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Have you ever wanted to share a report between several different people or companies, but wanted the report to only display data for that specific person or company?  This can be tricky with a multi company or multi person database.  However there is an easy way to do this, and it's not coping and pasting the report for each company/user.

There are 2 steps to do this.

The first step is easy.  When creating the SRS report, create a person or company parameter, just a normal text field parameter.  This will be the parameter be used to set which specific person/company the report will be for.  It would probably be a good idea to use a different naming convention for this parameter, to specify that it as a default parameter, like default_user.  Then finish creating the report and onto the next step!

The second step is to change your code where you set/send the report parameters to the SSRSPHP library.  All you have to do is check if the parameter name is equal to one of the default parameters and hide the parameter from the user when setting the parameter.  Then when the report is being submitted, all you have to do is set the parameter before sending it to the SSRSPHP library to retrieve the report.

The code to do this would look something like this:

ssrs

Now the user won't be able to change or even see the parameter.  This is pretty good, but if we want to add more default parameters this isn't a very elegant solution.  Instead we can put all the default parameters into an array and check if the default parameter exists in the array.  This way in order to add more parameters, all we have to do is change an array

The code to do this would look something like this:

ssrs 1

To the user it will seem like nothing has happened, but we have effectively limited the user to see the report data that we want them to see without having to create separate reports for each company or person.

By: Dustin Yee, Application Developer, , WebSan Solutions Inc., a Canadian Certified Microsoft Partner

As of April 1, 2013, the Government of Prince Edward Island is implementing the Harmonized Sales Tax (HST). The combined HST rate in PEI will be 14%, of which 5% will represent the federal part and 9% the provincial part. Further, the Government of British Columbia will be eliminating the HST and reinstating PST and GST on taxable services provided in British Columbia. As of April 1, 2013, you will be taxed GST at a rate of 5% and PST at a rate of 7%.

To create the ability to track these changes in Dynamics GP, one must utilize Tax Details and
Tax Schedules.  Tax Details identify specific taxes and their rate of taxation.  These are then assigned to & grouped on Tax Schedules for processing transactions in GP.  Tax Schedules can be assigned to Customers, Vendors, Items, etc.

Setting up Tax Details

  • Enter a Tax Detail ID and a Description.
  • It is important to set the Type properly as Tax Details can apply to either Sales (to a Customer) or Purchases (from a Vendor) exclusively.
  • Set a default GL Account to distribute tax transactions to in order to capture values in the general ledger.
  • Set both the Based On & Round values depending on the tax.  For HST & PST, these should be set to Percent of Sale / Purchase & To the Nearest Currency Decimal Digit respectively.
  • Set the Percentage for the Tax Detail.  For HST PEI, this is 14%.  For PST BC, this is 7%.

Tax detail maintenance 1

Setting up Tax Schedules

The Tax Schedule Maintenance window contains two list boxes:

  • The Available Tax Detail IDs list box displays a list of all the tax details entered.
  • The Selected Tax Detail IDs list box displays the details added to this schedule.
  • To add tax details to a tax schedule, highlight a detail in the Available Tax Detail IDs list and click Insert. The detail is inserted in the Selected Tax Detail IDs list and is included in this tax schedule. Continue selecting and inserting details until the complete tax schedule is created.

Tax detail maintenance 2

Assigning Tax Schedules to Customers/Vendors

Once tax schedules have been created and saved, the last step in the process is to assign the tax schedule to a customer or vendor, etc.  If a new tax schedule is to be applied to a customer, navigate to the Sales > Cards > Customer.  Then, select the appropriate customer & enter the appropriate value in the Tax Schedule field.  To assign the tax schedule to a vendor, navigate to Purchasing > Cards > Vendor.

For more information contact us at This email address is being protected from spambots. You need JavaScript enabled to view it., WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Save Money by Switching to a Cloud Hosted Solution

Do you manage your financial accounting using an on-premise solution? Are you spending a lot of money on licensing?

WebSan Solutions offers business the option of switching to a cloud hosting solution.  They offer faster deployment options when compared to on-premise.  You can save on licensing because you have access to your data through the web. No need to purchase hardware or software. You need to pay a low monthly fee, which helps you manage cash flow.

Frequently Asked Questions

WebSan Solutions Inc. is a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. In their web-based time and expense management system, they have added the FAQ page to tackle commonly asked client inquiries. This new enhancement will reduce their IT costs and create more productivity amongst their clients. This system is very easy to use because of its simple design and user-friendly navigation.

Paperless Office for expense reports

WebSan Solutions has also added a new document upload feature in the time and expense portal. This new feature allows employees to scan receipts and attached them to an expense report in the portal. When a manager is ready to approve it, they can automatically see the receipt. The document upload works in real time, so there’s no need to submit an expense then send in your receipts by mail into the office. You can now also use a tablet (iPad, Android) to take a picture of your receipt and still attach it to your expenses.

“Are clients have realized tremendous time savings and efficiencies from being able to upload expense receipts from a tablet or mobile device.” stated Andrew King, Managing Director.

To see WebSan Solutions time and expense management system in action, click this link: http://www.youtube.com/watch?v=MCu3BM3DInA&feature=player_embedded

In 2012, the Canadian government announced in their Economic Action Plan that they would phase out the penny due to the cost of producing the penny, relative to their face value. February 4, 2013, was the last day that the penny would be made. One thing to note is that this change does not affect cheques or electronic transactions (e.g. Interac). With this change in effect, it’s estimated that it will save taxpayers $11 million each year.

On Microsoft’s Community Dynamics website, I came across a blog Angela Melhus wrote which is called “Phasing out the Penny in Canada”. For a B2B business, this might not be much of a worry because they would normally deal with cheques and EFT payments. But for some B2C business that have a store and accept cash that might be a problem.

In Angela’s blog, she gives you a step by step process to phase out the penny in your Dynamics GP system. Her instructions are very clear and she provides screenshots of the whole process. By the end of the last step, you should have written off of the penny.

More information about phasing out the penny:

http://www.mint.ca/store/mint/learn/eliminating-the-penny-6900002

Angel Melhus blog post:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/02/26/phasing-out-the-penny-in-canada.aspx

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

The last release of Microsoft Office was in 2010, now three years later Microsoft unveils their new “sleek appearance” and features with Office 2013. The new appearance coincides with the Windows 8 look; they’ve added better functional improvement and links to SharePoint and SkyDrive.

There is the option of purchasing the software separately or getting Office 365 for your business. Still questioning if it’s time to upgrade? Here are some features that I’ve done research on that might change your mind.

Do you find that your desktop applications are taking up too much space on your hard drive? Microsoft has introduced SkyDrive Integration with Office 2013. Office 2013 is designed to integrate with the cloud using SkyDrive and SharePoint. That’s a big benefit to SMB if you prefer to store your documents in the cloud. If you're still skeptic about the cloud, you still have the option of saving files on your local drive.

Do you find that you are always on the go and can’t bring your laptop with you all the time? When business is booming you might find yourself all over the place, with no time to sit at a desk. But using Office 2013/Office 365 you will be able to view your documents online using a PC, tablet or WebApps. This feature makes it easier to pick up where you left off working, even if you open the file on a different device than you last used.

Do you have trouble using Excel? Do you need to use Excel to create charts and monitor sales? Excel 2013 has a new feature called Recommended Chart which you select the data to chart and click Insert > Recommended Chart to see options such as line, bar, and pie charts that the program recommends for your data. Click each chart to preview what your data will look like in that form.

Received a PDF that needs to be edited? In the new Word 2013 you can open a PDF file and edit it on the spot. When you’re done editing it you can save it back to a PDF or a Doc.

After everything stated in the above, aren’t you curious to at least try a free trial of Office 2013/365? Let me know what you think by posting a comment below!
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Microsoft Office 2013

The dictionary definition of productivity is: “the quality of being productive or having the power to produce”.  Some businesses prefer a structured environment while others prefer a flexible environment. But every business strives to be productive, efficient and proactive. The cloud computing movement has allowed businesses to free up time to focus on other aspects of their company.

Examples of ways that cloud computing can improve productivity:

The cloud offers flexibility

Your employees have more time to be productive and creative! No need to contact your IT department for access to different software and applications. You now have the ability to access services through the web on your own.

Improve communication amongst employees

The cloud allows for swift collaboration among your employees for projects. Your employees stay in sync in real time, with everyone having access to the most current and most recently updated versions.

Improve accessibility

Your employees are no longer bound by regular office hours; they can put in time around the clock with full access to the same resources that available during regular business hours.

Reduce spending on technology infrastructure

You have easy access to your information with minimal spending on infrastructure. Also, save money on hardware, software.

Forbes magazine states, “Time for the cloud, a new survey out of Gartner finds. More than one out four of the 1,364 organizations surveyed (27%), in fact, already use or plan to use cloud or software-as-a-service (SaaS) offerings to augment their core business intelligence (BI) functions. In addition, 17% indicate that they are even replacing at least some of their on-premises BI systems with cloud offerings.” Cloud computing is drastically changing the way we work and live and how a business can be operated.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

WebSan Solutions Inc., Largest Canadian Cloud Dynamics GP Partner announced the latest release of its Time and Expense portal for Dynamics GP.

Working with Microsoft Dynamics GP for many years has given WebSan the opportunity to help clients overcome many business challenges. Their latest Time and Expense Portal continues to allow Dynamics GP users to enter time and expenses anytime, anywhere without the typical limitations of Microsoft's Business Portal solution.

Some of the key features that are now included in the latest release are the following:

  • Seamless integration with Dynamics GP database
  • Process timesheets and expenses in an easy to use, web-based format
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Automatic approval workflows for time and expense submission based on $ limits
  • Track days off, holiday and vacation time
  • Purchase requisition approval module
  • Internal reporting for timesheet status, expense reports and history
  • Works with on-premise or Cloud-deployed Dynamics GP
  • SQL Report viewer with self-managed security and ability to export to Word, Excel, PDF or Images
  • Built in user messaging

To see WebSan’s Time and Expense portal in action click the link:

http://www.youtube.com/watch?v=MCu3BM3DInA&list=UUHAtQ9fSm1oPZYDW37ELFAA&index=1

“Business Portal could never handle Canadian VAT taxes for us. We constantly had to modify expense reports in PDK in order to properly account for the taxes. WebSan’s Time and Expense portal has completely eliminated manual intervention and streamlined our expense management process immensely!” – Controller, Canadian Software service provider.

Monday, 11 February 2013 09:30

Microsoft adds Skype to its CRM application

Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.

Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."

But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.

Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.

Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

 

There are several different elements that need to be well thought-out in order to receive a good ERP quote. Enterprise Resource Planning by definition is a system that integrates information across a company using services such as: finance/accounting, manufacturing, sales, customer relationship management (CRM) and more. You want to make sure that you get a quote that’s in your budget, but you don’t want to sacrifice the essentials to stay within your budget either. Make some room in your budget for fluctuation and negotiation to ensure that you get the best quote.

Modules

There are a number of modules that are offered in an ERP system, it’s up to you to choose which ones best fit your company. For example if you are a consulting company maybe you only need CRM, Finance and the Sales module. Save money on modules that you don’t need and get the one’s that you do need. You have the option of getting standard or advanced modules. Advanced modules offer more variety of features but are usually used for larger businesses. There needs to be research done to explore what particular capabilities you need.

Number of Users

The number of user’s plays an important role when determining the price. It is important to have a firm estimate of the amount of user’s that you need. Plan in advance to avoid unanticipated cost and to get a more accurate quote.

Training and Customizations

Training can sometimes be overlooked when budgeting for an ERP solution. Even though training could be included in the ERP quote, keep in mind the degree of training they offer. If you know that your staff is going to need more training than what’s offered, suggest to the vendor that you need more training. If you want a feature that is not available but can be done as a customization then that could increase your budget as well.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Friday, 18 January 2013 11:17

5 Common ERP Mistakes and How to Fix Them

Implementing a new ERP Software is a time for new learning experiences and challenges. There are some common mistakes that you want to avoid when implementing ERP software, remember this list so you can become a hero and not a victim of poor planning.

Mistake 1: Not selecting the right vendor

Browsing through a vendor’s website can’t determine if they are right for you. Call the company and speak with someone, this gives you the chance to ask questions about the company and their services. Don’t forget to ask for references so you can hear more than one opinion of the vendor.

Mistake 2: Not taking advantage of all the features that you are paying for!

For any kind of service you pay for, be mindful of what’s included. If you are unaware of a feature that you have but never use, just ask!

Mistake 3: Underestimating the time and resources required

The estimated time for the scope of a project can go two ways: Either the scope is nowhere accurate (underestimating) or the scope is close to being accurate (educated estimating). It’s your job to review the implementation plan. If things are getting out of hand, use the following steps to help you solve a problem:  review the problem, resolve the problem and remember the problem so it doesn’t happen again.

Mistake 4: Not properly investing in training and change management

Encouraging questions decreases a number of misunderstandings that occur with your staff. Have other resources available such as, review videos and webinars. Fill out change order requests to make sure your change is on record and not forgotten. Verbal communication doesn’t cut it anymore.

Mistake 5: Not having an active load testing environment

You won’t see the results of your changes based on a couple of “test users”. You must be able to mimic your true user load to see the real effect of changes and to watch out for costly unplanned downtime.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

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