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Word “Tax” with clock on the office workplace. Business concept.

Making Tax Digital – Our Free Webinar

Are you a Microsoft Dynamics NAV /  Business Central user?

Are you ready for the new Making Tax Digital regulations?

If you would like to know how we are assisting our customers please register for our  free webinar – Thursday 10th Jan at 14:00

 

Cool Robot talking on the phone. Pop art poster.

Microsoft Dynamics Business Central, and the brave new world of Artificial Intelligence

Microsoft are investing heavily in Artificial Intelligence (AI) and Machine Learning (ML) as they recognise that these capabilities are a critical element of their future product and service offerings.

As a result of this strategy we currently have three AI and ML powered capabilities “out of the box” in Business Central and we expect to see more in future version releases.

These are:

  1. Item setup assisted by image recognition:

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2. Late Payment prediction for sales orders: AI 2

3. Inventory Forecasting

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All of the AI and ML features are designed around the principle of cognition providing insights and insights driving actions. AI and ML have greater cognition capabilities that traditional reporting methods so can provide insights that would not otherwise have been apparent. These insights can drive actions which give the business a competitive edge.

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As stated earlier in this post we expect to see more AI & ML features appearing in Business Central as “out of the box” features. In addition, for customers who have unique business scenarios which would benefit from AI and ML insights they are also providing an Azure based framework in which custom models can be built. These models can then easily be integrated into your BC application to drive the actions that will transform your business processes.

 

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Want to know more? Contact us on enquiries@totalenterprisesolutions.co.uk or call us on 0345 257 1173

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Day 12 of our Christmas Campaign !

We have had a lot of interest in the HMRC Changes and how Tax going digital is going to affect our customers. Our final Christmas present to you is an invite to our free Making Tax Digital webinar.

Thursday 10th of January 2019 14:00 with Robin Parkin our Finance Director.

Robin will discuss requirements, how NAV/BC will meet them.

Everything you need to know, in one place, free!

Claim your free place here.

 

Want to know more? Contact us on enquiries@totalenterprisesolutions.co.uk or call us on 0345 257 1173

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Day 10 – How to – Microsoft Dynamics NAV Blanket Orders

Day 10 of our Christmas campaign. This is a tip many of our customers find useful.

Blanket orders allow us to create a sales order and then ship and invoice to the customer over time. This is most effectively used when customers require large quantities of a product over a period of time.

The Following Steps Outline how to manually use Blanket Orders in Microsoft Dynamics NAV.

1. Navigate to the Blanket Order List CRONUS UK Ltd./Departments/Sales & Marketing/Order Processing/Blanket Sales Orders

2. Click the ‘New’ Button.new

3. Populate the appropriate fields. Adding the Customer to whom you wish to sell to. Fields will then populate as they would on a Sales Order.

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4. Add the lines to show what you wish to sell to the Customer.

Now that you have created your blanket order you will need to start sending out related orders.

5. Now you need to create an order, on the lines of you Blanket Sales order you now simply need to define how many you wish to ship. And the click the ‘Make Order’ button in the Ribbon.make order

6. You will receive an information message telling you which Sales order has been created for this Blanket Order.

 

 

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7. Finally you Simply need to process the Created sales order as you would normally.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

 

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Day 9 -How to guide – Dynamics NAV – Item Charges

Day 9 of our Christmas campaign. 12 Christmas gifts from TES to you brimming with lots of ‘how to guides’ and ‘tips and tricks’ to help you make the most of your finance system.

 

In NAV there is functionality to recognise Item charges across a number of items on a sales order. Removing the requirement to use GL account transactions for Shipping and insurances. 

The Following Steps Outline how to use Item Charges in Microsoft Dynamics NAV. 

  1. Navigate to the Item Charges Setup CRONUS UK Ltd./ Departments/Financial Management/Inventory/Setupwe1
  2. In this setup we need to define which Item Charges can be used. 
  3. Once these Item Charges have been setup you will now be able to use them as ‘Charge (Item)’we2
  4. There is however one further step to the process where you need to define how this Item charge is spread amongst the items on the Sales order. We do this by clicking the ‘Line’ Button and selecting ‘Item Charge Assignment’. we5
  5. This will open the ‘Item Charge Assignment’ Worksheet which will outline any unassigned item charges.we6
  6. We then simply click the ‘Suggest Item Charge assignment’ Button in the ribbon.we7
  7. You will be then asked if you wish to split the Item charge across the items equally or by amount. Once you have selected click ‘OK’.  
  8.  Then click ‘ok’ at the bottom of the worksheet and you will be able to process the order as you would usually but item charges will be posted to your defined accounts specified by you General posting setup.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

Christmas tree and holiday gifts.

Day 8 – Identifying objects that are not on a customer’s license in Dynamics NAV

Today’s quick tip to help you get the most from your Microsoft Dynamics Business Central/NAV system!

To identify objects that are not on your license, a very quick method is to go to the Dynamics Nav Development Environment as shown below:

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Within the menu on the left-hand side, click on All and then select all objects as shown here:

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Once all objects are highlighted, go to File, click on Lock:

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Click on Yes when the following message appears:

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Once the process has finished, go to the Development Environment and place the following filter:

Locked is No.

Any objects that appear in the filtered list will not be on the customer’s license.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 7 – New, Improved, Simpler General Journaling

New, Improved, Simpler General Journaling

Creating general journals within business central has now become much simpler process for the end user. Even if you are greatly experienced or brand new to NAV the pain of seeing the below error message may be a thing of the past!

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There is now the option to view/create general journals by document, elevating the need to check that all lines conform to the posting rules of document number and posting date are balanced.

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The new general journal screen has now changed to give a much simpler interface giving the option to add lines per document, meaning no more checking on document number or posting date.
The new page navigate features mean you can add more documents as/if required.

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This new interface on the general journal page will reduce time spend validating the lines on a general journal, causing less mistakes to be made and end user time spent using this new and improved feature.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 6 – How to guide – Suggest Accounts When Configuring Posting Setup – NAV 2018

Day 6 of our TES Christmas tips and tricks! We are half way through already, we hope you are learning some useful shortcuts.

Christmas is coming fast this year and everything is very festive in TES HQ. Here is your Day 6 tip!

When configuring new Posting Setup within Dynamics NAV 2018, a new smart algorithm has been added into the application. The algorithm will analyse the existing posting setup and suggest the General Ledger Accounts it believes you should be using, by checking similar posting setup where possible. If you do not agree with the suggested accounts, you can overwrite the suggestion manually.

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The Suggest Accounts function can be used on Posting Setup such as:

  • VAT Posting Setup
  • General Posting Setup

NAV2018 – Image Analyser

Dynamics NAV 2018 now includes an Image Analytics extension, known as the Image Analyser. This extension analysis an image and builds a set of characteristics for the image, based on the results of the analysis.

The Image Analyser within Dynamics NAV 2018 can analyse all elements of an image. For example, analysing elements within a Contacts Image, to define attributes such as the following:

  • Gender
  • Age

Alternatively, if analysing an image of an object, then the following example elements could be identified:

  • Item Type
  • Colour

Examples of the image analyser can be seen below.

When importing images into a Contact for example, the Image Analyser will read the elements of the image and then create Profile Questionnaire Answers according to the image analysis results.

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When importing an image to an Item, this image analyser will then analyse the elements and create the results of the analysis as Item Attributes.

The Image Analyzer Attributes page displays the detected attributes, the confidence level of the attribute that has been analysed, and other details about the attribute. Use the Action to perform options to specify what to do with the attribute.

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Please note, the image analyser has a set of requirements for images, which can be found below:

  • Image formats: JPEG, PNG, GIF, BMP
  • Maximum file size: Less than 4 MB
  • Image dimensions: Greater than 50 x 50 pixels

Additionally, it is worth nothing the number of analysing tasks you can do in a given period is capped and based on your agreement to use the functionality.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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How accurate budgeting is the key to bottom line performance.

Practical and strategic decision-making hinge on having access to reliable and timely information. You need to trust that the figures reported are realistic and based on performance. Think about it. If you make an operational decision based on a budget with a line item miscalculation or underestimated cost assumption, you are gambling on performance. As fun as it is to roll the dice, that’s not something you want to do with net profit.

Accurate budgets allow management to make informed business investments that grow the business. With deep insight into your spending and cash flow, they play an even more critical role when economies contract and the businesses performance suffers.

As the baseline for your company’s performance, budgeting is a complex process with layers of contributors, iterations, and approvals. It involves every department within an organization, gathering revenue estimations, anticipated production material, and projected expenses to formulate a blueprint for your performance in the coming year. This workflow, where different components are managed by multiple stakeholders but controlled by the budget owner, can be challenging to maintain.

Most problems with budgeting accuracy arise because of the lack of controls in place throughout the budgeting workflow. From how a budget gets created to what tools are used, there are many steps in the process where discrepancies and errors can quickly occur. Here are three areas where budget accuracy is typically questioned:

  • Manual Processes: Human error is the number one reason behind data mistakes and miscalculations. On top of the fact you have between 5 to 15 individual budget contributors to organize and make sure they are inputting the right information.
  • Uncontrolled, Disparate Spreadsheets: It’s not the spreadsheet; it’s the lack of control over how many versions are created and where they are located that results in discrepancies and a lack of confidence in the reported figures.
  • Misleading Assumptions: The test of a budget’s accuracy occurs when actual financial results become available and can be compared to your projections. Large variances can mean severe cash flow shortfalls.

The bottom line is that you need to be able to trust your data and make decisions based on facts – not fiction. The best way to do this is by adopting a budgeting tool built to manage the budgeting workflow while providing the flexibility and accountability your team needs to deliver an accurate budget for the year.

And that’s where Jet Budgets was born.

If you’re a TES customer and would like your own personal demo please speak to your Account Manager. Otherwise you can give us a call on 0345 2571173 or send an email to enquiries@totalenterprisesolutions.co.uk

We’ve always been dedicated to data accuracy, and when our Microsoft Dynamics customers and partners told us there was no suitable budgeting solution for the small-to-medium business without excessive costs and complexity, we set out to change that. Before Jet Budgets, Excel was the only option.

Be Confident in your Numbers with Accurate Budgeting from Jet Budgets

Budgeting is pointless without confidence in your data – your Dynamics data specifically. We can help you produce highly accurate and realistic budgets with Jet Budgets, an easy-to-use fiscal planning solution that streamlines the budgeting process from Microsoft Dynamics Business Central, NAV, and GP data. As Excel-fanatics ourselves, we understand the importance of using a tool that is familiar to both controllers and department managers, so we built Jet Budgets with native Excel integration and an intuitive web portal.

With more control and communication, you can cut your budget exercise in half, improve financial performance, and make informed decisions based on accurate numbers. There are 3 ways where Jet Budgets does this:

  • Scheduled, automated workflows
  • Managed spreadsheets integrated with Dynamics ERP
  • Flexibility to reassess and adjust budgets to meet changing fiscal needs

It’s time to change the way you feel about fiscal planning. Jet Budgets offers you a simple way to manage spreadsheets, assign budgets, see the status, import into Dynamics, and report on actual-to-plan.

Contact us on enquiries@totalenterprisesolutions.co.uk to organise a free personalised webinar or you can call us on 0345 2571173

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Directions EMEA 2018 with TES!

Directions EMEA 2018 did not disappoint. Some of our team went along to find out all of the latest exciting updates coming for Microsoft Dynamics NAV, and the newly released Microsoft Dynamics Business Central. If you’re coming to the TES 2018 customer day you will hear about all of the innovative features, and benefits of Business Central.

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The Microsoft Dynamics NAV we know and love has had it’s annual upgrade, and enhancements to ensure it remains a market leading product. Equipping it’s users with the latest technology.

The platform has been evolving for over a decade and has stood the test of time with TES and customers alike. Millions of people every year adopt NAV, and Business Central will continue to be reliable, forward thinking and… central to your business!paul at directions

TES had one of the largest attendees  to the event to ensure we covered all angles with the latest release. The management team was spread across the business covering strategic, technical, operational and sales.

Lots of information came out of Directions, however, a few key points to note:

  • TES will continue to support all versions of NAV. If you would like to discuss TES becoming your partner please drop us an email enquiries@totalenterprisesolutions.co.uk
  • Microsoft Dynamics Business Central has an exciting cutting edge future and you will not be disappointed with an upgrade.
  • It offers complete integration of the Microsoft stack we all rely upon. Yes, Outlook, Office, Power Apps, etc,  all of the Microsoft stack integrates with Business Central seamlessly.
  • During the conference it was announced by HMRC, Microsoft are accredited for making tax digital
  • In the new release of NAV, Business Central we are seeing the first applications of Machine Learning and AI providing business insights!

In recognition of TES’s recent progress and achievements our Managing Director, Paul Faulkner was asked to take the stage in a Q&A panel.

 

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If you would like to talk to TES regarding NAV or Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173