CAL Business Solutions Team
CAL Business Solutions
 
 

CAL ERP Tips & Tricks Blog

Digital Economy Survival Guide for Distribution Firms

The digital economy is changing the way that distribution firms behave, creating new business models, new competition, and new challenges as firms strive for new business. According to a recent Aberdeen Group study, 87% of wholesale distributors report “more challenging and complex fulfillment requirements – eCommerce and multichannel or cross-channel demand impacts.” What does this […]

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What’s Old is New Again – Dynamics GP Process Server

Dynamics GP Process Server, available since the early versions of Great Plains Dynamics, has been pretty much ignored by most of us throughout the years. Yet it can do so much to assist in so many situations. Since most GP users (and honestly, many GP consultants) have never heard of Dynamics Process Server, let’s begin by […]

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Moving From Dynamics GP to Acumatica: Our Journey To a Single Version of the Truth

Nearly twenty years ago our company upgraded from QuickBooks to Great Plains (now Microsoft Dynamics GP). Last year we made the bold decision to move from our beloved Microsoft Dynamics GP to Acumatica. We did not realize the transformation this would have on our business as we consolidated five separate systems into one. This is […]

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Guidelines for Configuring Hardware for a Dynamics GP SQL Database Server

We are frequently asked to condense Microsoft’s detailed System Specifications for Dynamics GP. Following is a ‘short list’ of server hardware requirements and recommendations that will give maximum performance at reasonable cost: 64-bit hardware platform, Hardware RAID. Microsoft Windows Server 64-bit Standard Edition and Microsoft SQL Server 64-bit Standard Edition (64-bit allows the use of […]

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The CAL Zone – ERP Tips & Tricks Newsletter – March 2018

  • Sessions Announced for CAL Connect2018 – June 21st
  • Curious About CAL’s New Cloud ERP Offering?
  • Important: Dynamics GP Should Not Be Run Over a WAN or VPN Network
  • Reminder: GPUG CT Chapter Meeting- March 29th
  • The Happiness Value of Work – Life Balance
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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ERP in Wholesale and Distribution: Improving Customer Interactions at a Lower Cost

In today’s customer first world, there are many things manufacturing and distribution firms need to do. From new pathways to sales to ever-changing customer expectations and demands to the persistent threat coming from Amazon, those companies who can adapt and evolve will be best positioned for success in 2018 and beyond. This said, with the […]

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Acumatica Tip: Quick Filter with Shift+F

Did you know that if you are scrolling through a long list in Acumatica, you can quickly filter the list to show a specific value? In an Acumatica list, click a cell in a grid and type Shift-F. This will filter the grid based on that cell’s value.  You can do that multiple times too […]

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Acumatica Customization: Showing Current Company in Acumatica Outlook Add-In

Wouldn’t it be nice if you could see what company you were logged into in Acumatica when you are using the Outlook Add-In? With the Outlook Add-in for Acumatica you can: Automatically look up the sender in your CRM database See any history that you’ve had with this particular sender. Mark the sender as a […]

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Acumatica Tip: How to Stop Printing a Blank Page at End of Acumatica Default Reports

It is very common for many of the default Acumatica financials reports to print a blank page as the last page. It’s just one sheet of paper, but over time it adds up. And it is an easy thing to fix. In Acumatica: Open the report in report designer. Verify property “Reset Page Number” is […]

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The CAL Zone – ERP Tips & Tricks Newsletter – February 2018

  • 18 New Features in Dynamics GP 2018
  • Attend GPUG CT Chapter Q1 Meeting
  • Top Ten Blog Posts in 2017
  • ISV Spotlight: Document Management
  • Are Early Risers More Productive?
  • Save The Date for CAL Connect2018
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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A Distributors Guide to the New 4 P’s of Business Transformation

If you took a marketing class in college, you’ve heard of the four P’s of marketing—product, price, promotion, and place—and how they worked together. Now, however, your distribution business has moved past marketing 101, and into the real world. Today, there is immense focus on business transformation, in which you position your organization to compete […]

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Acumatica Tip: Viewing Multiple Windows at the Same Time in Your Browser

Acumatica has many features that make it user friendly. One of those features is the ability to view multiple windows using multiple tabs in your internet browser. When you are on an Acumatica screen, right-click on an item in the left navigation menu and select the “Open in New Tab” option. For example, this is […]

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Top Ten Blog Posts in 2017 by CAL Business Solutions

In 2017 our team published content for our Microsoft Dynamics GP and Acumatica customers on the CAL Business Solutions blog. In case you missed them, these were the top 10 most popular: 90 Fixed Asset Reports Available in Microsoft Dynamics GP  Microsoft SQL Server 2016 Licensing Guide  Dynamics GP Roadmap Plus Dynamics GP 2016 New […]

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Top 18 New Features in Microsoft Dynamics GP 2018

In the past several weeks we have posted blog articles highlighting a Microsoft Dynamics GP 2018 Feature of the Day. Here is a quick list of the 18 features so you can easily find the ones that matter most to you: Microsoft Dynamics GP 2018 Feature of the Day-Notes on Inquiry Windows Microsoft Dynamics GP […]

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Important: Dynamics GP Should Not Be Run Over a WAN or VPN Network

The official System Requirements for Microsoft Dynamics GP 2018 from Microsoft does not give Network requirements. So some companies may forget to ask or be tempted to think it doesn’t matter. In fact, you must be aware that: Dynamics GP is supported only when client and SQL databases are on the same Local Area Network […]

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The CAL Zone – ERP Tips & Tricks Newsletter – January 2018

  • Save The Date for CAL Connect2018
  • Important SQL Database Backup Procedures for Dynamics GP: What You Need to Know
  • Running an Old Unsupported GP Version?
  • How Microsoft Dynamics GP User Can Embrace Smart Budgeting
  • 12 Ways Successful People Get More Done Than the Rest of Us
  • Dynamics GP Blog Posts, Dynamics GP Promotions and Upcoming GP Add-On Webinars
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Microsoft Dynamics GP 2018 Feature of the Day-HR and Payroll

To finalize our Dynamics GP 2018 Feature of the Day series, our last features are Human Resources and Payroll.  Instead of making you wait for two posts, I’ve combined them into one. Coming up on the support service log  (https://community.dynamics.com/gp/b/dynamicsgp/) there are more details on what is coming in this area, but this is the […]

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Microsoft Dynamics GP 2018 Feature of the Day-Purchase Order and Requisition Features

It’s Purchase Order (PO) and Requisition Day at the Dynamics GP 2018 Feature of the Day Blog.  Today we have three features we added in this area. PO Generator open PO List with new PO’s filter. When you go a PO Generations, it gives you the suggested PO’s to create.  From there you can get […]

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Microsoft Dynamics GP 2018 Feature of the Day-Emailing Statement from Customer Card Inquiry

From the Customer Maintenance or the Customer Inquiry windows users can now print statements.  It will use the default format from Receivables Setup. Ability to email customer statement from customer card and customer inquiry​. It will print for the customer selected using the default format assigned in Receivables Setup​. Are you a CAL client interested […]

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Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions

Copy User access settings in Analytical accounting from one user to another​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, www.calszone.com Read original post at: http://community.dynamics.com/gp/b/gpteamblog/default.aspx  

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Dynamics GP Tip: Add Management Reporter Shortcut to Financial Reports Menu

In later versions of Dynamics GP, Management Reporter is no longer listed under the Reports Section in the Dynamics GP Financial Page.  You can, however, follow these steps to add it as an external shortcut. Creating external shortcuts You can create shortcuts to external tasks by using the Add External Shortcut window. To create an […]

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Microsoft Dynamics GP 2018 Feature of the Day-Display Hold Status

Display hold status on Sales Transaction Entry and Sales Transaction Inquiry Zoom​ Enable click to open icon​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, www.calszone.com Read original post at: http://community.dynamics.com/gp/b/gpteamblog/default.aspx  

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Microsoft Dynamics GP 2018 Feature of the Day-SmartList Favorite Password Protection

Welcome to the Feature of the Day for Dynamics GP 2018. Have you ever created a SmartList favorite and someone else edited it? Users have the option to put a unique password on smartlist favorites.  Will allow tighter controls as each password can be different instead of a system set password. Are you a CAL client […]

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Microsoft Dynamics GP 2018 Feature of the Day-System Password

Anyone who spends a lot of time in the Admin area of Dynamics GP will love this new addition to #GP2018. Users only need to enter the system password once during the active session to navigate around the system area within Dynamics GP. Are you a CAL client interested in installing Microsoft Dynamics GP 2016 […]

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Microsoft Dynamics GP 2018 Feature of the Day-Web Client

A few changes were made to Web Client that make it a lot easier to use. My favorite is the SmartLists added as a Shortcut. (To the left of the date stamp.) Autocomplete Maximize the window in Bank Reconciliation. PowerPoint with details:  https://1drv.ms/p/s!AsWXzRrqfikSklJm_8YJW3A7me7K Are you a CAL client interested in installing Microsoft Dynamics GP 2016 R2? […]

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Microsoft Dynamics GP 2018 Feature of the Day-Workflow Unplugged by Ian Grieve

Workflow has become a full featured solutions over the last few releases.  We’ve covered the new functionality coming in #GP2018, this week in the Feature of the Day blog series. One of our MVP’s, Ian Grieve (@Azurecurve) is an expert on Workflow and I’ve asked him to do a guest blog post to review workflow.  […]

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Microsoft Dynamics GP 2018 Feature of the Day-Payment ID’s

Select Payment Settings is one of my favorite features.  It will save user a lot of time in processing payments because you normally use the same settings every time. Now you can have multiple Payment ID’s that have your settings saved. PowerPoint:  https://1drv.ms/p/s!AsWXzRrqfikSklsH8VWPV-iad2XA Are you a CAL client interested in installing Microsoft Dynamics GP 2016 R2? […]

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Microsoft Dynamics GP 2018 Feature of the Day-Sorting

Today in our series of #GP2018 Feature of the Day we will highlight sorting.  New sorting options have been added to the following windows: Add sort to Receivables Transaction Inquiry – by Customer​ Add sort to Receivables Transaction Inquiry – by Document​ Add sort to Payables Transaction Inquiry – by Vendor​ Add sort to Payables Transaction Inquiry – by Transaction​ Additional Sorting in […]

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Microsoft Dynamics GP 2018 Feature of the Day-New Workflow Functionality

Workflow in Dynamics GP has been a progressive feature with new functionality being added in every release for the last few years. In #GP2018 we have added four new features adding a lot more depth. Copy Workflow Setup Create reminder emails. Purchase Order Workflow Messages: Additional Reporting for Workflow PowerPoint with more details: https://1drv.ms/p/s!AsWXzRrqfikSklA5bUX3SrC7FpoK Are you […]

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Microsoft Dynamics GP 2018 Feature of the Day-New Workflow Fields

Workflow 4.0 Reminder emails for Workflow ​ Copy Workflow Step​ Reporting for Workflow ​ Payables Transaction Workflow – additional fields​ GP PO Workflow Messages – additional fields ​ Add EFT/Bank Details to Vendor Approval Workflow ​ GL Account Workflow Approval ​ Purchase Receiving Workflow​ Purchase Enter/Match Invoice Workflow​ Payables Transaction Workflow – Additional Fields​ Add additional vendor fields […]

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