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Posts Tagged ‘Tips’

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.

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.

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:

image

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MAS90 – MAS200 Running in a Browser – bMobile is here.

Thursday, May 14th, 2009

Sage developer, Blytheco is showing off their upcoming bMobile solution that pushes out most of Sage MAS 90 & MAS 200 ‘s functionality via a web browser.  They have tested IE (Internet Explorer), Firefox, Safari and Chrome.

It appears to be browser agnostic which means its viewable on a PC, Mac (Macintosh) or linux.  In addition it has screens that are being optimized for the iphone and other rich mobile devices.  Those screens will focus on functions that are foten done in the field such as remote order entry or customer/inventory lookups.

If this is something you are interested in, please contact us here.

My friend, Wayne Shulz, recently took a video of the product running while at the Sage annual Insights conference.  Here is his video:


MAS 500 – Using the Inventory Performance Report

Wednesday, May 6th, 2009

The Inventory Performance report shows inventory performance measures for finished goods, assembled kits, and built-to-order kits. The items are ranked based on performance. The following five measurements are calculated for each item on the report:

  • Gross margin: The sales amount minus the cost of goods sold amount divided by the sales amount over the last twelve months
  • Adjusted gross margin: The gross margin minus the cost of carrying the inventory (the average value) divided by the sales amount
  • Customer service level: The frequency that an inventory item is committed to stock in the past twelve months
  • Inventory turnover: The number of times the average investment in the item is sold
  • Return on investment: The comparison of the gross profit earned to the average inventory investment necessary to earn that profit over the last twelve months

To generate the report, expand Inventory Management, Insights, and Reports. Double-click Inventory Performance.