant Dynamics ERP Quote. Click on the orange bar, and you’ll be taken to the Quick Quote form.
2. Click on the options provided for Functionality Required, Additional Functionality, and Level of Support. Fill in your contact information along with the number of projected users. Click submit.
3. Now, wait just a minute. A comprehensive proposal will arrive in your inbox. The proposal will contain a budgetary estimate and provide detailed information about cloud versus on-premise options, implementation services, data migration, training, support plans, video testimonials from current Microsoft Dynamics users, and more.

You get all this without spending time on the phone with a Microsoft Dynamics partner, not to mention long meetings with sales reps.

With this proposal in hand, you can make an informed decision about the viability of a Microsoft Dynamics ERP solution for your company. If it looks like a fit, you can invite a local partner to meet with you whenever you’re ready.

Find a Microsoft Dynamics ERP partner in your area.

The estimate is non-binding, and there’s no obligation on your part. The information and price quote is a free service we offer our readers.

The Quick Quote tool is easy, and it’s free. Try it now.

If you are looking for an expert Microsoft Dynamics ERP Partner in your area to assist you with ERP software selection, implementation, integration, customization, training, and support, contact one of our members.

By ERP Software Blog Writer, www.erpsoftwareblog.com

The post Solving the Microsoft Dynamics ERP Puzzle.  Here’s the Final Piece appeared first on ERP Software Blog.

Staying on top of your manufacturing and distribution business operations has become more important than ever before. The recent massive layoffs at Meta and Twitter have caused extensive panic around sectors. It also serves as a forewarning about the impending recession. One way to prepare for this is to maximize efficiency in your company through sensible investments in technology. An efficient Microsoft Dynamics Business Central ERP system does that the best!

It is a common myth that an ERP system is for big business alone. An ERP system is an incredible tool to optimize business operations between various teams in small and medium companies too. They can tackle the core processes of your business to improve customer relations and workflow. As a small or medium-sized business, this optimized increase in efficiency is essential to ensure that the small team's workflow is managed well. Moreover, the ERP system has the following benefits for small and medium businesses:

1. Get access to all your data in one system such as Business Central 

Is your business struggling to manage multiple systems? Then the ERP system could be the best solution for you. Often keeping track of multiple files can become a tedious and time-consuming process. This would lead to decreased efficiency and increasing confusion in locating data from QuickBooks, Google sheets, etc. 

Different teams might need to access this data, and having various systems in the running would lead to better communication between teams. An ERP system solves this by being the one-stop solution for all your data and optimizing team communications.

One of the biggest advantages of having a single efficient ERP system like Microsoft Dynamics 365 Business Central is that it reduces opportunity costs. Such ERP solutions help in the excellent management of multiple systems and thus save your resources in the long run.

2. Will Always Be On The Latest Release: 

There are two important problems businesses currently face without a cloud ERP solution. They are - firstly, the current system is no longer supported, and next, the homegrown ERP system needs to adequately meet the business necessities. This is where the Cloud ERP system becomes the savior for small and medium businesses.

With systems like Microsoft Dynamics 365 Business Central in action, you can easily boost your sales and improve service while addressing various business needs as well. You could focus on delivering exceptional service with timely service operations.

Besides, you need not worry about the sunsetting of the legacy ERP systems affecting your business with a cloud ERP system at your aid. Planning and monitoring your projects with real-time metrics would not be an unrealistic goal any more with good ERP practices in place.

3. Improve Decision-Making

Struggling to analyze data spread across multiple files and systems? Here, an ERP system might be a solution to your troubles while making an informed business decision. . ERP systems are designed to help all businesses make profitable decisions. Access all your ERP data easily and make decisions quickly on profit margin and unit costs, investigate purchase price variances, and carry out various other business operations seamlessly. 

The ERP system will help you achieve this by providing a comprehensive view of all relevant data. People from various teams can access it easily. This helps you better understand operations and thus make faster, better decisions. Especially, ERP software such as MS Business Central can strategically help you manage the sales process from start to finish.

4. Scalability

In the ever-changing markets, your systems must grow and adapt to your company. An ERP system does exactly this. It will allow you to bring on new employees and standardize processes to get important information to control the supply chain, financials, and sales orders.

Increased clarity on data through an ERP system also helps employees focus on priority aspects of the business. It will help your business grow as it upscales. Make better decisions to optimize your supply chain with an end-to-end view across various business operations through an ERP system. Cloud ERP system like Microsoft Dynamics 365 Business Central enables you to move your business to better horizons.

5. Improve Customer Service

Often, in small or medium businesses, most operations are handled manually. It also means there would be a need for more understanding of which product goes into which part of your process or when you can ship it to your customer. This is because the data is on multiple systems and is not consistently consistent across these platforms.

The goal of an ERP solution is to increase your customer relationship effectively so you can provide the best service to them. With streamlined operations in your organization, a robust ERP system will assist you in delivering value to your customers without fail. And, Microsoft Dynamics 365 Business Central is an excellent example that proves the empowerment that an ERP system adds to small or medium enterprises!

How Does Microsoft Dynamics Business Central Boost Your ERP?

Now, that you’ve understood the diverse benefits ERP systems offer to small and medium businesses, it’s time to take an action! As you ponder on which ERP system to opt for, Microsoft Dynamics 365 offers a lucrative position as a feasible ERP partner for your business.

In response to the growing market demand, Microsoft launched its own ERP software known as Microsoft Dynamics 365 Business Central. This cloud ERP solution serves as a go-to system for management operations. It is easy to implement and streamlines communication between various teams. One of the most significant advantages of it is the high level of customization options. Well-suited for small and medium-sized companies, MS Business Central can make business operations more efficient by facilitating communication, scalability, and data management.

Choose The Best ERP Solution For You!

When choosing a suitable ERP system for your business, there are various options available within the cloud ERP systems. However, as a trusted source, Microsoft Dynamics 365 Business Central is the best solution for data management for small and medium-sized businesses among cloud ERPs. Another solution that businesses could look out for is Acumatica.

At AdCirrus ERP, we assist you with your business requirements without fail. Contact our team experts for on-point and effective consultation before you make a final choice on which ERP system to implement for your small or medium business.

The post Microsoft Dynamics ERP for Distribution/Manufacturing Industry appeared first on ERP Software Blog.