Introduction The mention of purchase orders (PO’s) as part of a company’s internal control toolkit always evokes numerous complaints that using PO’s un-necessarily complicates the purchase and payment cycle. Back in the day when POs were manually processed, not integrated with the ERP or not supported with robust review, approval or workflow functionality, these points…
In the fast-paced world of sales, efficiency and accuracy are paramount. Dynamics 365 Sales offers a robust platform for managing sales orders, streamlining processes, and delivering exceptional customer experiences. Whether you’re a seasoned sales professional or new to the platform, mastering the creation of sales orders in Dynamics 365 Sales is key to maximizing your…
An organized and controlled GL period close is essential to the completion of accurate financial statements. Accurate statements are critical in expense control analysis and support informed financial decisions. To ensure financial statement accuracy and that all transactions related to the period being closed are included, the applicable departments (including purchasing) follow a pre-planned period…
Customer agreements are important for a number of obvious reasons. Overall, they provide a clear picture or details of what the company has agreed to deliver. As an integral tool in Dynamics 365 Business Central, customer agreements not only empower your sales team, but they also enhance the level of customer service your company can…
One of the best ways to get more out of your ERP solution is to allow it to keep track of inventory requirements for you, cutting down on the manual maintenance of Excel spreadsheets and the creation of Purchase Orders. But often times, Microsoft Dynamics GP MRP (Material Requirements Planning) solution is a more than…
Duplicate orders are an issue for most distributors. Manually checking every order by hand during the order entry process is not an acceptable answer.
If you’re a current user of Microsoft Dynamics 365 Business Central (BC), you’re likely familiar with its robust capabilities to manage everything from financials to supply chain operations. But as Microsoft continuously updates the platform, it’s easy to overlook some of the powerful new features and enhancements being introduced. These updates are designed not only…
SilverLeaf Horticulture Multi-Order Management SilverLeaf Multi-Order Management (MOM) allows users to open multiple sales, transfers, quotes, or purchase orders at once in a single screen. Users can then edit any sales line detail including QTY, variant, item, ship date, and more. Additional Demos You Might Be Interested In SilverLeaf Horticulture Supermarket Racking Demo SilverLeaf Horticulture…
Matching production to customer demand is perhaps more critical to greenhouse growers than any other industry. Growing and selling seasons are relatively short, and flowers, shrubs, and trees can’t sit on the shelf forever. If you don’t forecast production correctly and match it to customer demand, you either lose out on sales or end up…
Artificial intelligence (AI) and machine learning are reshaping industries, and the business community is abuzz with the opportunities they bring. Among these advancements, Microsoft’s Copilot stands out, offering tools to enhance productivity and automate repetitive tasks. This article provides an overview of the Copilot functionality available in Dynamics 365 Supply Chain Management (D365 SCM) as…