Monthly Archives: January 2017

The Secret To Easy Job Tracking In Microsoft Dynamics AX

System Solutions has developed a new add on for Microsoft Dynamics AX, which allows companies to easily track orders for multiple jobs on customer statements. The Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On enhances job tracking on every statement by making the Ship To Address visible in its own column.

Adding a column to show the Ship To Address for every item on a statement makes job tracking easier. Instead of seeing a list of items, and needing to go back into other documents to find out which items are for which job, the information is readily available next to each item. This enables employees to track job materials at a glance, and to ensure all materials are being shipped to the correct location.

Additionally, let’s say one job is remodeling a home, and the homeowner wants to replace all of the windows. A bulk discount can now be applied to a model of windows for this job. Using The Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On, this specific price change is saved and will be automatically applied if more windows need to be ordered to that location. If the contractor then wishes to order the same window for a different job, then the discount will not apply even though the contractor is ordering the same product under the same account, because the jobs have different Ship To Addresses. The price change will only save for the specific job that qualified for the discount, eliminating errors when ordering because no price changes need to be manually inputted.

If you would like to learn more about the Microsoft Dynamics AX Job Tracking By Ship To Address On Statements Add On from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

Document Management Made Easy In Microsoft Dynamics AX

Many business management systems provide the ability to create and manage quotations, sales orders, purchase orders, service orders, and more. But often times there is a disconnect between the documents saved outside of a system and the orders created within the system.

Let’s take a Building Materials company for example. BuildingMaterialsX sells lumber, windows, doors, trim, cabinets, kitchen accessories, bathroom products, and deck materials. They have multiple projects going on at once (building, remodeling, additions, replacements, etc.) and order similar materials from the same vendor for each project. BuildingMaterialsX has order numbers, item numbers, delivery schedules, and more for each project within their ERP system, but the blueprints, item images, budgets, and notes for each project are saved outside of their system – creating a disconnect. Employees must toggle between both places to ensure the right products for specific projects are ordered and sent to the correct location, allowing opportunity for error.

Microsoft Dynamics AX eliminates this room for error by enabling the attachment of outside documents to orders within the system. These files can be images, emails, Microsoft Word documents, Microsoft Excel data, and more. Supported file types are pictured below.

To attach documents, simply drag and drop right to the quotation or order. Yes, it really is just one step! Documents can be attached this way from file explorer, desktop, emails, and more. They can also be attached manually directly from the quote as well. After attachment, employees can utilize the built in Adobe Tools to zoom in on images, edit documents, and more.

With Microsoft Dynamics AX, it only takes BuildingMaterialsX seconds to attach all files regarding a project to a sales quotation. Now all of their information is in one place, and can be viewed throughout the entire system. See how easy it is in this video:

To learn more about Microsoft Dynamics AX, please email us at System Solutions for more information, or call us at 860-781-6470.

How Does Microsoft Dynamics 365 Stack Up Against Other Systems?

The short answer is: It leads the pack.

The long answer is a bit more in depth. Nucleus Research’s ERP Technology Value Matrix 2016 compares ERP systems based on their usability and functionality for 2016, speaks to the shifting competitive landscape of ERP systems in 2016, and outlines why each system is placed into its respective category.

Let’s start with changes in the ERP market. Some big players have been in the market for a while (Microsoft, SAP, Oracle, etc.) and are adopting new strategies to keep up with consumer interests. The increasing use of cloud-based ERP systems has produced the biggest shift in ERP product offerings, exciting consumers and driving vendors to perfect their cloud-based solutions (especially since many vendors are currently phasing out their earlier solutions). What consumers expect from their ERP system is shifting as well. According to Nucleus Research, some features have become “standard” for ERP systems in this modern landscape, including “native mobile applications, web-based user interfaces, configurable dashboards and landing pages”. Consumers are more informed than ever, and expect technology innovation and improved capabilities in current ERP system offerings.

Nucleus Research’s ERP Technology Value Matrix 2016 analyzes 31 ERP systems, and places each system into one of four categories: Core Providers indicate low usability and low functionality. Facilitators signify high usability and low functionality. Experts represent low usability and high functionality. Leaders refer to both high usability and high functionality. Microsoft Dynamics 365 for Operations (the evolution of Microsoft Dynamics AX) is positioned as a Leader.

Nucleus ERP Value Matrix 2016

Microsoft Dynamics 365 for Operations is firmly in the middle of the Leader portion of this matrix, while the systems closer to the dividing lines signify lower usability and functionality within the Leader category. This position “highlights Microsoft’s ability to deliver an end-to-end cloud product suite” according to Nucleus Research’s analysis. When discussing Microsoft’s improvement in 2016 for the areas of usability and functionality, the research company adds, “Microsoft delivers additional functionality through its extensive partner and independent software vendor (ISV) network”. This calls attention to Microsoft’s comprehensive ecosystem of partners, all of which add to the high functionality score of Microsoft Dynamics 365 for Operations.

While there are a multitude of other ERP solutions in Nucleus Research’s ERP Technology Value Matrix 2016, Microsoft Dynamics 365 for Operations seems  to be leading the pack with a strong position in the Leader category.

If you would like to learn more about Microsoft Dynamics 365 for Operations, please email us or call 860-781-6470.

Spring 2017 Tradeshow Schedule

In 2017, System Solutions is not only excited to continue attending some familiar tradeshows, but also to attend some new shows. Check out our Spring 2017 Tradeshow Schedule below to see if we are coming to a city near you:

At each location, we will be showcasing Microsoft Dynamics AX, a business management system for retail, wholesale, and distribution. Some key features of the system include: Point of Sale, General Ledger, Accounts Payable, Accounts Receivable, Payroll, History-Based Forecasting and Ordering, Direct Connection to Suppliers, Loyalty Management, Automatic Unit of Measure Conversion, Special Orders, Advanced Reporting, and a Cloud-Based Option.

We will also be doing a raffle at each show, offering a grand prize of a Windows 10 Laptop!

If you would like to learn more about this system before the shows, or would like to set up an appointment with one of our sales representatives at a show, please email us or call 860-781-6472.