Encore’s Most Read ERP Blog Posts in 2015

As we look back at a successful 2015 at Encore, we’re reflecting on what drives visitors to our blog. Time and again, visitors return to quickly and efficiently gain information about their solution to help them run their business better. Here is a look back at the most read ERP blog posts in 2015 written by Encore staff:

5. The Difference Between Purchase Agreement and Trade Agreement in Dynamics AX

There are two “agreements” in Dynamics AX 2012 that, at first glance, look quite similar: The purchase agreement and the trade agreement. In Dynamics AX, a Trade Agreement can be thought of as an “if this, than that” mechanism for applying discounts. Essentially, you can create a rule for pricing and apply it to a particular product, group of products, client, or group of clients. Read more about Purchase Agreements and how they differ from Trade Agreements.

4. How to Email Statements to Customers in Microsoft Dynamics GP

There are two ways to email Statements from Microsoft Dynamics GP to your customers.  Using the GP Receivables Statement e-mail tool OR using Word Templates. When you upgrade to GP2013 you may be thinking of switching to using Word Templates to bring you in line with the latest and greatest.  Here is Problem #1:  If you are using Multicurrency Statements they don’t currently work with Word Templates.  Or at least you can’t e-mail them.  So don’t spend all your time setting up the Multicurrency Statement in a Word template if you are planning on e-mailing them! Read on about Problem # 2 and the plan to fix it.

3. Copying and Pasting from Excel into Dynamics NAV

Since the Data Migration Tool is no longer available in NAV2013, you might be wondering what type of tool can be used to import data in Microsoft Dynamics NAV. In NAV2013 one of the changes made to the application was adding the RapidStart Services. RapidStart Services is a tool designed to shorten deployment times by using out-of-the-box configurations, improve the quality of implementations by validating internal relations between the tables and by streamlining importing of opening balances and transactions into journals. Read on for simple steps to copy and paste transactions to the NAV2013 General Journal.

2. How to Create New Companies in Microsoft Dynamics NAV 2013 R2

For users of Dynamics NAV 2013 R2 it is important to note that you are no longer able to create a new company in the Dynamics NAV Development Environment (Classic Client) using File->Company->New. Instead you can now use the Windows Client (RTC) or “Microsoft Dynamics NAV 2013 R2 Administration Shell”. For instructions on how to use either of these options, click here.

And the most read ERP bog post in 2015 is:

1. Creating Your Microsoft Dynamics Chart of Accounts – Your Reporting Foundation

When it comes to implementing an Enterprise Resource Planning (ERP) system (whether it’s Microsoft Dynamics GP or any other ERP), the critical element to consider in a roll out is the Chart of Accounts. Without a well-designed Chart of Accounts you run the risk of investing significant resources into a system without delivering the pay-off of decision supporting analytics and reports. Read on to understand the advantage of capturing key information at the source.

Webinar - Dynamics GP Coffee Break | Using and Enabling Document Attach

Find out how to setup and use Document Attach, how to attach document transactions, and how to properly store and view documents.

October 17
9:00 am – 9:25 pm PST

Register Here

Webinar - Enabling Document Attach in GP

Oct. 17
9:00 am – 9:25 pm PST