Chapter 1 Concept & Navigation

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Chapter 1 Concept & Navigation"

Transcription

1 Financials The Manual Chapter 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation FINANCIALS (Release ) Financials The Manual is published by Assistance Software. All rights reserved. No part of this publication may be reproduced. The information contained in this guide is provided without any express, statutory, or implied warranties. Assistance Software will not be held liable for any damages caused or alleged to be caused either directly or indirectly by this guide. (C) Copyright 2015 Assistance Software 1

2 Chapter 1. Concept and Navigation Contents... 1 INTRODUCTION... 3 CHAPTER 1. CONCEPT AND NAVIGATION... 4 VISION AND CONCEPT... 6 PSA Suite for Microsoft CRM... 6 Financials... 6 Integration with back-end financial solution... 7 NAVIGATION... 9 Modules, Work Areas and Entities

3 INTRODUCTION INTRODUCTION Welcome to Financials the Manual! This manual is designed to provide you with an understanding of the main functionalities of Assistance Financials. It is divided into two chapters: the first one will introduce you to the solution and the second one will walk you through the WIP Transfer and Revenue Recognition processes for two specific types of project (T&M and Fixed Fee) within Financials. Note that this manual is intended for users who are already familiar with PSA 2015 and who have good knowledge of their own chart of accounts, fiscal periods, WIP management, revenue recognition policies and billing policies. * Assistance Financials for Microsoft CRM can be accessed from a web browser or from Microsoft Outlook by using the Microsoft Dynamics CRM for Outlook feature. The screen shots and examples in this guide show the web browser option. Also note that for the purposes of this guide the security role used for all the examples is System Administrator. 3

4 INTRODUCTION CHAPTER 1. CONCEPT AND NAVIGATION In this chapter you will learn: The vision and concept behind Financials How to navigate in the solution. 4

5 1.1 VISION AND CONCEPT FINANCIALS The Manual 1.1 5

6 1.1 VISION AND CONCEPT VISION AND CONCEPT PSA Suite for Microsoft CRM The PSA Suite for Microsoft CRM is a complete Professional Services Automation solution. Assistance Financials is the financial module of the PSA Suite, which also consists of two other solutions, Assistance PSA (core functionality of the Suite) and Assistance HRM, as well as a Portal. The three apps completing the Suite: PSA mobile, PSA Approval and PSA Project Status, will respectively allow booking and approval of hours in PSA as well as provide you with access to your projects actuals and KPI s from a mobile device. *For additional information regarding the PSA Suite, please go to our website Financials When you install Assistance Financials you extend PSA with project accounting functionality. Microsoft SharePoint Accounts Opportunities Leads Contacts Assistance HRM Campaigns Microsoft SharePoint Projects Time and Expenses Project Estimate Project Forecast Resource Planning Project Planning Invoices Financials Microsoft Outlook Microsoft Dynamics NAV/GP/AX Microsoft Outlook 6

7 1.1 VISION AND CONCEPT This means that you will now have the ability to generate journal entries for the following processes/functions: Approved Labor and Expense costs Work-in-Progress (WIP) Management Revenue Recognition Invoicing And this information will be available from the Financials module but also within each Project in PSA. Integration with back-end financial solution Assistance Financials can also assist in the integration of your project accounting data into your ERP system. When generating journal entries, it will automatically update a unique Transaction table making all the PSA financial transactions available for you to process in one single entity within the CRM database. All transactions will also be processed by Period. Financials will provide the following transaction types: Hour and Expense Transactions WIP and Revenue Recognition Transactions Invoice Transactions A transaction gateway, which can be any number of data connectors (ex: Scribe), can be used to pass this data into your ERP system. You can use the same connector to pass data back from the ERP to update your financial transactions database. A common transaction that would come back into PSA would be cash applications, so cash receipts made in the AR module would be passed back to update accordingly invoice balances as well in PSA. 7

8 1.2 NAVIGATION PSA 2015 Step by Step Guide 1.2 Navigation 8

9 1.2 NAVIGATION NAVIGATION Modules, Work Areas and Entities Within Microsoft CRM, Assistance Financials consists of one single module, FINANCIALS. The module FINANCIALS is where you will work; i.e. setup the PSA Financials module, create WIP journal entries to transfer approved labor and expense costs, recognize revenue for T&M as well as Fixed Price projects and finally create journal entries for invoicing. It is broken down into two work areas: Financials and Settings. Within each work area you will find the following entities: Financials Financial Transactions Run Processes Settings Financial Periods Booking Periods* Financial Settings *The entity Booking Periods is the same as the entity Booking Periods located in the Module PSA Settings in the work area PSA Tables of Assistance PSA. Specific settings however will also be defined in the following two modules of Assistance PSA: PSA SETTINGS ASSISTANCE PSA 9

10 1.2 NAVIGATION In the module PSA SETTINGS of Assistance PSA you will configure specific settings related to WIP transfer and revenue recognition within the entity PSA Settings but also within the project template item entity. The module ASSISTANCE PSA is the third and last place where you will configure specific settings related to revenue recognition. You will define these settings respectively at the Project and Project Item level of PSA. Within each Project you will also find the journal entries generated by Financials and specific to the project itself. One final note: In order to generate journal entries Assistance Financials will make use of the master data created in PSA, i.e. Ledger accounts, Legal Entities, Departments and Cost Centers. This master data therefore is a pre-requisite to the configuration of Financials. 10

Module 1 Concept & Navigation

Module 1 Concept & Navigation PSA 2015 Step by Step Guide Module 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights

More information

PSA Suite for Microsoft Dynamics CRM License Matrix

PSA Suite for Microsoft Dynamics CRM License Matrix In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from July 2015. Overview Capabilities by License Type * All prices

More information

Module 2 Settings. PSA 2015 Step by Step Guide. 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.

Module 2 Settings. PSA 2015 Step by Step Guide. 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2. PSA 2015 Step by Step Guide Module 2 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.4 PSA users PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by

More information

PSA Suite for Microsoft Dynamics CRM License Matrix

PSA Suite for Microsoft Dynamics CRM License Matrix In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from January 2016. Overview Capabilities by License Type Time Entry

More information

Spring Release Guide 2016

Spring Release Guide 2016 for Microsoft Dynamics CRM Assistance PSA Suite Spring Release Guide 2016 v. 1.2 Final P a g e 1 (C) Copyright 2016 Assistance Software Contents... 1 Introduction... 3 Assistance PSA Suite PSA... 5 Project

More information

PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved. No part of this publication may be Projects reproduced.

PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved. No part of this publication may be Projects reproduced. Step by Step Guide PSA 2015 Module 4 4.1 BAFPA Methodology 4.2 & Budget 4.3 Project sales forecast 4.4 Project & Resource planning 4.5 Utilization Sheet 4.6 CRM Appointments and Group calendar 4.7 Programs

More information

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7. Step by Step Guide PSA 2015 Module 7 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.4 Invoice approval PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published

More information

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section...

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section... Step by Step Guide PSA 2015 Module 5 5.1 calendar view 5.2 by line 5.3 Instant Time Entry PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved.

More information

Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules

Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules Microsoft Dynamics AX 2012 Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules White Paper This document provides an overview of the ways that the Project

More information

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM Increase your Performance with the PSA Suite for Microsoft Dynamics CRM With the PSA Suite you will increase your Performance and you will have insight in all the major Key Performance Indicators of your

More information

Microsoft Dynamics GP. Project Accounting Accounting Control Guide

Microsoft Dynamics GP. Project Accounting Accounting Control Guide Microsoft Dynamics GP Project Accounting Accounting Control Guide Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility

More information

Module 2 Settings. Step by Step Guide PSA Suite Basic for CRM 2013

Module 2 Settings. Step by Step Guide PSA Suite Basic for CRM 2013 Step by Step Guide PSA Suite Basic for CRM 2013 Module 2 Settings 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.4 PSA users PSA Suite Basic CRM 2013: V1.0 1 Module 2.

More information

Microsoft Dynamics SL Web Apps

Microsoft Dynamics SL Web Apps Microsoft Dynamics SL Web Apps Microsoft Dynamics SL 2011 Web Apps Take control of your project time entry and travel-related expenses View and approve project related items Review Project financial information

More information

Release Notes Assistance PSA 2013 2 nd Release (2.3.0.122) - February 2014

Release Notes Assistance PSA 2013 2 nd Release (2.3.0.122) - February 2014 Release Notes Assistance PSA 2013 2 nd Release (2.3.0.122) - February 2014 IMPORTANT! Please read these release notes for Assistance PSA 2013 Second Release very carefully before importing and using this

More information

Microsoft Dynamics SL for Government Contractors

Microsoft Dynamics SL for Government Contractors Microsoft Dynamics SL for Government Contractors Government Contracting Microsoft Dynamics SL is a project focused enterprise resource planning (ERP) solution with a wide variety of uses from government

More information

Roadmap. Datum : July 2013. : Martijn van der Hoeden. Version : 1.0

Roadmap. Datum : July 2013. : Martijn van der Hoeden. Version : 1.0 Roadmap Datum : July 2013 Door : Martijn van der Hoeden Version : 1.0 Status : Final Introduction Introduction Assistance Software launched Assistance PSA for Microsoft CRM 2011 in March 2011 and in 2013

More information

Epicor ERP Epicor ERP Accounts Payable Transaction Hierarchy

Epicor ERP Epicor ERP Accounts Payable Transaction Hierarchy Epicor ERP Epicor ERP Accounts Payable Transaction Hierarchy 10 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including

More information

Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy

Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy 10 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including

More information

Microsoft Navision Axapta Project

Microsoft Navision Axapta Project Microsoft Navision Axapta Project enables efficient project management with full financial overview and control Microsoft Navision Axapta Project Microsoft Navision Axapta Project gives you a strong platform

More information

Amicus Small Firm Accounting: Migrating from Another Accounting System

Amicus Small Firm Accounting: Migrating from Another Accounting System Amicus Small Firm Accounting: Migrating from Another Accounting System Contents A. Selecting the conversion date... 1 B. Setting up your Firm Settings, accounting method, and users... 1 C. Preparing your

More information

New, changed, or deprecated features

New, changed, or deprecated features Microsoft Dynamics AX 7 New, changed, or deprecated s This document provides a summary of new and changed s that have been implemented in Microsoft Dynamics 'AX 7'. It also includes deprecated notices

More information

Table of Contents. Introduction. Audience. At Course Completion. Prerequisites

Table of Contents. Introduction. Audience. At Course Completion. Prerequisites Table of Contents Introduction Audience At Course Completion Prerequisites Microsoft Certified Professional Exams Student Materials Course Outline Introduction This one-day course explores the Microsoft

More information

Welcome to the financial reports topic. 5-1-1

Welcome to the financial reports topic. 5-1-1 Welcome to the financial reports topic. 5-1-1 We will explore the effect of standard processes in SAP Business One on Financial Reports: such as the Balance Sheet, the Trial Balance, and the Profit and

More information

Sage Cloud Connector Getting Started Guide. January 2014

Sage Cloud Connector Getting Started Guide. January 2014 Sage Cloud Connector Getting Started Guide January 2014 This is a publication of Sage Software, Inc. Copyright 2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and

More information

Agenda. Copyright 2012 2013 Acuity Business Solutions, LLC All Rights Reserved

Agenda. Copyright 2012 2013 Acuity Business Solutions, LLC All Rights Reserved Agenda Understand the reasons your firm purchased Vision analyzing your company s pain points What is an ERP and how is it different? Project Lifecycle Reasons why firms fail at implementation or user

More information

Microsoft CRM and DycoTrade

Microsoft CRM and DycoTrade Microsoft CRM and DycoTrade Why CRM in combination with DycoTrade? Streamline the Opportunity and Quotation Process Establish collaboration with and between Traders & Counterparties Deliver structured

More information

Statement of Direction

Statement of Direction Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days

Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days TARGET AUDIENCE This course provides both an introduction to Microsoft Dynamics CRM 2015

More information

Statement of Direction

Statement of Direction Microsoft Dynamics NAV Statement of Direction Product strategy and roadmap for Microsoft Dynamics NAV Date: May 2012 www.microsoft.com/dynamics/nav Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

MICROSOFT DYNAMICS NAV 2016

MICROSOFT DYNAMICS NAV 2016 FEATURE COMPARISON SHEET MICROSOFT DYNAMICS NAV 2016 COMPARE YOUR VERSION WITH THE LATEST VERSION OF DYNAMICS NAV AND LEARN ABOUT THE ADVANTAGES OF UPGRADING Your challenge. Our passion. 2 Feature Comparison

More information

SMB Intelligence. Reporting

SMB Intelligence. Reporting SMB Intelligence Reporting Introduction Microsoft Excel is one of the most popular business tools for data analysis and light accounting functions. The SMB Intelligence Reporting powered by Solver is designed

More information

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 LENGTH : 1 DAY OVERVIEW This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the

More information

PREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008)

PREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008) LICENSE COMPARISON CHART FOR SAP BUSINESS ONE LICENSE USER TYPES PREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008) Module Functionality Professional CRM Logistics

More information

Sage ERP X3 Sage Enterprise Intelligence Templates (v7.0.0)

Sage ERP X3 Sage Enterprise Intelligence Templates (v7.0.0) Sage ERP X3 Sage Enterprise Intelligence Templates (v7.0.0) Product Management team Version 1.2 Date: 09/02/2015 This Document is intended for use as an overview of the templates that are included as within

More information

PIVOTAL CRM FOR INSURANCE BROKERS

PIVOTAL CRM FOR INSURANCE BROKERS PIVOTAL DATASHEET PIVOTAL CRM FOR INSURANCE BROKERS Life and Health Insurance Employee Benefits Domestic and Commercial Motor Vehicle Marine Pivotal CRM for Insurance Brokers provides a powerful out of

More information

Simplifies Project Time and Cost recording, management and billing

Simplifies Project Time and Cost recording, management and billing Simplifies Project Time and Cost recording, management and billing Intergrates with Accpac ERP ledgers Features Microsoft Outlook and Accpac CRM integration QuickCost Timesheet Manager Timesheet Manager

More information

Sage ERP Accpac 6.0A. What's New

Sage ERP Accpac 6.0A. What's New Sage ERP Accpac 6.0A What's New Copyright 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered trademarks

More information

Microsoft Dynamics GP. Project Accounting Cost Management Guide

Microsoft Dynamics GP. Project Accounting Cost Management Guide Microsoft Dynamics GP Project Accounting Cost Management Guide Copyright Copyright 2008 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of

More information

Overview of Enterprise Portal

Overview of Enterprise Portal Microsoft Dynamics AX 2009 Overview of Enterprise Portal White Paper Microsoft Dynamics AX provides a set of Web modules that give you access to Microsoft Dynamics AX data and allow you to participate

More information

Development IV in Microsoft Dynamics AX 2012

Development IV in Microsoft Dynamics AX 2012 Course 80313A: Development IV in Microsoft Dynamics AX 2012 Course Details Course Outline Module 1: Number Sequences This module explains how developers can perform customizations using the number sequence

More information

SAP Business One. General Ledger Transactions Generated from Order to Invoice. ESAP SAP Business One Online University www.esapuniversity.

SAP Business One. General Ledger Transactions Generated from Order to Invoice. ESAP SAP Business One Online University www.esapuniversity. SAP Business One General Ledger Transactions Generated from Order to Invoice ESAP SAP Business One Online University www.esapuniversity.com Table of Contents Introduction... 3 Purpose of this document...

More information

UNDERSTANDING FUSION PPM FOR PEOPLESOFT CUSTOMERS

UNDERSTANDING FUSION PPM FOR PEOPLESOFT CUSTOMERS UNDERSTANDING FUSION PPM FOR PEOPLESOFT CUSTOMERS MICHAEL CURTIN CARDINAL POINT SOLUTIONS The Fusion Applications open standards architecture allows for select modules and application pillars to co-exist

More information

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015 Microsoft Dynamics GP June 2015 What s New in Microsoft Dynamics GP 2015 R2 This document describes enhancments add for the Microsoft Dynamics 2015 R2 release, including where needed, step-by-step instructions

More information

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Customer Relationship Management (CRM) Improve your sales, marketing, and customer service performance with an Integrated CRM System The Integrated Solution Model (ISM) Organizational Benefits of Customer

More information

The presentation will begin in a few moments. Scott Mangelson, Managing Director

The presentation will begin in a few moments. Scott Mangelson, Managing Director Welcome To Today s Webinar: What s New in Microsoft Dynamics 2013 The presentation will begin in a few moments Participants will receive an email within 48 hours with a link to the slide deck and recording.

More information

ERP Innovation Microsoft Dynamics AX Perspective

ERP Innovation Microsoft Dynamics AX Perspective ERP Innovation Microsoft Dynamics AX Perspective By Seksin Cheevirot Project Manager Eclipse Computing (Thailand) Ltd Agenda ERP Innovation What is ERP? Evolution of ERP Next generation of ERP Why Microsoft

More information

ORACLE PROJECT COSTING

ORACLE PROJECT COSTING ORACLE PROJECT COSTING KEY FEATURES EXPENDITURES Enter expenditure batches through online entry, data import, or Microsoft Excel Vary labor rates based on employee, job, organization, work type or location

More information

Microsoft Dynamics GP. Project Accounting Cost Management Guide

Microsoft Dynamics GP. Project Accounting Cost Management Guide Microsoft Dynamics GP Project Accounting Cost Management Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Release Notes Assistance PSA 2015 Summer Release

Release Notes Assistance PSA 2015 Summer Release Release Notes Assistance PSA 2015 Summer Release (August 2015) Advanced Opportunity Management The Microsoft Dynamics CRM Opportunity functionality has been extended with Assistance PSA functionality.

More information

USER GUIDE PowerAttachment CRM 2013 2015

USER GUIDE PowerAttachment CRM 2013 2015 USER GUIDE PowerAttachment CRM 2013 2015 Contents Overview Configuring PowerAttachment Location Type URL Username Password Document Library SharePoint Type SharePoint Domain Attachment Types Email Cycle

More information

Step Up to Microsoft Dynamics GP

Step Up to Microsoft Dynamics GP Step Up to Microsoft Dynamics GP BENEFITS Do more with your business. Take advantage of significant additional functionality found in Microsoft Dynamics GP, including project tracking, analytical accounting,

More information

Release Notes. Acumatica ERP 5.1

Release Notes. Acumatica ERP 5.1 Release Notes Acumatica ERP 5.1 Contents 2 Contents Copyright...3 Introduction... 4 Application New Features and Improvements...5 Finance and Distribution... 5 Customer Management...7 Customer Portal...7

More information

Microsoft Dynamics GP. Project Accounting Billing Guide

Microsoft Dynamics GP. Project Accounting Billing Guide Microsoft Dynamics GP Project Accounting Billing Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

MCSE: Private Cloud Training Course (System Center 2012)

MCSE: Private Cloud Training Course (System Center 2012) MCSE: Private Cloud Training Course (System Center 2012) Microsoft Course 10751 (Exam 70-247) Prerequisites MCSA: Windows Server 2012 Microsoft Course 10751 Exam 70-247 At Course Completion Prerequisites

More information

Transaction Tax Reports

Transaction Tax Reports ERP CLOUD Transaction Tax Reports Fusion Financials for EMEA Table of Contents 1. Purpose of the document... 2 2. Assumptions and Prerequisites... 2 3. Transaction Entry... 3 4. Common Report Parameters...

More information

Oracle Financials Cloud

Oracle Financials Cloud Oracle Financials Cloud Oracle Financials Cloud offers a broad suite of modules and capabilities designed to empower modern finance and deliver customer success with streamlined processes, increased productivity

More information

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Course Description This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you

More information

Manufacturing Applications in Microsoft Dynamics GP 10.0

Manufacturing Applications in Microsoft Dynamics GP 10.0 Manufacturing Applications in Microsoft Dynamics GP 10.0 8817: Manufacturing Applications in Microsoft Dynamics GP 10.0 (4 Days) About this Course This four-day instructor-led course provides students

More information

NetSuite Essentials. Course Description. Key Objectives

NetSuite Essentials. Course Description. Key Objectives NetSuite Essentials Key Objectives How do I: Configure NetSuite to meet business requirements? Determine user roles and permissions? Customize the user interface to align with business needs? Plan for

More information

Business Portal for Microsoft Dynamics GP. Key Performance Indicators Release 10.0

Business Portal for Microsoft Dynamics GP. Key Performance Indicators Release 10.0 Business Portal for Microsoft Dynamics GP Key Performance Indicators Release 10.0 Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the

More information

Project Management Certification Exam. P200 Project Management: Basic

Project Management Certification Exam. P200 Project Management: Basic Project Management Certification Exam P200 Project Management: Basic Table of contents Certification Test Prerequisites... 3 Project Scenario: T&M Project... 4 Project Scenario Update: T&M Project... 5

More information

Microsoft Dynamics NAV Editions and Features Business Ready Licensing Options Business Essentials For customers who need core financial management and trade functionality with integrated financial, supply

More information

Business Portal for Microsoft Dynamics GP 2010. Key Performance Indicators

Business Portal for Microsoft Dynamics GP 2010. Key Performance Indicators Business Portal for Microsoft Dynamics GP 2010 Key Performance Indicators April 2, 2012 Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is.

More information

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses GROW From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses QuickBooks has basic accounting functions, but what Microsoft Dynamics GP offers is the ability to stay

More information

Microsoft Axapta Financial Management consists of several individually packaged offerings: Microsoft Axapta Financials I and Financials II

Microsoft Axapta Financial Management consists of several individually packaged offerings: Microsoft Axapta Financials I and Financials II Microsoft Business Solutions Axapta Financial Management helps you effectively increase your business while maintaining control over your financial management processes. Key Benefits: Helps you increase

More information

Microsoft Dynamics SL Project. features for mobile devices

Microsoft Dynamics SL Project. features for mobile devices Microsoft Dynamics SL Project features for mobile devices Microsoft Dynamics SL Project features for mobile devices Take control of your project time entry and travelrelated expenses. Accurate, timely

More information

Microsoft Dynamics SL

Microsoft Dynamics SL CONNECTED Microsoft DRIVE PROJECTS WITH A SOLUTION BUILT TO WORK THE WAY YOU DO Utilize tools from Microsoft that allow you to take the everyday tasks you perform in day-to-day project management and turn

More information

The need for optimization: Getting the most from Microsoft Dynamics GP

The need for optimization: Getting the most from Microsoft Dynamics GP The need for optimization: Getting the most from Microsoft Dynamics GP Prepared by: Hans Wulczyn, Director, RSM US LLP hans.wulczyn@rsmus.com, +1 717 901 8413 October 2013 Microsoft Dynamics GP is a powerful,

More information

Deploying the Workspace Application for Microsoft SharePoint Online

Deploying the Workspace Application for Microsoft SharePoint Online Microsoft Dynamics GP Deploying the Workspace Application for Microsoft SharePoint Online Microsoft Dynamics GP Workspace is a method to enable Microsoft Excel-based dashboards for SharePoint Online. This

More information

Reporting Enhancements

Reporting Enhancements Microsoft Dynamics GP 10.0 Pack List Reporting Enhancements Office Excel Report The Office Excel Report Builder: Create new Office Excel reports with data connections to Microsoft Dynamics GP. Create Builder

More information

CRM Sales PDF Productivity Pack Configuration and User Guide Microsoft Dynamics CRM 4.0

CRM Sales PDF Productivity Pack Configuration and User Guide Microsoft Dynamics CRM 4.0 CRM Sales PDF Productivity Pack Configuration and User Guide Microsoft Dynamics CRM 4.0 CRM Addins info@crmaddins.co.uk Table of Contents Introduction... 3 Document Overview.... 3 Version Compatibility....

More information

Microsoft Dynamics AX 2012 R2 New Features*

Microsoft Dynamics AX 2012 R2 New Features* Microsoft Dynamics AX 2012 R2 New Features* *For detailed descriptions of the features or more information about Microsoft Dynamics AX 2012, please contact Intelligent Systems Bulgaria. Functional area

More information

ORACLE FUSION SERVICE DESCRIPTIONS

ORACLE FUSION SERVICE DESCRIPTIONS ORACLE FUSION SERVICE DESCRIPTIONS August 17, 2015 Contents ORACLE FUSION SERVICE DESCRIPTIONS... 1 Glossary... 11 Companies... 11 Contacts... 11 1000 Requests:... 11 Hosted $M in Freight Under Management...

More information

The Business Benefits of Integrated PSA. Rafat Hilal and Alexander D Aquila

The Business Benefits of Integrated PSA. Rafat Hilal and Alexander D Aquila The Business Benefits of Integrated PSA Rafat Hilal and Alexander D Aquila The Business Benefit of Integrated PSA Introductions Best of Breed Integration Approach CRM Connector Financial & Payroll Connector

More information

Business Portal for Microsoft Dynamics GP 2010. Project Time and Expense User s Guide

Business Portal for Microsoft Dynamics GP 2010. Project Time and Expense User s Guide Business Portal for Microsoft Dynamics GP 2010 Project Time and Expense User s Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information

More information

Demystifying Risk Management in ERPs

Demystifying Risk Management in ERPs Demystifying Risk Management in ERPs Liz Piteo Fastpath Agenda Working together: audit + IT + business process owners Approaches to security and segregation of duties analysis Understanding systems and

More information

Accounting I & Accounting II

Accounting I & Accounting II Accounting I & Accounting II 2011 User Conference Convergence: Better Together Configuring the Tigerpaw Accounting Interface The Configure Accounting dialog box is one of the main areas setup in Tigerpaw

More information

Receivables & Payables

Receivables & Payables Receivables & Payables Microsoft Dynamics NAV RECEIVABLES AND PAYABLES MANAGEMENT Microsoft DynamicsTM NAV gives you an efficient vendor and customer management system that helps you strengthen business

More information

SAMPLE ACCOUNTS RECEIVABLE. Policies & Procedures FOR. Version Edited By Edited Dates Comments 1.0 Irene Bushnell November 2015 Baseline

SAMPLE ACCOUNTS RECEIVABLE. Policies & Procedures FOR. Version Edited By Edited Dates Comments 1.0 Irene Bushnell November 2015 Baseline ACCOUNTS RECEIVABLE Policies & Procedures FOR Version Edited By Edited Dates Comments 1.0 Irene Bushnell November 2015 Baseline Intacct AR Policies & Procedures October 2015 2015 Synergy Business Solutions.

More information

Travel and Expense Management in Microsoft Dynamics AX 2012

Travel and Expense Management in Microsoft Dynamics AX 2012 Course 80429A: Travel and Expense Management in Microsoft Dynamics AX 2012 Length: Delivery Method: 2 Days Instructor-led (classroom) About this Course This two-day instructor-led course provides students

More information

CRM Solutions. Banking Sector

CRM Solutions. Banking Sector CRM Solutions Banking Sector BY COMMUNICATION PROGRESS Agenda Changing Sales/Marketing Trends Distinct Markets Banks Strategic Goals Introduction to CRM CRM as a Business Strategy Design an effective segmentation

More information

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 REF : CRM-MD12-AC2 LENGTH : 1 DAY Cliquez et visualisez le planning http://www.fitec.fr/tl_files/client/metiers/planning-modulaire-fitec.pdf OVERVIEW This

More information

Epicor 9 Accounts Receivable Course 9.05.600

Epicor 9 Accounts Receivable Course 9.05.600 Epicor 9 Accounts Receivable Course 9.05.600 Disclaimer Copyright 2010 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No part of this publication may be reproduced

More information

Sage Accpac Integrated Suite. Get a 360 view of your business with Sage Accpac

Sage Accpac Integrated Suite. Get a 360 view of your business with Sage Accpac Sage Accpac Integrated Suite Get a 360 view of your business with Sage Accpac Whether your growth plans include buying and selling in the global marketplace, adding more talent to your team, or expanding

More information

80438A: Installation and Configuration in Microsoft Dynamics NAV 2013. After completing this course, students will be able to:

80438A: Installation and Configuration in Microsoft Dynamics NAV 2013. After completing this course, students will be able to: Course: 80438A: Installation and Configuration in Microsoft Dynamics NAV 2013 Description: About this Course This two-day course is designed for students who are preparing to complete the installation

More information

Reference Document Month-End Closing

Reference Document Month-End Closing Overview Each individual company according to their own business practices establishes month end closing procedures. Typically, a company will create a monthly accounting calendar, which sets the dates

More information

Microsoft Dynamics GP. Project Accounting Billing Guide

Microsoft Dynamics GP. Project Accounting Billing Guide Microsoft Dynamics GP Project Accounting Billing Guide Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user.

More information

Benchmark Report. Day in the life Benchmark on HP Proliant Servers Results Summary. Microsoft Dynamics AX White Paper

Benchmark Report. Day in the life Benchmark on HP Proliant Servers Results Summary. Microsoft Dynamics AX White Paper Benchmark Report Microsoft Dynamics AX 2009 Day in the life Benchmark on HP Proliant Servers Results Summary White Paper This document provides a Summary Overview from benchmark testing of Microsoft Dynamics

More information

10751-Configuring and Deploying a Private Cloud with System Center 2012

10751-Configuring and Deploying a Private Cloud with System Center 2012 Course Outline 10751-Configuring and Deploying a Private Cloud with System Center 2012 Duration: 5 days (30 hours) Target Audience: This course is intended for data center administrators who will be responsible

More information

ID: 5860369. Microsoft Certified Professional Transcript. Microsoft Certification Status. Microsoft Certified Trainer Certification History

ID: 5860369. Microsoft Certified Professional Transcript. Microsoft Certification Status. Microsoft Certified Trainer Certification History Last Activity Recorded: December 13, 2010 Microsoft Certification SLAWOMIR BIDZINSKI BISKUPICKA 42 BRWINOW 05840 PL Slawomir.Bidzinski@activityauditors.pl Microsoft Certification Status Credential Microsoft

More information

Statement of Direction

Statement of Direction MICROSOFT DYNAMICS CRM Vision Statement of Direction November 2012 NOTE: The guidance included in this document reflects current release objectives as of November 2012. This document is not intended to

More information

ShowMe Dynamics CRM 2013 Total Count: 148 Videos

ShowMe Dynamics CRM 2013 Total Count: 148 Videos Dynamics CRM 2013 Dashboards How to: Create Dashboards Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Colleagues Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Leads, Contacts or Accounts

More information

Proposal for Accounting Services (Sample)

Proposal for Accounting Services (Sample) Proposal for Accounting Services (Sample) Benefits of LTP Accounting Current operation resources can focus on core responsibilities. Improved accounting controls and reporting Use of the leading on-demand

More information

Application Programming Interface (API)

Application Programming Interface (API) Integration to Salesforce CRM Create a Recurring Billing Contract from an Opportunity in one click. Create a Sales Order from an Opportunity in one click. Create a Project from a list of pre- defined templates

More information

Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP 2013 R2

Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP 2013 R2 Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP 2013 R2 May 2014 Contents Become a Dynamic Business with Microsoft Dynamics GP 3 How to Buy Microsoft Dynamics GP 3 Microsoft

More information

JobBOSS v11.9 ReadMe. Release Snapshot

JobBOSS v11.9 ReadMe. Release Snapshot JobBOSS v11.9 ReadMe Release Snapshot JobBOSS v11.9 delivers enhancements to security administration and reporting, simplified and streamlined upgrade installation and additional integration with JobBOSS

More information

Configuring and Deploying a Private Cloud with System Center 2012 MOC 10751

Configuring and Deploying a Private Cloud with System Center 2012 MOC 10751 Configuring and Deploying a Private Cloud with System Center 2012 MOC 10751 Course Outline Module 1: Planning for the Private Cloud This module describes the core components of a private cloud and the

More information

CRM Accelerators Overview

CRM Accelerators Overview CRM Accelerators Overview Microsoft Dynamics CRM November 2008 CRM Accelerators are a range of free-of-charge add-on solutions which are being developed for Microsoft Dynamics CRM 4.0 customers and partners.

More information

Course 10751A: Configuring and Deploying a Private Cloud with System Center 2012

Course 10751A: Configuring and Deploying a Private Cloud with System Center 2012 Course 10751A: Configuring and Deploying a Private Cloud with System Center 2012 OVERVIEW About this Course This course describes private cloud configuration and deployment with Microsoft System Center

More information

HMRC Change in UK Law for VAT

HMRC Change in UK Law for VAT HMRC Change in UK Law for VAT Prompt Payment VAT Discounts in Microsoft Dynamics NAV February, 2015 Overview HMRC VAT 2015 Changes - Prompt Payment Discounts (PPD) This change in PPD VAT legislation comes

More information