For many businesses, an ERP solution that once seemed promising can become a major hurdle over time, especially when the system fails to adapt to the demands of growth and change. Recently, a medical device company shared their experience of grappling with an ERP that could no longer support their evolving needs. Initially chosen to streamline oper...
In today's fast-paced, tech-driven business environment, staying current with your digital infrastructure is no longer optional. For distribution and manufacturing businesses, this means that their software solutions must be capable of handling increasing volumes of data, scaling with growth, and streamlining operations efficiently. For companies s...
Are you ready to embark on a journey of innovation and discovery? WebSan Solutions is excited to announce the fourth year of our annual half-day virtual conference, Dynamics New Horizons! On Thursday, November 14th, from 1:00 to 4:45 PM EST, we invite business leaders, IT professionals, and Dynamics enthusiasts to explore the uncharted territories ...
In today's hyper-competitive business landscape, companies are under relentless pressure to streamline operations and maximize efficiency. A crucial aspect of this is the effectiveness of the ERP (Enterprise Resource Planning) system in use. For many organizations, the limitations of traditional systems like SAP are becoming more apparent, driving ...
Distributors are under immense pressure to streamline operations and cut costs. While NetSuite offers robust features, its high price tag and operational complexities often outweigh the benefits. Many businesses are seeking more affordable and adaptable solutions. The NetSuite Challenge: Cost and Complexity NetSuite's initial appeal lies in its com...
In today's fast-paced distribution landscape, staying competitive requires more than just selling products. It demands efficiency, accuracy, and a deep understanding of your operations. Our recent ERP consultation with a distributor highlighted common challenges and opportunities that can significantly impact your bottom line. The Pain Points of Ou...
Implementing Dynamics 365 Business Central can transform your business operations, but it requires careful planning and execution to avoid common pitfalls. Drawing insights from our experience at WebSan Solutions, let's explore the ten biggest mistakes companies often make and how to avoid them. 1. Inadequate Planning and Scoping Skipping thorough ...
As businesses navigate the dynamic landscape of today's market, staying ahead requires innovative tools and robust solutions. At WebSan Solutions, we are committed to empowering small to medium-sized businesses with cutting-edge technology. The Dynamics 365 Business Central 2024 Release Wave 2 is set to redefine how businesses manage their operatio...
In the fast-paced world of business, efficiency, accuracy, and innovation are paramount. As a business owner, juggling numerous tasks and responsibilities can be overwhelming. Enter Copilot, the AI-driven assistant designed to transform how you manage your business operations. In this blog, we'll explore how Copilot can streamline your workflow, en...
Are you on the hunt for the perfect Dynamics 365 Business Central partner for your organization? Choosing the right partner can make all the difference in the success of your implementation. But how do you ensure you're making the right choice? By identifying warning signs and positive indicators during the partner assessment process. This blog wil...
Imagine a world where your team has a secret weapon: an AI assistant seamlessly woven into your everyday tools, whispering suggestions and automating tasks. That's the reality with Microsoft Copilot integrated with Microsoft 365, and it's about to revolutionize your collaborative workflow. Why Copilot + M365 is a Game-Changer: Effortless Code Colla...
AI will play a crucial role in inventory planning and sales and operations planning (S&OP) by leveraging its capabilities to analyze vast amounts of data, make accurate predictions, and optimize decision-making processes. Here are some specific ways in which AI can contribute to these areas: Demand Forecasting: AI algorithms can analyze histori...
This blog post delves into the crucial topic of evaluating Microsoft Dynamics partners. This discussion was part of our Dynamics Virtual Launchpad, a virtual conference held in November 2023. If you are a prospective Microsoft product user, navigating the partner landscape is essential, and this blog is tailored just for you. Key Takeaways: What to...
Hello, Microsoft Dynamics enthusiasts and business leaders! We're thrilled to announce that WebSan Solutions Inc. is back with our highly anticipated event, the Dynamics Virtual Launchpad, for the third year running. This year's conference promises to be bigger and better than ever, featuring exciting keynote sessions, in-depth discussions on Micro...
WebSan Solutions Inc., a leading provider of cloud-based business software solutions, is thrilled to announce a significant strategic investment in its growth journey by acquiring Rimrock Corporation's Dynamics GP customer portfolio. This acquisition demonstrates WebSan's commitment to expanding its capabilities and enhancing its offerings to bette...
jQuery is the most popular javascript library today. It is used by over 46% of the 10,000 most visited websites on the Internet and we, the Development Team at WebSan, use it extensively.
jQuery is designed to be cross browsers compatible with syntaxes to make it easier to manipulate the DOM elements and allows the creation of powerful and dynamic webpages.
The following snippets of codes shows how with a few lines of codes you can do a lot.
If you haven’t read part one of this blog please click the link to get caught up!
If checklist one through three gets a check mark, you’re on the right track to avoiding as little problems as possible. Number four on the list is something that you must be responsible for because, you can’t blame all ERP implementation failures on your partner. Sometimes when a partner gets a client and there ready to kick start their plan, the clients give them all their “baggage” to fix and then leave. They eventually come back at the end, near the go-live date and say things like “Are we ready to go live yet?” Have you tested the system? Nope. Has your staff gotten trained? Nope. Then the answer to your question is nope. You don’t want to be that kind of client. Therefore make sure the implementation goes in steps or phases and make sure to have regular follow ups on the progress that has taken place.
Be motivated! Sometimes implementations take a while to finish, you might be checking off each suggestion on the list but when you come to number five you realize that what’s your lacking in. You need to be upbeat about this whole process, I’m not saying jump up and down and scream for joy that you are getting new accounting software. But at least have a good attitude towards the implementation; I say this because getting something new isn’t always a good thing. You have to retrain your staff; get familiarized with a new system and implement it to your company. That can be a bothersome to someone resulting in them giving you a hard time. As the client, be positive and have a good outlook on this new system, which could ultimately better your performance in the long run.
Last but not least number six on the checklist is to plan for everything and anything that could happen. Once one to five is checked off, be aware of number six. Even though you have everything planned to a T anything could happen from employees’ issues to company changes. Just be prepared for whatever can happen because even though you might be well prepared when it comes to the implementation there’s always a chance of a problem that could occur. You can’t predict and prevent everything but give yourself a fighting chance if a problem arises.
By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner
Three common ways of making a payment using Microsoft Dynamics Great Plains are cash, credit and cheque payments. I’m not a pro-Dynamics GP user; I’ve always paid vendors using cash and cheque payments. I came across Victoria Yudin’s blog “Using credit cards to pay vendors in Dynamics GP”. I found her blog to be straightforward and informational.
She shows you how to set up a payables vendor for the credit card which is quick and easy to do. With The three scenarios that were given, scenario 1 was the most common for me. “Scenario 1: You purchased non-inventory items from a vendor want to track and pay them with a credit card. You have not posted the invoice yet.”
She provides lots of pictures and a simple step by step process of how to complete each scenario.
To read “My interview with Victoria Yudin about Dynamics GP” click here.
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner
As a follow up to my EFT for Dynamics GP 2010 blog this week, I thought I’d share a few common setup issues I’ve learned to overcome through my experience with various clients. It’s no secret that when dealing with financial institutions, time is often of the essence. Reversing an incorrect payment or attempting to stop payment to a certain vendor often requires hours of effort over the phone with representatives who may or may not be immediately helpful. As such, the following covers a few common setup issues when first setting up EFT for Dynamics GP 2010.
Having the Wrong Address ID Specified on Vendor Cards
One of the most common issues I’ve had clients ask me is why banking information for certain vendors shows up blank on generated EFT files. They’ve setup their file format correctly as per the specifications from their financial institution, setup the vendor card correctly to match the EFT file format (Where information is pulled from), and the transaction is posted and included in the EFT run with no issues. However when they generate an EFT file and upload to their financial institution website, they come to realize there is no financial information specified on the file.
This is a common issue which at first is a bit tricky to spot however can be resolved fairly quickly. Your first step is to double check whether you have actually entered banking information on the EFT BankMaintenance window. This may sound unnecessary (and obvious) however there are often cases where clients have two vendors with very similar names where one has EFT information specified versus the other which does not. To access the EFT Bank Maintenance window:
If there is data specified here as you originally anticipated, close these newly opened windows and return to the Vendor Maintenance window. This brings us to the originally mentioned issue causing blank financial information to appear on your EFT file. While on the vendor card, check the Address IDs specified for different actions in GP as shown below:
