BMI Microsoft Dynamics NAV / Navision Blog

Supply Chain Automation Interview

Posted by Craig Greitzer on Jun 8, 2017 12:43:12 PM

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As a distributor, you face unique challenges that generic business solutions do not address well. Recently, Craig Greitzer, VP of Sales for BMI Software, was interviewed by the "Find Accounting Software" organization because of the technology BMI brings to solve distributors unique pains. Craig discusses the issues and offers insights gained from working with top distributors. Click here to read the original interview in its entirety.

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Topics: distribution software, Navision, Dynamics NAV, BMI Software, Supply Chain

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

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

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

BMI Joins NAVUG - The Dynamics NAV User Group

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

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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

Microsoft Convergence 2015

Posted by Craig Greitzer on Mar 13, 2015 11:35:07 AM

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Excited to be heading to Microsoft Convergence next week in Atlanta.  It will be great seeing all the new development work and features for Dynamics NAV / Navision.  This is one of Microsoft's best events because its so focused on their ERP products and how they impact our customers. Looking forward to seeing all our great friends and partners.  Hope to see you there.

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Topics: Navision, Dynamics NAV, Microsoft, Business Software, Convergence, Dynamics NAV 2015

United Stationers and BMI Announce Collaboration Agreement

Posted by Craig Greitzer on Feb 23, 2015 8:40:13 PM

United Stationers Supply Co. (United) and Business Management International, Inc. (BMI) have agreed to terms for ongoing collaboration that will bring United’s enhanced digital services to BMI clients. Under the terms of the agreement, United will offer its advanced digital services to customers utilizing the BMI ecommerce solutions, helping resellers succeed selling online.

Included in the collaboration roadmap is the suite of digital capabilities that United offers, including SmartSearch™, Premium Product Relationships, SmartMerchandising™ and advanced analytics capabilities. These tools greatly enhance the online shopping experience for independent resellers’ customers. BMI and United will also work together to develop capabilities that connect shoppers with additional product suggestions based on previous shopping patterns, browsing or cart abandonment. These initiatives lay the foundation for future efforts to optimize digital merchandising and marketing performance.

We are pleased to solidify our collaboration with BMI" said Girisha Chandraraj, vice president, digital at United. "Working together, we will improve our dealers’ access to best-in-class search and cross-selling capabilities on BMI’s ecommerce platform while developing additional enhancements over time to help resellers simply sell more online." Harry Dochelli, senior vice president, sales and customer care added "Helping our customers win online is incredibly important to us, and this collaboration is a solid move toward meeting our goals. Our significant investments in digital capabilities can be more-easily integrated by many of our customers."

"BMI is proud to provide industry-relevant ecommerce solutions, and the addition of United’s enhanced digital services will be well received by our customers," said Larry Schiff, CEO of BMI. "We are very excited to work with United to roll out additional winning solutions to our mutual customers."

About United Stationers

United Stationers Inc. is a leading supplier of business essentials, with 2013 net sales of $5.1 billion. The company stocks a broad assortment of over 140,000 items, including technology products, traditional office products, janitorial and breakroom supplies, office furniture, and industrial supplies. The Company's network of 77 distribution centers allows it to deliver these products to approximately 25,000 reseller customers. This network, combined with United's breadth and depth of inventory, enables the Company to ship most products overnight to more than ninety percent of the U.S. and major cities in Mexico and Canada.

For more information, visit unitedstationers.com. United Stationers common stock trades on the NASDAQ Global Select Market under the symbol USTR.

About BMI

Business Management International (BMI) was founded in 1987 as an ERP provider, specializing in emerging business software technology. BMI OP Revelation® is a software solution based on Microsoft technologies and was designed for Independent Office Product dealers. It was first released in 2006 and is based upon best practices and designed in conjunction with the most successful dealers in the Office Product distribution industry. BMI is a 5-time Microsoft "Inner Circle" award winner, which represents the top one percent of software solution providers worldwide. BMI will be releasing significant new functionality this year including mobile, advanced ecommerce capabilities, significant United Stationers proprietary functionality and new back office features.

All trademarks are the property of their respective owners.

Topics: Navision, Dynamics NAV, OP Revelation, Office Products Software

You've Outgrown Quickbooks When..... #3

Posted by Craig Greitzer on May 2, 2014 11:38:00 AM

You’ve Outgrown QuickBooks When… Weak Audit Trails put you at risk

Mysterious changes in the books need to be accounted for, but many basic accounting programs, QuickBooks included, allow any user to login and edit data as needed, without any restrictions or an audit trail.  Unless you memorize every number in the books, these seemingly little changes can create a larger problem – inaccurate numbers and skewed data.  If you’re making decisions based on inaccurate data, there’s no telling which direction it can take you,
opening the door to extreme risk.

Growing Pain #3: Weak Audit Trails

If you can’t answer to the changes made in your QuickBooks program, then you may be putting your business at risk of being audited.  In addition, not having insight into certain decisions makes it difficult, if not impossible, to verify the reasons for thechanges or the integrity of the resulting data.  You know you’ve outgrown QuickBooks when you can’t trust your data or provide a complete financial audit trail.

Protecting your data and putting the right controls in place is possible, and easy, with a business solution from BMI and Microsoft.  You can restrict access to confidential or sensitive portions of your data, such as proprietary data or customer credit card information, to directors and managers.  You can also provide each of your users with access to the software features that pertain to their immediate job tasks and restrict access to the remainder of your data and functions. 

Electronic audit features within Microsoft business solutions will track data changes, as well as control them to create a complete trail of changes.  With the introduction of forms requiring approvals for certain types of data changes or by creating alerts to notify managers and directors with each occurrence, records maintain their integrity.  A record for all data changes can be maintained to protect data integrity, ensure compliance, and reduce the chance for human error. 

Please clcik here to visit the BMI Navision / Dynamics NAV page for information, brochures and testimonial videos.

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

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

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