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 ...
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:
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
Setting up Tax Schedules
The Tax Schedule Maintenance window contains two list boxes:
(SMB Group, 2014)
Grow efficiently
Do business anywhere
Connect with customers
WebSan Solutions has incorporated simplicity into every aspect of your experience—from initial purchase and deployment,to ongoing maintenance and upgrades. Microsoft Dynamics GP & CRM can boost your daily productivity and deliver long-term value without complex and costly implementation.
The process of selecting an Enterprise Resource Planning (ERP) software is no easy task. With many factors to consider such as cost, vendors, business needs, and the vast software selection in the market, the task of choosing the right ERP software becomes all the more complex. Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to create a comprehensive guide to help buyers through the ERP selection process, with findings compiled in this e-book.
Research shows that 59% of buyers cite data integration as the top reason for purchasing a system, while a staggering 24% of users say their current system lacks adequate support. If you find yourself in the same boat as these buyers, it might be worth investing in a new ERP system.
Below are some tips to help in your ERP software selection process:
1. Assess your business needs and identify must-haves
2. Outline your key requirements
If you have ever created any customized reports from within Microsoft Dynamics GP, then you are quite aware of how reporting can be a useful tool in extracting the exact information needed to increase your productivity and make effective business decisions. While there are a number of different reporting methods that can be utilized (such as SQL Server Reporting Services (SSRS), SmartLists, and Word Templates), the most popular and basis for reporting within GP is Report Writer.
While exceptionally powerful, Report Writer is not the easiest application to operate without prior knowledge or experience. However, the following is a trick that one can use to have Report Writer work for you.
A few weeks ago, a client had requested a Purchase Order form for a new company that they had just recently added to GP. The formatting of the PO form was to resemble that of an existing company, the only difference being a change in logo in the top-left corner of the report. Should be easy. However, Report Writer will only allow two versions of the same type of report: either the original GP standard or the modified version. When a report is 'modified', it will print in place of the standard version of the report. Although there are both 'Copy' and 'Duplicate' options when choosing a report to customize in Report Writer, these secondary versions of the report will only be accessible through (Reports → Customized) within GP and cannot be printed or displayed, for example, from the 'Purchase Order Entry' window.
Luckily, the Purchase Order form has two documents types: the Blank form or Other form. This way, both companies can utilize their own type of purchase order form. However, if the client requests the POP Purchase Order Other Form to be a copy of the POP Purchase Order Blank Form, the latter having numerous formatting changes and functions created; the replication of this report can be a lengthy process. There must be a better way, right? Well, there is.
Through the (Microsoft Dynamics GP → Tools → Customize → Customization Maintenance) menu, you can export a package file of the report you wish to copy. Package files are XML formatted and contain all the modifications and fields used on the report. Due to their text-based nature, these files can be manipulated within a simple text editing program, such as Notepad, without ever having to access Report Writer itself. After exporting the POP Purchase Order Blank Form as a package file (the form we would like to replicate) we can open the file and copy all text between the Report “POP Purchase Order Blank Form” line and the closing </Component>line.
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.
