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.
Microsoft Dynamics 365 Business Central is known for increasing operational efficiency for modern businesses. It automates manual tasks and business users find themselves with more time for analytical tasks and more. What if you could use tips and tricks to use Business Central even more efficiently? Here’s a quick rundown of some of the key…
Improved planning capabilities help clients collaborate with vendors more efficiently Managing vendors effectively plays a critical role in delivering on client commitments on time and increasing margins on products and services. To solve this challenge, many businesses turn to Microsoft Dynamics 365 Supply Chain Management. The solution provides end-to-end processes to help manufacturers, distributors, consumer…
Background Sutphen is in its 133rd year of operation, making it the oldest continuously owned and operated fire apparatus manufacturer in the country. Never reorganized, owned, or operated by anyone other than a Sutphen, the family atmosphere is apparent when you walk through the doors of its facilities. When customers purchase any Sutphen custom fire…
Field Service inventory management involves monitoring parts and supplies, managing product movement, consumption, adjustments, and other related activities. It is one of the most challenging aspects of running a field service business. The margins of error are exceedingly small. Stock too little, and you delay work. Overstock and your overhead costs skyrocket. The problem gets…