general erp articles

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW) If you’ve ever wanted to import data into Business One (B1) directly from another data source such as SQL Server, Access or some other data source that supports ODBC (Open Database Connectivity) there is a new article on how to do this as [...]

2018-05-21T18:58:04+00:00 May 21st, 2018|General ERP articles|Comments Off on Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

SAP Business One Add Actions to your HANA Dashboards

Are you already using SAP Business One dashboards? If you are, you will be fascinated that there is more information you can gather by adding “Actions” to your dashboards! These actions allow you to quickly gain insight from the data that displays in a dashboard. In the example below, I added the following “Actions” to [...]

2018-05-01T13:58:42+00:00 May 1st, 2018|General ERP articles|Comments Off on SAP Business One Add Actions to your HANA Dashboards

Free Copy of SAP Business One To Go for Version 8.8 Available

Free Copy of SAP Business One To Go for Version 8.8 Available We’ve just uploaded the latest version of the always excellent SAP Business One To Go document for version 8.81  This includes all of the latest capabilities and new functions.  You can think of this as the comprehensive product manual that doesn’t really exist [...]

2018-05-21T19:06:05+00:00 May 21st, 2018|General ERP articles|Comments Off on Free Copy of SAP Business One To Go for Version 8.8 Available

Auto Numbering Of SAP Business One Master Files

Auto Numbering Of SAP Business One Master Files In version 8.82, you are now able to auto number Master files – Customer, Vendor and Items. The screenshots below, display how to setup auto number for Customers. The same would also apply for vendors and items. To Start: Go to – Administration -> System Initialization -> [...]

2018-05-21T18:35:30+00:00 May 21st, 2018|General ERP articles|Comments Off on Auto Numbering Of SAP Business One Master Files

User Defined Prompts in SAP Business One Queries

Customizing the prompts in Business One Queries SAP Business one provides a powerful way to prompt users for parameters when running a query you define.  One tip is the ability to change the name of prompting text from the default to something more meaningful. This method, gives you the ability to define any table/field combination [...]

2018-05-16T15:05:36+00:00 May 16th, 2018|General ERP articles|Comments Off on User Defined Prompts in SAP Business One Queries

SAP Business One Common Table Names and Queries

/* Business Partners */ SELECT * FROM OCRD /* Chart of Accounts */ SELECT * FROM OACT /* Item Master */ SELECT * FROM OITM /* Terms Codes */ SELECT * FROM OCTG /* Business Partners and their assigned payment terms */ SELECT OCTG.PymntGroup, OCRD.* FROM OCRD LEFT OUTER JOIN OCTG ON OCRD.GroupNum = OCTG.GroupNum [...]

2018-05-16T14:59:31+00:00 May 16th, 2018|General ERP articles|Comments Off on SAP Business One Common Table Names and Queries

So You Want to Build Your Own PC? Tips for the Beginner

In this post, we invited a guest blogger, Jackie Edwards to write about the idea of building your own PC.  This is a surprisingly popular past time.  It's a great way for you or your children to learn much more about what makes that PC on their desk actually tick and is a way to [...]

2018-04-23T22:01:57+00:00 May 26th, 2017|General ERP articles|Comments Off on So You Want to Build Your Own PC? Tips for the Beginner

Upgrading from Microsoft Dynamics GP or SL to NAV

Microsoft currently offers four on-premise ERP solutions as well as two SaaS based solutions. The four on-premise (Which can also be hosted in the cloud) are: Dynamics Gl, Dynamics SL, Dynamics AX and Dynamix NAV.  The two SaaS solutions are Dynamics 365 for Financials and Dynamics 365 for Operations. In THIS article we go into [...]

2018-04-23T22:01:57+00:00 April 26th, 2017|General ERP articles|Comments Off on Upgrading from Microsoft Dynamics GP or SL to NAV

The History of Microsoft Dynamics ERP Systems – SL, GP, AX & NAV

Microsoft has multiple ERP solutions that were acquired at different points in the past.  They had somewhat different target markets and capabilities and there still exists some market confusion, especially with the  similar names. Microsoft Dynamics SL Dynamics SL was originally known as Solomon Software and was acquired by Great Plains who was later acquired [...]

2018-04-23T22:01:57+00:00 April 26th, 2017|General ERP articles|Comments Off on The History of Microsoft Dynamics ERP Systems – SL, GP, AX & NAV

A Successful Dynamics NAV 2015 Usergroup Presented

On Tuesday March 24 Clients First had over 50 people attend our Spring 2015 Microsoft Dynamics NAV User Group at the Microsoft conference center in Iselin NJ. Numerous topics were covered including: Microsoft Dynamics NAV 2015 New features and capabilities Using NAV with Microsoft Excel Using Microsoft Azure with Microsoft Dynamics NAV Business Continuity, Disaster [...]

2015-03-27T15:38:43+00:00 March 27th, 2015|General ERP articles|Comments Off on A Successful Dynamics NAV 2015 Usergroup Presented

How Many Companies use Microsoft Dynamics?

We often here the question from prospects and others, "How many companies use Microsoft Dynamics NAV or Microsoft Dynamics AX etc. Well Microsoft has just released its 2015 worldwide breakdown a their Convergence Conference that Clients First is attending. Here are the numbers: Microsoft Dynamics® AX 20,000 companies Microsoft Dynamics® GP 47,000 companies Microsoft Dynamics® [...]

2015-03-17T13:39:22+00:00 March 17th, 2015|General ERP articles|Comments Off on How Many Companies use Microsoft Dynamics?

What new features are there between Dynamics NAV (Navision) versions?

Microsoft has a great (but somewhat hidden) page that allows you to compare the differences in features and functionality between the version of Microsoft Dynamics NAV you are on and the version you may be considering between versions 4.0 to the latest 2015.  If you are on a version older than 4.0, contact us and [...]

2015-03-12T11:28:49+00:00 March 12th, 2015|General ERP articles|Comments Off on What new features are there between Dynamics NAV (Navision) versions?

Routing Link Codes

Do you want to simplify the consumption of raw materials on your production orders?  Routing link codes can do just that! Routing link codes are an advanced feature in Microsoft Dynamics NAV.  This functionality allows you to specify in which step of the manufacturing process the components are removed from inventory.  The use of routing [...]

2015-03-04T14:16:09+00:00 March 4th, 2015|General ERP articles|Comments Off on Routing Link Codes

Tasks open without focus on the foreground screen or minimized when using Terminal Server 2008

  For Sage ERP 100, MAS90, or MAS200 Version Reported: 4.40 Subject: Tasks open minimized or "out of focus" when connecting through Windows 2008 Terminal Server Possible Resolution: Note: Use extreme caution when editing the registry. If the registry is edited incorrectly, Windows may not function properly or may not run at all. Sage Customer [...]

2015-02-27T16:40:12+00:00 February 27th, 2015|General ERP articles|Comments Off on Tasks open without focus on the foreground screen or minimized when using Terminal Server 2008

Upcoming Dynamics NAV User Group (Northeast)

Come join us at Microsoft’s facility on March 24th in Iselin, New Jersey for our FREE Microsoft Dynamics NAV 2015 User Group Conference. Gain valuable insight on maximizing your investment in your Microsoft Dynamics NAV (Navision) Software. Microsoft® Dynamics NAV 2015 (Navision) was released in October of 2014, and provides several changes that help business reduce costs, drive [...]

2015-02-25T15:36:49+00:00 February 25th, 2015|General ERP articles|Comments Off on Upcoming Dynamics NAV User Group (Northeast)

Routings – Microsoft Dynamics NAV

A routing specifies the sequence of operations that are required to manufacture a product. These steps can be performed at a work center or machine center, they can include costs, and they manage the production process.  They are the basis for scheduling and are assigned to the item card. Routings consist of a header and [...]

2015-01-09T11:05:30+00:00 January 9th, 2015|General ERP articles|Comments Off on Routings – Microsoft Dynamics NAV