The CAL Zone - ERP Tips & Tricks Newsletter

The CAL Zone – ERP Tips & Tricks Newsletter – February 2019

This Issue

Dynamics GP User Documentation

CAL Cloud News

SalesPad Corner: Video Tip

Success Story: The Russell Sage Foundation

Master the Art of Ignoring to Get More Done at Work

CAL Blog Posts

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Microsoft Dynamics GP & Acumatica Implementation, Customizations, Training & Support

Know a Company That Should Use GP or Acumatica?
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Where to Find Microsoft Dynamics GP User Documentation All in One Place

Check out this Microsoft webpage where GP users can go to find things such as What’s New documents, Installation and Setup manuals, guides for GP Financials, Distribution, upgrade resources and more!

CAL Cloud News

The CAL Business Solutions team recently worked with a New York based manufacturing company that serves the pharmaceutical industry. They were using QuickBooks for financials, Goldmine for CRM, and a custom built Bill of Materials program. Forecasting and production scheduling were done manually. They selected Acumatica Cloud ERP because of the robust manufacturing functionality. Now, they have one integrated Cloud based system for financials, CRM, manufacturing and distribution.

This client is especially happy because:

The information from QuickBooks and Goldmine was able to be converted into Acumatica, so they have information going back several years and do not need to refer back to their old system.
They no longer have to retype information into multiple systems and have a complete view of the customer.
The Acumatica system dramatically increased their manufacturing capabilities. In the past they did not have much beyond bill of materials and production workforce. With Acumatica they have been able to utilize a full feature manufacturing system including Materials Requirement Planning (MRP) and automated production scheduling.

Are you curious about the Cloud? Contact CAL to start the discussion.

SalesPad Corner

Video Tip: How to Use Search Types in SalesPad Quick Reports

There are four main search types that can be added to a quick report: a drop-down, a multi-selector drop-down, a date field and a free form.

Learn about advanced quick report features with a focus on search criteria.

New Success Story: The Russell Sage Foundation

CAL recently worked with a nonprofit that transformed their processes with a Grant Management integration to Microsoft Dynamics GP. The Russell Sage Foundation, has 35 people on staff and rewards approximately 100 grants and 20 fellowships per year. Although the foundation is over 100 years old, it runs modern grants management and financial systems. But until recently those systems did not talk to each other. CAL Business Solutions helped them accomplish a complex integration, which eliminated duplicate data entry and saved a tremendous amount of time. Plus the company used Analytical Accounting and Management Reporter in ways that helped their internal teams work better together. Read the full success story.