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

Authorized Partner and Certified Consultants for Epicor ERP

Clients First Business Solutions is an Epicor Gold Authorized Implementation Partner and is staffed by 100% Epicor Certified team members for Epicor ERP. Why being an Epicor ERP Authorized Partner and Certified Consultant is important to you? There are people and firms claiming to be Epicor consultants throughout the interwebs.  In many cases, they may [...]

2018-04-23T22:01:57+00:00 April 25th, 2017|Epicor|Comments Off on Authorized Partner and Certified Consultants for Epicor ERP

SAP Business One.. To Go Version 9.2

This detailed document (Over 250 pages) for SAP Business One, Version 9.2 is the latest iteration of this overview which goes through module by module, screen by screen for most setup and configuration and use cases for SAP Business One. Here you should be able to find whatever you need for your SAP Business One [...]

2018-04-23T22:01:58+00:00 March 6th, 2017|SAP Business One|Comments Off on SAP Business One.. To Go Version 9.2

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

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?

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)

Microsoft Dynamics NAV 2013 now certified on Microsoft SQL 2014

  Over the last few months, the Microsoft Dynamics NAV team has been testing compatibility with this new version of SQL Server.  Microsoft is proud to announce that Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, and Microsoft Dynamics NAV 2009 R2 are compatible with SQL Server 2014! Please note that this applies to [...]

2014-09-03T08:49:40+00:00 September 3rd, 2014|General ERP articles|Comments Off on Microsoft Dynamics NAV 2013 now certified on Microsoft SQL 2014

Setting Up Accounts Payable Expense Distribution Tables in Sage 100 ERP (MAS90, MAS200)

Setting up Templates for Distributing GL Accounts in Accounts Payable Not everybody is aware that a few years ago Sage added the ability to setup templates so that when you post an AP bill it would get allocated to a variety of GL Accounts on the fly.  I actually designed this enhancement when it was [...]

2014-08-29T16:04:36+00:00 August 29th, 2014|SAGE|Comments Off on Setting Up Accounts Payable Expense Distribution Tables in Sage 100 ERP (MAS90, MAS200)

Oil and Gas Industry ERP and Epicor

Using Epicor ERP 10 (and 9) in the Oil & Gas Industries Oil and Gas industry companies often have a diverse set of requirements.  For many ERP systems, meeting all these requirements is either impossible, or requires a multitude of third party ‘add ons’ to close the functional gaps.  Some systems handle field service well, [...]

2014-08-12T13:52:01+00:00 August 12th, 2014|Epicor|Comments Off on Oil and Gas Industry ERP and Epicor

Microsoft Dynamics ERP–Growth Statistics

  The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products. This includes: Microsoft Dynamics AX Microsoft Dynamics GP Microsoft Dynamics NAV Microsoft Dynamics SL Microsoft Dynamics CRM The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  [...]

2014-03-03T09:06:42+00:00 March 3rd, 2014|General ERP articles|Comments Off on Microsoft Dynamics ERP–Growth Statistics

Entering Date Formulas in Microsoft Dynamics NAV

Back to the Basics in NAV (Navision) Many fields in NAV use date formulas as the required value. Some examples include Lead Time Calculation (vendors, items, stockkeeping units), Expiration Calculation (item), Due Date Calculation (payment terms). Basic date formulas are straight forward and include such examples as 10D, 3W, or 1M, resulting in dates 10 [...]

2013-10-16T16:19:00+00:00 October 16th, 2013|General ERP articles|Comments Off on Entering Date Formulas in Microsoft Dynamics NAV

Item Reservations Quick Tip

Reservations in Microsoft Dynamics NAV (Navision) Reservation can be used in 2 scenarios: 1) Salesperson reserves inventory or inbound items for a specific sales order. 2) Production planners reserves inventory or inbound items for a firm planned production order. Reservation at Sales Order can be made from the following sources: 1) Inventory 2) Purchase Order Line 3) [...]

2013-10-09T14:14:47+00:00 October 9th, 2013|General ERP articles|Comments Off on Item Reservations Quick Tip

Credit Card Processing with Microsoft Dynamics NAV (Navision)

Deploy Nav Credit Card processing easily Why PCI Charge credit card processing? PCI Charge integrated credit card processing solution from Expand IT for Microsoft Dynamics NAV is the goto solution recommended by Clients First Business Solutions. PCI Charge allows users to easily setup and process credit card payments directly inside of NAV, with no external [...]

2013-09-24T14:55:36+00:00 September 24th, 2013|General ERP articles|2 Comments

Getting Financing–How a New ERP System Can Help

This 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 [...]

2013-09-19T09:11:41+00:00 September 19th, 2013|General ERP articles|Comments Off on Getting Financing–How a New ERP System Can Help

Dimension Priorities in Microsoft Dynamics NAV (Navision)

How Do Dimension Priorities Work Here's how dimension priorities work.  Depending on what is chosen in your design for the use of dimensions, an entry can have more than one suggested dimension when you post it.  If this happens, Microsoft Dynamics NAV needs a way to figure out how to break a 'tie' like this [...]

2013-08-27T09:43:46+00:00 August 27th, 2013|General ERP articles|Comments Off on Dimension Priorities in Microsoft Dynamics NAV (Navision)