Keeping it simple

Making Royalty Payments as easy as 123

We just finished a simple customization for one of our clients who make quarterly payments for Royalties to several hundred people. Their CRM system which tracks the royalty data (i.e. Salesforce.com) created a simple Excel worksheet which listed the vendor's Accounts Payable id, the date for the royalty payment, and the royalty amount due. Our custom program reads the excel file and automatically creates a AP voucher for each royalty recipient. This batch is put on hold for review, and if no corrections is quickly released. We have turned at multi hour input task into a 15 second process. Nice integration. Hats off to our programmer, Kevin Hartman.

Give us a call if you have additional questions

 

Jeff Cozens

 

Yea team: Hosted Microsoft CRM and Cloud Computing coming soon

Looking backwards some of the biggest inroads with Software as a Service (i.e. SAAS) have been in CRM and Human Relations. It makes sense with remote employees who access to data in the central computer that these SAAS apps are a good fit for the internet. What seems to be in all the press lately is XYZ Company announces Hosted Microsoft CRM services. I see this as a good step for MBS back office products because we cannot use these Hosted CRM tools and their connections to the ERP packages to even better serve companies. When you have CRM and Microsoft Business Solution products all under the same division at Microsoft, you can get some great synergy. Google the phase Microsoft Hosted CRM and see what is out there. I believe these announcements bode well for the MBS ERP/CRM communities. Look for more integration of key data from both the sales channels and the back office systems coming to you via the web.

 

Regards,

 

Jeff Cozens

 

 

Transaction Import: a new tip

Users of Dynamics SL have a powerful tool with the Transaction import screen. Just about any data entry screen in Solomon has the ability to upload a standard file to this screen for data input. This feature is standard on all Solomon modules, and it in typically found under the Administration menu group or (Utility> transaction import screen for pre 7.0 users). The trick I learned this week is that that import file can be edited and saves while in the Transaction import screen. After you have attempted to import, it is a good idea to check on your status via the Edit Error button. This button displays a form that looks like:

 

The top section is displaying line item processing of each import line and associated errors. The bottom section displays the source input list. What I learned is you can make corrections in the bottom section of the screen, and then save your corrections via the File, Save Data File As command. The bottom section of the screen acts like a notepad.exe program and is an efficient and simple way to make quick changes and try the import again.

For years, I have been stuck doing my corrections the hard way. My old method was close out of this screen, then launch notepad.exe and then open the import file, make my corrections then save the changed file, and close out of notepad. Boy this simple trick will save me many hours of effort and I hope it can also save you some time and effort.

Happy TI'ing into Dynamic SL.

 

Regards,

 

Jeff Cozens