BDO Canada - Solutions http://www.bdosolutions.com/ca Microsoft ERP Software - Microsoft Dynamics NAV, AX, GP, CRM, Prophix CPM & TARGIT Software - Toronto, Calgary, Winnipeg - Canada Tue, 31 Mar 2015 19:44:25 +0000 en-US hourly 1 Microsoft Dynamics NAV 2015 – Filters http://www.bdosolutions.com/ca/insights/microsoft-dynamics-nav-2015-filters/ http://www.bdosolutions.com/ca/insights/microsoft-dynamics-nav-2015-filters/#comments Tue, 31 Mar 2015 18:37:06 +0000 http://www.bdosolutions.com/ca/?p=9619 In the last installment of this series on navigating Microsoft Dynamics NAV, we covered the Navigate function. Continuing with our helpful tips, here we explore the Filter function. The Filter … Continue Reading...

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In the last installment of this series on navigating Microsoft Dynamics NAV, we covered the Navigate function. Continuing with our helpful tips, here we explore the Filter function.

The Filter Function

When it seems you are looking for that needle-in-a-haystack, having the option to filter through lists saves a lot of time and effort. Microsoft Dynamics NAV 2015 gives you two types of filters that can be used for this function:

1) The Quick Filter

The Quick Filter allows you to filter on values in any of the columns that are visible in the current view of the list. As you add or remove columns from your view, the Quick Filter options change. You can only have one Quick Filter applied to a list at any time:

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To apply, enter the filtering criteria, hit Enter or click the arrow to the right of the column name:

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Once a filter has been applied, you can remove it by clicking the Delete Filter button:

nf_32) The Advanced Filters

Advanced Filters allow filtering on any field available in the table, even if that field is not visible in the list of available columns. You also have the ability apply multiple Advanced Filters to a list. Advanced Filters can be accessed by clicking the drop-down menu to the right of the Quick Filter fields:

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To apply, select the field that you need to filter by clicking the drop-down menu next to the column name; select from the Visible Columns list or open a list of all columns by hovering over the All button:

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Enter the filter criteria and hit Enter:

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Add more filters by clicking the Add Filter button:

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Once a filter has been applied you can remove it by clicking the Delete Filter button:

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Filtering Criterion

In Microsoft Dynamics NAV 2015 you can use various symbols to add logic to your filtering criteria. Here is a quick reference of available options:

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When using Date Filters you can use the following shortcuts to insert the correct date format:

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Quick Tip

If you are having difficulty entering a date in NAV because it seems to not like the format you are using; look at the Date and Time Format set in the Region and Language settings of your computer. NAV follows this format to evaluate the value entered in the date field. So based on the example below, December 31, 2015 must be entered as 12-31-2015. Entering 31-12-2015 will cause an error:

nf_11

 


 

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Employee Self-service Timesheets in Microsoft Dynamics AX Enterprise Portal http://www.bdosolutions.com/ca/insights/employee-self-service-timesheets-in-microsoft-dynamics-ax-enterprise-portal/ http://www.bdosolutions.com/ca/insights/employee-self-service-timesheets-in-microsoft-dynamics-ax-enterprise-portal/#comments Mon, 30 Mar 2015 18:13:55 +0000 http://www.bdosolutions.com/ca/?p=9605 In a recent blog, a colleague wrote about the benefits of using Employee Services with Microsoft Dynamics AX. In this blog I will focus on how employees, workers and contractors … Continue Reading...

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In a recent blog, a colleague wrote about the benefits of using Employee Services with Microsoft Dynamics AX. In this blog I will focus on how employees, workers and contractors can enter their time against projects, without having access to the Microsoft Dynamics AX client, by using Timesheet Entry in Employee Services.

For workers without access to the Microsoft Dynamics AX client, Employee Services, which runs on Enterprise Portal, provides an ideal method for timesheet entry. Users can enter their timesheets and submit them for approval using a web-browser – making it a very accessible tool. In this manner, timesheet entry is not limited to just internal workers but also can be extended to include external users, such as contractors who get paid on a time basis.

Timesheet entry in Microsoft Dynamics AX has a direct link to Project Accounting allowing for tracking of hours specifically against a project or even more finite by tracking hours against specific project activities. Once timesheets are posted, projects are updated with time allocations providing accuracy in project costing.

Creating and posting timesheets through Employee Services

For internal employees to access the Employee Services portal, they must first ensure the security role: Employee (AOT name: HCMEmployee) is added to their Microsoft Dynamics AX user account. External users will require a secure method of authentication to connect to this web-based tool – although also available with some configuration in Dynamics AX.

To create a timesheet

1. Using Microsoft Internet Explorer, navigate to the Employee Services By default, the URL is http://<server_name>/sites/DynamicsAx/EmployeeServices

2. In the Timesheets group, click New Timesheet.

3. In the Date field, enter a date within the timesheet period.

4. Click Create.

5.In the Timesheet lines FastTab, click New Line. A new Timesheet line will appear with fields to enter time for each day of the week.

6. Select the Project name and the Activity if applicable. Enter the time worked in hours for each day of the time period.

7. Click Save at the end of the row. The Customer field will be populated automatically based on the Project selected.

8. Comments can be added for each work day. In the Comments FastTab, in the Day field, enter the date and add Internal and/or External comments to the timesheet.

9. Add additional timesheet lines as required.

10. If the Timesheet requires approval, it can be sent through workflow for review. At the top of the form, click Submit to have the entries approved before posting to a specific project. If no approval is required click Close.

While the Timesheet is in DRAFT status, the timesheet can continue to be edited by the worker or contractor through the Employee Services Timesheets menu.

Submitting the Timesheet

Once the timesheet is complete, it can be submitted by one of two methods:

  • Via Workflow – the timesheet will be sent via workflow for approval and then posted. Workflow can be setup for manual approval or automatic approval based on conditions set in the workflow process.
  • Via Non-workflow – the timesheet will be available for posting after submission.

NOTE:  Posting of the completed/approved timesheet must take place from the Microsoft Dynamics AX client.

In summary, Enterprise Portal provides a valuable alternative in allowing non-Microsoft Dynamics AX client users to enter timesheets. The web-based tool offers enhanced accessibility to easily enter timesheets that are linked to projects or to simply tracking hours for human resources purposes.

 

Gilbert Khayat
Solutions Consultant

Gilbert has been providing Microsoft Dynamics AX services and support for over 10 years. With expertise in Supply Chain Management, Retail, Transportation and Manufacturing, Gilbert delivers smart solutions with efficiency to assist clients in their business challenges.


 

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Microsoft Dynamics NAV 2015: G/L Balance by Dimension http://www.bdosolutions.com/ca/insights/microsoft-dynamics-nav-2015-gl-balance-by-dimension/ http://www.bdosolutions.com/ca/insights/microsoft-dynamics-nav-2015-gl-balance-by-dimension/#comments Fri, 27 Mar 2015 13:24:56 +0000 http://www.bdosolutions.com/ca/?p=9599 For individuals working with a financial system, the ability to ‘find’ transactions is paramount. Microsoft Dynamics NAV 2015 provides many tools and methods that can be used for this. As … Continue Reading...

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For individuals working with a financial system, the ability to ‘find’ transactions is paramount. Microsoft Dynamics NAV 2015 provides many tools and methods that can be used for this. As a former Controller I wanted to share with you in this blog series those I always found most helpful.

The “G/L Balance by Dimension” View:

The life of a Financial Controller is spent mostly delving into the depths of a General Ledger (G/L). Having the ability to easily dissect the G/L is something we all have dreamt about. In Microsoft Dynamics NAV 2015, like its predecessors, one of the simplest ways of doing so is by using the G/L Balance by Dimension view. You will find this view neatly hidden in the Balance group of the ribbon on the Chart of Accounts page:

This view gives you the options to add and remove filters on the data you are looking at and then modify these filters as you work your way through the G/L.

At the end, what you get is a matrix that is easy to navigate through.

For Rows and Columns of the matrix, you have the following options to choose from:

  • G/L Account
  • Period (Day, Week, Month, Quarter, Year, Accounting Period)
  • Business Unit
  • Global Dimension 1
  • Global Dimension 2

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Once the lines and columns are set, the next step is to apply filters to the data if you are looking for limited results. Commonly used here is the Date Filter, for which you must use the ‘MM/DD/YYYY..MM/DD/YYYY’ formula. Note that the fields ‘Department Filter’ and ‘Project Filter’ shown in the screenshot below refer to the ‘Global Dimension 1 & 2’ for our demo company:

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Next we have some more options on what we want to see in our resulting matrix:

nav4

And, lastly, we need to set the two ‘Matrix Options’; ‘View by’ in this case will let you cycle through various period options if period has been set as the line or column option. ‘View as’ lets you choose if the amounts shown in the matrix are ‘Balance at Date’ or ‘Net Change’:

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Once all the options are set, click ‘Show Matrix’ in the ribbon to view the results:

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Within the matrix you have the option to navigate to the ledger entries that make up the amount using one of these two methods:

  • For amounts in the ‘Total Amount’ column, hover over them with your mouse until the underline appears, click the underlined amount and the ledger entries window will open.

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  • For amounts in ‘Other’ column, hover over them with your mouse until the button with the ellipses appears, click the button and the ledger entries window will open.

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To create a quick report, the resulting matrix can be copied to an Excel spreadsheet (Select all by clicking the blank space to the left of the first column header, right-click and use Copy Rows to copy and then paste it to an Excel file):

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Hope these tips help you find what you are looking for in Microsoft Dynamics NAV 2015. Please stay tuned for my next blog post, where we will explore the ‘Navigate’ function!


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Improve your internal services with Microsoft Dynamics AX Employee Services using Enterprise Portal http://www.bdosolutions.com/ca/insights/improve-your-internal-services-with-microsoft-dynamics-ax-employee-services-using-enterprise-portal/ http://www.bdosolutions.com/ca/insights/improve-your-internal-services-with-microsoft-dynamics-ax-employee-services-using-enterprise-portal/#comments Wed, 25 Mar 2015 12:42:04 +0000 http://www.bdosolutions.com/ca/?p=9563 Internal employee services have come a long way in recent years as companies strive to provide their employees with better employment information and improved efficiencies in personal requests and timesheet … Continue Reading...

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Internal employee services have come a long way in recent years as companies strive to provide their employees with better employment information and improved efficiencies in personal requests and timesheet management. Microsoft Dynamics AX 2012 puts these features into an integrated web-accessible solution called, Employee Services built within the Enterprise Portal framework.

Microsoft Dynamics AX - Employee Services

About Employee Services

Employee Services is a feature-rich employee tool that allows staff within an organization to handle the many personal details that are involved in their employment that are outside of their day-to-day job duties. From a single webpage, employees have access to a multitude of self-service tasks, with all data integrated and driven from Microsoft Dynamics AX.

From Microsoft Dynamics AX Employee Services users can:

  • View and maintain their personal contact and address information.
  • View their current job details and required skills and responsibilities.
  • Apply for available jobs across the organization.
  • Create expense reports, travel requisitions and purchase requisitions.
  • Enter absence requests and timesheet details.
  • View pay statements and benefit enrolments.
  • Review performance goals and career discussion notes.
  • View a list of loaned equipment.
  • Register for training courses.
  • View the organization directory.
  • Complete corporate questionnaires.

Benefits of Microsoft Dynamics AX Employee Services

Employee Services is found within Enterprise Portal; “a web-based application framework that allows for users to interact with data in Microsoft Dynamics AX through a web browser.”

This provides companies with the following benefits in making use of Employee Services:

  • Microsoft SharePoint technology acts as the foundation for Enterprise Portal, making it possible for organizations to add and modify existing content through the use of web parts and web pages in combination with the use of data resources, logic, navigation and security from the Application Object Tree (AOT). Companies can customize and/or extend Employee Services to include additional services that are unique to their organization.
  • If your company has an existing Intranet, the web-based Employee Services URL link can easily link up to your existing site providing a comprehensive Intranet home for your company’s internal services.
  • Employee Services within Enterprise Portal provides other key benefits in terms of licensing and user accessibility – particularly in the case of those users who do not require the ERP software in their regular job duties (for example, labourers):
    • Users that do not require any Microsoft Dynamics AX functionality except for Employee Services can be provided a lower spectrum Self Service Client Access License (CAL) to reduce the cost of ownership of the ERP software.
    • Users that require access to Employee Services only need a computer with a web browser rather than needing access to Microsoft Dynamics AX client software.

Employee Services offer an organization a comprehensive internal services package via a web-based platform. For those companies not already using an Intranet site, Employee Services can act as your starting point to growing an information-rich internal site for your employees. For those companies with an existing Intranet site, Employee Services can easily be linked to your site to offer additional services that interact with your Microsoft Dynamics AX implementation. Either way, you will find Employee Services a great tool for your employees to get to the information they need through tight integration with Microsoft Dynamics AX.

Ann Fry
Manager, BDO Solutions

Ann has been providing ERP software insight to manufacturing and mining communities for over nine years. 

 


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Using Automatic Allocations in Microsoft Dynamics AX 2012 http://www.bdosolutions.com/ca/insights/using-automatic-allocations-in-microsoft-dynamics-ax-2012/ http://www.bdosolutions.com/ca/insights/using-automatic-allocations-in-microsoft-dynamics-ax-2012/#comments Fri, 20 Mar 2015 14:19:49 +0000 http://www.bdosolutions.com/ca/?p=9554 Many people are aware of the Periodic function for setting up allocations in Microsoft Dynamics AX 2012 but one thing people may not be aware of is the option to … Continue Reading...

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Many people are aware of the Periodic function for setting up allocations in Microsoft Dynamics AX 2012 but one thing people may not be aware of is the option to set up allocations to post automatically at the Main account level when certain conditions are met.

There are many reasons you may want to do this, such as:

  • Simplify user training requirements for generating GL or AP transactions
  • Automatically reclassify transactions to a range of accounts
  • Route transactions to a specific account/ financial dimension or to multiple accounts/financial dimensions based on predefined criteria
  • Transfer data to the correct series of Financial dimensions when system generated entries cannot be set to automatically use the required criteria

The main advantage of using this approach is that the allocations occur at the time of posting allowing users of financial information to see the correct allocations at any time. The system creates an automatic second entry as soon as the allocation criteria are met and simultaneously posts this reallocation. You do not have to wait until the end of the month in order to view the impact of these allocations.

The main disadvantage of using this approach is that it creates multiple additional transactions within the system. If the allocation is used for an account that has heavy usage, many allocation entries will be generated as opposed to having a single allocation entry when using the periodic function.

To set up an automatic allocation, use the following steps:

  1. Navigate to General Ledger > Common > Main Accounts.
  2. Select an account to allocate and click on the Edit icon.
  3. Change the “level of main account to display” to Companies.

Allocations are company specific and must be set up at the Legal Entity level.

To select a company to use for the allocation – click on the key shown below and select a company code.

a1

  1. In the General FastTab, click on the Allocation terms check box.

  1. The Allocation terms selection then becomes available to update.
  2. Enter the Source financial dimension criteria and the Destination account and financial dimension(s):
    1. Enter the Percent to allocate. The sum of all allocations cannot be greater than 100% but it could be less than 100%.
    2. In the Source financial dimension criteria:
      1. For Specific criteria, select Specific.
      2. If any combination of financial dimensions should be allocated – select Unspecific
    3. In the Destination section:
      1. Enter the Main account to allocate to (it can be the same GL account or another GL account).
      2. Enter the Financial dimension(s) to allocate to:
        1. To keep the original financial dimension, click on the Keep transaction financial dimension check box.
        2. Enter the destination financial dimension if different from the source.

 

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Considerations for a Successful ERP Implementation http://www.bdosolutions.com/ca/insights/considerations-for-a-successful-erp-implementation/ http://www.bdosolutions.com/ca/insights/considerations-for-a-successful-erp-implementation/#comments Thu, 19 Mar 2015 12:36:50 +0000 http://www.bdosolutions.com/ca/?p=9551 The Enterprise Resource Planning (ERP) software industry has transformed a great deal over the past 5 years. Boutique software companies struggling to maintain their financial position have been acquired by … Continue Reading...

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The Enterprise Resource Planning (ERP) software industry has transformed a great deal over the past 5 years. Boutique software companies struggling to maintain their financial position have been acquired by larger vendors and many of these solutions lack a roadmap for future development now that they are part of a larger, more stable set of products. At the same time, the reseller community continuously attempts to adapt to broader, deeper, more technologically complex software solutions provided at lower end user price points than ever before. As a client, it is truly a great time to leverage technology by replacing your outdated or entry level accounting software, however, tread cautiously and carefully consider how you choose to implement your solution.

The App world has created an expectation of enterprise software that is nearly impossible to meet. While Apps generally address limited processes that can be executed relatively quickly, enterprise software automates thousands of processes, some of which require time and careful planning to perfect.

The technology community has developed several approaches to deal with these expectations, for example, “rapid” or “express” implementations. While these solutions may reduce your investment in professional services, they may not necessarily meet your expectations once you start using them.

A rapid implementation based on best practices, or out-of-the-box functionality, does not necessarily mean the software will process information the way your business does. It means that the software will function as it was designed to function by a software developer and configured based on how someone else thinks your business should run. If your business is very simple, (something I hear a lot but rarely occurs,) this is a reasonable model for you to consider. Add on any complexity in terms of business process or unique business requirements that support your competitive advantage, and your project will very likely fall into the category of ‘missed expectations.’

As you consider your implementation options and your partner, ensure you understand your key business challenges and requirements, and their impact on your business. These, not the cost of implementation, should drive the implementation approach that fits your company.

By: Jim Krahn, Partner, BDO Canada | Solutions


 

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Change Management Tips to Successfully Implement a New ERP http://www.bdosolutions.com/ca/insights/change-management-tips-to-successfully-implement-a-new-erp/ http://www.bdosolutions.com/ca/insights/change-management-tips-to-successfully-implement-a-new-erp/#comments Wed, 18 Mar 2015 14:27:02 +0000 http://www.bdosolutions.com/ca/?p=9543 If you are the Project Manager on a new Enterprise Resource Planning (ERP) implementation within your company, your success not only depends upon how well you do, but also on … Continue Reading...

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If you are the Project Manager on a new Enterprise Resource Planning (ERP) implementation within your company, your success not only depends upon how well you do, but also on how the rest of your colleagues embrace the change.

Having spent time on both sides of the table, I understand the benefits and also the reluctance. Here are a few common objections you might face with suggestions on how to mitigate the pushback:

“It doesn’t apply to me”:

The most common reason people fail to accept change is that they fail to realize its impact on them. Whether positive or negative the first thing they must know before you introduce your solution is how it will impact their routine. In most cases, if you select the right solution, things change for the better.

“Who said we needed an ERP? The old systems work just fine”:

Chances are, no one will come to you and say you need a new ERP solution, but at a certain point you may realize having data sit in multiple buckets is not only unreliable but also redundant. People asking this question might only have exposure to one aspect of the business; you need to show them the bigger picture.


 

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“More software to make my life miserable? I have enough on my plate!”:

Software and systems were never designed to make life difficult; it’s the improper use of the software that complicates things. A common mistake companies make is not involving key individuals during the planning phase of the implementation. People will always say that they don’t have time, but a couple of hours of proper planning will save years of headache.

“I don’t need to learn new software, my work is fine”:

People think they will never err if they continue doing what they do the same way they have always done it. This is incorrect– as the rest of the world moves forward you are bound to find yourself catching up at some point; so why not start today. It is better to begin now than having to start when the gulf’s just too wide to cross.

“Management just wants to keep tabs on what we do, even though I have never had a problem”:

Yes and no — reporting options in your ERP give management insight into various areas of the business simultaneously. Having that depth of visibility in most cases is not to find problems with your staff’s work but instead, to help ensure problems don’t occur. Proactive planning is always better than reactive.

“This new software looks too hard to learn”:

If you are planning a demo of the new ERP software for your staff, make sure it’s not too intimidating or overly complex. You may be the computer whiz in your company but there will always be others who don’t speak your lingo. Try finding commonalities between the current system and the new one; most new ERP interfaces are very similar to widely used software like MS Office suite.

“How am I supposed to learn this?”:

Set out the plans for training and post-implementation support right at the beginning of the implementation. Remember the system needs people to make it work; if the staff doesn’t know how to properly and efficiently use the software, it won’t work as it was intended.

Having the right people on your implementation team will help move things along smoothly. Ensure that the team members have expertise across all aspects of your business. Rely on their support and your implementation will be a success.

 

 

 

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CRM 2011 & 2013: Preventing the Save Operation http://www.bdosolutions.com/ca/insights/crm-2011-2013-preventing-the-save-operation/ http://www.bdosolutions.com/ca/insights/crm-2011-2013-preventing-the-save-operation/#comments Thu, 12 Mar 2015 13:35:24 +0000 http://www.bdosolutions.com/ca/?p=9533 There are instances where you may need to prevent data from being saved during an OnSave event within Microsoft Dynamics CRM. In previous versions this was accomplished by simply adding … Continue Reading...

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There are instances where you may need to prevent data from being saved during an OnSave event within Microsoft Dynamics CRM. In previous versions this was accomplished by simply adding the following line in the OnSave function:

Event.returnValue = false;

However, in CRM 2011 & 2013, using this method no longer does the trick. This now requires the use of the following steps:

Preventing a save to the contact form

We must first use the execution context to cancel the save action by checking the Passing the execution context as the first parameter checkbox:

 

 

Note: The Execution Context is NOT the same as the Xrm.Page.context, and you will receive errors if you use the following line:

Xrm.Page.context.getEventArgs().preventDefault();

Next, we add the function to be used by the OnSave Event Handler in the Web Resource file by utilizing either of two methods:

When setting up the function using the first manner, do not specify input parameters in the signature:

The execution context is accessed by:

arguments[0]

 

 

When using the second method, you must specify an input parameter for the function signature:

 

 

You are now able to successfully prevent a save operation in Microsoft Dynamics CRM 2011 & 2013!


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When the Going Gets Tough, the Tough Get Ready http://www.bdosolutions.com/ca/insights/when-the-going-gets-tough-the-tough-get-ready/ http://www.bdosolutions.com/ca/insights/when-the-going-gets-tough-the-tough-get-ready/#comments Wed, 11 Mar 2015 15:00:05 +0000 http://www.bdosolutions.com/ca/?p=9529 A strategic approach to a slow economy While the talk of those of us who live in Alberta primarily revolves around the state of the Oilers and Flames rivalry (not … Continue Reading...

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A strategic approach to a slow economy

While the talk of those of us who live in Alberta primarily revolves around the state of the Oilers and Flames rivalry (not much to discuss of late) and the recent rapid decline on global oil prices, there has been increased discussion around getting things ready for when prices increase again. If we believe that history tends to repeat itself, then it is only a matter of “when”, not “if” prices will increase and to what levels they will soar.

With a focus on increasing efficiencies during times like these, many of our clients are preparing by putting their teams to work to ensure their business vision is supported by sound business processes and systems. I would challenge that during the busy times, companies were so focused on getting the work done, that the alignment between vision, business process and systems fell out of alignment. The resulting inefficiencies included solutions based on spreadsheets, manual processes and a great deal of administrative time to meet client and reporting expectations.


 

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Today, these companies have better access to their best visionaries and their best business process people to work on their business. This allows them to prepare for better efficiencies today, along with exponential returns based on sound vision, scalable business processes and strong systems to automate the processes. As a result, many companies are looking to fine tune their existing processes and systems, like ERP, while others are taking advantage of this timing to implement new technology to better align with the vision of the business.

Some companies will choose to wait and see “what” happens before doing anything – smart companies are preparing for “when” it will happen.

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Going beyond basic ERP – Manufacturing Plus http://www.bdosolutions.com/ca/insights/going-beyond-basic-erp-manufacturing-plus/ http://www.bdosolutions.com/ca/insights/going-beyond-basic-erp-manufacturing-plus/#comments Tue, 10 Mar 2015 15:06:43 +0000 http://www.bdosolutions.com/ca/?p=9522 Over the last few years we have seen a steady change in the manufacturing industry. More and more manufacturers are realizing that they need to do more than just manufacture; … Continue Reading...

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Over the last few years we have seen a steady change in the manufacturing industry. More and more manufacturers are realizing that they need to do more than just manufacture; they need to be able to provide additional advanced services for their customers. Some manufacturers have focused on increased engineering to provide a better range of products, some have expanded their supply chain so that their product is more readily available, while others have continued the sales process and started offering post sales service – the list goes on but what all these manufacturers have in common is that they now realize that their customers are demanding much more from them than just the product.

As the manufacturing industry evolves, business software developers need to build solutions to support the real challenges that manufacturers face in running their operations. More than just the typical manufacturing suite and financials, they want – ‘Manufacturing Plus’; software that they are confident has the ability to expand their business and provide continued support for the resulting expansion.

Manufacturing Plus is not always a typical offering in today’s selection of ERP software, and even more difficult is finding a software package that has proven strength in these areas. Pronto Xi is an ERP software package that has a fully integrated suite of modules designed to allow manufacturers the flexibility to expand their business scope to meet the changing needs of their customers.

Providing your customers with more product options

As customer requirements change, being able to quickly adapt and easily offer a variety of product configurations is a competitive advantage. Pronto Xi provides manufacturers with a couple of options that allow for improved reengineering and product customizations.

  • Project Costing – a fully integrated Project Costing module provides users with the ability to track, schedule and manage costs and tasks when developing and reengineering products.
  • Product Configurator – imbedded in Pronto Xi’s manufacturing module is a fully integrated features and options configurator. The configurator can be used as an engineering tool or when used as part of the sales process, provides a way to allow increased flexibility and product variation while maintaining product integrity and producing a buildable configuration.

Elevating your customer service

  • Service – Pronto Xi’s fully integrated service module gives companies the functionality to track, cost, and report on service repairs. From service contracts to warranty, Pronto Xi gives manufacturers the ability to graphically schedule resources, track costs, and report on failures. Customers and management are provided service updates quickly and accurately.

Keeping your product available to the customer

  • Warehouse Management System – Having a fully integrated warehouse management system (WMS) provides peace of mind that your inventory is being closely managed – and it works even better when all suppliers deliver on time. Nevertheless, once the stock hits the floor rest assured that its movements are tracked at a detailed level, providing confidence that there will be no more unwelcomed, empty inventory shelf surprises. Coupled with Pronto Xi’s supply chain management modules, WMS can be the key to a well-run manufacturing process.
  • Advanced Forecasting – No one has a crystal ball, but Pronto Xi does have an advanced forecasting module that will help identify trends and seasonality while producing a smooth forecast for manufacturing planning.
  • Distribution Resource Planning – Distribution Resource Planning (DRP) gives manufacturers the ability to plan and control the flow of product from the point of manufacture throughout their distribution chain. From simple to more complex distribution, Pronto Xi has it covered with a multitude of transaction processes, reports, and notifications aimed at controlling the inventory quantities in all facilities.

Manufacturers are looking for more from their business software – Manufacturing Plus – the critical tools that meet the challenges of customer satisfaction solidify customer and vendor relationships to increase sales and ultimately grow businesses. Pronto Xi’s suite of fully integrated modules gives businesses the ability to expand without having to add new software or costly integrations with third party software providers. From planning to post sales service, having all the information in one package allows for security control, data management, and flexibility.

Mark Herman

Mark has over 15 years of experience in marrying business best practices to ERP functionality, creating true integration between function and software. Mark specializes in supply chain management, materials resource planning (MRP) and manufacturing operations.


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