ERP Tips & Tricks Blog

Why Crown Maple Loves SalesPad Quick Reports in Microsoft Dynamics GP

Quick reports make my life so much easier. They're fun; they're easy to use; you can make them whatever you want them to be, however you want them to be, and not only that, you can change them. You can change them whenever you want to fit the needs of my boss, Annette, who needs something different every single day, and it just makes it timesaving for me just because when she calls, I have to give her what she needs right away, and those reports make it so that I'm able to do it so she can do her job better.

By |2022-03-22T15:41:33-04:00January 28th, 2016|CAL Clients/Case Studies, Dynamics GP Demo/Videos, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Why Crown Maple Loves SalesPad Quick Reports in Microsoft Dynamics GP

The CAL Zone – Microsoft Dynamics GP Newsletter – January 2016

  • Dynamics GP Video Tip - How To Clean Up Page Layouts in Dynamics GP
  • New Client Video: Crown Maple Syrup
  • Registration Open for CAL Connect2016!
  • 17 Resolutions Only the Most Successful People Make
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:25-04:00January 19th, 2016|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – January 2016

The CAL Zone – Microsoft Dynamics GP Newsletter – December 2015

  • Happy Holidays
  • Professional Service Tools library or PSTL
  • Dynamics GP Year End Closing Procedures
  • Updates for GP Payroll Users
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:25-04:00December 21st, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – December 2015

Congratulations to One of the First Dynamics Credentialed Professionals – Amber Bell

CAL Business Solutions is proud that our team member, Amber Bell, is one of the very first ever Dynamics Credentialed Professionals (DCP). This certification is offered by The Association of Dynamics Professionals (DynamicsPro). This is “an independent, not-for-profit membership organization which exists to serve the Microsoft Dynamics community by establishing competency standards and assessments.”

By |2021-11-09T10:47:47-05:00December 14th, 2015|CAL News, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on Congratulations to One of the First Dynamics Credentialed Professionals – Amber Bell

Let’s talk turkey…and sales tax

Turkey and taxes. The U.S. has a long history of both. And in 2010, the two converged in Virginia as part of an annual Thanksgiving tradition where tribal and state leaders pay homage to a more than 330-year-old treaty: then-governor Bob McDonnell was presented with a turkey (and two deer) by tribal chiefs in lieu of taxes. Unfortunately, paying taxes in trade doesn’t work for most of us. Depending on where and how you celebrate this year, your Thanksgiving feast could be served up with a side of sales tax.

By |2022-03-04T13:31:15-05:00November 24th, 2015|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Let’s talk turkey…and sales tax

The CAL Zone – Microsoft Dynamics GP Newsletter – November 2015

  • Microsoft Dynamics GP Tip: How to Bring in Open AP / AR / Inventory in Dynamics GP
  • Year End Closing Webinar Series
  • ISV Spotlight: eOne Solutions
  • 101 Seriously Good Ideas to Help You Win the War on Productivity Once and For All
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:24-04:00November 19th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – November 2015

Can I Still Buy Great Plains Accounting Software?

The software has certainly improved over the years, but the core features users loved about Great Plains software are still the same. Dynamics GP is still a stable, core financial system that just works.

By |2022-03-22T15:38:40-04:00November 13th, 2015|Dynamics GP Promotions/Cost, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Can I Still Buy Great Plains Accounting Software?

INFOGRAPHIC: 10 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP

This infographic is designed to visually answer the questions, “Why should I consider Microsoft Dynamics GP” and “What value will I get from Microsoft Dynamics GP”? Share this infographic on your own site with the embed code below. Then download the related white paper, 25 Brilliant Ways to Outsmart Your Competition with Microsoft Dynamics ERP at www.calszone.com/brilliant-erp

By |2022-03-25T11:52:23-04:00November 6th, 2015|ERP Tips & Tricks Blog, Infographics, Microsoft Dynamics GP|Comments Off on INFOGRAPHIC: 10 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP

Microsoft Dynamics GP Pricing Guidelines for Distribution Companies

The price of Microsoft Dynamics GP financial accounting software systems for distributors can vary widely. You may need simple inventory tracking all the way up to a full warehouse management system (WMS). In order to start the conversation, and make sure we are all in the same ballpark, here are some guidelines.

By |2024-06-17T20:38:30-04:00November 6th, 2015|Distribution Industry, Dynamics GP Promotions/Cost, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Microsoft Dynamics GP Pricing Guidelines for Distribution Companies

Who Provides Microsoft Dynamics GP Support for Distribution Companies?

Many distribution companies own a Microsoft Dynamics GP solution. Perhaps you even purchased it back in the old “Great Plains” days. Your business may have started out simple, and Dynamics GP (Great Plains) was just your core financial system. Over the years maybe you added on other disparate systems for inventory management and product configuration.

By |2024-06-17T20:38:30-04:00November 4th, 2015|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose CAL?, Why Choose Dynamics GP|Comments Off on Who Provides Microsoft Dynamics GP Support for Distribution Companies?

Let’s be direct: If you sell to consumers, sales tax is an issue

Getting closer to the customer is no longer a retail-centric sales strategy. More manufacturers, suppliers and wholesalers are starting to sell direct to consumers (D2C). Motivations vary: brand awareness, customer loyalty, even product innovation. But for the most part, B2B sellers are simply looking to give consumers what they want — the ability to buy products directly from the source. Many are already doing it.

By |2022-03-04T13:31:08-05:00November 2nd, 2015|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Let’s be direct: If you sell to consumers, sales tax is an issue

6 Things Distributors Need to Be Able To Do Within Their Financial Accounting Software

Every company uses financial accounting software, but when you are a distribution company there is more to it than just debits and credits. There are specific features you distribution company needs in the software in order for your business to thrive. Here are six things distribution companies need to be able to do within their financial accounting software.

By |2024-06-17T20:38:30-04:00October 29th, 2015|Distribution Industry, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on 6 Things Distributors Need to Be Able To Do Within Their Financial Accounting Software

Pumpkins, piercings and the paranormal: 10 scary ways states apply sales tax

Bwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.

By |2022-03-04T13:31:03-05:00October 29th, 2015|ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP|Comments Off on Pumpkins, piercings and the paranormal: 10 scary ways states apply sales tax

Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP

Sometimes we get stuck in our ways. Over the last 15 years I had one process to bring in open AP/AR/Inventory in Microsoft Dynamics GP. But I have found a better way.

By |2022-03-22T16:04:43-04:00October 28th, 2015|Accounts Payable Tips, Accounts Receivable Tips, Dynamics GP Tips, ERP Tips & Tricks Blog, Inventory Tips, Microsoft Dynamics GP|Comments Off on Microsoft Dynamics GP Tip: How to Bring In Open AP/AR/Inventory in Microsoft Dynamics GP

The CAL Zone – Microsoft Dynamics GP Newsletter – October 2015

  • Dynamics GP Video Tip: How to Change Customer IDs
  • Module of the Month: Electronic Banking Suite
  • 10 Scary Things Users Can Do To Screw Up Dynamics GP
  • Sleep Patterns of 21 Highly Successful People That Might Surprise You (Infographic)
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:24-04:00October 16th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – October 2015

How To Set Up PIN Code to Place an Order With A New Dynamics GP Partner

Our team has been placing Dynamics GP orders for decades and we have always told companies that we can only place orders for them if we are their official “Microsoft Partner of Record”. Apparently that has now changed, and orders can be placed by any partner.

By |2023-10-28T10:46:23-04:00September 17th, 2015|ERP Tips & Tricks Blog, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on How To Set Up PIN Code to Place an Order With A New Dynamics GP Partner

SalesPad Panels Report: A Review of Web Portal in SalesPad for Dynamics GP

The SalesPad web portal is not very widely used right now, but I think that is going to change. A great session at the SalesPad Panels event had to do with SalesPad's web portal. This tool is still pretty new, I think they started talk about it about a year ago. Although not too many clients used it now, SalesPad is working on development and I think as it becomes a more mature product, it will be more viable for additional clients.

By |2024-06-17T20:38:35-04:00September 15th, 2015|Dynamics GP Events, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on SalesPad Panels Report: A Review of Web Portal in SalesPad for Dynamics GP

SalesPad Panels Report: Security Script Manager in SalesPad for Microsoft Dynamics GP

One of my favorite sessions at the SalesPad Panels 2015 event was about scripting in SalesPad. We have talked before about SalesPad’s flexibility and what you can do with SalesPad scripts but this session was geared towards the people who are writing the scripts and helping us to write them better. And the things SalesPad is doing to make writing scripts better and easier within the software. In the latest version of SalesPad 4.4.1.0, which was just released a couple of days ago, they have cool new functionality called Security Script Manager.

By |2024-06-17T20:38:35-04:00September 15th, 2015|Dynamics GP Events, ERP Tips & Tricks Blog, Marketplace/ISV Partners, Microsoft Dynamics GP, Why Choose Dynamics GP|Comments Off on SalesPad Panels Report: Security Script Manager in SalesPad for Microsoft Dynamics GP

The CAL Zone – Microsoft Dynamics GP Newsletter – September 2015

  • Dynamics GP Video Tip: How to Merge Customer Accounts
  • Are You Going to GPUG Summit 2015 in Reno?
  • ISV Spotlight: Avalara
  • 5 Scientifically Proven Ways to Have a More Productive Morning
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
By |2024-08-06T15:45:23-04:00September 15th, 2015|Acumatica, CAL Zone Newsletter, ERP Tips & Tricks Blog, Microsoft Dynamics GP|Comments Off on The CAL Zone – Microsoft Dynamics GP Newsletter – September 2015
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