CAL Business Solutions Provider... moving you forward.

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November/December 2007

The CAL Zone - GP Tips & Tricks

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Microsoft Dynamics GP
(Great Plains)
Implementation,
Customizations,
Training & Support

Learn More

 

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Amber's Tips & Tricks

Customer Summary Sales Amount May

 Include More than Just Sales

 

The Sales totals in the Customer Summary Card is normally considered a total of sales made to customers. The actual make-up of this value may include more than just raw sales dollars depending on the Receivables Setup.

 

In the Receivables Setup Options window (Tools -> Setup -> Sales -> Receivables -> Options in Version 9.0), the Sales History Includes at the bottom of the page defines the amounts that will be accumulated in the Sales totals in the Customer Summary card. Checkboxes include Sales, Discounts, Freight, Miscellaneous, and Tax. Checking each of these boxes will include the indicated amounts in the Sales total on the Customer Summary screen.

 

The tip is courtesy of Accolade Publications... Arrow

 

 

 

The Great CAL Software Giveaway

Sitting on our shelves here at CAL, we have hundreds of dollars worth of brand new Microsoft software that is now "antique".  While perfectly good, they are no longer the latest versions. We would like to offer this software, for free, to our clients.  Available Software:

  • Microsoft Project Standard Version 2002
  • Sharepoint Portal Server 2003
  • SQL Server 2000 Standard Edition
  • Windows Server 2003 Enterprise Edition
  • Microsoft Virtual PC Version 2004
  • Office Small Business Edition 2003
  • Office XP Professional*
  • Microsoft Office Professional Edition 2003*

(*multiple copies available)

 

If you can use any of these products, please email your "wish list" to Anya Ciecierski.  Items will be given on a first come first serve basis.  (no reselling on ebay, please!)

 

This is an exclusive offer for our clients who subscribe to (and read!) our newsletter - so if you are reading this - congratulations!

Email Anya to Request Software...Arrow

 

 

 

Download Year End Closing Procedures

 

All Year End Closing Documentation and Procedure Checklists are available to download at www.calszone.com/yearend07.  Please contact John DiLeo if you need assistance with year end closing.

Year End Closing Procedures...Arrow

 

 

 

Carol's Corner: Avoid Penalty Fees

 

I hate for any of our customers to pay penalty fees!  In the past, if any of you have let your enhancement plans lapse, I have begged and pleaded and sometimes gotten Microsoft to waive the re-enrollment fee.  But no more!  Microsoft has let us know in no uncertain terms that there will be no more exceptions.  So if you let your enhancement plan lapse, and then decide to reinstate it, I can't help you. Microsoft will enforce the penalty fee.  When the service plan has been expired for 1-90 days, the Enhancement Program renewal amount is 25% of the current system list price. When the service plan has been expired for 91-365 days, the renewal amount is 30% and 1 year and beyond, the renewal amount is 35%.  Now more than ever, I encourage all of you to remain current on your enhancement plans.  If you have any questions about your renewal please email me anytime.

 

Benefits of an active Enhancement Plan...

 

 

 

 

Excel Tips & Tricks

 

Learn three lesser-known tricks for Microsoft Office Excel 2007, and watch your productivity improve.

 

1.So many worksheets, so little space.

2.Condition your list - gently and automatically.

3.Date grouping in PivotTable reports.

 

Our team here at CAL especially loves the PivotTable tip. "It really shows how easy pivot tables can be!"

 

More Excel Tips... Arrow

 

 

 

The Future of Small Business Financials

 

Microsoft has announced that there will be no new releases of Microsoft Small Business Financials (SBF). Instead there will be a replacement product that is projected to be launched in the second half of 2009 under a new name. This new product will have the Microsoft RoleTailored user experience and the familiar look and feel of Microsoft Office.  SBF customers who remain current on an Enhancement Plan will receive the future release at no cost.  Support for SBF 9.0 will continue through 2011.

 

 

 

Promos, News & More!

 

Watch 3 Minute Convergence Video (click here)

After watching this video, we'll be amazed if you are not super excited about the opportunity to attend Convergence 2008 - March 11-14 in Orlando, FL. Details & Registration. (early bird discount ends 1/11/08)

 

Client Relationship Manager Wanted

We want to service you better, so we are adding a new position at CAL for a Client Relationship Manager. If you know someone who would be interested in an exciting career at CAL check out our careers page. 

 

 

 

 

 

Welcome New Team Member - Ken Richard 

 

Ken joined us from the technical support department of a large telecommunications company.  He will be working with Chuck Ray on GP installations and technical support issues.    

  CAL Team Photo... Arrow

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