Boyer & Associates is considered one of the nation’s top ERP providers, according to an article released by one of the largest publications in the accounting industry.The online magazine Accounting Today recognized Boyer in its annual Top 100 VARs list, which features the top 100 value-added resellers of accounting software products. The report, released this summer, ranks vendors in the U.S. based on revenues for 2015. Boyer ranks 85 on the 2016 list.This isn’t the first time Accounting Today has recognized Boyer’s talent in the ERP consulting world. The Plymouth-based company was among those awarded the magazine’s Technology Pacesetter award in 2010, made the Top VARs to Watch list in 2012 and officially joined the Top 100 VARs … [Read more...] about Boyer makes Accounting Today’s Top 100 VARs list
Configure NAV Demo in Azure: Part 3 — Testing
We have already walked through the steps on how to manually configure a NAV demo virtual machine in Azure, including how to connect to and initialize the new virtual machine. Today we will test the setup and connections. Test the NAV ClientDouble click on the NAV 2016 Windows Client icon, on the desktop. If you accepted the default user name, enter “admin” in the User name field. If you accepted the default password, enter “P@ssword1” in the Password field.If the client opens, then NAV is up and running.Test the Help MenuClick on the Help button.If the Your Role Center page comes up, then the help server is up and running.Test the Tablet ClientOn the virtual machine's desktop, find and double click on the URLs … [Read more...] about Configure NAV Demo in Azure: Part 3 — Testing
How to Configure NAV Demo Virtual Machine: Part 2
Yesterday I detailed the initial steps on how to create a new Azure virtual machine in Microsoft Dynamics NAV. Today we will:Set up the DNS Name Label Add Inbound Security Rules Connect to the new virtual machine Initialize the new virtual machineSet up the DNS Name LabelNavigate to the virtual machine's management console. Click on the Public IP address/DNS name label icon. Click on Configurations. In the DNS name label (optional) field, assign a name — in my example, I've used “boyer101.” Click on the Save button.If done properly, the new DNS name label will be displayed as shown below.Adding Inbound Security Rules to the Virtual Machine: NOTE: Inbound Security Rules used to be called Endpoints in Azure's … [Read more...] about How to Configure NAV Demo Virtual Machine: Part 2
Configure a NAV Demo Virtual Machine in Azure
There are different ways to set up a NAV demo virtual machine. What's outlined below are detailed instructions on how to manually configure a NAV demo machine in the new Azure portal.For a more automated process check out David Worthington's video. For information about the pluses and minuses between the method outlined below and the automated process, read my other blog, Two Ways to Create a NAV Demo Environment.The only prerequisite to these instructions is that you must have an Azure subscription. Creating the New Azure Virtual Machine in NAV:From the Microsoft Azure Dashboard, click on the New button. Type Microsoft Dynamics NAV 2016 in the search box. Click on the Microsoft Dynamics NAV 2016 option and scroll to the right … [Read more...] about Configure a NAV Demo Virtual Machine in Azure
Two Ways to Create a NAV Demo Environment
This likely comes as no surprise, but there are different ways to set up a NAV demo virtual machine in Azure. In today’s blog I'm going to focus on two methods, which I'll refer to as the short method and the longer method.The short method utilizes Azure's template deployment methodology and is wonderfully outlined by David Worthington in his “How do I” video on the Dynamics Community site. The longer method utilizes a prebuilt machine image, and I've outlined that process in another blog titled How to Manually Configure a NAV Demo Virtual Machine. The short method automates many of the steps outlined in the longer method.Below are some of the pluses and minuses of these two different methods. Ultimately, I prefer the short method — … [Read more...] about Two Ways to Create a NAV Demo Environment
3 Wrong Reasons to Choose ERP Software
I once heard that when we succeed, we tend to “party” and when we fail we tend to “ponder.” With that in mind, I want to share with you some mistakes I’ve seen buyers of accounting and ERP software make over the years so that you can avoid them. Here are three common (and wrong) reasons for choosing a particular accounting software:Read the entire article as posted on the ERP Software Blog by Jack Boyer. … [Read more...] about 3 Wrong Reasons to Choose ERP Software
Write Off Documents in GP Receivables
You can use the Write Off Documents window in Microsoft Dynamics GP to write off outstanding credit or debit balance amounts for one or more customers. You can specify a write-off limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The debit or credit memos this process creates will be posted and applied to the documents for which you’re writing off balances.Note that this process is for Receivables only. Write-offs for Sales Order Processing are done in the Apply Sales Documents window (Sales >> Transactions >> Apply Sales Documents).Here are 9 easy steps to write off outstanding documents in Receivables Management in Microsoft Dynamics GP:Change the System Date to the … [Read more...] about Write Off Documents in GP Receivables
Connector Makes SL Tax Updates Easier
Keeping up with tax rate changes can be difficult, leaving you to wonder if you have all the appropriate tax codes set up properly and up to date. Worry no more!One of Boyer & Associates’ vendors recently came out with a third-party connector that works with Avalara’s online AvaTax system. Avalara offers cloud-based solutions to help companies stay compliant and current with constantly changing sales tax rates and more.The new AvaTax Connector integrates Avalara’s AvaTax online tax service with the following modules of Dynamics SL:Accounts Receivable Flexible Billings Order ManagementWhen the Save function is completed in these invoicing screens, the transactions are sent and update the AvaTax online system. AvaTax tax … [Read more...] about Connector Makes SL Tax Updates Easier
The Myth of an ‘Easy’ Customization
In general, most people searching for new accounting software understand that customization is bad and out-of-the-box functionality is good. But is that always true? What if the person creating the customized option seems to understand your needs better than you do?My response is simple: Don’t fall for their trap!In the early 2000’s a large medical insurance firm selected Dynamics SL due to the project accounting capabilities that came out-of-the-box with the software. They almost went with a customized product instead because a competitor was able to mock up customizations to make their product look like it would do what the prospective client wanted.When the prospective client asked enough questions, it became evident that the … [Read more...] about The Myth of an ‘Easy’ Customization
Project Management Aids ERP
What You Can Do to Help Your Project Succeed While the definition of success on a project is different for each organization, there are some actions that any company can take to help the project succeed. In addition to benefiting from the expertise of a skilled project manager, here are five actions that your company’s leadership can take internally to ensure the success of your implementation:Engage Leadership – Buy-in and engagement start from the top. Business resources will take direct cues from and often react in alignment with their leaders. The company’s leaders can show engagement via early communication of support. Throughout the process they should focus on the goals of the project and continue to reiterate them, ask … [Read more...] about Project Management Aids ERP
