A bank reconciliation is used to reconcile the bank balance recorded in Microsoft Dynamics NAV with the balance on the bank statement. This process includes clearing ledger entries that match bank statement transactions, monitoring differences due to outstanding transactions, and recording adjustments when company and bank records differ. For example, if the balance on a… Continue reading Microsoft Dynamics NAV 2009R2: How to Create a Bank Reconciliation
ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 4
The ArcherPoint technical staff—made up of developers, project managers, and consultants—is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions and never… Continue reading ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 4
Microsoft Dynamics NAV 2013: Service Contracts – Periodic Invoicing
In the last three Microsoft Dynamics NAV 2013 implementations I have worked on, each client provided service on the equipment they sold to their customers. They also offered their customers a service contract that covered the planned maintenance of the equipment for a set fee. Dynamics NAV 2013 Service Contracts allowed them to manage this… Continue reading Microsoft Dynamics NAV 2013: Service Contracts – Periodic Invoicing
Does Pressure Make You Work More Efficiently?
As Microsoft plans to deploy their “Find a Partner Campaign” in Microsoft Pinpoint in the coming months, I have been diligently working to update our company profile. After I had worked on this project for many days and hours, the most tragic thing happened…I LOST my document (and no, it was not backed up on… Continue reading Does Pressure Make You Work More Efficiently?
ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 3
The ArcherPoint technical staff—made up of developers, project managers, and consultants—is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions and never… Continue reading ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 3
Zen and the Art of ERP Maintenance
When discussing software, businesses often like to use car analogies or a turnkey approach. That works to a limited degree, but only if you also want to include routine maintenance, wear and tear, accidents, insurance, fluid levels, driving conditions, and driver impairment (DUI or texting) in the discussion. I cringe when I hear software descriptions… Continue reading Zen and the Art of ERP Maintenance
Project Management Budgeting: Phase in, Phase out…it’s the Agile Way!
In my last blog, The Elephant…I mean Project Budget Question…in the Room, I spoke about the importance of having documented requirements in order to move forward with your software implementation. I also wrote about the importance of knowing your budget, how the Project Management Office (PMO) can craft a solution that can fit any budget… Continue reading Project Management Budgeting: Phase in, Phase out…it’s the Agile Way!
ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 2
The ArcherPoint technical staff—made up of developers, project managers, and consultants—is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions and never… Continue reading ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 2
Time Management Matrix: Urgent vs. Important – Living In Box Two
A few semesters ago, I was sitting in my Psychology of Human Adjustment class complaining – even though I don’t like to admit it – to my friend about all the tasks I needed to complete that week. My professor walked by, heard my conversation, and said to me, “Live in box two, so you… Continue reading Time Management Matrix: Urgent vs. Important – Living In Box Two
ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 1
The ArcherPoint technical staff—made up of developers, project managers, and consultants—is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions and never… Continue reading ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 1