Overview If you import goods, you already know the most frustrating part of container management isn’t receiving the inventory. It’s waiting for it. One of the biggest frustrations I hear from salespeople and production managers isn’t about posting receipts or matching invoices like the accounting staff. It’s much earlier than that. It’s the simple questionRead more
Author Archives: Alex Chow
Overview Since v27 of Dynamics 365 Business Central, Microsoft has introduced a new way of creating and processing 1099s for your vendors. There are basically 3 screens that you have to go to: IRS Reporting Periods – Define and Update the vendor data IRS 1099 Form Documents – Creates the documents for filing IRS 1099Read more
It’s that time of the year again. Close out the year! Most companies align their fiscal year to the calendar year so right around this time, we usually get a ton of support calls from people that forgot how to close the year end and need a quick refresher. So I made a quick 2Read more
Overview If you’ve ever tried to keep your California sales tax tables up to date in Dynamics 365 Business Central, you know what a nightmare it can be. California changes district rates all the time. The rules around destination-based tax are complicated. And if you ship from your facility to customers within California, one smallRead more
Overview Hopefully, by now every company that uses the inventory module in Dynamics 365 Business Central knows that they MUST run the Adjust Cost – Item Entries process. Whether you set the process to run on a Job Queue or set the Automatic Cost Adjustment to Always on the Inventory Setup, you must run thisRead more
Overview For some companies, commissions are a big part of their salespeople’s compensation. However, the standard commission report from Dynamics 365 Business Central is based on sales, not cash receipt? This can lead to some problems, especially if your customers have a long payment terms. For example, let’s say your salesperson sells a product forRead more
Overview For customers who buys products from their oversea vendors, the items they bought are typically loaded up on to the container and put on a freight vessel bound to their destinations. While this sounds simple, there are a lot of little details associated on getting this done. A small list of the challenges thatRead more
Overview In standard Dynamics 365 Business Central, if you enabled the Lot Warehouse Tracking in the Item Tracking Codes, you’re able to see a nice breakdown of what’s in the Bins when you go to the Bin Contents page: You can show this factbox using the Personalize tool in the Setup page. The Serial NumberRead more
Overview I was talking with a client the other day about what the real goal of an ERP implementation is. And in the middle of the conversation, it hit me. As much as I’ve tried to dress it up over the years with methodology talk and solution architecture diagrams, the truth is actually pretty simple:Read more
Overview The progress payment functionality allows you to post multiple deposits against a sales or purchase order. The amount of the deposit payment can be any amount you want instead of a percentage. When the invoices are posted, you can choose whatever dollar amount to be applied to each posting of the order. This meansRead more