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Posts Tagged ‘AX’

Getting Financing–How a New ERP System Can Help

Thursday, September 19th, 2013

Enterprise Accounting SoftwareThis article on our Microsoft Dynamics AX site is actually a applicable to anybody considering purchasing any new ERP system.

It discusses the benefits of how a modern ERP solution can significantly impact how your bank and other financial backers view your business and can increase the odds of you getting the financing you are looking for.

I’ve seen numerous companies over the years struggle with financing where a big factor was their use of QuickBooks which doesn’t follow GAAP principals.  It’s ‘loosy goosy’ features, that end users love, make accountants and bankers cringe. The ability to ‘cook the books’ with low end solutions like that often give financial institutions pause, even if you are actually clean as a whistle.

Here is the full blog post:

Getting Financing due to a Modern ERP System

Adding a Field to a Form in Microsoft Dynamics AX

Monday, March 12th, 2012

How to add fields to forms in Dynamics AX (Formally Axapta)

The purpose of this blog is to give a brief overview of the process by which a user can add a field, whether it is a database field or a method, to an AX form. In this example, we will make two very simple modifications: We will add the Base Sales Price from the Price/Discount Tab to the grid in the Overview, and we will add a new check box to the grid that will indicate whether the item is a Web Store Item. Since “Web Store Item” is not an existing AX field, it will also need to be added to the database. AX2009 will be used and it is assumed that the user will have development rights in AX, and we will be placing the modification in the USR layer.

Let’s begin.

First, we’ll add the Base Sales Price to the grid. To do this, create a new project, and add the InventTable Form from the AOT to the Project. Once the form is in our project, we can create a copy of the existing Base Sales Price and add it to the grid.

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Key Features and Benefits of the Dynamics AX 2009 Food and Beverage Solution — Part 1

Thursday, May 19th, 2011

by:  Donald Clark CFPIM, CSCP

People in the food and beverage industry already know that “standard” ERP systems can be less than ideal when it comes to product definitions, production management and materials management.  The Dynamics AX 2009 Food and Beverage Solution changes all of that.  It was designed with industry-specific functionality and capability that managing the processes in food and beverage companies a great deal easier and more effective.

I have spent a great deal of time with the solution and will share some of its key features and benefits, ones I think add value to these In the food and beverage industry, in the next several posts here.

Here are some starters.

  • Yield Planning and Tracking

Users can define yields at the top level of the product, or for individual ingredients.  This has a few benefits.  First, the system will allow users to calculate an accurate cost for the produced items and for their individual ingredient contributions.  Second, when determining material requirements using MRP, users get the “real” requirements, thus helping to eliminate material shortages.

  • Integrated Quality Control

Users can design any needed quality control tests for incoming materials or produced items.  Once created, users can associate those tests to production steps or receiving activities and define disposition codes for failed tests.  With integrated QC, users always know the test results and dispositions of tested materials – all within the system and all without mandating this information in spreadsheets or other external systems.

  • Expiration Date Management

The Dynamics AX 2009 Food and Beverage Solution can automatically track expiration and best-before dates for raw materials and produced items.  The system also tells users that expiration dates are approaching so that they can take appropriate action.  This saves users from having to track dates off line and helps to reduce the waste

If you are interested in further information on this solution, then go ahead and give us a call at 888-222-8827.  We can show you how the Dynamics AX 2009 Food and Beverage Solution can help solve your issues effectively.

At Clients First Business Solutions, we welcome opportunities to deliver software solutions that help make people’s lives easier and more productive.  If you would like to see how we can help you, we would love to hear from you.

Dynamics AX 2009 Food and Beverage Solution – Formula and Recipe Management

Wednesday, May 18th, 2011

by:  Donald Clark CFPIM, CSCP

Companies in the food and beverage industry have software needs that are unlike those found in other manufacturing companies.  One of these needs is managing their formulas and recipes.

Many times when we talk to prospects that produce food products, we hear the same thing about how they manage formulas and recipes – they do it outside of their systems in Excel or they use work-around’s in their ERP systems.  The fact is that traditional ERP does not provide the necessary tools to properly manage formulas or recipes. they are based on discrete models for product definitions and do not handle well products that are based on percentages like those in the food and beverage industry.

The Dynamics AX 2009 Food and Beverage Solution provides users with the ability to define their products whose components, or ingredients, are percentage-based.  Some of the features in the solution include:

  • Formulation by percentages
  • Yield definition and tracking at the ingredient level
  • Ability to globally change ingredients or percentages
  • Capability to define co- and by-products
  • Security control that permits only authorized users to make changes

All of these capabilities deliver a much better way for food and beverage producers to define their products accurately and manage those definitions more easily and effectively.  So why are you still using those spreadsheets when there is a much better way?

If you are interested in discussing formula or recipe management, or other food and beverage specific issues, with us then go ahead and give us a call at 888-222-8827.  We can show you how the Dynamics AX 2009 Food and Beverage Solution can help solve your issues effectively.

At Clients First Business Solutions, we welcome opportunities to deliver software solutions that help make people’s lives easier and more productive.  If you would like to see how we can help you, we would love to hear from you.

Dynamics AX 2009 Food and Beverage Solution — Catch Weight

Wednesday, May 18th, 2011

by:  Donald Clark CFPIM, CSCP

I worked with a company once who had an interesting problem.  They are a frozen foods distributor selling into institutions like schools and hospitals.  A product they sell a great deal is frozen chicken breasts that come in large cases.   Managing a seemingly simple product like this actually caused them a great deal of trouble.

The trouble came from the fact that they bought and sold the chicken in cases, yet the product itself was costed and valued in pounds.  When purchased or sold, users needed to track, offline in Excel, the associated number of pounds per case.  This was a time-consuming and inefficient process for them,

What this company needed was a way to track two different units of measure.  As it turns out, there is a solution.  The Dynamics AX 2009 Food and Beverage Solution provides a host of functionality that makes the lives of people in the industry much easier.  One of these capabilities is catch weight management.

The catch weight solution allows users to track and manage multiple inventory units of measure at the same time, thus eliminating the headache created by off-line or manual methods.  Catch weight functionality lets users transact inventory by either of the defined unit of measure.  So, in the case of the chicken breast distributor, each case has a weight associated with it and when they sell cases, the system automatically knows the total pounds and, therefore, value sold.

If you are interested in discussing catch weight, or other food and beverage specific issues, with us then go ahead and give us a call at 888-222-8827.  We can show you how the Dynamics AX 2009 Food and Beverage Solution can help solve your issues effectively.

At Clients First Business Solutions, we welcome opportunities to deliver software solutions that help make people’s lives easier and more productive.  If you would like to see how we can help you, we would love to hear from you.