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Learn More About ERP Comparison Events

By | January 18th, 2017|AX, CFO, Cloud Readiness, Cloud Videos, Comparison Event, Dynamics 365, ERP, GP, NAV, NetSuite, Videos|

Learn More about the ERP Comparison Events It sounds interesting, but you're still not sure if it's worth your time?  We get it, it's a time investment, but it's time certainly well spent! Watch this brief video to learn what you can expect from an ERP Comparison Event, how these events came to be, and why it's so beneficial to decision makers considering an ERP purchase, upgrade or replacement.    LEARN MORE FIND AN EVENT NEAR YOU

How to Create a NetSuite Opportunity Record

By | March 23rd, 2017|NetSuite|

There are always great things to learn when working in NetSuite. Take a look at this great tip on how to create a NetSuite Opportunity Record! Hover over Transactions, Sales, and click Create Opportunities. The Opportunity number will be generated automatically when the transaction is saved. Give the Opportunity a name in the Title field. Select the customer or prospect in the Company field. Select a status for the Opportunity from the drop-down menu in the Status field. Probability is entered according to the status selected, which is used to determine the weighted total of the Opportunity. Alternatively, you can manually enter a different Probability in this field. Fill in the date you expect the Opportunity to close in the Expected Close field. If desired, you can select a Win/Loss Reason from the drop-down list. The Projected Totals shows the amount that you’re [...]

Test Drive Office 365 at the Microsoft Downers Grove Office

By | March 23rd, 2017|Cloud, Office 365|

Office 365 Test Drive Microsoft Downers Grove Office Wednesday, April 5, 2017 Invitation-only event at Microsoft. Limited seating available! Are you looking for a technology platform that enables you to reduce costs, embrace the cloud and use powerful Microsoft business tools across all of your devices including your iPad or Surface? Sikich has completed hundreds of implementations with organizations that have found the cloud solution, Microsoft Office 365, to be the answer to all this, and more! It just might be the answer you are looking for too. You're invited to join Sikich, a top 20 Office 365 Microsoft partner in the U.S.,  at the Microsoft Downers Grove Office on April 5th for a free interactive workshop that allows attendees to take Office 365 for a live test drive. Limited spots are available so register today! This isn't your [...]

Go with the Flow – How to Set Date Based Alerts with Microsoft Flow

By | March 22nd, 2017|Dynamics 365|

With the release of Dynamics 365 (D365) for Operations, one of the most often requested missing features was alerts.  Flow is often mentioned as a replacement and triggers for D365 for Operations—coming in the near future—will provide a wealth of functionality compared to the alerts of Ax 2012. That said, they can take a bit more work to get things going, like a past due date alert for a purchase order line. Let’s take an example. I want to send an email message to my team for every purchase order line that is more than 5 days late per our requested receipt date. First things first – you’ll need to sign up for Flow. Once you’ve done that, click on "My flows" and "Create from blank." In the flow designer, give the flow a name. Then from the services and [...]

Succeed in Today’s Global Marketplace with Cloud-based ERP

By | March 21st, 2017|Cloud, Cloud 101, Cloud ERP Selection, ERP, Industrial Equipment Manufacturing|

There is no shortage of competition in the manufacturing industry and industrial equipment manufacturers (IEMs) are increasingly facing off against offshore competitors. In order to quote and price products quickly, IEMs need quick access to reliable production costs. There are product lines and customers to pursue and some to avoid. Profit margins in the manufacturing industry are thinning due to fluctuations in the economy, global competition, and changing customer demands. Not every project or customer will deliver a profit, and that’s a reality many businesses need to face. In order to be confident when making these tough choices and preparing a quote, business leaders must fully understand costs across production. This task becomes difficult when using disparate software systems. By the time data crosses your desk, it could be outdated or, quite simply, wrong because it passed through too many [...]

Take Office 365 for a test drive at the Microsoft Cleveland Office

By | March 15th, 2017|Cloud, Office 365, Uncategorized|

Office 365 Test Drive Microsoft Cleveland Office Wednesday, March 29, 2017 Invitation-only event at Microsoft. Limited seating available! Are you looking for a technology platform that enables you to reduce costs, embrace the cloud and use powerful Microsoft business tools across all of your devices including your iPad or Surface? Sikich has completed hundreds of implementations with organizations that have found the cloud solution, Microsoft Office 365, to be the answer to all this, and more! It just might be the answer you are looking for too. You're invited to join Sikich, a top 20 Office 365 Microsoft partner in the U.S.,  at the Microsoft Cleveland Office on March 29th for a free interactive workshop that allows attendees to take Office 365 for a live test drive. Limited spots are available so register today! This isn't your typical event: [...]

How IEMs Can Take Charge of Supply Chains to Achieve Competitive Edge

By | March 15th, 2017|Cloud, Cloud Clarity, ERP, Industrial Equipment Manufacturing, Manufacturing, Manufacturing in the Cloud|

Industrial equipment manufacturers (IEMs) know how important the supply chain is to the bottom line. However, outdated and disconnected systems are failing manufacturers by isolating data in silos, making it harder to respond quickly to supply chain challenges and customer demands. IEMs can achieve end-to-end visibility by replacing legacy systems with a modern, cloud-based enterprise resource planning (ERP) solution designed to support this unique industry. Managing a successful supply chain comes with many challenges in the manufacturing industry. Business leaders must have established relationships with suppliers, maintain visibility with inventory needs and production processes, as well as the logistics that balance these elements. Supply chain weaknesses are not uncommon; however, problems mount when leaders are caught unaware or unprepared for a disruption. Disconnected systems make it difficult to understand and forecast inventory needs far enough in advance to ensure inventory [...]

How to Manage Multi-Subsidiary Intercompany Transactions in NetSuite

By | March 14th, 2017|NetSuite|

Do you issue sales invoices and/or vendor bills from one subsidiary to multiple subsidiaries for services whereby you need to allocate costs and collect money? Are you using NetSuite? Have you discovered that the native functionality in NetSuite is limited to transaction records being specific to one subsidiary, whereby you cannot allocate transactions from one subsidiary to several other subsidiaries at the same time? If your answer to these questions is yes, then Sikich has a solution for you! Solution 1: NetSuite Manual Intercompany Journal Entry After entering a customer invoice, credit memo, vendor bill or vendor credit transaction, costs can be reallocated by creating an intercompany journal entry per subsidiary. Many companies like the straightforwardness outlined in this solution, where there is a journal entry for each transaction line that must be allocated. However, creating these journal entries can be [...]

Forward-thinking IEMs are Turning to Cloud-Based ERP

By | March 9th, 2017|Cloud Clarity, ERP, Industrial Equipment Manufacturing, Manufacturing in the Cloud|

The digital transformation is changing the way we do business and has reset customer expectations. Outdated, disconnected management systems just won’t support industrial equipment manufacturers (IEMs) any longer. Technology has advanced production operations, and now it’s time to use technology to improve back-office operations. IEMs are turning to cloud-based enterprise resource planning (ERP) to build a competitive advantage and a profitable future. Aging legacy systems are no longer able to keep up with businesses today, especially in the fast-paced manufacturing industry. Employees create workarounds to avoid cumbersome systems which leads to silos of data. As a result, current, reliable information is pushed even further out of reach. As discussed in “Future of Manufacturing: How Industrial Equipment Manufacturers Build Competitive Edge through Cloud ERP,” forward-thinking IEMs are taking advantage of modern technology to harness and use data to save money, improve [...]

President Trump’s Speech Addresses Key Points for IEM Policies

By | March 7th, 2017|Industrial Equipment Manufacturing|

Last week, President Trump delivered his first State of the Union address, which delivered for the first time his major policy plans to Congress. His policies included quite a few key issues for the equipment manufacturing industry. “Equipment manufacturers are fired up, and ready to grow,” AEM (Association of Equipment Manufacturing) President Dennis Slater said before Trump's address. “We are hopeful that President Trump’s remarks before Congress will offer a bipartisan road map toward renewed prosperity.”

How IEMs build competitive edge through cloud ERP

By | March 3rd, 2017|Cloud, Cloud Clarity, Dynamics 365, Industrial Equipment Manufacturing, Manufacturing in the Cloud, White Paper|

6 Ways Industrial Equipment Manufacturers are Building Competitive Edge Learn how to capitalize on Cloud ERP to build sustainable success As an IEM, you know a ‘digital transformation’ is inevitable if you want to compete at a higher level and satisfy today’s customer expectations, but will the investment really deliver the benefits you need? Download this eBook for a look at the real-world advantages how Cloud ERP is bringing IEMs competitive edge to business like yours right now: 1. Optimize your supply chain from sourcing through product delivery 2. Proactively protect margins with end-to-end cost tracking 3. Promote expansion into new lines of business and markets 4. Bridge information silos to monitor activity inside and outside your organization 5. Expand aftermarket services and sales to build profits 6. Implement ERP quickly to minimize disruption [...]

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