SOC 1 Type 11 Reporting

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Struggling with Complicated Pricing and Quoting?

Posted by Samantha DeLaire

Apr 20, 2018

If you’ve been on any industry websites or flipped through a business magazine this year you’ve likely seen headlines trumpeting the value of CPQ. But what’s all the hype about and why now? Join Vendavo CPQ Senior VP Sean Myers and SMB Suite CEO David Greer to find out:

- What *is* CPQ (Configure, Price, Quote)?

- What are the economic drivers behind CPQ’s popularity?

- How are best-in-class businesses seeing 10% revenue growth after implementing CPQ?

- How can CPQ close the gaps in your sales process?

- How does Vendavo CPQ integrate with MS Dynamics?

- How does Vendavo CPQ enhance other SMB Suite services like ERP (Business Central, NAV & GP) and CRM (Dynamics 365 for Sales & other CRM systems)?

We’ll take a quick look at how CPQ works and its relevance for your business today followed by a demo of Vendavo CPQ and its integration with CRM and ERP.

 

Register for the webinar today!

Wednesday, April 25th @ 11:00am CST:

Webinar Registration 

 

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Topics: pricing and quoting configuration, webinar, CPQ

What's included in Microsoft's newly released Dynamics 365 Business Central?

Posted by Samantha DeLaire

Apr 6, 2018

Dynamics 365 Business Central includes the following functionality: 

Free Trial!

  • Financial Foundation
    • System, Company, Sales Tax
    • General Ledger
    • Cash Management
    • Payables Management
    • Receivables Management
  • Supply Chain Foundation
    • Inventory Management
    • Purchasing Order Management
    • Sales Order Management
  • Advanced Functionality
    • Consolidations, Intercompany
    • Fixed Assets
    • GL Budgeting
    • Office 365 Integration
    • Power BI Integration
    • Cash Management Online/Electronic Banking
    • Financial Workflows
    • Multicurrency
    • Multi-site Warehousing, Serial/Lot Tracking, Bin Locations
    • Light Assembly/BOM
    • Purchase Requisitions
    • Opportunity Management
    • Sales Quotes
    • Sales Forecasting
    • Supply Chain Workflows
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Topics: dynamics 365, dynamics 365 for marketing, business central

Jet Remote Data Services with SMB Suite

Posted by Samantha DeLaire

Mar 28, 2018

SMB Suite will offer a hosted Jet Remote Data Service (JRDS) instance for our SMB Cloud GP customers beginning in Q2 2018.

The Jet Remote Data Service (JRDS) data source presents a three-tier architectural design with a service component that is hosted within Internet Information Services (IIS).  It provides a fast, secure connection method for environments where Jet users have Excel installed locally and their Dynamics GP system is hosted on a different domain.

 

Detailed information on Features (Dynamics GP): 

Friendly names for tables and fields

In Dynamics GP, you may notice that the table and field names that are listed in the Designer window are somewhat cryptic. The design tools in Jet Essentials and Jet Express (e.g. Table Builder, Browser, Report Builder,Jfx, etc.) can display your table and field names in several easily readable formats, similar to the Smart List window in GP.

The friendly name feature requires three tables - JETFPG, JETTMAP, and JETFMAP.  The GP Update Utility adds these tables to your database and populates them with them with the Friendly Names provided by Dynamics GP.

 

Jet Views

Jet Views are SQL views which bring together information from one or more SQL tables into a view that is designed for reporting from.  The Jet views have been designed around common report writing areas to make it easier for report designers to create reports.  The GP Update Utility adds SQL views to the GP company database with the prefix "Jet”.  These views include:

  • Jet CustomerMaster
  • Jet CustomerOpen Application
  • Jet CustomerOpen Transactions
  • Jet CustomerPeriod Balance
  • Jet Date
  • Jet FiscalPeriod
  • Jet GL Account
  • Jet GLTransactions
  • Jet Item AllLocations
  • Jet Item byLocation
  • Jet PayrollTransactions
  • Jet ProjectAccounting
  • Jet PurchaseDetail
  • Jet PurchaseHeader
  • Jet SalesDetail
  • Jet SalesHeader
  • Jet VendorMaster
  • Jet VendorOpen Applications
  • Jet VendorPeriod Balance

(this list subject to change in future updates).

 

SQL Roles

This GP Utility feature takes advantage of the Role-based security model in Dynamics GP by offering the user access to certain tables and views.  Jet Reports has created their own User Roles as well.

The JetAllUsers role provides users with access to the following tables: 

  • SY01500 on the Dynamics database
  • JET_DATE, JETFMAP, JETFPG, JETTMAP, JETVMAP on the company database*

 

For more information, please contact sales@smbsuite.com

 

Thanks!

Samantha DeLaire, Client Engagement Manager

Office 469.351.2138 | Mobile 949.246.3884 | Email sdelaire@smbsuite.com

7701 Las Colinas Ridge, Suite 100, Irving, TX 75063

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Topics: Microsoft Dynamics GP, jet reports

Dynamics 2018 GP New Features Video Released

Posted by Samantha DeLaire

Mar 9, 2018

Microsoft has just released a new video showcasing new features in Dynamics GP 2018.

GP 2018 VIDEO has released           

Requested straight from customers, new features include:

Turning off garnishment reports

Purchase order number added to the purchase requisition navigation list for procurement

Ability to roll down from setup for Payroll and Human Resource

Print and email a single statement from the customer card

Print purchase requisition 

Save select payment settings

Copy user access across analytical accounting dimension codes

Once Check per invoice vendor setting

Reprint distribution detail and summary reports

Doc attach added to more areas:

  • Receivables transaction entry
  • General Ledger transaction entry
  • Employee Inquiry
  • I-9 Form
  • (Fixed Assets) Asset general information
  • And more!

OData Version 4

GP Power BI Content Pack

Additional sorting added to

Select Bank Transaction windows

Payables Transactions Inquiry windows

Receivables Transactions Inquiry windows

Renamed Payables windows from “Checks” to “Payments”

SmartList Password per SmartList

Wellness and Health Insurance Integration

Display Hold Status on Sales Transactions

Purchase Order (PO) Generator opens the Purchase Order List with New PO Filter

Exclude Inactive deduction code filters added to deduction lookup window

Once Click Access to SmartList in Web Client

Bank Reconciliation maximum window in Web Client

Autocomplete in Web Client

Update sample data date and documentation

General Ledger Account Approval Workflow

Purchasing Invoice Approval Workflow

Purchasing Invoice Approval Workflow

Copy Workflow Step

Payables transaction Workflow Additional Fields

Vendor Workflow Additional Fields for EFT/ Bank Information

Reporting for Workflow

Purchase Order Notification to Requisition Originator

Reminder Emails for Workflow

Purchase Order Workflow messages – additional field

HRMSS Employee Email Changes for Timecards

Project Time & Expense (PTE) Email Approval Functionality

 

Here is the Microsoft Dynamics GP blog series:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

 

 

 

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Topics: Microsoft Dynamics GP, Dynamics GP

Warehouse Management Webinar - Without Wire Inventory Sciences

Posted by Samantha DeLaire

Feb 28, 2018

We are inviting you to join our live webinar on Tuesday, March 6th for SMB Inventory Management (WMS) for Distribution and Field Service.

Orange logo WOW.png

WithoutWire Inventory Sciences offers an industry leading warehouse management system for:

  • Food and Beverage
  • Bio Pharma and Medical
  • CPG and Omni Channel

Learn how you can get started on this powerful mobile inventory management system today!

Barcoded Mobility in Receiving, Put-Away, Replenishment, Min/Max settings, Kitting, Manufacturing, Pick/Pack/Ship, ABC Cycle Count and Real-time Reporting in our Cloud hosted environment!

Register below to learn more about our integrated warehouse management and distribution in Microsoft Dynamics GP in the cloud.

Tuesday, March 6th @ 1:00pm CST: Register Here

 

Want to try before you buy?

Go ahead, Use it for Free

 

Powerful Functionality

Get enterprise-level features built-in to your Warehouse Management System & Distribution system like Demand Planning & Barcode-Enabled Inventory.

 

Pay for What You Use Automation

No per-user licensing. We offer on- demand, pay for what you use transaction based automation, with transaction bundles that fit your business.

 

Unlimited users

WMS value should be based on how your supply chain actually runs - by transactions. Measuring your business by what drives value in your operations is the right way to do business.

 

Mix and Match Devices

Mobile devices can by mixed throughout your supply chain with smart phones and tablets, which reduces upfront hardware costs. Easy to use, means easy to train - which means always uptime

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Topics: distribution software, erp software, Wholesale & Distribution, Distribution & Warehouse Inventory

9 Enhancement Solutions for Dynamics GP - Educational Series Webinar

Posted by Frank Gerome

Feb 21, 2018

We are inviting you to join our live webinar on Thursday, February 22nd for an educational series to learn about 9 GP add-on solutions.

Kim Peterson will lead an overview of 9 GP enhancement tools that is educational in scope, and your only investment is your time.  

She’s been around the table in working for Great Plains/ Microsoft, ISVs, a VAR organization and led GPUG for over 5 years.  She understands the GP market. 

This educational webinar will expose you to solutions that will help minimize your tasks.   

60 minutes you can't afford to miss!  Companies featured (you’ll be surprised at what you’ll learn):

  • Dynavistics (AR Management Software)
  • Envisage (Automated Post Batching & Project Tracking)
  • Encore (Project Tracking with Advanced Analytics)
  • Gorilla Expense (Expense Management)
  • Dynamics Budgets (Alternative to Management Reporter)
  • GP Power Tools (DB, Admin & Developer Tools)
  • Mekorma MICR (Multi-Batch Management)
  • Metaviewer (AP Automation)
  • Sierra Workforce Solutions (Time & Attendance)

 

If interested in joining, you can register below.

Thursday, February 22nd @ 1:30pm CST: Register Here

 

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Topics: Dynamics GP, isv solutions, GP add-ons

Dynamics 365 for Marketing, Preview is Now Available

Posted by Samantha DeLaire

Feb 13, 2018

The preview of Dynamics 365 for Marketing is now available!

Microsoft Dynamics 365 for Marketing will include:

Multi-channel campaigns

  • Generate leads across multiple channels

Lead management

  • Nurture leads with personalized experiences

Sales and marketing alignment

  • Connect your teams to close more deals

Marketing analytics

  • Increase your marketing ROI

Event Management

  • Organize events with ease

 

 
 
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Topics: dynamics CRM, dynamcis 365 for sales, dynamics 365 for marketing

FREE MS Dynamics Upgrade - Move YOUR Dynamics to the Cloud

Posted by Samantha DeLaire

Feb 9, 2018

We help companies move their existing Dynamics GP and NAV solutions to the Cloud.

Quick and easy.

All-inclusive cloud service for one price per month

o   Cloud & Licensing

o   Unlimited Helpdesk

o   All Upgrades Included

o   Implementation  & Training

o   Start with a little as you need and grow when you are ready

o   SOC 1 Type 2 Certified provides lower audit costs and peace of mind

Guarantee: Your fixed priced project is done when you say it’s done or your money back !

SMB Suite was founded by CPAs who had a passion to serve Small to Medium Businesses (SMBs) throughout the US.  With extensive experience as a Microsoft Gold Certified Partner for over 20 years, SMB Suite has been recognized by Microsoft as an industry leading provider of Dynamics.  Over the years SMB Suite has received various Microsoft awards such as the Pinnacle Award for Excellence in Technology, North American ERP Partner of the Year, Worldwide Cloud Partner Finalist, Inner Circle and Presidents Club. 

Learn More

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Join Team SMB Suite at Dallas Rock n' Roll 5K - John Wayne Cancer Foundation Fundraiser

Posted by Samantha DeLaire

Feb 2, 2018

SMB Suite formed a team to particiate in a 5k for a great cause, to help fund research to fight cancer!  We will proudly wear our SMB T-shirts and walk (or run) the 5K on Saturday, March 24th, 2018! 

You can donate only, or join the team, and pass along to your friends and family!  The more the merrier!  To join the team, simply click “Join Team” under our logo.

Thank you to everyone in advance for helping support the John Wayne Cancer Foundation.  It is a great organization to be involved with and this will be a wonderful opportunity to help invest in the fight against cancer.  

Hope to see you there!

See below link to our SMB Suite Team fundraiser page: 

https://donate.johnwayne.org/smbsuite

  • Event: 5K Run/Walk @ 7:45AM
  • Date: Saturday, March 24th
  • Location: Dallas Cotton Bowl

 GO TEAM SMB SUITE!!

SMB Suite - John Wayne Cancer Foundation Flyer

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Topics: fundraiser, community, 5k

What's New in Microsoft Dynamics GP 2018 Webinar

Posted by Samantha DeLaire

Jan 24, 2018

We are inviting you to join our live webinar tomorrow, Thursday the 25th of January, to learn all about the new features and enhancements in the newly released version of Microsoft Dynamics GP 2018.

For customers on older versions, we will also cover what is new in GP version 2013 through 2016.

The new GP 2018 release has features that users have been requesting, such as:

  • Additional workflows
  • Workflow reminders
  • Increased availability of document attachments
  • Ability to print single customer statements from customer windows
  • PowerBI Integreation (Free Add-on with Office 365 Subscription)

If interested in joining, you can register below.

Thursday, January 25th @ 1pm CST: Register Here

 

Best regards, 

Samantha DeLaire

 

Questions?

Office 469.351.2138 | Email sdelaire@smbsuite.com

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Topics: Microsoft Dynamics, financial accounting software, GP version updates, Dynamics GP