BMI Microsoft Dynamics NAV / Navision Blog

BMI Joins NAVUG - The Dynamics NAV User Group

Posted by Craig Greitzer on Jun 16, 2015 4:32:14 PM

 BMI_Software_Logo

 

FOR IMMEDIATE RELEASE

Contact: Craig Greitzer

888-580-8382

cgreitzer@bmiusa.com

Business Management International/BMI Software JOINS DYNAMICS NAV USER GROUP AS PREMIUM MEMBER

[6/15/15] New York, NY Business Management International/BMI Software announced today that it has become a Premium Partner member of the prestigious Dynamics NAV User Group (NAVUG).

NAVUG is an independent group of Microsoft Dynamics NAV software users, partners, industry experts and representatives of Microsoft Corp. NAVUG is recognized by Microsoft as the official user group for its Dynamics NAV business software’s participation in NAVUG demonstrates its commitment to the Microsoft Dynamics NAV community and provides the organization with new ways to share its expertise.

“All of us at BMI are thrilled to join NAVUG,” said Larry Schiff, President. “We’re excited to share our 28 years of software development (20 years with NAV) and installation expertise with other Dynamics NAV partners and help today’s businesses thrive by realizing the full array of benefits Dynamics NAV provides. BMI at one time had its own NAV users group, but with our clients now spread throughout the country, NAVUG is the perfect solution.”

“Our Premium Partner members are an integral part of the NAVUG community. They bring innovative solutions, strategies and expertise to the group, which is of immense value to our members,” said Mark Rhodes, NAVUG Program Director. “NAVUG will work hand in hand with BMI to increase the value of the community by offering Dynamics NAV users many useful benefits. We’re pleased to welcome BMI and we look forward to their contributions to NAVUG.”

About Business Management International/BMI Software

Business Management International, Inc. (BMI Software) was founded in 1987 as an ERP Software provider specializing in emerging business software technology. Today, BMI has taken the lead in delivering ERP Software solutions for businesses by providing industry specific knowledge and related consulting and development services to clients. ERP Software from BMI uses the leading technologies to create enterprise-wide solutions that maximize profitability. BMI is also the developer of OP Revelation, a sophisticated front (E-Comm) and back end (software system) for Office Supplies, Janitorial and Industrial Supplies. The company pride itself on working on challenging projects with the most advanced technologies. BMI is a five time Microsoft Inner Circle Member and one of the original NAV Partners (1994).

ABOUT NAVUG

The Dynamics NAV User Group (NAVUG) is an independent, user-driven organization that helps individuals and company members maximize the value they receive from Microsoft Dynamics NAV. Members learn, network and share expertise through educational events, webinars, training courses, virtual collaborative meetings, regional networking opportunities and a vibrant online community. Established in 2008, NAVUG is approximately 1,500 organizations strong, and dedicated to creating deep, intimate learning opportunities for our members.

 

Topics: Navision, Dynamics NAV, Dynamics NAV 2013, Dynamics NAV 2015

Top Reasons To Purchase Navision / Dynamics NAV #3

Posted by Craig Greitzer on Apr 30, 2014 11:36:00 AM

A business solution from Microsoft—Looks forward, not backward

Thanks for following along with our “Top Reasons to Purchase a Business Solution from BMI and Microsoft” blog series. We’re now up to week three of our nine-week series exploring how a business solution from Microsoft delivers more than just ERP. If you are just joining or perhaps missed last week’s blog post, here are a quick summary of the top reasons to purchase a business solution from Microsoft, links to the first two blog postings, and this week’s featured content: Looks forward, not backward.

Top Reasons to Purchase a Business Solution from BMI and Microsoft:

  • It’s More Than Just ERP    
  • Helps You Work Better, Faster, and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Provides a Flexible Deployment Model    
  • Reduces Your Risk and Propels Your Business

Looks Forward, Not Backward

Is your business software hindering your ability to make sound business decisions? Is it
limiting your potential for growth? In today’s competitive environment, you need more than a backward-looking system of record to be successful.

Microsoft Dynamics / Navision ERP can address those challenges. It gives you a solution that’s
proactive and predictive, with built-in workflows that guide your employees forward through their work. It also provides your people with powerful embedded business intelligence tools that help transform data into insight. With those tools at their fingertips, your teams not only can solve problems, but they also can prevent them from occurring in the first place.

As an example, Microsoft Dynamics ERP, combined with the powerful features of Microsoft Excel,
can transform transactional data into predictive reports. These reports include shopping cart analysis that helps your people identify future cross-sell and up-sell opportunities as well as recommend items that are the most profitable for your business. Drill-down capabilities provide deeper visibility into transactions and more detailed audit trails. Microsoft Dynamics ERP gives you higher confidence that the right people are making the right decisions to grow your business.

Take the Next Steps to Learn More:

Visit us at http://www.bmiusa.com/product-solutions/microsoft-dynamics-nav to learn more about Microsoft Dynamics ERP for small and midsize businesses, hear more customer stories, chat with us live or call us at 888-580-8382.  

Navision / Dynamics NAV

Topics: Navision, Microsoft, MS Dynamics, Accounting Software, Business Software, Dynamics NAV 2013

Top Reasons To Purchase Dynamics NAV #2

Posted by Craig Greitzer on Apr 18, 2014 12:46:00 PM

A business solution from BMI and Microsoft—Helps you work better, faster, and smarter

Welcome back to the “Top Reasons to Purchase a Business Solution from BMI and Microsoft” blog series. Last week, we kicked off the discussion with a look at how a complete business solution from Microsoft goes beyond what stand-alone ERP or accounting software can do. Just a reminder, over the next several weeks we will be providing an overview of why Microsoft Dynamics is a great choice to help you gain greater insight into your business, so you can drive profit margins and ultimately grow your business.

If you missed last week’s posting, here are a summary of the top reasons to purchase a business solution from Microsoft, a link to the first blog (http://info.bmiusa.com/blog/bid/341875/Top-Reasons-To-Purchase-Microsoft-Dynamics-NAV), and this week’s featured content: Helps Your People Work Better, Faster, and Smarter.

 Top Reasons to Purchase a Business Solution from Microsoft and BMI: 

  • Helps You Work Better, Faster and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Provides a Flexible Deployment Model    
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Reduces Your Risk and Propels Your Business

Help You Work Better, Faster, and Smarter

When you think about the most successful businesses today, you’ll realize they all have something in common: passionate employees who are engaged, committed to their company’s success, and working at their maximum potential.

Microsoft Dynamics NAv / Navision is an innovative, flexible, end-to-end solution that helps makes your people more proactive and productive by giving them personalized, agile tools based on the familiar, interoperable Microsoft technologies, like SQL Server, Excel, etc that they work with every day.

The solution also features a RoleTailored user interface, designed to help your employees uncover the information and tasks relevant to their specific job functions, right on their home page. This interface maps tasks to key roles in your business, so your employees can take advantage of a tool that matches their preferences and work styles. As a result, they can work smarter, faster, and more efficiently than ever.

Microsoft Dynamics NAV / Navision has established a track record by meeting the needs of more than 100,000 customers and 1.5 million users worldwide. We’ve been serving small and midsize businesses for more than 25 years, winning customer references across many industries including manufacturing, distribution, retail, public sector, services, and more. In addition, working with BMI will enable you to get deep technical and industry expertise to help you address your specific needs.   

Take the Next Steps to Learn More

Visit us today at www.bmiusa.com or call 888-580-8382 to learn more about Microsoft Dynamics NAV / Navision for small and midsize businesses, chat with a BMI representative, take a product test drive, or view our online video library.

Navision

 

Topics: distribution software, Navision, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, MS Dynamics, Dynamics NAV 2013

Top Reasons To Purchase Microsoft Dynamics NAV

Posted by Craig Greitzer on Apr 7, 2014 5:17:00 PM

A business solution from Microsoft and BMI—It’s more than just ERP

You’ve worked hard to build your small or midsize business, and when it comes to the
technology that helps you run it, there’s no reason to compromise. Whether you are outgrowing entry-level accounting software, rubber-banding a legacy solution, or simply tired of paying annual maintenance fees to a vendor that provides little to no value for your money—now is the time to take the next step and give your people the tools to propel your business forward.

If you’re on a journey to find the solution that is the best fit for your company, you will likely encounter multiple vendors to consider along the way. So, for the next severral weeks, we will be posting a series of blogs that cover why you should consider a business solution from Microsoft and BMI as your top choice.

Top Reasons to Purchase a Business Solution from Microsoft and BMI: 

  • Helps You Work Better, Faster and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Provides a Flexible Deployment Model    
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Reduces Your Risk and Propels Your Business

It’s More Than Just ERP

As you go through the process of evaluating technology vendors and solutions, you’ll probably find a long list of options, many of which can help you balance your books, manage your inventory, create a budget— all the things you’d expect a software package to do. As you
evaluate these options, it might be hard to tell the difference between many of them, but it will soon become clear that a business solution from Microsoft is more than just ERP.

That’s because the Microsoft vision for business applications goes beyond what a simple stand-alone ERP solution can do. The vision starts with a unique combination of business intelligence, collaboration, and communication tools embedded across your business processes. That combination creates a proactive, productive workforce, and it provides your business with a solution that connects your people and your company. This connected experience also blurs the lines between personal and professional applications, helping to transform the way you and
your people work. The results: a greater level of control over your business, increased profitability, higher employee and customer satisfaction, and new opportunities to grow your business. 

Take the Next Steps to Learn More

Visit us at www.bmiusa.com or call 888-580-8382 to learn more about Microsoft Dynamics NAV ERP for small and midsize businesses, chat with a BMI representative, take a product test drive, or view our on-line library of video demos and video testimonials.Navision

Topics: Navision, Dynamics NAV, Microsoft, Dynamics NAV 2013, Microsoft Dynamics NAV

Navision / Dynamics NAV - Cannot View Data In Balance by Dimension

Posted by Amy Valenzano on Mar 19, 2014 12:00:00 PM

I've had a few support calls from clients where their Navision executables have just been upgraded and now the Balance by Dimension form does not show any data.  The entire form is uneditable. 

This is a fairly common issue when the Navision executables are upgraded to NAV 2009 or higher. 

The code in form 408-G/L Balance by Dimension needs to be modified to the following (bold is the fix)

DimCodeToOption(DimCode :
Code[20]) : Integer

CASE DimCode OF

  '' :

    EXIT(-1);

  UPPERCASE(GLAcc.TABLECAPTION) :

    EXIT(0);

  UPPERCASE(Text001) :

    EXIT(1);

  UPPERCASE(BusUnit.TABLECAPTION) :

    EXIT(2);

  UPPERCASE(GLSetup."Global Dimension 1 Code") :

    EXIT(3);

  UPPERCASE(GLSetup."Global Dimension 2 Code") :

    EXIT(4);

  ELSE

    EXIT(-1);

END;

Topics: Navision, Dynamics NAV, Microsoft, MS Dynamics, Dynamics NAV 2013, Microsoft Dynamics NAV

Implementing Microsoft Dynamics NAV / Navision ERP Software

Posted by Eggert Olafsson on Feb 17, 2014 12:35:00 PM

Implementing a new Microsoft Dynamics NAV / Navision ERP system can be a daunting and overwhelming task that involves your entire organization.  ERP implementation projects typically change business processes, roles and responsibilities for managers and employees alike so it is vital to not only select the right software package but also the right partner and implementation process.  BMI has, over the years, developed “best practices” for Dynamics NAV / Navision ERP software implementations in concert with the Microsoft “Sure Step” implementation methodology process.

This methodology can be used and adapted to all types and sizes of projects, from simple add-ons to full ERP implementations to custom development projects. The core concept is to analyze and define the scope of the project in advance using standard tools through process steps and phases so that the implementation will meet the expected outcome and minimize the strain of the organization during the process.

A key element in this process is good communication and participation from all parties involved. Let’s take a closer look:

 

 Sure Step resized 600

Every project is the result of some type of a need. This could be driven by expanding business requirements, new technology opportunities, etc. This calls for an initial diagnosis of the tasks at hand.

In the Diagnostic Phase, BMI works with the client to define the initial scope of the project. BMI will provide information regarding the proposed software capabilities, analyze the fit to the organizational requirements and propose any special solutions that would serve the client’s future goals and address the core issues driving the changes. This Phase is highly conceptual and should give the client an understanding of its options and possible solutions so they will be comfortable making a decision to move forward with the project. In the toolbox, in this phase, we find documents like the Gap-Fit Analysis, High Level Project Plan, Budget Estimate, Statement of Work and more.

Upon formal agreement to implement the Dynamics NAV / Navision solution, BMI and the client will move to the next phase of implementation, the Analysis Phase. This phase’s purpose is to outline, in detail, the functional business requirements. This is both about how to set up the application and to scope out any custom programming that would be required to meet the expected outcome for the project. A key element in this phase is participation and involvement, from all parties affected by the solution, through meetings and training sessions. This phase will include using tools like the Functional Requirements Document, Data Migration Requirements, Infrastructure Design and more.

The Design Phase is often combined with the Analysis Phase if the analysis does not uncover any advanced development or data migration requirements that need special consideration beyond what can be accomplished in the Analysis Phase. If so, the solutions to the requirements will be specified in the requirements documents.

The next two phases, Development Phase and Deployment Phase go hand in hand. Here BMI and the client will work together setting up and testing the application. Custom modifications can be tested as they are implemented and moved into the test environment. In this phase, it is very important to use scope management tools from the toolbox. These are tools like Test Scripts, Change Control, Check List, Cut-Over Plan and Task Lists. We will also have frequent status meetings to make sure that schedule and budget goals are being managed and met. When the client has accepted the solution through a UAT (User Acceptance Testing), the implementation can move forward to its final deployment step, the Go-Live.

If the “Sure Step” methodology has been followed, the Go-Live should not present any major challenges. There are tasks that will need to be accomplished, changing business processes and new software to get used to, but when the methodology is being followed and everyone involved is prepared for the cut-over to the new system, uncertainties are eliminated. This is the reason why choosing the right partner and methodology is so important to the success of every implementation.

Finally there is the Operation Phase. BMI will not just walk away after the Go-Live.  We will be your business partner and continue to support your organization and your new Dynamics NAV / Navision ERP system. Going forward, you may have new business requirements that have to be met, additional training and support needs and ongoing system maintenance to deal with. BMI will be with you every step of the way.

Topics: Navision, Dynamics NAV, Dynamics NAV 2013, Sure-Step Methodology, Microsoft Implementation Methodology

Opening Microsoft Dynamics NAV / Navision Reports in Excel

Posted by Amy Valenzano on Feb 6, 2014 5:12:00 PM

 

Navision

Many times I have wished there was an option to print a Dynamics NAV / Navision report to Excel but there are only a select few reports that come out of the box with this capability.  I have, in the past, saved the report as HTML then opened that in Excel.  This does work, to some extent, but often requires quite a bit of time consuming re-formatting and clean up. 

I’m excited to say that we have become aware of a better option to pull a Dynamics NAV / Navision report into Excel.  Save the report out of Navision as an HTML file and then open that in Excel as previously stated.  From this point, save this file as a .csv (comma delimited) file.  Open the newly saved .csv file in Excel and you will get the data in a much more manageable format with a lot less cleanup and re-formatting required.

Give this a try and let us know how you make out.

 

Topics: distribution software, Navision, Dynamics NAV, Microsoft, Dynamics NAV 2013, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training

Microsoft Dynamics NAV / Navision "Out-Of-Balance" AP Check Error

Posted by Amy Valenzano on Jan 30, 2014 10:31:00 AM

I have come across a few different situations where a user has printed computer checks out of Navision where the check printed fine, but when the user goes to post the payment journal an “out of balance” message appears and the journal cannot be posted.  

Here is an example of a Payment Journal where the checks have been printed correctly and the Total Balance is zero.

Payment Journal view after checks have printed correctly.


When going to post this error message appears.

"Out of Balance" error posting Payment Journal
 

The reason for the error is because the data is not listed in order of Vendor No so
that when Navision goes through the posting process the balancing credit amount
line is not directly after the debit lines.  To resolve this error without voiding the checks and rearranging the data, you can simply re-sort the journal by changing the sort option from the
default “Journal Template Name,Journal Batch Name,Line No.” key to the “Journal Template Name,Journal Batch Name,Posting Date,Document No.”

Topics: Navision, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, Dynamics NAV 2013, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training

Fiscal Year-End Closing Process for Microsoft Dynamics NAV / Navision

Posted by Amy Valenzano on Jan 13, 2014 4:46:00 PM

Now that it’s the beginning of a new year, Business Management International (BMI) will receive many support calls requesting assistance on the process of closing the year-end.  This is not a difficult process, but because it’s only performed once a year it’s easy to forget.

Before running the fiscal year-end closing process you will want to tie out your G/L to various sub-ledger reports within Navision.  Below is a suggested list of functions to perform.

  • Ensure all Purchase/Sales Order receipts/shipments have been posted                       

  • Ensure all Purchase/Sales Invoices related have been posted            

  • Run Periodic Activity | Adjust Cost-Item Entries                                      

  • Run Periodic Activity | Post Inventory Cost to G/L                                  

  • Run Inventory to G/L Reconcile Report (inventory invoice accruals)               

  • Reconcile Inventory to G/L and calculate Accrual Entries                     

  • Calculate Depreciation for Fixed Assets

  • Run AP to GL Reconcile Report (non-inventory accruals)

  • Enter all Cash Receipts                                         

  • Run Aged Accounts Payables and Aged Accounts Receivables           

  • Reconcile Aged A/P and Aged A/R to General Ledger            

  • Perform a Bank Reconciliation                                                                                         

  • Enter any Accrual, Reversing, Recurring General Journals (such as: Depreciation, Payroll, Accrued A/P and A/R)

  • Run Financial Account Schedules                       

Once these items have been performed and your end of the year numbers tie out you are ready to process the year end closing.

Closing Accounting Periods:

When the fiscal year is over, you must close the periods.  Once closed, you cannot open or change the periods.

  • Select Financial Management, General Ledger, Periodic Activities, Fiscal
    Year, Accounting Periods

  • Click Close Year

You will then get a message to confirm what periods you are closing

Close Accounting Periods

  • Click YES to close the year

You will notice that a check has been placed in the Closed and Date Locked fields of the Account Periods window.

Close Income Statement Accounts

  • Select Financial Management, General Ledger, Periodic Activities, Fiscal Year, Close Income Statement

 Close Income Statement

  • Fill in the appropriate information then click OK.  This function will calculate the balance at the end of the year for all Income Statement G/L Accounts and create a journal entry in the Template and Batch you specified.  You will then need to go to the journal and post the closing entries.

Topics: distribution software, Navision, Dynamics NAV, Microsoft, Microsoft Dynamics NAV 2013, Dynamics NAV 2013

Microsoft Dynamics NAV 2013

Posted by Craig Greitzer on Feb 28, 2013 11:35:00 AM

dynamicsnav2013logo

 

BMI has been enjoying our recent implementations of Dynamics NAV 2013. The Role Tailored Client (RTC) makes it easy for people to work with the functionality they need to perform their jobs. There are out-of-the-box roles available which can be customized and new roles can be created. The RTC features the "ribbon" which users of Office will be familiar with. The ribbon can also be customized.

Reporting has been an especially interesting aspect of NAV 2013 as the old report writer has gone away and Microsoft Visual Studio has taken its place. You can also use SQL Reporting Services and other third party reporting tools.

The RTC has a more visual feel than the "Classic Client" and various "parts" can be inserted on the user's home screen. Parts can be customer lists, vendor lists, Outlook email, sales graphs, etc. Each user can customize their own parts.

Click here to go to our Dynamics NAV page.

 

Topics: Microsoft Dynamics NAV 2013, Dynamics NAV 2013

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