Posts Tagged ‘Tips’

Microsoft Dynamics NAV Reminders| Improve Cash Flow Management

Thursday, January 26th, 2012

Improve your cash flow with Microsoft Dynamics NAV Reminders

With today’s downturn in the economy, corporate controllers and CFOs are focused on cash flow management to enable their companies to survive the uncertainty of market conditions. Cash flow is defined as the difference between cash coming into the business and cash leaving the business within a specific time period. Cash that flows into a business does not always correspond to the same rate of cash going out of the company. When a cash shortfall occurs, companies may need to borrow funds to pay their bills, or delay needed expenditures that may improve their business.

Every company experiences customers who do not pay on-time. To improve cash flow, Microsoft Dynamics NAV (Navision) offers users the ability to setup Reminders (some may call them dunning notices or statements) for customers who have overdue invoices. A Reminder system prompts customers to pay overdue amounts and informs them of possible interest charges. If customers refuse to pay overdue invoices after they received reminders, a finance charge memo can be issued for the interest charges. And of course we all know that customers respond to reminders and happily pay finance charges but that’s for another blog post

Implementation of Microsoft Dynamics NAV Reminders

The first step in issuing Reminders is to setup Reminder Terms:

For each Reminder Term, Reminder levels can be setup to define when Reminders can be created, and the charges and texts that should be included.

The Reminder Terms are then attached to the appropriate customers that will be sent reminders. The Create Reminders function under periodic activities is then triggered to create the suggested reminders, and then after user review, the reminders are issued and sent to the customers who have overdue invoices. Customers are then notified that monies are due, and prompt payment necessary. Using Reminders will shorten collection periods for overdue invoices, and improve cash flow. With improved cash flow, borrowing costs are reduced and inventory levels can be increased, making for a healthier and more profitable company.

Tags: al, ct, dunning notice, guides, help, Microsoft Dynamics NAV, navision, nj, ny, pa, reminders, statements, Tips, tn, Tricks
Posted in Microsoft Dynamics, Microsoft Dynamics NAV | No Comments »

Using Customizer while working on a screen in MAS90 and MAS200

Thursday, January 26th, 2012

The MAS90 Custom Office or Customizer (also available in MAS200) allows you to add, move, delete, hide or make read-only fields while you are working within a specific MAS screen. As long as you are licensed for the Custom Office module you can do the following to add a field such as a User Defined Field (UDF):

How to add Standard MAS90 fields to a Panel using Customizer in MAS90 and MAS200

Access the data entry panel that you want to add the field(s) to
Hit CTRL-F9 to access Customizer Selection
Select to create a new panel or modify an existing one
Navigate to the panel you wish to add the field to (Header, Lines, etc.)
Click the “Add Field” button on the left Customizer panel
Draw a box on the panel where you want your field to be
In the “Field Selection” Window Click the “Show All” button
Choose your field from the desired table and click Select

NOTE: Click “Show UDFs” to go back to the UDF’s view in the Field Selection window

Tags: Customization, customizer, mas 200, mas 90, Tips, udf, user defined fields
Posted in SAGE, Sage MAS 90 and MAS 200 | No Comments »

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.

Tags: AX, axapta, ca, california, dynamics ax, new jersey, new york, Tips
Posted in Food Processing, Made-to-Stock Manufacturing, Microsoft Dynamics AX | No Comments »

Dynamics AX 2009 Technology Enables User Experience Customization

Monday, October 5th, 2009

Dynamics AX 2009’ technology provides the capability for users to modify screens easily in Dynamics AX 2009 to meet their requirements and make their jobs easier to perform and data entry much more efficient.

Here is a screenshot of a standard Dynamics AX 2009 customer record screen, showing the general tab:

AX Morphx_2

The user may find that many of the fields are not needed in this form and that navigating between the needed fields is time-consuming.

This is not a problem because Dynamics AX 2009’s technology makes is a simple matter to change the look of this form (and any other forms) to meet the user’s needs.

The user can right click on an unneeded field, or field group, and one of the options includes “hide” as shown below. Now the user can go through the form and hide any fields or groups that the user does not need.

AX Morphx_1

Here is the same form, after the user has spent some time re-organizing it:

AX Morphx_3

Notice that numerous fields been hidden and that the landscape that the hidden fields used to take up has been automatically rearranged as well. By the way, this change took less than 2 minutes to make. Now the user only sees what needs to be seen, thus speeding up data entry.

Keep in mind that access to this functionality is permissions-controlled and that changes made can be done for individual users or system wide.

Contact us through our website or by calling 888-222-8827 to learn how Dynamics AX 2009’s technology can help to make the user experience more efficient and productive. Ask us also about other features and benefits that Dynamics AX 2009 delivers.

Tags: AX, axapta, ca, california, dynamics ax, new jersey, software, Tips, Tips and tricks
Posted in Microsoft Dynamics, Microsoft Dynamics AX | No Comments »

Year end and Closing MAS90 and MAS200 – Order Matters

Tuesday, September 8th, 2009

MAS90 & MAS200 Order of Closing

Are you responsible for closing the year in your MAS 90 or MAS 200 accounting system? Year-end and Period End processing is a vitally important step in keeping your data healthy. Many modules maintain buckets of data by year (year-to-date, prior-year, etc.). These data elements are reinitialized during year-end processing. Lots of other housekeeping is performed during year-end as well. For example, in General Ledger, income and expense account balances are cleared and net profit is posted to the Retained Earnings account.

In modules that are not in the newer 4.x business framework, many monthly ‘buckets’ such as ‘PTD’ fields are not reset until you close a period. Internally MAS 90 and MAS 200 store a separate ‘future period’ bucket to hold that data so essentially you can close up to one month after month end. Thus if today is July 1, and you haven’t close June, you have until July 31 to do so before the ‘MTD’ month to date buckets get distorted. They will get distorted for the current period since they will contain next period data and next period they will be distorted because some of the transactions that went beyond the ‘deadline’ will be missing as well. This isn’t as much of a problem in the 4.x modules as the system has buckets for each month but closing is still important for other reasons.

Closing Order — its Important!

The order in which modules are closed is very important. The period-end and year-end processes performed in one module often write data to another module. To close the modules out of order risks getting this information permanently damaged. Modules should be processed or closed in the following order:

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Tags: ca, california, cheap, connecticut, ct, discount software, new jersey, new york, nj, ny, pa, pennsylvania, phone support, support, Tips, Tips and tricks
Posted in Sage MAS 90 and MAS 200 | No Comments »

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