BMI Microsoft Dynamics NAV / Navision Blog

Electronic Document Management In Dynamics NAV 2016

Posted by Craig Greitzer on Aug 23, 2016 9:52:34 AM

Microsoft Dynamics NAV 2016 has been released with many new features in Enterprise Functionality for Wholesale Distribution and Manufacturing companies.  One of the most exciting new functions is Electronic Document Management.

Electronic Documents

This new enterprise feature allows you to capture and store invoices and credit memos as incoming documents in Microsoft Dynamics NAV, use them to create corresponding purchase documents or journal lines, take advantage of new workflow for approvals, and allow auditors direct access to source documents.

As an alternative to e-mailing as file attachments, you can send and receive documents electronically. By electronic document is meant a standard-compliant file representing a business document, such as an invoice from a vendor that you can receive and convert to a purchase invoice in Microsoft Dynamics NAV. The exchange of electronic documents between two trading partners is performed by an external provider of document exchange services.

The generic version of Microsoft Dynamics NAV supports sending and receiving electronic invoices and credit memos in the PEPPOL format, which is supported by the largest providers of document exchange services. A major provider of document exchange services is preconfigured and ready to be set up for your company. To provide support for other electronic document formats, you must create new data exchange definitions using the Data Exchange Framework.

From PDF or image files representing incoming documents, you can have an external OCR service (Optical Character Recognition) create electronic documents that you can then convert to document records in Microsoft Dynamics NAV, like for electronic PEPPOL documents. For example, when you receive an invoice in PDF format from your vendor, you can send it to the OCR service from the Incoming Documents window. After a few seconds, you receive the file back as an electronic invoice that can be converted to a purchase invoice for the vendor. If you send the file to the OCR service by e-mail, then a new incoming document record is automatically created when you receive the electronic document back.

To send, for example, a sales invoice as an electronic PEPPOL document, you select the Electronic Document option in the Post and Send dialog box. From here, you can also set up the customer’s default document sending profile. First, you must set up various master data, such as company information, customers, items, and units of measure. These are used to identify the business partners and items when you convert data in fields in Microsoft Dynamics NAV to elements in the outgoing document file. The data conversion and sending of the PEPPOL sales invoice are performed by dedicated code units and XMLports, represented by the PEPPOL electronic document format.

To receive, for example, an invoice from a vendor as an electronic PEPPOL document, you process the document in the Incoming Documents window to convert it to a purchase invoice in Microsoft Dynamics NAV. You can either set up the Job Queue feature to process such files regularly or you can start the process manually. First, you must set up various master data, such as company information, vendors, items, and units of measure. These are used to identify the business partners and items when you convert data in elements in the incoming document file to fields in Microsoft Dynamics NAV. The receiving and data conversion of PEPPOL invoices are performed by the Data Exchange Framework, represented by the PEPPOL - Invoice data exchange definition.

To receive, for example, an invoice as an electronic OCR document, you process it as when you receive an electronic PEPPOL document. The receiving and conversion of electronic documents from OCR are performed by the Data Exchange Framework, represented by the OCR – Invoice data exchange definition.

 

Topics: Navision, dynamics nav 2016, Microsoft Dynamcs NAV 2016, microsoft ERP

Source Office & Technology Goes Live With BMI Software

Posted by Craig Greitzer on Jul 12, 2016 12:53:09 PM

We are pleased to announce another successful go-live of BMI Software at Source Office & Technology located in Golden, Colorado. 

Source had 4 different systems, some of which were home grown, to handle their various lines of business along with a full IT department to support it all. Their primary goal with the BMI system was to integrate all of these divisions into a single system which will allow them to better focus on the growth of their company. 

Compared to other BMI Office Product dealer projects, there were relatively few modifications required.  This is a true testament to how much functionality has been added to our solution over the years. 

Our deepest thanks to the Source team for their efforts during this time and, as always, to the BMI implementation team for their tireless efforts over the July 4th holiday.

 

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Topics: BMI, BMI Software, BMI OP Revelation, Office Products

Garvey's Office Products Anniversary

Posted by Craig Greitzer on May 12, 2016 5:17:50 PM

Ninety Years and Counting for IL Dealer Garvey’s Office Products

(Reprinted with permission from the Independent Dealer e-zine)

 

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The Garvey family (from left to right): Kevin Garvey, Bernie Garvey Jr., Sheila Gartland, Ken Garvey, Bernie Garvey Sr. and Dan Garvey.

 

It was champagne time in Niles, Illinois last month, as Bernie Garvey and his team at Garvey’s Office Products celebrated their 90th year of service to the Chicago-area business community.

 

The dealership was founded in 1926 as Schiller & Schmidt by two printing sales reps. In 1954, Bernard Garvey, Sr. came on board as a sales rep and 12 years later, he bought the company.

 

Fast forward to today and Garvey’s is a thriving $40 million business, with some 90 employees operating out of an 85,000 sq. ft. distribution center in Niles and a product mix that covers the full spectrum of office needs from office supplies and furniture to breakroom supplies, document finishing, promotional products and more.

 

The company today is in the safe hands of the second generation of the Garvey family, with Bernie serving as president; one brother, Ken, running inside sales and larger accounts; two other brothers, Kevin and Dan, in outside sales, and sister, Sheila Gartland, handling marketing and IT.

 

The dealership has been enjoying a good year so far, Bernie reports, with furniture sales particularly strong and new business coming from a number of larger accounts that had previously been in the hands of big box competitors.

 

Our congratulations to the Garvey family and the entire Garvey team. Here’s to the next 90 years!

 

Garvey's uses BMI OP Revelation Software to run their dealership.  Click here to learn more about BMI Software.

 

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Topics: Navision, Dynamics NAV, OP Revelation, Microsoft Dynamics NAV, E-Commerce, BMI Software, BMI OP Revelation, Office Products

Southwest School & Office Supply - BMI Software

Posted by Craig Greitzer on Apr 27, 2016 11:04:02 AM

The following article is from the March 2016 issue of OPI Magazine (with permission)

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Southwest School & Office Supply went live with BMI on April 13, 2015. Aja Stickler, bid and marketing manager at the Jurupa Valley, California dealership, remembers the exact date as she says it is burned in her memory.

Southwest had been on its previous system for close to 20 years when it received notice that the system was being discontinued. That prompted an intense period of investigation and development to assure that the technology selected would meet the dealership’s business demands as the largest school supply dealer in California.

“BMI had what we needed and they were there for us during the whole conversion,” says Stickler. “Through every step of the process representatives from BMI have been available and they know what they are doing,” she says.

BMI’s employees made the difference when it came to training and working with Southwest employees. “They have some incredible programmers on staff who can walk you through the system and make you feel comfortable,” says Stickler. No matter what request she made, they never failed to come up with a solution, she adds.

The new system is cloud-based, which Stickler says is a good choice as the server they had been using was in need of maintenance. “We went with a provider called Rackspace, which was a recommendation from another BMI customer. Rackspace offers a computing infrastructure that hosts complex applications that run the latest data engines and e-commerce platforms.

“From a business standpoint BMI has enabled us to streamline operations,” explains Stickler. For example, warehouse operations have always been closely monitored but now that’s an automated process instead of paying someone to manually track how many lines a picker picked in a shift.

The system also has an iPhone-based proof of delivery feature that confirms the delivery process so that if there is ever any issue, personnel at Southwest can go in and see the signature and photo that confirms the delivery. “It also links to our ecommerce site so our customers can go online and look up their order history,” Stickler adds.

Another practical feature is the first-in-search offering that BMI offers. Because Southwest buys 90% of its inventory direct it didn’t make sense to utilize the search engine that its wholesaler offered. “We have over 6,000 of our own SKUs, and we wanted them to come up first,” says Stickler.

For more information about BMI Software for Business Product Distributors, click here.

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Topics: BMI Software, BMI OP Revelation, Office Products, Busines Products

EPIC Regional Meetings

Posted by Craig Greitzer on Apr 18, 2016 6:30:17 PM

BMI was very happy to take part in the recent EPIC Business Essentials regional meetings.  EPIC Business Essentials is a joint venture between Point Nationwide and Independent Stationers to serve national accounts and the customers are serviced by local Business Product dealers.  EPIC has been a great business partner to BMI.  They gave us time to talk about our solution, OP Revelation, and we showed some previews of our new back office and front end E-Commerce version coming out this summer.  There was a lot of excitement, especially regarding the new BMI E-Commerce site, and we were pleased to receive positive feedback. 

Coinciding with the regional meetings, we also recently re-designed EPIC's "Order Point" E-Commerce site and we were very happy about the reaction that site recevied from the audience.  We look forward to a successful launch of the updated EPIC site in the very near future.  For more information, contact us at info@bmiusa.com, call toll-free at 888-580-8382 or check out our page for Office Product distributors at http://www.bmiusa.com/industry-expertise/office-products-distribution.

 

Topics: EPIC, BMI, E-Commerce

Partner Power Becomes Pipol

Posted by Craig Greitzer on Dec 23, 2015 2:48:52 PM

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For the past 10  years, BMI has had a partnership with Partner Power to deliver international Microsoft Dynamics NAV ERP projects. Partner Power has recently been through a major transformation to provide better and broader services to international customers. To support the new direction of the company Partner Power has changed names to Pipol. Pipol is providing all the same services as in the past, plus a lot more. By adding business and technology consulting to their international ERP implementation capabilities, Pipol has added an important people dimension to their profile and offerings, and the new name “Pipol” is the symbol of that. Pipol has restructured their global partner channel into a committed partnership alliance with more specialized partners to extend their services to their customers with the best resources and solutions available on the market. Pipol has created new implementation models, which makes it much more flexible for customers to choose the implementation model that is providing most value to them. The news and announcements around Pipol will not have any practical impact on our partnership. We will continue working as a local representative of Pipol in our country and keep collaborating with Pipol on international opportunities. What’s more, we are very excited about the enhanced capabilities, new offerings and future cooperation opportunities with Pipol.

Please invest a few minutes of your time to check out the new Pipol website, and get in touch with us at info@bmiusa.com if you have any questions.

 

Topics: Dynamics NAV, Microsoft Dynamics NAV

Understanding The Importance Of E-Commerce And Digital Capabilities In Your Business

Posted by Craig Greitzer on Sep 16, 2015 1:21:47 PM

Essendant’s Girisha Chandraraj explains why the OP industry must update and evolve e-commerce and digital capabilities.

The shift to the digital marketplace is a key factor driving workplace purchases as almost 70% of transactions with independent dealers are made online, a number that will likely continue to grow.

To compete and succeed in the online marketplace, independent dealers, resellers and distributors must focus on updating their digital capabilities and evolving their e-commerce solutions to drive growth and new opportunity. 

Trends guiding the user experience

According to an Essendant survey of end users, 89% of customers have purchased products online for personal use in the past 12 months. Although individuals are increasingly comfortable shopping online for their personal lives, the B2C arena currently has an impressive array of digital capabilities that the B2B world has yet to effectively utilize.

It may be another decade until B2B catches up to the current state of B2C, but there are several areas dealers and distributors can and should focus on now. First, the customer does not clearly distinguish between a B2B and B2C user experience – he or she will expect B2B sites to provide a similarly gratifying, convenient online shopping experience as the B2C sites they use for personal purchases.

Next, there are three primary digital capabilities, or key pillars, that are necessary for success in the B2B online marketplace: search, merchandising and marketing. While not particularly complicated from an e-commerce standpoint, a number of resellers are lagging in these areas and quickly losing ground to competitors.

Looking ahead, resellers should also recognize the role that mobile devices play in digital purchasing as 71% of Americans currently own a smartphone and the influence of mobile purchases continues to grow. Resellers that are not prepared to adapt in three to five years may miss out on significant revenue opportunities.

Steps to optimize the user experience

In order to optimize the user experience, resellers should address the following topics:

  • Determine your capabilities and resources. Are you able to rely on internal resources or will you need to utilize the capabilities and skills of your partners?
  • Evaluate the platform you’re on. Are you using independent or third-party vendors, such as ECi or BMI? This will determine the tools and capabilities that are available to you and what you may need to add or enhance to evolve your digital offering.
  • Ensure you have the necessary tools to help you compete. At Essendant, we have a series of tools that can aid across all of the key pillars (search, merchandising and marketing) and capture a wide variety of metrics to enable an optimal digital presence. These metrics allow dealers to better understand areas of weakness or potential opportunities to drive additional growth.
  • Engage partners in optimizing tools for your categories and customer base. Partners can aid in maintaining content, testing your site, making sure marketing triggers are launching and making sure emails that go out are triggered against the right events (first purchase, sign up, etc).

The expansion of digital technologies and e-commerce capabilities presents dealers and distributors with an important opportunity that will likely have a significant impact on business in years to come.

By choosing to embrace these technologies, specifically focusing on the key pillars of search, merchandising and marketing, resellers will be able to adapt to the demands of the modern customer and ensure success in the digital marketplace. 

Girisha Chandraraj is the Chief Digital Officer at Essendant.

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Topics: OP Revelation, mobile e-commerce, E-Commerce, BMI

Trimega & Independent Stationers Announce National Accounts Joint Venture

Posted by Craig Greitzer on Aug 10, 2015 4:22:01 PM

 
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TriMega’s Point Nationwide and Independent Stationers National Accounts
Join Forces to Create New Entity

INDIANAPOLIS, IN & ROSEMONT, IL, August 10, 2015 – Independent Stationers National Accounts (ISNA) and TriMega’s Point Nationwide today announced the formation of a Joint Venture, called EPIC Business Essentials. This new venture is an important strategic initiative for the two U.S. dealer groups, who have been collaborating on a select basis with national accounts since August 2013.

Through extensive efforts of the Board of Directors of both organizations, working in concert with the staff of the two groups, TriMega and Independent Stationers have agreed to move from the “working together” arrangement to a more strategic position formalized by this joint venture and the new EPIC Business Essentials. EPIC Business Essentials, owned equally by Independent Stationers and TriMega, builds on the groups’ existing shared brand of EPIC (www.wherebighappens.com ), their highly successful joint National Convention, and like the EPIC event, EPIC Business Essentials will represent the industry’s leading buying groups partnering together to achieve synergies and success in the independent dealer channel.

“Never before has the combination of technology and sales support been available to nearly 1,000 independent dealers. Meeting the desire of customers for local service is an important focus for national and regional accounts, and the coordinated TriMega / IS dealer network is best suited to fulfill these needs”, said Bryan Kristenson, Chairman of the Board for Independent Stationers.

EPIC Business Essentials will strategically leverage the resources and expertise of both Point Nationwide and ISNA, while bringing a welcome new option to the National Account market. EPIC Business Essentials will artfully combine national coverage with local service through its network of independent dealers. EPIC Business Essentials will be “best in class” for the independent dealer community, creating the largest National and Regional Accounts program and infrastructure in the history of the independent channel.

“This is the combination of the numerous strong contracts, sales team, marketing and infrastructure that ISNA’s staff brings to EPIC Business Essentials, as well as the back office staffing and efficient technology that Point Nationwide will leverage to support and grow this business,” remarked Lyle Dabbert, Chairman of TriMega. “We are truly excited about joining forces in this endeavor and showing that the independent dealer channel can indeed work together,” he concluded.

EPIC Business Essentials will provide access to one national front-end ecommerce platform that is integrated with all of the major independent dealer back-end systems. State and local government business, along with the healthcare and commercial contracts through ISNA’s U.S. Communities, TCPN and AEPA and other contracts, will become available to both groups’ members. All members will also be able to capture federal government ecommerce sales through more than one GSA/FSSI contract holder. More details about this new initiative and EPIC Business Essentials will be shared with members and the industry in the weeks and months to come – as well as be addressed in detail at the groups’ EPIC 2015 event October 6 – 8 at the Cosmopolitan of Las Vegas. Get details and register to attend at www.wherebighappens.com .

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About TriMega Purchasing Association

TriMega Purchasing Association is a not-for-profit member owned buying group serving office products dealers and technology retailers nationwide. The group helps its nearly 550 members profit through group purchasing, rebate negotiation and tracking, the production of quality marketing materials and information sharing through networking and education at various TriMega events. For more information, contact Michael Morris at mmorris@trimega.org or visit www.trimega.org, call 847-699-3330or write to TriMega at info@trimega.org.

About Independent Stationers

Founded in 1977, Independent Stationers is a leading global organization providing sales, marketing support and purchasing power for the community based independent office products dealer. The organization’s members are located throughout the U.S. and in 5 foreign countries. Collectively, Independent Stationers members produce close to $4 billion in end-user sales. For more information, please contact Cora Lienemann at Independent Stationers headquarters (Phone: 317-579-1111; e-mail: cora@independentstationers.coop) or visit the Independent Stationers web site at www.independentstationers.coop.

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Topics: Dynamics NAV, Office Products Software, Office Product Dealer Software

BMI Names John Greene Vice President Of Professional Services

Posted by Craig Greitzer on Aug 3, 2015 10:00:00 AM

 

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Business Management International
529 W. 42nd Street
Floor 4, Suite L
New York, NY 10036
Phone 888-580-8382
Info@bmiusa.com

Press Release

BMI Names John Greene Vice President Of Professional Services

New York, NY August 3, 2015

Today, Business Management International (BMI) announced that John Greene has been appointed Vice President of Professional Services, He will be responsible for deployment / implementation, product customizations, project management, and technical support while ensuring client success.

With over 30 years of consulting and implementation experience involving several Enterprise Resource Planning software packages, Mr. Greene has helped develop and refine BMI's implementation methodology to ensure that systems are delivered on-time and on-budget.  

Larry Schiff, BMI President said “John has been an integral part of our success since he started with our company in 2000 as a Consultant / Implementer, quickly rising to the position of Director of Operations. I’m extremely pleased to elevate him to this position and have him as part of our top level management, with all of the decision making power and responsibilities that go along with it”.

About BMI

Business Management International, Inc. (BMI) was founded in 1987 as an Information Technology provider specializing in emerging business software technology. Today, BMI has taken the lead in delivering solutions for businesses by providing industry specific knowledge and related consulting and development services to clients. Solutions from BMI use the latest business management software and leading technologies to create enterprise-wide solutions that increase profitability aend guarantee maximum return on investment.

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Topics: Navision, Microsoft Dynamics NAV

Bob Aiken Named Permanent CEO Of Essendant

Posted by Craig Greitzer on Jul 23, 2015 12:30:56 PM

Essendant Inc. (NASDAQ: ESND), a leading supplier of workplace essentials, today announced that its Board of Directors has appointed Robert B. Aiken Jr., president and chief executive officer, effective immediately. Mr. Aiken, who has been serving as interim president and CEO since May 2015, also will continue as an Essendant Board member.

"Since stepping in as interim president and CEO, Bob has been immersed in the company's strategy and has clearly demonstrated he is the right leader to guide the company to deliver superior results," said Charles K. Crovitz, chairman of Essendant's Board of Directors. "The Board is confident in Bob's ability to work closely with our strong management team, committed employees, and business partners to execute Essendant's strategy and drive shareholder value."

"The opportunity to lead Essendant for the past several months has further strengthened my confidence in our future potential and I am delighted to lead the company going forward," said Robert B. Aiken Jr., president and chief executive officer of Essendant. "I look forward to working with our team as we continue to build Essendant into the fastest and most convenient solution for workplace essentials. We have the right strategy in place and remain committed to delivering value for our customers, and sustained profitable growth and value for shareholders."

The entire BMI team wishes to congratulate Bob and we look forward to servicing our mutual customers with our OP Revelation software powered by Microsoft Dynamics NAV / Navision.

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Topics: Navision, Dynamics NAV, OP Revelation, Essendant, United Stationers

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