ERP Blog

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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

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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

- 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

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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

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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

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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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