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Top 6 criteria for implementing NetSuite with a trusted partner
Here at FMT, we get 2-3 calls a week from companies in the middle of their phase one of NetSuite implementation asking us for assistance. The calls usually go the same way: “We burned through 70% of our budget, only completed 15% of the implementation”, or “we selected the wrong implementation team”. NetSuite is a powerful ERP platform that can help transform your business but if you don’t select the right implementation partner, chances are, you will be one of those weekly calls. In this blog, we will go over the top 6 criteria to consider before deciding on your next NetSuite trusted partner. Vertical Expertise & Reference FMT specializes in wholesale distribution and manufacturing and has the NetSuite references to prove it. If the partner you’re speaking to does not understand your business, how can they help you be successful? If they don’t have happy clients willing to share their […]
Dynamics GP item substitution in Sales Order Processing
Guess what? When your primary items are depleted whether fulfilling a sales order or picking during BOM assembly, there is a quick and easy way to setup alternate items and use them in place as needed. This GP item substitution process will save time and money consistently by not having to delay your production workers' duties you get the original item in stock and also not risking having to make your customers wait a long time to get a product out the door to them. The first thing to do is to go into Item Maintenance and enter your primary item no that you need to add an alternate for. Next click on the Go To icon and select Alternate Items. Then you would enter the alternate item that it could be substituted with. This will allow you to select the substitute item during Sales Order entry when your primary […]
Top 3 Benefits in Moving Dynamics CRM On-Premise to D365
You might be wondering: Is your organization getting enough out of its CRM system? There are a couple reoccurring themes that we as FMT Consultants often encounter when working with our customers in moving Dynamics CRM On-Premise to D365. If you are considering the move for your CRM environment, you might want to pay attention to some of these factors as they are real opportunities for you to effectively modernize your business processes: 1. Customizations From Custom Entities to Workflows to Plugins to ISVs to XRM, chances are, you’ve got some level of customization going on in your CRM system. As long as you have CRM 2013 or later, cross your fingers, you’ll be able to upgrade customizations without issue: Version compatibility Solutions exported from an earlier version of Dynamics 365 can be imported into later versions as shown in the following chart. Upgrading without issue, unfortunately, is oftentimes not […]
GP Login Error: “The login failed. Attempt to login again or contact your system administrator”
Implementing a new Dynamics GP environment or migrating an existing GP to new servers it's not an easy task. So I think it's safe to say, we've all encountered our fair share of complications when doing so. In this blog, we will go over a GP Login Error of not being able to login with SQL sa credentials, and exactly how to resolve it.  We will start with an overall understanding of the GP Login Error by visiting Microsoft Support and reviewing the following suggestions: Confirm password information for sa. Check Data Source configuration for GP client (ODBC). Check versioning for GP. If a service pack is available, consider installing it. Review permissions for the smDex_Max_Char stored procedure. To put this in practice, we took an example of a recent case, where a client was migrating databases associated with GP to a new SQL server. After the databases were migrated, the system administrator was […]
New CRM Features in Dynamics 365 July 2017 9.0 Update
With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow into different states of the control as the space available to it […]
Saved Searches: Powerful and Underutilized
If you’re a NetSuite user or know much about NetSuite, you are probably aware that the software’s largest and most compelling feature is the single database model that is accessible by all users from anywhere in the world (as long as you have an internet connection). This means you can utilize the power of saved searches to retrieve updated information about any record at any time! This article will explain what saved searches are, what they can be used for and how you can use them more effectively and instantly become more efficient. What are Saved Searches? Saved searches are reusable search definitions that can have many advanced filters and display options for the results. Keep in mind that each time a saved search is run, the search will query the database and return current information. If data is being changed that might affect your search results, you will notice […]
How to complete a SharePoint Cloud Migration
Today, many businesses are becoming more comfortable considering cloud services to host critical business applications as opposed to the traditional on-premise implementations which were quickly proven to come with an increased cost. Microsoft SharePoint Online, a component of Microsoft’s Office 365 cloud business solution, offers best of breed features for any organization looking to improve team collaboration and secure information sharing. Microsoft has invested many resources to continually improve its cloud services delivery around the SharePoint platform allowing Office 365 to become the most mature and popular cloud service on the market. Let’s assume you have just made the decision on SharePoint Cloud Migration. Congratulations!  The initial step of exploring and familiarizing yourself with the newest features of SharePoint Online should have been the first step for you.  By doing this upfront research, your business can position itself to take full advantage of newer or unfamiliar SharePoint functionality when working […]
[Video] Microsoft Dynamics GP Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event! <span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>  Hopefully, this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions or need further assistance with your Dynamics GP solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our GP Year-End Close Manual Get  90 pages of step-by-step instructions and screenshots on how to close the books in Microsoft Dynamics GP.
Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management
Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node. In this blog, we will go over a quick guide to help get you started on what you would need to register the Bank Transfer Node for SmartConnect. Create your procedure with the validations, inserts, and updates needed on your environment. The one I created was for Dynamics GP 2016 R2 using Multi-Entity Management (MEM). Here is a list of the tables affected by the stored procedure:   Insert into the following tables: Depending on the table you’re inserting and the intercompany distributions, you might need to insert one, two or four lines. I would suggest that you create a test […]
[Video] NetSuite Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this NetSuite year-end close training session to run through a winning approach for the big event! Hopefully this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions, or need further assistance with your NetSuite solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our NetSuite Year-End Close Manual Get  30 pages of step-by-step instructions and screenshots on how to close the books in NetSuite.
ASC 606 and the impact on your business
The ASC 606 revenue recognition standard represents the most widespread change to revenue recognition rules in recent years. Effective Dec. 15th 2017 (nonpublic companies have an additional year), the new regulation was created to replace the industry-specific guidelines with a single standard across all industries. The implementation of new comprehensive revenue recognition guidance brings monumental change to how companies account for revenue and disclose revenue related information. The core principle underlying the guidance in ASC 606, included in ASC 606-10-10-2, states “recognize revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services.” Below are the 5 steps of contract creation within the guidelines (with certain exceptions) of ASC 606. 1. Identify the contract(s) with a customer. A contract in the ASC 606 guidelines applies to an […]
Bill of Materials Mass Updates
Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the change on a sub-assy for a pen from black ink to red ink.   You can find the BOM Mass Updates screen by going to Manufacturing >> Utilities >> BOM Mass Updates Select the Mass Update Function; for this example, we will select the Update or Replace Item function. Select the BOM's you would like to exclude. For our exercise, we will not exclude any BOM's. Enter the item number that will be replaced/updated. Enter the item number that will be replacing the item with. Enter the range for which we want GP to look […]
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