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Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations
Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations

- March 20, 2019

Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...

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5 Tips on How to Succeed with Your ERP Implementation
5 Tips on How to Succeed with Your ERP Implementation

- March 16, 2019

Implementing a sophisticated ERP system for the first time is a lot of work. It can also be complex for...

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How to Put ASC 606 on Autopilot
Finance Teams: Here’s How to Put ASC 606 on Autopilot

- March 12, 2019

In 2014, the Financial Accounting Standards Board and the International Accounting Standards Board issued two new standards — ASC 606...

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Sage Intacct Budgeting and Planning Tool for SMBs
Sage Intacct has released the new Sage Intacct Budgeting and Planning Tool for SMBs

- February 8, 2019

There is nothing more important to the health of a growing business than the ability to look into the future...

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How Nonprofits Can Stand Out in Today’s Competitive Funding Environment
How Nonprofits Can Stand Out in Today’s Competitive Funding Environment

- January 25, 2019

Today’s funding environment is competitive, and many not for profits are struggling to identify, pursue, and navigate the path to...

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Secure Your SuiteCommerce Site Without Sabotaging it: 7 Essential SEO Tasks during an SSL Migration
Secure Your SuiteCommerce Site Without Sabotaging it: 7 Essential SEO Tasks during an SSL Migration

- January 16, 2019

The day has arrived: You have reviewed the SSL upgrade process, the new SSL certificate is ready, your SuiteCommerce development...

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Multientity businesses
How Multi-Entity Businesses Can Grow Faster With Streamlined Consolidation

- December 28, 2018

If you’re running a multi-location or multi-entity business, you face unique accounting challenges like decentralized payables and inter-entity transactions. With...

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Are Incorrect Inventory Quantities and Values Plaguing your NetSuite System?
Are Incorrect Inventory Quantities and Values Plaguing your NetSuite System?

- November 19, 2018

Do legacy inventory problems plague your system? Would you like to correct the inventory quantity and valuations mismatches? Overtime as you...

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Organization Change Management in a NetSuite ERP project
Organization Change Management in a NetSuite ERP project

- October 31, 2018

As the project sponsor or project manager of a mid-sized company, you start your project feeling confident that everything is...

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Electronic Bank Payments & Advanced Electronic Bank Payments
Electronic Bank Payments & Advanced Electronic Bank Payments

- October 25, 2018

Electronic Bank Payments SuiteApp (EBP) enables you to process bank payments of vendor bills, employee expenses, partner and employee commissions,...

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NetSuite’s New Reporting Feature – Workbooks
NetSuite’s New Reporting Feature – Workbooks

- October 22, 2018

If you’ve been hanging around SuiteWorld, the annual NetSuite user conference, within the last five years then you’ve heard about...

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Creating a Consolidated Balance sheet displayed by Accounting Period in NetSuite
Creating a Consolidated Balance sheet displayed by Accounting Period in NetSuite

- October 3, 2018

When using a NetSuite Instance with multiple subsidiaries, clients will want to see a consolidated balance sheet of all the...

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Hidden Heroes in SuiteAnalytics Workbook
Hidden Heroes in SuiteAnalytics Workbook

- October 2, 2018

Delivering long-awaited reporting enhancements like multi-level joins, a user-friendly drag and drop interface and a host of options for data...

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Enhancing Month End Close in NetSuite
Enhancing Month End Close in NetSuite

- September 28, 2018

Month end closing tasks are a fundamental component for any business and a gap in NetSuite. Currently, the functionality that...

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NetSuite webcast (9/11): Delivering Omni-channel retail experience with SuiteCommerce Advanced
NetSuite webcast (9/11): Delivering Omni-channel retail experience with SuiteCommerce Advanced

- August 30, 2018

Start the journey into the digital transformation of your online business with NetSuite and the SuiteCommerce Advanced platform. SuiteCommerce Advanced...

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NetSuite Integrations using two factor authentication
NetSuite Integrations using two factor authentication

- August 28, 2018

NetSuite moving to 2 factor authentication, or “TBA” As you may or may not have heard, NetSuite is changing the...

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NetSuite Release 2018.2 Coming soon – Important Information!
NetSuite Release 2018.2 Coming soon – Important Information!

- August 27, 2018

As you may have noticed during your last login, NetSuite has announced their 2018.2 release dates. We’ve summarized some of the...

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NetSuite Custom Addresses
NetSuite Custom Addresses

- August 23, 2018

It goes without saying that Customer and Vendor Addresses are a key information component in conducting business. In NetSuite, address...

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NetSuite Out of Office Approval Solution
NetSuite Out of Office Approval Solution

- August 2, 2018

Approval routing is an important component of NetSuite and is widely used by customers. One of the challenges of these...

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NetSuite Subsidiary Split – Possible Solutions
NetSuite Subsidiary Split – Possible Solutions

- July 26, 2018

I recently had an experience with a company who, already live on NetSuite, approached our team for guidance after a...

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NetSuite – Importing Bank Details when using Electronic Payments
NetSuite – Importing Bank Details when using Electronic Payments

- July 10, 2018

*(Bundle 211453, US version, free) After you have installed NetSuite‘s Electronic Payments bundle and set up your bank(s) template information,...

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Becoming a NetSuite Consultant
Becoming a NetSuite Consultant

- July 9, 2018

Starting a new job is often daunting enough, but adding the task of having to learn a new Enterprise Resource...

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Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL
Using Transaction Descriptions in Microsoft Dynamics GP: Reconcile Payables to GL

- May 30, 2018

There are a few key concepts to understand how Transaction Descriptions and Reference fields work in Dynamics GP to make...

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“Unhandled script exception” Error  When Running the Historical Stock Status Report
“Unhandled script exception” Error When Running the Historical Stock Status Report

- May 29, 2018

We have gotten reports of GP users receiving the error shown in the screenshot below when generating the Inventory’s Historical...

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Juggling multiple programs in one Dynamics 365 environment
Juggling multiple programs in one Dynamics 365 environment

- May 23, 2018

As IT professionals, we love to solve complex problems with the tools that we have been given. You might have...

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NetSuite webcast (6/6): Leveraging NetSuite for ASC 606 adoption
NetSuite webcast (6/6): Leveraging NetSuite for ASC 606 adoption

- May 15, 2018

The effective date of Accounting Standards Codification (ASC) 606 is coming soon, bringing a new revenue recognition standard to both...

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Reporting (and Searching) in a NetSuite Multi-Book Environment
Reporting (and Searching) in a NetSuite Multi-Book Environment

- May 11, 2018

In the past couple years, NetSuite’s Multi-Book Accounting (MB) feature has become increasingly popular. Many users are implementing it for...

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NetSuite Multi-Book: Searching on Amortization and Rev Rec Schedules
NetSuite Multi-Book: Searching on Amortization and Rev Rec Schedules

- May 11, 2018

For general information and tips on Multi-Book reporting and searching, see my previous post here. As you may or may...

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NetSuite SuiteWorld18 Recap
NetSuite SuiteWorld18 Recap

- May 8, 2018

After the first full year of integration with Oracle, NetSuite’s SuiteWorld conference gives us a good indication of how the...

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IT Professionals – Are you ready for ASC 606?
IT Professionals – Are you ready for ASC 606?

- May 8, 2018

Coming out of SuiteWorld last week, we were a bit surprised at the number of companies who still have not...

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Assigning SSRS Reports to GP Windows for Self Service Users
Assigning SSRS Reports to GP Windows for Self Service Users

- May 2, 2018

I recently worked with a client that is using Requisition Management in GP2016. They wanted their requestors to be able...

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GP Web Services and TLS 1.0
GP Web Services and TLS 1.0

- May 2, 2018

Recently, we’ve noticed that some users have encountered a few issues after they ran Windows Updates on their GP/SQL Server,...

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How to Setup Microsoft Dynamics 365 App for Microsoft Outlook
How to Setup Microsoft Dynamics 365 App for Microsoft Outlook

- May 2, 2018

Do you or your employees want to be able to track your CRM contacts in Outlook? How about having your...

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Fixing stuck batches in Dynamics GP
Fixing stuck batches in Dynamics GP

- May 1, 2018

Locked records and stuck batches in Dynamics GP can happen for a variety of reasons including temporary loss of network...

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Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager
Dynamics GP Project Accounting error: The Employee ID cannot be assigned as a Project Manager

- April 30, 2018

You have an existing Project and would like to change the Project Manager. In the Project Maintenance window, you attempt...

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Add more detail to your schedule board within Dynamics 365 for Field Service
Add more detail to your schedule board within Dynamics 365 for Field Service

- April 27, 2018

Many dispatchers at organizations we have implemented Field Service or have asked this same question: “Can you add more information...

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How to Update Work Flow Status in Dynamics GP
How to Update Work Flow Status in Dynamics GP

- April 27, 2018

Have you ever accidentally submitted a GL Batch for approval while setting up WorkFlow?  To correct the issue, you’ll need...

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Dynamics 365: Create an App in 5 simple steps!
Dynamics 365: Create an App in 5 simple steps!

- April 26, 2018

Dynamics 365 has an awesome tool called “Apps”, which is a great way to simplify the user experience based on...

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How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP
How to Handle State by State Tax Treatment Differentials When Setting Up Payroll Codes in Dynamics GP

- April 26, 2018

In an earlier post, we were warned of the dangers of having payroll codes with tax treatments that do not...

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Retail Coupon Management in Dynamics 365
Retail Coupon Management in Dynamics 365

- April 25, 2018

Dynamics 365 for Retail (and Finance and Operations) recently came out with the new coupon functionality that retailers have been...

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Dynamics 365 Cycle counting plans and the mobile device – setup options
Dynamics 365 Cycle counting plans and the mobile device – setup options

- April 25, 2018

In Dynamics 365 for Finance and Operations, there are additional options for you to automatically create a Cycle counting plan...

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Navigating through NetSuite Faster (Part 2): Keyboard Shortcuts
Navigating through NetSuite Faster (Part 2): Keyboard Shortcuts

- April 24, 2018

In part 1,  Navigating NetSuite Faster: Global Searches, we covered tips and tricks that will allow users to quickly find records...

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Navigating through NetSuite Faster (Part 3): The Navigation Portlet
Navigating through NetSuite Faster (Part 3): The Navigation Portlet

- April 24, 2018

The Navigation Portlet allows you to simplify your navigation to frequently used records in NetSuite. Using the portlet, you can...

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Using User-Defined fields in Purchase Requisition Approval Workflow
Using User-Defined fields in Purchase Requisition Approval Workflow

- April 20, 2018

When implementing requisition approval workflow, you can make several adjustments beyond the standard entry fields. Now, you can set your...

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SQL View – Inventory Transactions with Lots and Reason Codes
SQL View – Inventory Transactions with Lots and Reason Codes

- April 18, 2018

Standard Dynamics GP Inventory Transaction reports and SmartLists do not include Lots or Reason Codes, but there are times that...

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8 things to do at SuiteWorld 18 to maximize your experience
8 things to do at SuiteWorld 18 to maximize your experience

- April 17, 2018

With SuiteWorld just days away and many having not previously attended, this top eight list will give you an idea...

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Printing Miscellaneous Checks using Mekorma
Printing Miscellaneous Checks using Mekorma

- April 17, 2018

Printing Miscellaneous Checks with Mekorma MICR needs to be done correctly in order for the transaction to be be completed...

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When Should GP Users Consider Advanced Bank Reconciliation?
When Should GP Users Consider Advanced Bank Reconciliation?

- April 16, 2018

While GP’s Bank Reconciliation tool works fine for many situations, once banking gets a little more complicated, it may be...

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Dynamics 365 editable grids functionality limitations
Dynamics 365 editable grids functionality limitations

- April 12, 2018

Editable grids is an out of box functionality introduced last year for Dynamics 365 CRM. This functionality has been discussed...

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Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter
Multicurrency Tips and Tricks: Rolling Retained Earnings in Management Reporter

- April 12, 2018

Rolling retained earnings in management reports is one of the more problematic areas in multicurrency.  In order for retained earnings...

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SmartList Tip: Unable to change display name field created from SmartList Designer
SmartList Tip: Unable to change display name field created from SmartList Designer

- April 11, 2018

If you are struggling to change a display name field created from SmartList Designer, there are a few steps you...

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Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter
Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter

- April 10, 2018

Issue Explanation When writing FetchXML to use as a data source for a custom report, a nice place to get...

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Utilizing User Classes to Organize SmartList Favorites
Utilizing User Classes to Organize SmartList Favorites

- April 10, 2018

Are you an organization with lots of companies/databases and an endless list of SmartList favorites? Would you like to group...

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Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA
Dynamics GP – Payroll deductions missing for employee that is NOT subject to FICA

- April 10, 2018

A company has added a health insurance deduction, dental deduction and a group life benefit. These are standard deductions and benefit codes we use for all employees. When they process payroll, the health deduction isn’t there and the dental deduction is the same as the group life benefit instead of what is setup in the card. The deductions show up correctly on the build check file report. There is an employee that is exempt from FICA tax, everything else is the same as other employees. Below is a huge list of why deductions may not be...

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SQL Updates Made Easy Using Excel
SQL Updates Made Easy Using Excel

- April 9, 2018

Have you ever setup several inventory items in Dynamics GP and realized after the fact that you have assigned the...

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Troubleshooting for multicurrency intercompany balancing
Troubleshooting for multicurrency intercompany balancing

- April 6, 2018

A common complaint at month end is the process of reconciling intercompany accounts.  We hear that it’s painful, particularly when...

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Reconciling the General Ledger with the Payables Subledger Using SmartList Builder
Reconciling the General Ledger with the Payables Subledger Using SmartList Builder

- March 30, 2018

For those of you who have clients that use SmartList Builder, you can create a SmartList that will help those...

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NetSuite webcast (4/17): Accounts payable automation for NetSuite
NetSuite webcast (4/17): Accounts payable automation for NetSuite

- March 28, 2018

In today’s mobile and digital environment, having information readily at your fingertips can be the difference between recording a profit...

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On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)
On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)

- March 27, 2018

During each project, it is inevitable you eventually find yourself looking at the on-hand inquiry form within the inventory management...

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How to Change a Vendor Type in Microsoft Dynamics AX (365)
How to Change a Vendor Type in Microsoft Dynamics AX (365)

- March 27, 2018

During a go live it is possible when migrating vendor master data from a legacy system to Dynamics 365 that...

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NetSuite – How to find fixed assets in a Journal Entry
NetSuite – How to find fixed assets in a Journal Entry

- March 26, 2018

Do you need to know which fixed assets are used in the calculation of the Depreciation Journal Entry in NetSuite?...

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Navigating through NetSuite Faster (Part 1): Nine tips using NetSuite global search
Navigating through NetSuite Faster (Part 1): Nine tips using NetSuite global search

- March 26, 2018

With the vast number of features and tools included in the NetSuite platform, finding a particular page or record can...

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Top Ten New Features in the NetSuite 2018.1 Release
Top Ten New Features in the NetSuite 2018.1 Release

- March 26, 2018

It is that time of year again, upgrade season. NetSuite 2018.1 is right around the corner. For those who do...

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Outlook App brings Microsoft Dynamics 365 functionality into your most-used email applications
Outlook App brings Microsoft Dynamics 365 functionality into your most-used email applications

- March 26, 2018

Whether you’re a seasoned Microsoft Dynamics user or new to Microsoft Dynamics 365 for Customer Engagement (formerly known as Dynamics...

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Dynamics 365 Relevance Search
Dynamics 365 Relevance Search

- March 26, 2018

Enabling users to find the information they need has been streamed with Dynamics 365 Relevance Search. While leveraging Azure to...

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PM_Key_MSTR error when Posting a Payables Batch
PM_Key_MSTR error when Posting a Payables Batch

- March 26, 2018

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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Can’t miss education for SuiteWorld 18
Can’t miss education for SuiteWorld 18

- March 23, 2018

NetSuite’s SuiteWorld conference is coming soon, April 23rd – 26th in Las Vegas, NV. As a Gold Sponsor of the...

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GDPR –  What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?
GDPR – What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?

- March 22, 2018

The General Data Protection Recovery Act, or GDPR, is a new regulation that goes into effect on May 25, 2018....

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Creating an aggregate data entity
Creating an aggregate data entity

- March 22, 2018

In this article we will explore the aggregate data entity creation in Dynamics 365 for Finance and Operations, Enterprise Edition...

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The Art of Dunning in NetSuite
The Art of Dunning in NetSuite

- March 16, 2018

One of the biggest headaches businesses face is collecting outstanding debts from customers. Most businesses experience the struggle of collecting...

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Dunning on Customers in NetSuite
Dunning on Customers in NetSuite

- March 16, 2018

Best Use of Dunning on Customers Before configuring Dunning, users must decide to evaluate and collect AR on either the...

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Dunning Levels in NetSuite
Dunning Levels in NetSuite

- March 16, 2018

Best Use of Dunning Levels Once the decision to implement NetSuite’s Dunning Module is made, Dunning levels must be created....

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General Ledger Data Extract Too Large for SmartList
General Ledger Data Extract Too Large for SmartList

- March 16, 2018

The typical scenario goes something like this: The auditors have requested that you give them an excel file that contains...

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Dexterity: Setting a Range on a Composite Field in Dynamics GP
Dexterity: Setting a Range on a Composite Field in Dynamics GP

- March 15, 2018

This week, I faced a Dexterity customization for Dynamics GP in which I needed to set a range on the...

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NetSuite Application Performance Management
NetSuite Application Performance Management

- March 8, 2018

Is your instance of NetSuite running multiple scripts and workflows? Are your experiencing slow page loading times? Do you have a...

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4 Things You Need to Know About the FAM 17.2 Bundle Update
4 Things You Need to Know About the FAM 17.2 Bundle Update

- March 8, 2018

The Fixed Asset Management bundle provided by NetSuite has seen some major changes in the latest 17.2 release.  These are...

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Microsoft Dynamics GP – Fixed Asset screen freezing
Microsoft Dynamics GP – Fixed Asset screen freezing

- March 5, 2018

Occasionally, RSM receives reports from clients that their Microsoft Dynamics GP fixed asset screen is experiencing stalling, or freezing altogether....

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Allocating Items on Sales Order Based on Order Priority in NetSuite
Allocating Items on Sales Order Based on Order Priority in NetSuite

- February 26, 2018

NetSuite can provide many different ways to allocate items on a sales order. One common request is to allocate items...

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Form Controls in Microsoft Dynamics 365
Form Controls in Microsoft Dynamics 365

- February 23, 2018

Form controls for text fields Microsoft is placing a greater emphasis on enhancing user experience while saving time, energy, and...

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Dynamics GP OData Security
Dynamics GP OData Security

- February 22, 2018

OData is a great new feature in GP 2016 which allows you to expose your GP data to any OData...

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How to configure OData in Microsoft Dynamics GP 2016
How to configure OData in Microsoft Dynamics GP 2016

- February 22, 2018

One of the best new features in the release of Dynamics GP 2016 is the new OData service. If you...

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So your Dynamics GP Web Client certificate expired?
So your Dynamics GP Web Client certificate expired?

- February 22, 2018

Given that the Dynamics GP web client came out in 2013, we’re seeing that some of the certificates used on...

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NetSuite webcast (2/22): Saved searches tips & tricks for NetSuite
NetSuite webcast (2/22): Saved searches tips & tricks for NetSuite

- February 8, 2018

Whether you’re a user or administrator using NetSuite, you’ll find your day much easier if you’ve mastered a few tips...

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Important Information Regarding NetSuite Release 2018.1
Important Information Regarding NetSuite Release 2018.1

- February 5, 2018

As you may have noticed during your last login, NetSuite has announced their 2018.1 release dates. We’ve summarized some of...

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How to Update Existing Word Templates in Dynamics 365 CRM
How to Update Existing Word Templates in Dynamics 365 CRM

- February 2, 2018

With the introduction of word templates in Microsoft Dynamics CRM 2016, it allowed for easier reporting and the ability to...

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Data entry errors exist – Dynamics GP
Data entry errors exist – Dynamics GP

- February 1, 2018

I have received several calls about a Payables Check Batch that was interrupted and sent to Batch Recovery.  In Batch...

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How to add Calendar Control in Microsoft Dynamics 365
How to add Calendar Control in Microsoft Dynamics 365

- January 17, 2018

With usage of mobile phones and tablets increasing in popularity for businesses across the world, there is higher demand for...

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How Does Microsoft Dynamics 365 CRM Fit into ERP?
How Does Microsoft Dynamics 365 CRM Fit into ERP?

- January 16, 2018

Microsoft Dynamics 365 as a suite of applications has shifted dramatically and rapidly in the last few years.  With so...

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Dynamics GP Payroll: “There are no Checks in this range to void”
Dynamics GP Payroll: “There are no Checks in this range to void”

- January 16, 2018

Recently, I ran into an unusual problem where a client entered a manual check to adjust an employee’s pay record,...

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NetSuite Approval Workflow Hints
NetSuite Approval Workflow Hints

- January 15, 2018

NetSuite empowers users to create approval workflows for a variety of transactions that can be as simple or as complicated...

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Inventory Count Approval Routing in NetSuite
Inventory Count Approval Routing in NetSuite

- January 12, 2018

Inventory Adjustments are GL posting transactions that can have a significant impact to financials. There is currently no approval ability for...

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Digital Transformation Brings Modern, Next-Generation, Enterprise-Ready Intelligence
Digital Transformation Brings Modern, Next-Generation, Enterprise-Ready Intelligence

- January 6, 2018

The concept of digital transformation is changing businesses across the country. Technology is transforming our personal lives with apps and...

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Driving digital transformation through enabling technologies
Driving digital transformation through enabling technologies

- January 5, 2018

There is a fundamental shift changing in modern financial applications and the primary driver is the concept of digital transformation....

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Leveraging Microsoft Dynamics 365 Field Services for Patient and Health Provider Services
Leveraging Microsoft Dynamics 365 Field Services for Patient and Health Provider Services

- January 4, 2018

Microsoft Dynamics 365 Field Services (Field Services) is a magnificent Dynamics CRM capability that enables organizations to optimize their field...

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Microsoft Dynamics GP Refunds Made Easy
Microsoft Dynamics GP Refunds Made Easy

- December 20, 2017

There’s no need to struggle with processing customer refunds anymore.  Microsoft Dynamics GP includes a module called Refunds that is...

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In-Transit Inventory Transfers Locked
In-Transit Inventory Transfers Locked

- December 19, 2017

Have you ever had to modify or delete an In-Transit Inventory record that was locked in the editing status or...

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Audit Tracking in Microsoft Dynamics GP
Audit Tracking in Microsoft Dynamics GP

- December 5, 2017

Have your auditors ever asked to see a report that shows changes made to your setup windows or any changes...

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Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin
Building the Foundation for Dynamics GP Manufacturing: Things to Consider Before You Begin

- December 4, 2017

Welcome to the wonderful world of manufacturing in Dynamics GP!  This series is designed to help you build the foundation...

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Year-end processing in NetSuite: Webcast – Dec. 7th
Year-end processing in NetSuite: Webcast – Dec. 7th

- November 16, 2017

Live Webcast: Year-end processing with NetSuite RSM is offering our annual NetSuite year-end webcast. This complimentary webcast will focus on...

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Exporting a Full GL Detail for your Auditor
Exporting a Full GL Detail for your Auditor

- November 10, 2017

It’s that time of year again.  No, not the Holidays just yet!  It is your auditors!  This is the time...

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Giving it More Than 100%  – Sales Teams and Partners
Giving it More Than 100% – Sales Teams and Partners

- November 9, 2017

There are a few instances in NetSuite when you may need to calculate contribution percentages. The typical examples are Sales...

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Power Query in Excel for Microsoft Dynamics AX 2012
Power Query in Excel for Microsoft Dynamics AX 2012

- October 24, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition
Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition

- October 24, 2017

One of the continuing ways to extract data from Microsoft Dynamics 365 for Finance and Operation, Enterprise edition is to...

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Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012
Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012

- October 23, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Be a Saved Search wizard in NetSuite – Webcast Oct. 31st
Be a Saved Search wizard in NetSuite – Webcast Oct. 31st

- October 13, 2017

Whether you’re a user or administrator using NetSuite, you’ll find your day much easier if you’ve mastered a few tips...

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Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I
Transitioning from Customer Support Representative to Customer Advocate/First Choice Advisor Part I

- October 5, 2017

Those of us who are Microsoft Dynamics GP support professionals know all too well the pressure to take as many...

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10 Things Microsoft Dynamics GP Users Should Know About SmartLists
10 Things Microsoft Dynamics GP Users Should Know About SmartLists

- September 21, 2017

Whether you’re new to Microsoft Dynamics GP or have been using the program for a while, you may have found...

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Digital Transformation – What Does This Do if You’re Using Dynamics 365 Enterprise?
Digital Transformation – What Does This Do if You’re Using Dynamics 365 Enterprise?

- September 18, 2017

Digital Transformation is the profound transformation of business and organizational activities, processes, competencies and models to fully leverage digital technologies. ...

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NetSuite release 2017.2 is coming your way
NetSuite release 2017.2 is coming your way

- September 12, 2017

As you may have noticed during your last login, NetSuite has announced their 2017.2 release dates. You can find the...

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Microsoft Dynamics 365 for Finance and Operations: Data Entities
Microsoft Dynamics 365 for Finance and Operations: Data Entities

- August 24, 2017

Data entities are a new concept in Microsoft Dynamics 365 for Finance and Operations. They replace previous concepts in Microsoft...

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Microsoft Dynamics Lifecycle Services Demo Cloud Environments
Microsoft Dynamics Lifecycle Services Demo Cloud Environments

- August 24, 2017

Oh no! You’ve been asked to perform a demonstration on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition tomorrow...

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Automated Location Assignment Feature in NetSuite
Automated Location Assignment Feature in NetSuite

- August 7, 2017

For many years, wholesales and distribution NetSuite customers have had to build scripted solutions in NetSuite to apply logic to...

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Optimizing your business with NetSuite CRM – Webcast
Optimizing your business with NetSuite CRM – Webcast

- August 4, 2017

Learn how NetSuite CRM can increase employee efficiency and enhance the customer experience Implementing a new ERP system can be...

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Printing in Landscape Using Advanced PDFs
Printing in Landscape Using Advanced PDFs

- August 3, 2017

In NetSuite, there is a universal preference that determines if your transactions print portrait or landscape. If you go to Setup -> Company...

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Microsoft Dynamics 365: Troubleshooting Workflow
Microsoft Dynamics 365: Troubleshooting Workflow

- July 20, 2017

The workflow process is vastly expanded in Microsoft Dynamics 365 for Finance and Operations (MsDyn365). The built-in capabilities of line...

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Dynamics 365 for Finance and Operations: Using the Excel Data Connector
Dynamics 365 for Finance and Operations: Using the Excel Data Connector

- July 20, 2017

The new Microsoft Dynamics 365 for Operations and Finance includes several Microsoft integrations that make doing work easier. One of...

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Introducing Microsoft Dynamics 365 for Talent: Leave and Absence Management
Introducing Microsoft Dynamics 365 for Talent: Leave and Absence Management

- July 20, 2017

Microsoft recently introduced the Microsoft Dynamics 365 for Talent technical preview. As you can imagine, there are so many new...

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SSRS – MEM Trial Balance Reports
SSRS – MEM Trial Balance Reports

- July 17, 2017

Several of our Dynamics GP customers who have deployed the Binary Stream Multi-Entity module have experienced a random sort order...

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Dynamics GP: Where is my 3rd Party Table?
Dynamics GP: Where is my 3rd Party Table?

- July 16, 2017

I encountered a “cannot find table” error on a custom table and I was especially confused because I had just...

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What’s New with Fixed Assets in GP 2016 R2?
What’s New with Fixed Assets in GP 2016 R2?

- July 15, 2017

One of the coolest new features in GP 2016 R2 is the POP to Fixed Assets link which now includes...

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Import data into NetSuite: tips & tricks webcast July 19th
Import data into NetSuite: tips & tricks webcast July 19th

- July 10, 2017

NetSuite users can import data into NetSuite in a variety of ways, from comma-separated value (CSV) files to integrations using...

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Microsoft Dynamics 365 for Sales : Error When Adding a New User
Microsoft Dynamics 365 for Sales : Error When Adding a New User

- June 19, 2017

This error message occurred when I was in the Office 365 Admin Portal adding licenses to several users for our...

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Troubleshoot Master Planning in Microsoft Dynamics 365
Troubleshoot Master Planning in Microsoft Dynamics 365

- June 19, 2017

It happened to me and it could happen to you. Starting a new Microsoft Dynamics 365 (formerly Dynamics AX) implementation...

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Wells Fargo Payment Manager
Wells Fargo Payment Manager

- June 16, 2017

We have had several requests to assist clients with generating an ACH file out of Dynamics GP in the Wells...

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Setup and Enable in Dynamics 365 for Operations
Setup and Enable in Dynamics 365 for Operations

- June 16, 2017

A behind the scenes feature in Microsoft Dynamics 365 for Operations (MsDyn365) is the setup and enabling for existing and...

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Management Reporter Login Issues after Dynamics GP Password Change
Management Reporter Login Issues after Dynamics GP Password Change

- June 16, 2017

When using the Dynamics GP Legacy integration in Management Reporter, the user is asked to enter their GP UserID and...

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Leveraging NetSuite for ASC 606 adoption | June 21 webcast
Leveraging NetSuite for ASC 606 adoption | June 21 webcast

- June 15, 2017

The effective date of Accounting Standards Codification (ASC) 606 is coming soon, bringing new a revenue recognition standard to both...

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NetSuite Tips and Tricks:  Advanced Product Searching on Transaction Lines
NetSuite Tips and Tricks: Advanced Product Searching on Transaction Lines

- May 22, 2017

NetSuite offers users many ways to search for items on transaction lines.  Below are some of the more commonly-known methods...

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Microsoft Dynamics 365 for Operations: Service Orders
Microsoft Dynamics 365 for Operations: Service Orders

- May 20, 2017

The Service management module of Microsoft Dynamics 365 for Operations is a solution for any company that provides service after...

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A Basic Primer for Setting up Intercompany Transactions
A Basic Primer for Setting up Intercompany Transactions

- May 18, 2017

We all have an idea what intercompany transactions are. You have a large parent company and a corporate office. The...

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Security in Microsoft Dynamics 365 for Operations
Security in Microsoft Dynamics 365 for Operations

- May 18, 2017

Introduction Security in Microsoft Dynamics365 for Operations is essential now.  Securing the objects that you have created is a requirement...

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Recording Credit Card Transactions
Recording Credit Card Transactions

- May 18, 2017

Importing those voluminous monthly credit card transactions Are you like many customers dreading the recording of the American Express or...

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Five step model for revenue recognition for ASC 606 with NetSuite
Five step model for revenue recognition for ASC 606 with NetSuite

- May 12, 2017

60% of software companies running NetSuite haven’t started on the path to ASC 606 compliance yet. There’s still time to...

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Optimize Your Supply Chain with NetSuite
Optimize Your Supply Chain with NetSuite

- May 10, 2017

In today’s competitive business world, industry-leading organizations continually look for ways to create a competitive advantage over their competition.  In...

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6 Takeaways from SuiteWorld17 + Keynote Recordings
6 Takeaways from SuiteWorld17 + Keynote Recordings

- May 8, 2017

There are a lot of topics to write about coming out of NetSuite’s SuiteWorld conference, but thought I’d do a quick...

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Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP
Top 5 List of Commonly Used SQL Scripts in Microsoft Dynamics GP

- April 28, 2017

Favorite SQL Scripts These are my most commonly used SQL scripts on every Microsoft Dynamics GP implementation that I perform,...

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Inventory Lots and IV Reconcile in Dynamics GP
Inventory Lots and IV Reconcile in Dynamics GP

- April 27, 2017

What do you do if you haven’t run IV Reconcile after checking “Enable multiple bins” in Inventory Control Setup and...

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Some SmartConnect Errors and How to Fix Them
Some SmartConnect Errors and How to Fix Them

- April 27, 2017

Here are a few errors that may be encountered when using SmartConnect and some simple steps to try and fix...

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SQL 2016 with Microsoft Dynamics GP (CAUTION!!)
SQL 2016 with Microsoft Dynamics GP (CAUTION!!)

- April 26, 2017

Don’t let the caution headline lead you to believe SQL Server 2016 and Microsoft Dynamics GP 2016 are not compatible;...

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Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record
Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record

- April 22, 2017

I’ve come across several instances when a client calls and says that they have not withheld the proper amount of...

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Microsoft Dynamics ERP Implementation Tips
Microsoft Dynamics ERP Implementation Tips

- April 15, 2017

The decision to do an ERP Implementation is daunting for many Clients and once the decision is made to proceed,...

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Restricting Access to NetSuite
Restricting Access to NetSuite

- April 4, 2017

An important part of any implementation is defining the roles that employees will use and configuring the permissions to fit...

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Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports
Microsoft Dynamics GP 2013: Fixed Asset Depreciation Reports

- April 3, 2017

With the release of Microsoft Dynamics GP 2013, Microsoft introduced many new enhancements to the Fixed Asset module.  One of...

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NetSuite for Retail – seamless omnichannel platform
NetSuite for Retail – seamless omnichannel platform

- March 31, 2017

RSM’s survey of retail executives was recently released and showed the importance retail leaders place on omnichannel retail as a...

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Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow
Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow

- March 31, 2017

If you have ever built a large advanced find in Dynamics CRM, you know how time consuming it can be....

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Microsoft Dynamics 365: Utilizing Workflow Templates for Cases
Microsoft Dynamics 365: Utilizing Workflow Templates for Cases

- March 23, 2017

When it comes to case management in Microsoft Dynamics 365, Dynamics CRM 2016, 2015, and/or 2013, workflows can be greatly...

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Dynamics 365 for Operations: Using the Investment Project
Dynamics 365 for Operations: Using the Investment Project

- March 16, 2017

The Project Module and accounting in Microsoft Dynamics 365 for Operations can be very valuable for any kind of business,...

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User Interface Design For Microsoft Dynamics 365 for Operations
User Interface Design For Microsoft Dynamics 365 for Operations

- March 14, 2017

Introduction to User Interface Design Programming the user interface is a requirement of new development within Microsoft Dynamics 365 for...

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Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)
Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)

- March 14, 2017

First thing is to get used to the new name: Financial Reports. Management Reporter was renamed Financial Reports in Microsoft...

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X++ Control Statements For Microsoft Dynamics 365 for Operations
X++ Control Statements For Microsoft Dynamics 365 for Operations

- March 14, 2017

Introduction to X++ Control Statements Programming control statements are the source of many operations within Microsoft Dynamics 365 for Operations...

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Activating a Hardware Station in Dynamics 365 for Operations – Part Two
Activating a Hardware Station in Dynamics 365 for Operations – Part Two

- March 14, 2017

Hardware Station in Dynamics 365 Part one covered activating and installing the Modern POS in Microsoft Dynamics 365 for Operations....

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Case Management In Microsoft Dynamics 365 For Customer Service
Case Management In Microsoft Dynamics 365 For Customer Service

- March 13, 2017

In an effort to increase the efficiency of Customer Service operations in Microsoft Dynamics 365, Microsoft offers an extensive set...

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Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX
Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX

- March 10, 2017

Dynamics AX accelerator for retailers. In a retail environment, manufacturers and/or vendors will often provide funding for the retailer to...

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Free Text Invoicing in Microsoft Dynamics 365 for Operations
Free Text Invoicing in Microsoft Dynamics 365 for Operations

- March 1, 2017

A free text invoice is an invoice that is not attached to a sales order and does not require a...

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Creating Mobile Device Menu Items in Dynamics 365 for Operations
Creating Mobile Device Menu Items in Dynamics 365 for Operations

- March 1, 2017

If you’ve taken a look at the Warehouse management module in Dynamics 365 for Operations and the screen to create...

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Visual Studio Development Environment in Dynamics 365 for Operations
Visual Studio Development Environment in Dynamics 365 for Operations

- February 26, 2017

Microsoft Dynamics 365 for Operations is the new version of Microsoft Dynamics AX. It is a cloud-based enterprise solution. This...

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Tips to Ensure User Adoption of Microsoft Dynamics 365
Tips to Ensure User Adoption of Microsoft Dynamics 365

- February 26, 2017

The key to any successful business application implementation, Microsoft Dynamics 365 included,  is user adoption. I have found that user...

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Activating a Hardware Station in Dynamics 365 for Operations
Activating a Hardware Station in Dynamics 365 for Operations

- February 25, 2017

Last week, I was tasked with activating a hardware station in Dynamics 365 for Operations. Easy, right? Dynamics 365 for...

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Managing Restricted Funds in Microsoft Dynamics GP
Managing Restricted Funds in Microsoft Dynamics GP

- February 22, 2017

Reporting tools available in Microsoft Dynamics GP can assist nonprofits in overcoming the challenge of managing restricted funds and maintaining...

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Dynamics 365 Business Rules
Dynamics 365 Business Rules

- February 20, 2017

Introduction of Business Rules in Dynamics CRM was a game changer in Dynamics CRM 2013. Business Rules have really made...

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Database Manipulation in Microsoft Dynamics 365 for Operations
Database Manipulation in Microsoft Dynamics 365 for Operations

- February 20, 2017

Data manipulation in Microsoft Dynamics 365 for Operations (MsDyn365) empowers developers with the tools to insert, update, and delete data...

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What’s Next for Microsoft Dynamics 365 for Sales?
What’s Next for Microsoft Dynamics 365 for Sales?

- February 10, 2017

Microsoft recently introduced the Dynamics 365 Roadmap. The roadmap gives you a glimpse of features that have already been released...

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Dynamics GP: Adding EFT Data to the Vendor Master Trigger
Dynamics GP: Adding EFT Data to the Vendor Master Trigger

- February 1, 2017

Beginning with Microsoft Dynamics GP 2010, Microsoft began offering the Professional Services Tools Library (PSTL) for free. The PSTL includes...

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Microsoft Dynamics 365 for Operations: Using Task Recorder
Microsoft Dynamics 365 for Operations: Using Task Recorder

- February 1, 2017

The concept of the task recorder is not new, however, with the release of Microsoft Dynamics 365 for Operations, the...

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Dynamics AX: Configuring Product Search in Enterprise Portal
Dynamics AX: Configuring Product Search in Enterprise Portal

- February 1, 2017

Since being introduced in October of 2002, Enterprise Portal (“EP”) has enabled employees, customers, and vendors to interact directly with...

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Microsoft Dynamics AX: Item Data Management in a Franchise Environment
Microsoft Dynamics AX: Item Data Management in a Franchise Environment

- February 1, 2017

Microsoft Dynamics AX uses many tables and fields to house item data and perform Dynamics AX operations. This is useful...

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Microsoft Dynamics AX: Pricing Strategies for Franchises
Microsoft Dynamics AX: Pricing Strategies for Franchises

- February 1, 2017

When performing a Microsoft Dynamics AX implementation for a company with franchises, there can be some challenges for implementing and...

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Microsoft Dynamics GP Fix for W-2 Form RS Numbers
Microsoft Dynamics GP Fix for W-2 Form RS Numbers

- February 1, 2017

I was recently approached by one of our Dynamics GP functionality consultants looking for a solution to convert the W2...

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Using Financial Dimensions in Financial Report Designer
Using Financial Dimensions in Financial Report Designer

- January 31, 2017

As we go into 2017, I’m sure everyone is still getting comfortable with the new name, Financial Report Designer. In...

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Replenishing Inventory Using NetSuite Transfer Orders
Replenishing Inventory Using NetSuite Transfer Orders

- January 25, 2017

In NetSuite’s 2016.2 release, a new feature was introduced that can greatly improve inventory management for wholesale distributors and retailers....

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5 Reasons You and Your Auditor Will Love NetSuite
5 Reasons You and Your Auditor Will Love NetSuite

- January 19, 2017

“Greg Cole, the Auditor is here!” said the CFO as I would walk through the silence of my newest client’s...

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Microsoft Dynamics 365 On-Premises is Released
Microsoft Dynamics 365 On-Premises is Released

- January 19, 2017

Those eagerly waiting to try out Microsoft Dynamics 365 on-premises can now download the update from Microsoft and play with...

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Retail Scheduler Parameters in Microsoft Dynamics 365 for Operations
Retail Scheduler Parameters in Microsoft Dynamics 365 for Operations

- January 19, 2017

Setting up retail parameters in Microsoft Dynamics 365 for Operations is one of the first steps for setting up retail...

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Dynamics 365 For Operations Location Wizard Improves Warehouse Management
Dynamics 365 For Operations Location Wizard Improves Warehouse Management

- January 18, 2017

If you used the Location wizard as part of Dynamics AX 2012 R2, or afterwards for standard warehousing, I think...

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Data Management in Microsoft Dynamics 365 for Operations
Data Management in Microsoft Dynamics 365 for Operations

- January 12, 2017

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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Save Time Importing Records with Mail Merge Macro
Save Time Importing Records with Mail Merge Macro

- January 11, 2017

Have you ever needed to import thousands of records that can’t be done using Integration Manager?  And have you thought...

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#TechnologyDay – Increased speed of applications delivered over the internet
#TechnologyDay – Increased speed of applications delivered over the internet

- January 6, 2017

Today is National Technology Day (#TechnologyDay), so I thought I’d weigh in on one trend I see for 2017 and...

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Mass Update GL Account Segments in Microsoft Dynamics GP
Mass Update GL Account Segments in Microsoft Dynamics GP

- January 6, 2017

Chances are when you began using Microsoft Dynamics GP and loaded the chart of accounts, you may not have thought...

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Microsoft Dynamics GP: Advanced Interfund Management
Microsoft Dynamics GP: Advanced Interfund Management

- January 6, 2017

Microsoft Dynamics GP’s Interfund Management module is often part of the equation for implementing Dynamics GP in not- for-profit entities...

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Financial Report Designer
Financial Report Designer

- December 16, 2016

In my last blog, I talked about the changes to Management Reporter 2012 for Dynamics AX and Dynamics 365 for...

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How to Customize EFT Files in Microsoft Dynamics GP
How to Customize EFT Files in Microsoft Dynamics GP

- December 16, 2016

Out of the box,  Dynamics GP supports several formats, which on most occasions will work, with some effort in setup....

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Out of Office, Still in Control with AP and Payment Automation
Out of Office, Still in Control with AP and Payment Automation

- December 14, 2016

Earlier in 2016, we wrote about how employees are enjoying the benefits of telecommuting thanks to advances in cloud computing and mobile technology....

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Preventing duplicate transaction numbers in NetSuite
Preventing duplicate transaction numbers in NetSuite

- December 13, 2016

It seems simple enough – you want every transaction to have a unique transaction number. So, you go to your...

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What Oracle NetSuite will look like in 2017
What Oracle NetSuite will look like in 2017

- December 6, 2016

Last Thursday, Dec. 1st, Oracle held its first public meeting to talk about the future of NetSuite now that it...

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Microsoft Dynamics 365 for Operations Tips and Tricks – November 2016
Microsoft Dynamics 365 for Operations Tips and Tricks – November 2016

- December 5, 2016

As a trainer, I have noticed a common theme while training newer AX users, as well as long time AX...

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Microsoft Dynamics 365 for Operations: Data Management and Excel
Microsoft Dynamics 365 for Operations: Data Management and Excel

- December 5, 2016

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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RSM now an authorized SuiteCommerce Advanced developer
RSM now an authorized SuiteCommerce Advanced developer

- December 2, 2016

As NetSuite Worldwide Partner of the Year 3 of the last 4 years RSM is now authorized to implement SuiteCommerce...

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Migrating to Advanced Revenue Management (ARM) – are you ready?
Migrating to Advanced Revenue Management (ARM) – are you ready?

- November 29, 2016

Now that we’re into the third release of Advanced Revenue Management (ARM), we’re starting to hear more and more people...

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Field Service UI & Functionality Enhanced for Microsoft Dynamics 365
Field Service UI & Functionality Enhanced for Microsoft Dynamics 365

- November 28, 2016

Field Service for Microsoft Dynamics 365 is scheduled to be released on Tuesday, November 29, 2016. Below are the new...

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Microsoft Dynamics 365: The Next Generation of Cloud Based Business Apps
Microsoft Dynamics 365: The Next Generation of Cloud Based Business Apps

- November 17, 2016

Microsoft has officially released the Dynamics 365 Suite as of November 1, 2016 and it’s creating a significant amount of...

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Microsoft Dynamics 365: How to Keep your Data Clean
Microsoft Dynamics 365: How to Keep your Data Clean

- November 17, 2016

When working with applications like Microsoft Dynamics 365, one of the most common concerns we hear is, “how do we keep...

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What’s New in Microsoft Dynamics 365 CRM?
What’s New in Microsoft Dynamics 365 CRM?

- November 17, 2016

On November 1, 2016, Microsoft Dynamics CRM went through a re-branding to follow along with the Office 365 product offerings....

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Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch
Dynamics GP — PM_Key_MSTR error when Posting a Payables Batch

- November 15, 2016

Welcome, I hope everyone is having a great day, but if you’ve found this blog chances are you have a...

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Microsoft Dynamics 365 Improvements From  Microsoft Dynamics AX 2012
Microsoft Dynamics 365 Improvements From Microsoft Dynamics AX 2012

- November 10, 2016

Microsoft made some significant improvements to the new Dynamics 365 for Operations development environment, and I want to take this...

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Improvements to Management Reporter in Dynamics 365 for Operations
Improvements to Management Reporter in Dynamics 365 for Operations

- November 10, 2016

As a Management Reporter user, I was excited to see the changes to Management Reporter 2012 for Dynamics AX and...

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Work Templates and Location Directives in Dynamics 365 for Operations
Work Templates and Location Directives in Dynamics 365 for Operations

- November 10, 2016

When you use Warehouse Management in Dynamics 365 for Operations you are required to set up and use both Work...

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Microsoft Dynamics 365 Product Suite – 6 Amazing New Products
Microsoft Dynamics 365 Product Suite – 6 Amazing New Products

- November 10, 2016

You may be wondering what the difference is between Microsoft Dynamics 365 for Operations, Microsoft Dynamics 365 Enterprise Edition, and...

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Dynamics 365 Licensing Models
Dynamics 365 Licensing Models

- November 10, 2016

In a previous post, we reviewed each of the products that make up Dynamics 365; let’s discuss the two licensing...

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Exception Handling In X++ with Dynamics 365 for Operations
Exception Handling In X++ with Dynamics 365 for Operations

- November 10, 2016

Not everything goes as planned in life or in programming. Programmers begin writing code to perform some automated task and...

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Microsoft Dynamics 365 Online: The New Hub for ERP and CRM
Microsoft Dynamics 365 Online: The New Hub for ERP and CRM

- November 4, 2016

Microsoft Dynamics 365 Online was released Tuesday, Nov 1, 2016, and is packed with plenty of new features, functionalities and...

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Slicing/Dicing Your Financial Reports by Custom Segments in NetSuite
Slicing/Dicing Your Financial Reports by Custom Segments in NetSuite

- November 2, 2016

In 2015, NetSuite introduced the concept of custom segments, which allowed users to post transactions to more than just the...

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Troubleshooting Data Sync Issues Management Reporter and Dynamics GP
Troubleshooting Data Sync Issues Management Reporter and Dynamics GP

- November 1, 2016

You’ve just closed the month or year for one or more of your entities in Dynamics GP and you’re now...

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Importing Payroll Deductions and Benefits in Microsoft Dynamics GP
Importing Payroll Deductions and Benefits in Microsoft Dynamics GP

- November 1, 2016

Those of you who use the Microsoft Dynamics GP Human Resources Module in conjunction with payroll are aware of the...

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Using Dynamics AX Data Import Export Module to Upload Fixed Assets
Using Dynamics AX Data Import Export Module to Upload Fixed Assets

- October 31, 2016

Uploading legacy data into Microsoft Dynamics AX is not always an easy task. For example, when you want to upload...

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Simplifying your Chart of Accounts in NetSuite
Simplifying your Chart of Accounts in NetSuite

- October 28, 2016

If there is one thing an accountant holds dearly to their heart, it is their chart of accounts.  Believe me,...

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Optimizing MR Report Speed after FRX Migration with Dynamics GP
Optimizing MR Report Speed after FRX Migration with Dynamics GP

- October 27, 2016

Frustrated that your Management Reporter reports are running extremely slow after FRx Migration?  Here are some easy tips to help...

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Vendor/Customer Modifier and/or Combiner in Dynamics GP
Vendor/Customer Modifier and/or Combiner in Dynamics GP

- October 26, 2016

Have you ever created a new vendor and realized weeks later that you had already created that vendor under another...

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In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable
In Dynamics GP – Depreciation Expense is Low and Depreciation Button Unavailable

- October 26, 2016

You created your GL Batch from FA and you notice Depreciation is lower than expected. Possible causes: system interruption, lost...

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Dynamics AX 2012 – How to Correct a Posted Invoice
Dynamics AX 2012 – How to Correct a Posted Invoice

- October 25, 2016

Microsoft Dynamics AX employs strict controls around the modification of posted financial transactions, but there are times when we make...

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Restricting User View in Microsoft Dynamics AX 2012
Restricting User View in Microsoft Dynamics AX 2012

- October 21, 2016

A client in the jewelry retail space recently was faced with the requirement of securing a specific warehouse location’s on-hand...

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Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions
Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions

- October 20, 2016

Microsoft Dynamics AX has a number sequence framework to generate alphanumeric number sequences that are used to identify transactions like...

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Migrating Custom Code to Microsoft Dynamics AX 2012
Migrating Custom Code to Microsoft Dynamics AX 2012

- October 18, 2016

Overview A Microsoft Dynamics AX 2012 upgrade contains several steps, as shown in the following illustration.     Planning Code...

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Incorporating the 8D Process in Microsoft Dynamics AX 2012
Incorporating the 8D Process in Microsoft Dynamics AX 2012

- October 13, 2016

One of the most popular processes for managing quality assurance issues is the 8D process or the eight disciplines process...

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Product Reservations for each Sales Order in Microsoft Dynamics-AX
Product Reservations for each Sales Order in Microsoft Dynamics-AX

- October 13, 2016

Many businesses today are running lean, especially with regard to stocking inventory. At times, businesses can find themselves with low...

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Let NetSuite matrix items simplify your item master
Let NetSuite matrix items simplify your item master

- October 10, 2016

Do you sell items that come in different colors, sizes, lengths, memory size or any other differentiating qualities?  Have you...

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How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP
How to make mass changes to decimal places for inventory items in Microsoft Dynamics GP

- October 6, 2016

A client once asked me if there was a way to change the quantity decimals places on the item maintenance...

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Presidential Election – Oracle Acquisition of NetSuite – should I put my NetSuite ERP purchase on hold?
Presidential Election – Oracle Acquisition of NetSuite – should I put my NetSuite ERP purchase on hold?

- September 28, 2016

I’ve been following a number of things over the past couple of months since Oracle announced the acquisition of NetSuite....

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Is Revalue Inventory Standard Cost Really 100% Complete?
Is Revalue Inventory Standard Cost Really 100% Complete?

- September 22, 2016

Let’s say your company uses standard costing to help identify possible issues with item costs.  You are the account administrator...

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Can self-driving cars boost productivity?
Can self-driving cars boost productivity?

- August 25, 2016

The age of self-driving cars is among us. While first we thought it was a fantasy and wouldn’t happen in...

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Managing Vendor Rebates with the NetSuite Rebates Management SuiteApp
Managing Vendor Rebates with the NetSuite Rebates Management SuiteApp

- August 24, 2016

Many distribution companies, especially those selling industrial products, resell product from manufacturers and are granted rebates from the manufacturers for...

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NetSuite Release 2016.2 is Coming!  Are You Ready?
NetSuite Release 2016.2 is Coming! Are You Ready?

- August 23, 2016

If you are a daily user of NetSuite you are most certainly familiar with the twice-yearly New Release portlet on your...

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Alert: Avalara discontinuing 1099 services
Alert: Avalara discontinuing 1099 services

- August 22, 2016

As of June 2016, Avalara has decided to discontinue its 1099 services.  Going forward, Avalara 1099 users will only be...

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Training for success in your ERP implementation
Training for success in your ERP implementation

- August 19, 2016

The first thing that is often cut in any project is training.  The dollars are looked at as expendable.  The...

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NetSuite Permissions: How to figure out what permissions you need to add to a role
NetSuite Permissions: How to figure out what permissions you need to add to a role

- August 18, 2016

Need a quick and easy way to figure what permissions you need in NetSuite to access specific functionality? Try using this...

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Why the Oracle NetSuite deal makes sense
Why the Oracle NetSuite deal makes sense

- July 28, 2016

News broke today that Oracle entered into a definitive agreement to acquire NetSuite for approximately $9.3 billion. Coming from a...

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Why is NetSuite global search returning results for unrelated transaction numbers?
Why is NetSuite global search returning results for unrelated transaction numbers?

- June 13, 2016

Have you ever performed a global search in NetSuite for a specific transaction number and received multiple results with seemingly...

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NetSuite SuiteWorld 2016 Recap
NetSuite SuiteWorld 2016 Recap

- May 26, 2016

NetSuite’s SuiteWorld conference was held in San Jose, Calif., May 16-19. RSM was a Platinum sponsor at the event which...

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Margin-Based Pricing using Mass Update Feature
Margin-Based Pricing using Mass Update Feature

- April 29, 2016

Every company strives to achieve healthy profit margins, but this can become a laborious task if they sell thousands or...

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NetSuite Has a New Revenue Recognition Engine
NetSuite Has a New Revenue Recognition Engine

- April 29, 2016

New to NetSuite Revenue processing? Advanced Revenue Management automates revenue forecasting, allocation, recognition, reclassification, and auditing through a rule-based event...

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NetSuite SRP – Charge Based Project Billing
NetSuite SRP – Charge Based Project Billing

- April 29, 2016

Have you ever wondered when you would use the Charge Based Billing Project Type in NetSuite? One scenario is when...

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Testing for Empty Image Fields with NetSuite Saved Searches
Testing for Empty Image Fields with NetSuite Saved Searches

- April 25, 2016

Many companies that sell products want to store images of these products on their NetSuite item record.  When these images...

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Notification: NetSuite Sandbox eCommerce Testing Issue
Notification: NetSuite Sandbox eCommerce Testing Issue

- April 25, 2016

It has come to our attention that as of 2016.1, any client that does a sandbox refresh will experience  a customer issue with...

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Importing Special Language Characters Into NetSuite i.e. Chinese, Korean, Russian, Arabic
Importing Special Language Characters Into NetSuite i.e. Chinese, Korean, Russian, Arabic

- April 14, 2016

If this article was being written in an academic setting, it would probably fall under the shadow of plagiarism.  We...

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Today’s mid-market Financial Controller can learn from the past to succeed in the future
Today’s mid-market Financial Controller can learn from the past to succeed in the future

- March 4, 2016

The role of the Financial Controller in middle market companies has evolved leaps and bounds in the past decade. Years ago,...

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Mitigating ERP Implementation Failure through Change Management
Mitigating ERP Implementation Failure through Change Management

- March 3, 2016

There are many points of failure in ERP Implementations. The points of failure revolve around three main areas – people,...

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Cumulative Translation Adjustment Exposing the Detail
Cumulative Translation Adjustment Exposing the Detail

- February 24, 2016

Cumulative Translation Adjustment Purpose: To provide the detail behind the cumulative adjustment row on the consolidated balance sheet. The Cumulative...

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Challenges that some Microsoft Dynamics GP users face when creating SmartList reports
Challenges that some Microsoft Dynamics GP users face when creating SmartList reports

- February 23, 2016

Many users struggle when it comes down to creating new SmartLists reports using either SmartList Builder Tool or Microsoft Dynamics...

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NetSuite reporting – dates or periods (part 1)
NetSuite reporting – dates or periods (part 1)

- February 18, 2016

When running reports (not searches) in NetSuite, there are a few date-related settings that may determine what information you see...

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NetSuite reporting – dates or periods (part 2)
NetSuite reporting – dates or periods (part 2)

- February 18, 2016

While the Report by Period setting in conjunction with the Allow Transaction Date Outside of Posting Period setting can create...

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Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter
Tips for Setting up Microsoft Dynamics GP multi-currency for use with Management Reporter

- February 18, 2016

Creating translated financial reports in Management Reporter is, in large part, dependent on how you setup multi-currency in Microsoft Dynamics...

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Bundling and transferring sandbox customizations in NetSuite
Bundling and transferring sandbox customizations in NetSuite

- February 17, 2016

Bundling allows you to batch up your customizations and configuration as your own personal app and then share them other...

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Mass deleting records in NetSuite
Mass deleting records in NetSuite

- February 16, 2016

If you have erroneous records in NetSuite, don’t waste your time deleting each one-by-one. In NetSuite, it is possible to...

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Finding the right partner: Your first step on the path to a successful ERP implementation
Finding the right partner: Your first step on the path to a successful ERP implementation

- February 11, 2016

You’ve identified the need for a new enterprise resource planning (ERP) system, secured upper management’s support, and established the scope...

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FreeMarker Logic and Advanced PDF/HTML Templates with NetSuite
FreeMarker Logic and Advanced PDF/HTML Templates with NetSuite

- February 2, 2016

NetSuite’s Advanced PDF/HTML templates truly empower users with endless options for customizations to printed forms, with the support of FreeMarker....

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NetSuite New Release Facts 2016.1
NetSuite New Release Facts 2016.1

- January 29, 2016

As you may have noticed during your last login, NetSuite has announced their 2016.1 release dates.  Firstly find the New...

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Considerations when Evaluating Accounts Payable Solutions for NetSuite
Considerations when Evaluating Accounts Payable Solutions for NetSuite

- January 27, 2016

Is managing all of your payments becoming too time consuming? Processing checks one way, then processing ACH payments in NetSuite...

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Using Shared Calendars in NetSuite
Using Shared Calendars in NetSuite

- January 26, 2016

NetSuite has robust calendar capabilities. These Features can be leveraged to coordinate projects internally. Using NetSuite as a calendar has...

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NetSuite Customization with Forms and Fields
NetSuite Customization with Forms and Fields

- January 25, 2016

There are many ways to customize NetSuite, for example companies can publish dashboards, create saved searches, and use workflows to...

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Creating Dependent Drop-Down Lists with NetSuite
Creating Dependent Drop-Down Lists with NetSuite

- January 21, 2016

If you have used or administered NetSuite for any period of time you are well aware of its flexibility with...

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Set Custom Layouts within Standard NetSuite Financial Statements
Set Custom Layouts within Standard NetSuite Financial Statements

- January 4, 2016

NetSuite provides standard income statements and balance sheets, organized by account type. These may be factually correct reports, but companies...

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Managing floor stock production in Dynamics AX
Managing floor stock production in Dynamics AX

- December 18, 2015

Production often requires an item for which the quantity is not precisely defined. Usually these are relatively inexpensive items, and...

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Considerations for successfully implementing NetSuite
Considerations for successfully implementing NetSuite

- December 15, 2015

Often the management team sponsors overlook critical aspects of implementing a “new breed” enterprise management system such as NetSuite. In...

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Backup and disaster recovery for Microsoft Dynamics GP
Backup and disaster recovery for Microsoft Dynamics GP

- December 10, 2015

How do I protect my Microsoft Dynamics GP environment from data loss? The answer, very often is, “It depends.” Each...

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Changes to iOS 9 Security May Impact NetSuite for iPhone Users
Changes to iOS 9 Security May Impact NetSuite for iPhone Users

- December 9, 2015

This week, NetSuite released the following statement about changes to Apple’s security policy that will affect NetSuite customers using NetSuite...

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Setting Field Defaults with Custom Workflows
Setting Field Defaults with Custom Workflows

- November 17, 2015

Custom workflows in NetSuite are designed to be a point and click way to do some of the functions that...

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Understanding Microsoft Dynamics GP module integration :  Best practices for posting setups
Understanding Microsoft Dynamics GP module integration : Best practices for posting setups

- November 13, 2015

Navigating through the posting process in Microsoft Dynamics GP can be challenging if you do not understand how the system...

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Displaying external item numbers on purchase orders in Microsoft Dynamics AX
Displaying external item numbers on purchase orders in Microsoft Dynamics AX

- November 13, 2015

The ability to increase communication between customers and vendors is always essential. Microsoft Dynamics AX allows its users to better...

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Publishing custom Saved Searches to the Customer Center in NetSuite
Publishing custom Saved Searches to the Customer Center in NetSuite

- November 10, 2015

Most people love the word “free,” but things that you get for free often don’t provide a whole lot of value. ...

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Manage Projects, Resources, Profitability and Billing with NetSuite
Manage Projects, Resources, Profitability and Billing with NetSuite

- November 9, 2015

Has managing projects become a cumbersome process? Are you managing projects in one system, resources in another and billing somewhere...

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The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current
The new features in Microsoft Dynamics GP 2015 R2 and why you should stay current

- November 3, 2015

Microsoft Dynamics GP is on track for the promise of bi-annual significant update releases. Adding many new features with the...

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Managing customer furnished material in Microsoft Dynamics AX
Managing customer furnished material in Microsoft Dynamics AX

- November 3, 2015

While Dynamics AX is a very comprehensive ERP solution, there is really no completely tailored solution for managing customer furnished...

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Deleting a company in Management Reporter 2012
Deleting a company in Management Reporter 2012

- October 29, 2015

Management Reporter is a common tool for the Microsoft Dynamics ERP solutions, Dynamics AX, Dynamics GP and Dynamics SL alike....

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Run your professional services business using NetSuite
Run your professional services business using NetSuite

- October 29, 2015

NetSuite provides a single platform for professional services firms to run their entire business from lead to project to cash....

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Increasing communication within NetSuite
Increasing communication within NetSuite

- October 26, 2015

Does your business strive for increased communication within your ERP/CRM system? NetSuite offers many different solutions including both out of...

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Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP
Changing from a single EFT format to multiple EFT file formats in Microsoft Dynamics GP

- October 22, 2015

We recently had a client who needed to process an EFT payment in Microsoft Dynamics GP to an individual’s personal...

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Migrating Data From Your Legacy System to NetSuite
Migrating Data From Your Legacy System to NetSuite

- October 20, 2015

When choosing a new customer relationship management (CRM) solution or enterprise resource planning (ERP) solution, it is inevitable that if you are an existing...

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Think a requisition process is just overhead? Here are 10 ways it drives real value.
Think a requisition process is just overhead? Here are 10 ways it drives real value.

- October 13, 2015

At face value a requisition process seems fairly mundane and low priority. In reality it provides a terrific opportunity to...

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Creating notes for shipping documents in Microsoft Dynamics AX
Creating notes for shipping documents in Microsoft Dynamics AX

- October 8, 2015

Using the Notes functionality within Dynamic AX can be very helpful. Notes can be used to alert warehouse personnel to...

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Microsoft Dynamics GP with single sign on functionality and simplified IT administration
Microsoft Dynamics GP with single sign on functionality and simplified IT administration

- October 8, 2015

As organizations grow, so do their need for larger, more complex environments. As a result, users are becoming all too...

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October webcast series – deep dive into the Third Platform
October webcast series – deep dive into the Third Platform

- September 24, 2015

Social, Mobile, Cloud, Big Data and the Internet of Things. You may be using some of these technologies in your...

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NetSuite SRP – Project Management Using Generic Resources
NetSuite SRP – Project Management Using Generic Resources

- September 23, 2015

Generic Resources are used as place holders until specific resources are identified when project managers and resources planning a project....

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IQity for NetSuite – A Collaborative Manufacturing Platform
IQity for NetSuite – A Collaborative Manufacturing Platform

- September 22, 2015

IQity is a leader of ‘Manufacturing in the Cloud’ solutions and services for SMB enterprises and divisions of large companies....

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Designing NetSuite Roles and Permissions: Best Practices and Tips
Designing NetSuite Roles and Permissions: Best Practices and Tips

- September 21, 2015

Assigning permissions in any ERP system is always a balancing act.  You want to make sure that your users don’t have...

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How to use Microsoft Dynamics AX 2012 Task Recorder to create a Life Cycle Services Business Process Modeler
How to use Microsoft Dynamics AX 2012 Task Recorder to create a Life Cycle Services Business Process Modeler

- September 17, 2015

Microsoft’s Life Cycle Services is cloud-based workspace that improves the efficiency and collaboration of Microsoft Dynamics AX 2012 implementations. Life...

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Common triggers to help you identify the need to optimize your ERP system
Common triggers to help you identify the need to optimize your ERP system

- September 16, 2015

As your business grows and expands, one of the many challenges you will face is the decision to replace your...

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Escheatment and unclaimed property procedures in Microsoft Dynamics GP
Escheatment and unclaimed property procedures in Microsoft Dynamics GP

- September 15, 2015

It’s very common for companies in Microsoft Dynamics GP to have open reconciling items on their books for checks that...

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Utilizing the Search Form Portlet on Your Home Dashboard
Utilizing the Search Form Portlet on Your Home Dashboard

- September 15, 2015

Do you find yourself constantly looking up all transactions related to a specific entity on a daily basis? If so,...

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Dashboards Part 2: Using Published Dashboards and KPI Scorecards to Drive Organizational Goals
Dashboards Part 2: Using Published Dashboards and KPI Scorecards to Drive Organizational Goals

- September 14, 2015

NetSuite is known for its intuitive layout and flexibility for displaying information, but these features are often not leveraged by...

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Dashboards Part 1: Tailoring your NetSuite Dashboard with Custom Reminders and KPI’s
Dashboards Part 1: Tailoring your NetSuite Dashboard with Custom Reminders and KPI’s

- September 10, 2015

You bought your ERP system on the promise of having one single data source and the numerous and profound insights...

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NetSuite Skills Score:  A Professional Services Manager’s “Ace in the Hole”
NetSuite Skills Score: A Professional Services Manager’s “Ace in the Hole”

- September 9, 2015

One of my NetSuite clients told me that her key to success at her software company was to always have...

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E-Commerce Made Easy With NetSuite SuiteCommerce
E-Commerce Made Easy With NetSuite SuiteCommerce

- September 8, 2015

It has never been easier to take your business to the next level, by optimizing your omni-channel efforts, with the...

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Setup and process for intercompany trade in Microsoft Dynamics AX 2012 R3
Setup and process for intercompany trade in Microsoft Dynamics AX 2012 R3

- September 2, 2015

Dynamics AX 2012 R3 allows for the capability to handle intercompany trade transactions. Intercompany trade transactions allow organizations to sell...

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AP and Payment Automation with MineralTree Invoice-to-Pay for Netsuite
AP and Payment Automation with MineralTree Invoice-to-Pay for Netsuite

- August 26, 2015

Do you find it time consuming to process your AP invoices, expense reports and payments?   RSM has partnered with MineralTree...

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Important Information About Your Upcoming NetSuite Upgrade
Important Information About Your Upcoming NetSuite Upgrade

- August 25, 2015

NETSUITE RELEASE 2015.2 As you may have noticed during your last login, NetSuite has announced their 2015.2 release dates.  As...

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NetSuite Case Study: Packaging Leader in Minneapolis
NetSuite Case Study: Packaging Leader in Minneapolis

- August 25, 2015

Many companies that choose to implement NetSuite are growing quickly and like the flexibility of a cloud based, SAAS ERP...

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ERP Shout Out — Why Microsoft Dynamics GP is a leading player in the middle market
ERP Shout Out — Why Microsoft Dynamics GP is a leading player in the middle market

- August 24, 2015

Already an established leader within the ERP community with well over 47,000 customers, there is a renewed enthusiasm for Microsoft...

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What to expect when replacing your current ERP system
What to expect when replacing your current ERP system

- August 18, 2015

Eventually, every organization needs to replace their ERP system but we all hope to retire without it happening to us....

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If you know it in Excel, you know it (mostly) in NetSuite Saved Search
If you know it in Excel, you know it (mostly) in NetSuite Saved Search

- August 13, 2015

Many who work in or with the accounting department have some knowledge in Excel and have probably become comfortable with...

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The importance behind ‘buy-in’ when selecting a new ERP system
The importance behind ‘buy-in’ when selecting a new ERP system

- August 12, 2015

As consultants, we facilitate many software selections for clients.  We help them determine what technologies they need and how to...

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Microsoft Dynamics AX 2012 R3 — Royalty Management
Microsoft Dynamics AX 2012 R3 — Royalty Management

- August 11, 2015

One of the new features in Dynamics AX 2012 R3 is the inclusion of the royalty management module. In order...

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Commerce ready ERP system with NetSuite
Commerce ready ERP system with NetSuite

- August 4, 2015

In today’s online and connected world, all businesses are affected by digital commerce and if you aren’t thinking about its...

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When customizations make sense for your ERP project
When customizations make sense for your ERP project

- August 3, 2015

Often times you will hear that the evil word “customization” come out of every software implementation at great cost and...

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Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL for Microsoft Dynamics GP?
Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL for Microsoft Dynamics GP?

- July 30, 2015

How many times has a Microsoft Dynamics GP client asked for a trial balance report that they can easily see...

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Budgeting, Forecasting and Statistical Accounts with NetSuite Advanced Financials
Budgeting, Forecasting and Statistical Accounts with NetSuite Advanced Financials

- July 29, 2015

Advanced Financials provides extended functionality to your budgeting and forecasting cycles that is worth exploring. Before considering an external tool...

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Improving visibility into your business through NetSuite
Improving visibility into your business through NetSuite

- July 28, 2015

With an ever changing business environment, getting timely visibility in to your business operations is really crucial. To be Best-in-Class,...

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Wholesale Distribution – Shipping Container Management Solution
Wholesale Distribution – Shipping Container Management Solution

- July 27, 2015

NetSuite has done a wonderful job of consistently adding new functionality to support wholesale distributors and manufacturers.  But, there is...

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Five considerations for selecting an enterprise resource planning (ERP) system
Five considerations for selecting an enterprise resource planning (ERP) system

- July 22, 2015

Identify your key stakeholders and include them throughout the selection process. Embarking on this journey alone can be treacherous. Not...

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Maximum Field Length in NetSuite
Maximum Field Length in NetSuite

- July 20, 2015

Have you ever wanted to find a field’s maximum length in NetSuite, but were unable to do so? This could...

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Error when opening Workflow Document from email using Microsoft Dynamics GP Web Client
Error when opening Workflow Document from email using Microsoft Dynamics GP Web Client

- July 16, 2015

Recently, I was working with one our Colorado clients and ran into an interesting issue. When the user was attempting...

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Easily Upload Files to NetSuite using File Drag and Drop
Easily Upload Files to NetSuite using File Drag and Drop

- July 15, 2015

Does your company struggle with efficiently uploading and organizing files within NetSuite? Within minutes of setup, your company could easily...

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Managing Fixed Assets with NetSuite
Managing Fixed Assets with NetSuite

- July 14, 2015

Is excel currently being used to manage fixed assets? Why not bring fixed assets into your ERP and let NetSuite...

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Tech Support Alert: U.S. Payroll Round 4 tax tables have released – North Dakota
Tech Support Alert: U.S. Payroll Round 4 tax tables have released – North Dakota

- July 13, 2015

Microsoft announces the following important releases: Dynamics GP U.S. Payroll March 2015 Hot Fix Dynamics GP U.S. Tax Update Round...

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Microsoft Dynamics GP brings robust ERP solutions to health care organizations
Microsoft Dynamics GP brings robust ERP solutions to health care organizations

- July 7, 2015

If you are looking for a robust, cost effective ERP solution in the health care industry, you should evaluate Microsoft...

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Support Your Global Enterprise – Using NetSuite CSV Import with Japanese Characters
Support Your Global Enterprise – Using NetSuite CSV Import with Japanese Characters

- June 30, 2015

As globally-connected companies move toward NetSuite, the need to display information in multiple languages is increasing in importance. NetSuite natively...

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NetSuite SRP Job Costing – Posting Time on Projects
NetSuite SRP Job Costing – Posting Time on Projects

- June 30, 2015

Do you run a services organization in need of a new Project Accounting solution? If so, you’re in luck! NetSuite...

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Get rid of spreadsheets and use NetSuite for calculating and paying commissions
Get rid of spreadsheets and use NetSuite for calculating and paying commissions

- June 29, 2015

Many companies share similar processes for a number of different accounting functions. For example, a standard billing and collections process...

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NetSuite Apple iOS and Android Apps Keep Today’s Workforce Mobile
NetSuite Apple iOS and Android Apps Keep Today’s Workforce Mobile

- June 29, 2015

Gone are the days of working 9:00 to 5:00 at the same office Monday through Friday.  Today’s work environment is...

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How to recreate the data mart in Management Reporter for Microsoft Dynamics
How to recreate the data mart in Management Reporter for Microsoft Dynamics

- June 25, 2015

Are you seeing bad or missing data in Management Reporter for Microsoft Dynamics? You may need to recreate your data...

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F&B Executive Insights: Microsoft Dynamics AX and Your Existing Microsoft Technology Are a Match Made in Heaven
F&B Executive Insights: Microsoft Dynamics AX and Your Existing Microsoft Technology Are a Match Made in Heaven

- June 18, 2015

From razor-thin margins and fluctuating commodity prices to strict demands for regulatory compliance and evolving consumer expectations, the challenges facing...

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Executive Insights: Microsoft Dynamics AX for Retail and Native Social Network Integration
Executive Insights: Microsoft Dynamics AX for Retail and Native Social Network Integration

- June 18, 2015

Capturing and retaining a core audience is a critical part of staying competitive and profitable across almost every enterprise, but...

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When and why to upgrade your Microsoft Dynamics GP system
When and why to upgrade your Microsoft Dynamics GP system

- June 16, 2015

Clients upgrade their Microsoft Dynamics GP system for many reasons. For some, it’s to keep in compliance with payroll taxes...

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Microsoft Dynamics GP’s Management Reporter Data Mart: what is it and when you’d recreate
Microsoft Dynamics GP’s Management Reporter Data Mart: what is it and when you’d recreate

- June 12, 2015

If you use Management Reporter, and you have probably heard of the Data Mart. The Data Mart is a way...

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Microsoft Dynamics AX 2012 Quick Trick: Generating list of AOT changes utilizing the project filter
Microsoft Dynamics AX 2012 Quick Trick: Generating list of AOT changes utilizing the project filter

- June 10, 2015

Microsoft Dynamics AX 2012 is an incredible piece of software. It allows extreme flexibility for both end users and developers....

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What does the Microsoft GP 2015 R2 release mean to the Dynamics GP user?
What does the Microsoft GP 2015 R2 release mean to the Dynamics GP user?

- June 9, 2015

Microsoft Dynamics GP 2015 R2 was just released. So what does that mean to the Dynamics GP user?  At a...

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Microsoft Project integration with Microsoft Dynamics AX 2012 R3
Microsoft Project integration with Microsoft Dynamics AX 2012 R3

- May 29, 2015

Microsoft Dynamics AX 2012 R2 Cumulative Update 7 includes an out-of-the-box integration to Microsoft Project.  This article will show how...

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How to manage automatic client updates in Microsoft Dynamics GP
How to manage automatic client updates in Microsoft Dynamics GP

- May 21, 2015

I recently got asked how IT can manage and deploy the updates for Microsoft Dynamics GP for several client workstations...

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NetSuite SuiteWorld 2015 recap
NetSuite SuiteWorld 2015 recap

- May 20, 2015

NetSuite’s SuiteWorld conference was held in San Jose, Calif., May 4-7.  RSM was again a Platinum sponsor for the event...

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Executive Series: Unlocking IoT and Omnichannel Retail Insights for Competitive Advantage with Dynamics AX
Executive Series: Unlocking IoT and Omnichannel Retail Insights for Competitive Advantage with Dynamics AX

- May 18, 2015

As the Internet of Things (IoT) continues to explode, connecting all manner of devices with the Internet, consumers are interacting...

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Visit RSM at NetSuite’s SuiteWorld conference in San Jose
Visit RSM at NetSuite’s SuiteWorld conference in San Jose

- April 30, 2015

Next week, May 4-7, 2015 is SuiteWorld, NetSuite’s annual user conference. As NetSuite’s 2014 Worldwide Partner of the Year, RSM...

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What is Service Based Architecture for Microsoft Dynamics GP
What is Service Based Architecture for Microsoft Dynamics GP

- April 30, 2015

Service Based Architecture is being introduced in Microsoft Dynamics GP 2015, and represents part of a larger paradigm shift for...

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It’s a Small World After All—Why Multi-Site, Multi-Language and Multi-Currency ERP Capabilities Are a Must for Today’s F&B Leaders
It’s a Small World After All—Why Multi-Site, Multi-Language and Multi-Currency ERP Capabilities Are a Must for Today’s F&B Leaders

- April 29, 2015

As manufacturers look to globalization to expand operations and strengthen strategic partnerships, the F&B supply chain is expanded to include...

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Integrating Microsoft Lync to Microsoft Dynamics AX
Integrating Microsoft Lync to Microsoft Dynamics AX

- April 29, 2015

Over the last few years Microsoft has made significant improvements with its software.  One aspect, which has seen tremendous improvement,...

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Using Microsoft Dynamics AX Application Integration Framework (AIF) for high volume integrations
Using Microsoft Dynamics AX Application Integration Framework (AIF) for high volume integrations

- April 28, 2015

Microsoft Dynamics AX 2012 has a plethora of available integration tools, often leaving implementers confused on what tool should be...

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NetSuite Grid Order Entry
NetSuite Grid Order Entry

- April 27, 2015

NetSuite Grid Order Entry (GOE) can be a huge time saver for distribution companies who fill complex orders with multiple matrix...

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How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer
How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer

- April 22, 2015

There is a KB article, How to use Report Writer to create a calculated field to mask the bank account...

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Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain
Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain

- April 21, 2015

While being able to quickly retrieve and consolidate critical data across a variety of business activities is an essential function...

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Leveraging Microsoft Dynamics AX Personalization — Save, Reset, Load and Retrieve Buttons
Leveraging Microsoft Dynamics AX Personalization — Save, Reset, Load and Retrieve Buttons

- April 21, 2015

Microsoft Dynamics AX Usage Data is quite powerful in a number of ways, one of which is when users want...

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Syncing tasks and calendar reminders from Microsoft Dynamics AX to Microsoft Outlook
Syncing tasks and calendar reminders from Microsoft Dynamics AX to Microsoft Outlook

- April 20, 2015

While working with a client to propose Microsoft Dynamics AX as a solution to replace a legacy CRM and ERP...

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Customer master data upload using Microsoft Dynamics AX Data Import Export Framework (DIXF)
Customer master data upload using Microsoft Dynamics AX Data Import Export Framework (DIXF)

- April 17, 2015

Customer master data is the basic requirement of any ERP master data. When you have to upload large amount of...

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Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”
Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”

- April 14, 2015

Knowledge is power, and today’s consumer has more control than ever before. By simply logging in online or turning on...

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Retrieving purchase order from Microsoft Dynamics AX 2012 using custom built Application Integration Framework (AIF) service
Retrieving purchase order from Microsoft Dynamics AX 2012 using custom built Application Integration Framework (AIF) service

- April 14, 2015

I recently got a call from one of my client who told me that they have an urgent request to...

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Changing default SmartList options in Microsoft Dynamics GP
Changing default SmartList options in Microsoft Dynamics GP

- April 9, 2015

I frequently get asked by my Microsoft Dynamics GP clients if they can increase the default SmartList maximum records from...

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Connectivity, Commerce, and Retail CFOs: Harnessing Technology to Drive Growth, Part 1
Connectivity, Commerce, and Retail CFOs: Harnessing Technology to Drive Growth, Part 1

- April 3, 2015

In a world where consumers can both shop without leaving the house and communicate directly with brands with the click...

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Connectivity, Commerce, and the Retail CFO: Harnessing Technology to Drive Growth, Part 2
Connectivity, Commerce, and the Retail CFO: Harnessing Technology to Drive Growth, Part 2

- April 3, 2015

In Part 1 of this blog series, we examined how retail CFOs are leveraging technology, specifically advancements in e-commerce and...

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How to use Smart Rounding in Microsoft Dynamics AX for customize pricing rules
How to use Smart Rounding in Microsoft Dynamics AX for customize pricing rules

- April 2, 2015

This blog contains all the information needed to create custom rounding rules when establishing pricing for a company’s items for...

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How to set up Microsoft Dynamics AX vendors for 1099 processing
How to set up Microsoft Dynamics AX vendors for 1099 processing

- March 31, 2015

Do you vendors that need 1099s but you are unable to set up them up 1099 processing in Microsoft Dynamics...

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Learn how to copy and paste journal entries from Microsoft Excel with new Microsoft Dynamics GP 2013 R2 feature
Learn how to copy and paste journal entries from Microsoft Excel with new Microsoft Dynamics GP 2013 R2 feature

- March 31, 2015

One of the new feature released in Microsoft Dynamics GP 2013 R2 is the ability to copy and paste journal...

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Leveraging NetSuite Sublists for Improved Analytics
Leveraging NetSuite Sublists for Improved Analytics

- March 30, 2015

NetSuite has long been appreciated by its customers for strong analytical tools such as Dashboard Reports Snapshots, Saved Search Portlets,...

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Subsidiary Navigator OneWorld Dashboard Portlet
Subsidiary Navigator OneWorld Dashboard Portlet

- March 27, 2015

Managing multiple subsidiaries in a OneWorld instance of NetSuite may present company and account executives with extra challenges when viewing...

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Setting security in report manager for deployment Microsoft Dynamics GP SSRS reports
Setting security in report manager for deployment Microsoft Dynamics GP SSRS reports

- March 27, 2015

Part of setting up and deploying Microsoft Dynamics GP SSRS reports is making sure the security is configured. There are...

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Why data is critical to your ERP implementation success
Why data is critical to your ERP implementation success

- March 24, 2015

Very often we hear about the attributes that go into choosing a new ERP system:   Will it handle this or...

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Creating custom reports in NetSuite
Creating custom reports in NetSuite

- March 17, 2015

NetSuite offers a number of reports out of the box.  In cases where these reports do not meet a specific...

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Using Microsoft Dynamics AX Data Import Export Framework (DIXF) module to upload vendor data
Using Microsoft Dynamics AX Data Import Export Framework (DIXF) module to upload vendor data

- March 11, 2015

Uploading large amounts of data into Microsoft Dynamics AX is not always an easy task. For example, when you are...

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Setting up payroll blended rates in Microsoft Dynamics GP
Setting up payroll blended rates in Microsoft Dynamics GP

- March 4, 2015

The standard overtime rate is at least time and a half (1.5) and that is real easy to set up...

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Solving SQL Server Reporting Services “cannot create connection to data source” error
Solving SQL Server Reporting Services “cannot create connection to data source” error

- February 26, 2015

Have you ever received this error when trying to run a SQL Server Reporting Services report? An error has occurred...

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Understanding the basics of Role Based Security for Microsoft Dynamics AX 2012
Understanding the basics of Role Based Security for Microsoft Dynamics AX 2012

- February 24, 2015

Security in Microsoft Dynamics AX 2012 is based on roles where the access is granted to roles and those roles...

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How to identify who has Accounts Receivable or Accounts Payable invoice marked in Microsoft Dynamics AX
How to identify who has Accounts Receivable or Accounts Payable invoice marked in Microsoft Dynamics AX

- February 20, 2015

Have you ever been asked to apply cash to an invoice in Microsoft Dynamics AX through an Accounts Receivable Payment...

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Ensuring Cloud ERP Implementation Effectiveness with NetSuite through Solution Testing
Ensuring Cloud ERP Implementation Effectiveness with NetSuite through Solution Testing

- February 18, 2015

In today’s world, businesses are investing heavily in technology to ensure their business run better. However, this technology only provides...

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Taking your ERP implementation from “Good to Great”
Taking your ERP implementation from “Good to Great”

- February 16, 2015

I would imagine that a good portion of our readers have read, or at least heard of Jim Collins’ enormous...

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It’s Tax Season! Automatically Update the NetSuite Sales Tax Tables
It’s Tax Season! Automatically Update the NetSuite Sales Tax Tables

- February 12, 2015

Whether adding new summary accounts to the chart of accounts or setting up email alerts, the beginning of a new year...

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The benefits of Identity Management in Microsoft Dynamics GP
The benefits of Identity Management in Microsoft Dynamics GP

- February 9, 2015

One of the great new features included in the Microsoft Dynamics GP 2015 release is an improvement to Identity Management....

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Customer Service Enhanced by Leveraging Technology in NetSuite
Customer Service Enhanced by Leveraging Technology in NetSuite

- February 3, 2015

The “Cloud” Everyone has heard about the “Cloud” and how it can save their business. We have all seen the...

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How to identify active users in Microsoft Dynamics GP
How to identify active users in Microsoft Dynamics GP

- January 30, 2015

Identifying active user in Microsoft Dynamics GP is a subject that comes up all the time.  If a Dynamics GP...

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Role center and dashboard basics in Microsoft Dynamics AX
Role center and dashboard basics in Microsoft Dynamics AX

- January 30, 2015

When someone first sees Microsoft Dynamics AX 2012, one of the most eye catching features is the role center dashboards. ...

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NetSuite Saved Searches Part 4: Search Results By Email
NetSuite Saved Searches Part 4: Search Results By Email

- January 27, 2015

We rely on technology now for almost everything, including reminding us to do a task, or alerting us when there...

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NetSuite – The ERP System for Deal Makers
NetSuite – The ERP System for Deal Makers

- January 26, 2015

As the economy continues to improve, there has been an increased flow of investment capital into the private sector in...

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Balance sheet formatting in NetSuite
Balance sheet formatting in NetSuite

- January 22, 2015

The out-of-the-box balance sheet report tends to raise a frequently asked question by financial reporting managers of NetSuite customers: How...

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Attach files to notes in Microsoft Dynamics GP and move OLE notes from previous versions
Attach files to notes in Microsoft Dynamics GP and move OLE notes from previous versions

- January 22, 2015

Document attach is available in Dynamics GP 2013, and with each release, it is getting more functionality. The document attach...

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How sales managers gain insight into their sales team’s productivity using NetSuite CRM
How sales managers gain insight into their sales team’s productivity using NetSuite CRM

- January 20, 2015

A much underrated tool in NetSuite that clients quickly skip over with their consultants during implementation is the CRM activities...

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Using Autodim.exe with Integration Manager to run integrations across multiple companies in Microsoft Dynamics GP
Using Autodim.exe with Integration Manager to run integrations across multiple companies in Microsoft Dynamics GP

- January 20, 2015

Do you run several integrations with Integrations Manager across multiple companies in Microsoft Dynamics GP? Do you find yourself doing...

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#1 Tip for year-end close in Microsoft Dynamics GP General Ledger – proper account types
#1 Tip for year-end close in Microsoft Dynamics GP General Ledger – proper account types

- January 16, 2015

Of course creating a backup before you close the general ledger is very important, but the most common issue that...

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RSM Webcast: Signs it’s time to consider an ERP solution (Jan. 29)
RSM Webcast: Signs it’s time to consider an ERP solution (Jan. 29)

- January 15, 2015

Outgrowing QuickBooks: Signs it’s time for your life sciences company to consider an ERP solution QuickBooks is a great accounting...

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NetSuite Email Alerts – Stay Informed – Be Proactive
NetSuite Email Alerts – Stay Informed – Be Proactive

- January 13, 2015

NetSuite Email Alerts help you to stay informed throughout the day by emailing the contents of the portlets on your home...

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Creating reports for Microsoft Dynamics GP using dynamic queries
Creating reports for Microsoft Dynamics GP using dynamic queries

- January 12, 2015

Most Microsoft Dynamics GP users love SmartLists and those that have deployed them, love Excel Refreshable (ER) Reports. ER Reports give...

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NetSuite Adds Summary Accounts to the Chart of Accounts
NetSuite Adds Summary Accounts to the Chart of Accounts

- January 7, 2015

With the 2014.2 release NetSuite has added summary accounts to enhance the Chart of Accounts and reporting.  Before this release...

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Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX
Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX

- December 19, 2014

Custom forms, views and menu items can greatly enhance a Microsoft Dynamics AX user’s experience. And once learned, this is...

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Update to the Intercompany Processing function in Microsoft Dynamics GP 2015
Update to the Intercompany Processing function in Microsoft Dynamics GP 2015

- December 18, 2014

With the release of Microsoft Dynamics GP 2015, Microsoft is making an effort to address some of the limitations of...

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Creating a Product using the Catch Weight functionality in Microsoft Dynamics AX 2012
Creating a Product using the Catch Weight functionality in Microsoft Dynamics AX 2012

- December 12, 2014

The Catch Weight functionality was introduced to Microsoft Dynamics AX with version 2012 and designed for the food and beverage...

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NetSuite reports right from your desktop
NetSuite reports right from your desktop

- December 11, 2014

NetSuite’s web query reports allow you to get report results directly from your desktop without having to go to NetSuite. ...

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Modifying Microsoft Dynamics GP SQL reports
Modifying Microsoft Dynamics GP SQL reports

- December 10, 2014

SQL Reports provide a great way to access your Microsoft Dynamics GP data without needing to login to Dynamics GP....

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NetSuite Android App Availability
NetSuite Android App Availability

- December 9, 2014

A big advantage of NetSuite as an ERP/CRM system is the ability to view and interact with your data from...

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Using NetSuite dashboards to optimize your business
Using NetSuite dashboards to optimize your business

- December 8, 2014

In today’s rapidly moving world, businesses need to make decisions quickly in order to remain in a competitive position. Not...

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Set up CAPTCHA in your online lead forms to protect your NetSuite data from spam
Set up CAPTCHA in your online lead forms to protect your NetSuite data from spam

- December 5, 2014

NetSuite’s online forms are a great way to capture new leads, update customer information or even register for events. One...

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ERP in the Cloud – what you need to know about controls and security
ERP in the Cloud – what you need to know about controls and security

- December 2, 2014

Companies today deal with implementing constant technology changes in order to fit their growing needs. Leveraging internal staff for in-house...

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2014.2 NetSuite Tweak – Horizontal Labels
2014.2 NetSuite Tweak – Horizontal Labels

- November 25, 2014

Often Overlooked 2014.2 NetSuite Interface Tweak may Enhance your Users’ Experience I have heard many pros and cons regarding the...

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Extending NetSuite – Vendor Center
Extending NetSuite – Vendor Center

- November 14, 2014

This posting runs through using SuiteScripts and Suitelets to extend NetSuite functionalities in limited areas. Some Centers such as the Vendor Center, Employee...

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Track and Apply Landed Costs in NetSuite
Track and Apply Landed Costs in NetSuite

- November 11, 2014

Charges that are required to transport and make a stock item ready for sale are referred to as landed costs....

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Recent Email Preference Change in NetSuite’s Purchase Order Approval Routing
Recent Email Preference Change in NetSuite’s Purchase Order Approval Routing

- October 29, 2014

NetSuite has very recently changed the default settings for Purchase Order Approval Routing. Your account may be unknowingly sending unapproved...

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Sales and use tax for NetSuite:  It touches every financial transaction
Sales and use tax for NetSuite: It touches every financial transaction

- October 28, 2014

It is imperative to consider sales and use taxes as part of every NetSuite implementation that involves financial modules. Whether...

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Retail Inventory Availability with Proximity for Dynamics AX 2012 R3
Retail Inventory Availability with Proximity for Dynamics AX 2012 R3

- October 27, 2014

Inventory availability views and calculations has gone through quite a few changes over the last few versions of Dynamics AX,...

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Maintaining an Org Chart within Your NetSuite ERP
Maintaining an Org Chart within Your NetSuite ERP

- October 21, 2014

Who is Jim’s manager? What is Pam’s title? Who are the resources are on Mike’s development team? For most companies,...

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NetSuite Implementation Best Practices: Do It Now, or Fix It Later
NetSuite Implementation Best Practices: Do It Now, or Fix It Later

- October 20, 2014

We all know NetSuite implementations and ongoing optimization can be a challenging time for your organization.  There are always lots of tasks to...

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Segregating Retail Store Information in Dynamics AX 2012R3 Retail
Segregating Retail Store Information in Dynamics AX 2012R3 Retail

- October 17, 2014

Overview One of the biggest benefits of using Dynamics AX in a retail environment is the ability to work on...

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What the revenue recognition rule changes mean to IT and ERP
What the revenue recognition rule changes mean to IT and ERP

- October 17, 2014

Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), has created quite a stir in the accounting...

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Test Scenarios for your NetSuite Implementation
Test Scenarios for your NetSuite Implementation

- October 15, 2014

TEST SCENARIOS – Get a complete list of TEST Scenarios for your NetSuite implementation – Use the NetSuite Implementation Bundle...

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Batch posting for Microsoft Dynamics GP — Part 3: How to fix batches stuck in posting
Batch posting for Microsoft Dynamics GP — Part 3: How to fix batches stuck in posting

- October 15, 2014

Even with all of the preventive measures for stuck batches in place, invariably you still may experience a posting interruption...

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Accounting for Construction in Progress in Microsoft Dynamics GP Fixed Assets – Part 2
Accounting for Construction in Progress in Microsoft Dynamics GP Fixed Assets – Part 2

- October 14, 2014

In a previous post, I described the recommended procedures for recording construction in progress (CIP) assets in Microsoft Dynamics GP....

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Grow and Streamline Your Wholesale Distribution Business with NetSuite
Grow and Streamline Your Wholesale Distribution Business with NetSuite

- October 13, 2014

As a strategy, many wholesale distribution companies are focused on a balance between revenue growth and cost savings. Others are...

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Batch posting for Microsoft Dynamics GP — Part 1: Batch posting vs. transaction level posting and batch edit lists
Batch posting for Microsoft Dynamics GP — Part 1: Batch posting vs. transaction level posting and batch edit lists

- October 2, 2014

Although Microsoft Dynamics GP allows individual transaction level posting, we recommend using batch posting whenever possible. Batch posting allows you...

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Batch posting for Microsoft Dynamics GP — Part 2: Cause and prevention for stuck batches
Batch posting for Microsoft Dynamics GP — Part 2: Cause and prevention for stuck batches

- October 2, 2014

Transactional errors are not the only reason for a batch to be interrupted and fail during posting in Microsoft Dynamics...

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Using Revenue Recognition Schedules in NetSuite
Using Revenue Recognition Schedules in NetSuite

- September 30, 2014

NetSuite has many great features, some of which slip under the radar and are underused. One such feature is Revenue...

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Managing Intercompany Expenses with NetSuite OneWorld
Managing Intercompany Expenses with NetSuite OneWorld

- September 15, 2014

NetSuite OneWorld is a great tool for multi-subsidiary companies looking to manage all subsidiaries through one instance of NetSuite.  Compared...

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Adding additional user fields to a Microsoft Dynamics SL screen
Adding additional user fields to a Microsoft Dynamics SL screen

- September 15, 2014

All too often, Microsoft Dynamics SL clients run out of user fields when looking to maintain additional information. This shortage...

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NetSuite user group webcast – Exploring the 2014.2 release
NetSuite user group webcast – Exploring the 2014.2 release

- September 5, 2014

We’re all excited about the upcoming 2014.2 release of NetSuite. There’s some key things that you need to be aware...

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How to record Construction in Progress (CIP) in Dynamics GP Fixed Assets
How to record Construction in Progress (CIP) in Dynamics GP Fixed Assets

- September 5, 2014

Clients frequently want to understand the options for tracking construction in progress (CIP) assets in Microsoft Dynamics GP. CIP assets...

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Subscription and contract invoicing solutions in Microsoft Dynamics AX
Subscription and contract invoicing solutions in Microsoft Dynamics AX

- September 5, 2014

In the world of products and services, for the consumer and business, the concept of invoice and payment is simple:...

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Standard Costing Management and Reporting Simplified with NetSuite and Saved Searches
Standard Costing Management and Reporting Simplified with NetSuite and Saved Searches

- September 2, 2014

Managing inventory cost is important to a company’s growth and success.  NetSuite offers multiple costing methods for valuing inventory and...

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NetSuite Mobile for iPhone
NetSuite Mobile for iPhone

- August 29, 2014

Mobility and productivity have become a popular topic in today’s business world. NetSuite provides a solution to your business mobility...

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Using the Dynamics AX Collection Classes
Using the Dynamics AX Collection Classes

- August 28, 2014

The Microsoft Dynamics AX collection classes provide simple data structure implementation to allow developers to store and access simple types...

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Microsoft Dynamics AX helps thriving manufacturing companies manage growth in supply chain
Microsoft Dynamics AX helps thriving manufacturing companies manage growth in supply chain

- August 27, 2014

According to the 2014 RSM Manufacturing & Distribution Monitor report, thriving manufacturers and distribution companies show similar patterns in investment,...

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Leveraging KPI Scorecards in NetSuite
Leveraging KPI Scorecards in NetSuite

- August 26, 2014

Many people use the terms “dashboard” and “scorecard” interchangeably, but there is a significant difference between them.  A scorecard is...

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Preparing for NetSuite’s New Release 2014.2
Preparing for NetSuite’s New Release 2014.2

- August 22, 2014

NetSuite’s newest release 2014.2 is expected to be a major release in terms of how the application looks and functions....

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Software companies use NetSuite to get a 360 degree view of their customers
Software companies use NetSuite to get a 360 degree view of their customers

- August 20, 2014

Technology companies are familiar with the concept of system requirements but often the internal systems found at a technology company...

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Getting ready for budgeting season with the latest budgeting tools
Getting ready for budgeting season with the latest budgeting tools

- August 19, 2014

It’s getting close to budgeting time and you may be thinking there has to be another way other than Excel...

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Top 5 updates from the NetSuite 2014.2 release
Top 5 updates from the NetSuite 2014.2 release

- August 14, 2014

NetSuite’s upcoming 2014.2 update has a lot of improvements across many areas. Your favorites will depend on what portions of...

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How to know when to look at a new ERP system
How to know when to look at a new ERP system

- July 30, 2014

Many companies have turned to RSM over the years to help them evaluate the selection of an Enterprise Resource Planning...

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Using StickyNotes in NetSuite to Inform Your Users
Using StickyNotes in NetSuite to Inform Your Users

- July 29, 2014

Tired of using notepads, bookmarks and sticky notes to keep track of unique information? Start tracking that information in NetSuite!...

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The phase out of Business Portal — What now?
The phase out of Business Portal — What now?

- July 22, 2014

There are a significant number of Microsoft Dynamics GP users who have used the Business Portal application for entering things...

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Pros and cons of Microsoft Dynamics GP 2013 Roll Down Segment Changes feature
Pros and cons of Microsoft Dynamics GP 2013 Roll Down Segment Changes feature

- July 16, 2014

Roll Down Segment Changes is a new feature added to Microsoft Dynamics GP 2013 that allows users to make a...

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Microsoft Tools That Help: Creating Consistent UI with the Dynamics AX Form Checker
Microsoft Tools That Help: Creating Consistent UI with the Dynamics AX Form Checker

- July 11, 2014

Creating Consistent UI with Dynamics AX Form Checker “To do the job right you need the right tools” is the...

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Tech Article: Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012
Tech Article: Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012

- July 11, 2014

Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012 Management Reporter 2012® incorporates many new features such as interactive report...

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Microsoft Tools that Help: How to Create an Entity Relationship Diagram
Microsoft Tools that Help: How to Create an Entity Relationship Diagram

- July 2, 2014

“To Do the Job Right You Need the Right Tools!” The slogan of a favorite blog site of mine, Microsoft...

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RSM Named Worldwide Partner of the Year for Second Consecutive Year
RSM Named Worldwide Partner of the Year for Second Consecutive Year

- June 4, 2014

For the second straight year, RSM was the recipient of the Worldwide Partner of the Year award. The announcement was...

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Option to configure your fiscal year in NetSuite
Option to configure your fiscal year in NetSuite

- May 21, 2014

Flexibility of fiscal year definitions in NetSuite is just one example how it is the leading cloud ERP for financial...

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Ahead of the Game: H-E-B’s Early Adoption of Enterprise Technology Means Competitive Advantage in Today’s Marketplace
Ahead of the Game: H-E-B’s Early Adoption of Enterprise Technology Means Competitive Advantage in Today’s Marketplace

- May 16, 2014

The food manufacturing industry faces many challenges, from consumer demands, operational inefficiencies to governmental regulations. For many companies, adopting enterprise-wide...

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Configuring Workflow for Microsoft Dynamics AX 2012
Configuring Workflow for Microsoft Dynamics AX 2012

- April 30, 2014

Introduction In the first article Simplifying Workflow, we reviewed the steps for running the workflow infrastructure configuration wizard, creating a...

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Simplifying Workflows for Microsoft Dynamics AX 2012
Simplifying Workflows for Microsoft Dynamics AX 2012

- April 30, 2014

Introduction The workflow process is vastly expanded in Microsoft Dynamics® AX2012. The built in new capabilities of line item approval,...

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Family of NetSuite services is NOT vulnerable to Heartbleed; TribeHR patched on 4/8/14
Family of NetSuite services is NOT vulnerable to Heartbleed; TribeHR patched on 4/8/14

- April 10, 2014

The Heartbleed vulnerability represents a significant threat to security on many websites.  However, the NetSuite service is not vulnerable to...

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Microsoft Dynamics GP 2013 Progress Bar Issues
Microsoft Dynamics GP 2013 Progress Bar Issues

- March 28, 2014

Microsoft Dynamics GP 2013 includes a new progress bar feature on the Depreciate Routine, but it is a bit touchy. ...

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Retail Database Sizing Using SQL Express
Retail Database Sizing Using SQL Express

- March 17, 2014

AX2012 R2: Retail POS Database Sizing From time to time I am asked what version of SQL Server the client...

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Selecting Hardware for Microsoft Dynamics AX for Retail
Selecting Hardware for Microsoft Dynamics AX for Retail

- March 17, 2014

How to Select Hardware for Microsoft Dynamics AX for Retail?   Clients Ask: “Which Should I Buy? Can I Use...

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Quick Date Selector in NetSuite
Quick Date Selector in NetSuite

- March 4, 2014

A nice feature in NetSuite is being able to create useful dashboards.  The dashboard allows you to be able to...

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Common HTML codes to format NetSuite Saved Searches
Common HTML codes to format NetSuite Saved Searches

- February 28, 2014

NetSuite allows users to manipulate the output of Saved Searches. Basic HTML codes can be added to a NetSuite saved search...

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Reconciling Customer Credit Card Payments in NetSuite with Merchant e-Solutions
Reconciling Customer Credit Card Payments in NetSuite with Merchant e-Solutions

- February 11, 2014

NetSuite offers the ability to process credit card transactions instantly over the internet by integrating with different payment gateways. These...

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Solving Microsoft Dynamics GP’s Unable to Enter Invoice against PO Receipt Issue
Solving Microsoft Dynamics GP’s Unable to Enter Invoice against PO Receipt Issue

- February 10, 2014

I recently had a repeat support request.  That is, same issue but from a different client.  So, I thought I...

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Five ways to jump start your Microsoft Dynamics ERP system
Five ways to jump start your Microsoft Dynamics ERP system

- February 7, 2014

Many users have been working with their ERP system for five or ten years and paying the enhancement each year. ...

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NetSuite sensible saved searches – Part 3: Highlighting and filters
NetSuite sensible saved searches – Part 3: Highlighting and filters

- February 6, 2014

In the non-virtual world when an items needs emphasis or a flag to remind, we often use markers such as...

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White paper: Spend visibility and shared services, strategies to address growing pains for long-term care organizations
White paper: Spend visibility and shared services, strategies to address growing pains for long-term care organizations

- January 17, 2014

In a recent white paper, Spend visibility and shared services, strategies to address growing pains for long-term care organizations, RSM...

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Important message for Dynamics GP users who need to print 1099s
Important message for Dynamics GP users who need to print 1099s

- January 15, 2014

We are starting to get a lot of calls from customers who are getting ready to print their 1099s.  For...

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How Data Mart in Management Reporter 2012 helps Analytical Accounting
How Data Mart in Management Reporter 2012 helps Analytical Accounting

- January 13, 2014

If you are using Analytical Accounting (AA) in Microsoft Dynamics GP, there are benefits from implementing the Data Mart in...

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Finding related NetSuite transactions for advanced searches
Finding related NetSuite transactions for advanced searches

- November 27, 2013

In NetSuite, all transactions from sales orders to invoice and purchase orders to bills are related. Finding the right records...

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Cloud platform considerations when choosing an Cloud ERP solution