How does Park 100 Foods move it’s products? Raw materials and Finished goods. We use transfer orders, purchase orders and sales orders to bring in raw materials and ship out finished goods.
This presentation will show all aspects of the 3 types of orders from creation to posting and review basic and custom reports used with these orders.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
This session covers the SQL Server Agent, with its Jobs and Alerts, along with newer features like Database Mail and Extended Events (which is replacing Profiler). You can use SQL Jobs to schedule SQL Scripts and Database Maintenance Plans. Alerts can notify you when jobs or maintenance plans fail. Extended Events can help troubleshoot and improve performance. Profiler preceded Extended Events but hasn’t advanced since 2008. What are some pros and cons of using the independent SQL Server Management Studio with any version from SQL Server 2008 through 2019.
Learning Objective: Know how to have SQL Server send you an email when a backup job fails. This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Power BI can get really complicated, really fast. How do you cut through all of the technical terminology and just use it? How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:
Find out what Power BI works well for and what it does not
Get strategies for how to communicate with your developer
Learn strategies for deploying reports to various roles in an organization
Learn what an Excel user can reasonably expect to be able to do in Power BI
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, Power BI, copy grids, and desktop shortcuts. This session will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Are you ready for year-end and how to capture COVID pay on the W-2? Are you up to date on tax changes and notifications? Let’s get together and discuss these items and more! – Take a Tour through GP HR Features.
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
Introduction to the Project/Payroll Module – This session is for beginners and will focusing mainly on project (overview).
Level: Basic
Get hands-on experience creating dashboards for measuring Supply Chain KPIs. Choose from 3 exercises using BC and Power BI to Create: 1) Dashboard with Vendor KPIs for on-time delivery, lead times, and number of back orders; 2) Inventory dashboard with inventory KPIs for evaluating ABC class for new items, fast moving items and bin location, number of times counted, and adjustments; or a 3) Warehouse operations dashboard with KPIs such as number of picks and putaways by user, number of cycle counts by user, number of on-time and late shipments.
Accompanies the How2 session of the same name.
Level: Intermediate
Robotic Process Automation (RPA) is a technology present on the market for couple of years. It helps companies to automate repetitive tasks done by employees or to make integration between systems not having available endpoints.
This session will help you to:
•Learn what is RPA
•Learn what is attended RPA vs. unattended RPA
•Discover capabilities of UI flows
•Discover capabilities of WinAutomation
•Get inspired to use RPA in your processes too!
Using RPA helps to increase effectiveness in processes by automation of the most repetitive tasks. It also ensures the tasks are done errorless. UI flows is GA since 1st April and quite recently Microsoft acquired Softomotive, maker of WinAutomation.
Join me to learn today about the technology of the near future.
Session Level: Intermediate
Do you still question how NAV/BC Inventory Costing is posting? This session with breakdown Posting Groups, Item Ledger Entries, and Value Entries for Standard and other costing methods. Understand how these postings work together in NAV/BC for reporting. We will also review the Adjust Cost and Post Inv Cost to G/L routines and how they create Adjustments.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
In D365FO there are many different options for inventory costing models…but what do they all mean? In this session we will dive into the different options to review how your inventory is costed for each model along with the pros/cons of the model. We will use demonstrations in D365 along with theoretical-based calculations to explore these options.
The content of this session is geared toward an audience with beginner and intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Join this session to understand how to trace inventory related transactions through Dynamics SL. You will also learn the underlying tables in the Screen and how to use linked screen to explore detailed information about Inventory Items
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Let’s begin with the 12 tips and tricks that help you make use of best practices in inventory accuracy, tracking, costing, etc. But then what? Learn what to do to make sure things stay accurate. Ongoing review & cycle counts makes month end a breeze. We will review the 12 steps recommended for setup, then proceed to opportunities for your organization to assure your inventory remains accurate. Finally wrapping up with inquiry best practices, and ongoing use of utilities.
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
The sales tax world is evolving since the Wayfair ruling in 2018. Join us to discuss when the GP tax tables will work for your business and when you’ll need to consider automation.
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
Do you need more functionality related to your inventory items? Looking for more insights? Let’s review all the other elements available with items and using items throughout Dynamics NAV/Business Central. We’ll take a thorough review of vendor and customer pricing, units of measure, variants, cross references, attributes, and extended text, as just a few of the options that can add robustness to your system.
Want to get to the cloud but not sure where to begin? This session will explore the components, best practices, and potential risks involved in a cloud strategy for Dynamics GP. Possibly paths will be explored as well, including benefits and considerations when migrating to Azure, choosing a cloud service provider, as well as considering multi-tenant and private configurations.
This session is geared for an audience with an intermediate skill set.
This session will be available for CPE credits pending completion of session survey post event.
Join us to see all the FREE amazing tools hiding in the PSTL (Professional Services Tools Library) toolbox, from GL modifier/combiner, RM Transaction Unapply to Company Copy and more!
Participants will take away:
– Understanding of the tools contained in the PSTL toolset and their use
– Gain knowledge to use the tools in your GP environment
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
When we were setting up Dynamics NAV environments, it was always on-premise. There was no decision to make on where to install the system. Enter the era of Business Central, a new platform with new cloud-based options. Many companies have questions …
What option is best for us? Should we go SaaS (Software as a Service)? Should we remain on-premise? Are those my only options?
During this presentation, we will explain these options, highlighting the positives and negatives of both approaches. You will come away ready to make an informed decision on where to set up your Business Central environment.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
In the expanding eCommerce environment, Returns Management is quickly becoming a significant part of daily processing. In this session we will cover both Customer Return processing and Purchasing Returns. For Customer Returns you will learn how to issue an “”RMA”” and send paperwork to your customers to use as a Packing Slip for your dock. We will also cover inventory quantity types for quality control considerations and refund options. For Purchasing Returns we will focus on the related Inventory considerations. The attendee will come away knowing which of the 4 documents types to use given the scenario and how to prevent or workaround the Inventory “”gotcha’s””. This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.
Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
