Polaris Business Solutions

Discontinuation of Dynamics SL

 

SL Support Blog

For a while now we’ve been hearing about and discussing the lifeline of the Microsoft Dynamics SL. It is a legacy software that has been around for quite some time. And we all knew this day was coming, but on September 30, Microsoft announce the discontinuation of Microsoft Dynamics SL 2018 for new customers.

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Choosing the right ERP: Getting started

How to Choose the Right ERP

When it comes to choosing software that is going to completely change the way you run your business, you have to know what your business needs. You also have to know the budget for changing to new software and decide whether you want something that can be accessed from the cloud, anywhere, or on a local server that connects to your computer. Just these few questions can make the process seem very daunting.

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2022 R2 Version Sneak Peak

 

Acumatica Logo

Acumatica is set to release the newest version of its cloud based platform in just a few weeks. With each new release comes updated features, enhancements to the platform, and a better user experience. Below is an overview of the release and the major points Acumatica is capturing in this R2 feature release.

Each of these themes has a distinct way that set Acumatica apart from the competition and these feature updates continue to help with that. The major themes Acumatica is working toward are:

  • Power Work Forward with Exceptional Usability
  • Transcend Geographic Boundaries
  • Target Micro-Vertical Markets

The new usability features Acumatica is offering will empower the mobile interface like never before. Users will be able to configure mobile device workspaces, attach information to sales orders and invoices, and even collect electronic signatures.

Acumatica will now be unleashing new geographic features in this upcoming release. Users will be able to streamline payment processing, and enhanced calculations of taxation will be added. Additionally, feature benefits to financials and CRM will be added.

 

The Micro-Verticals that Acumatica has been expanding into in the past have helped tremendously with growth. With 2022 R2 there is going to be even more expansion into different markets. These micro-verticals expand into each of the industries that Acumatica works with; Distribution, Manufacturing, E-Commerce, and Construction.

 

This new release is packed with features and we can’t wait to tell you more. If you are interested in learning more about Acumatica and the newest features it has to offer, reach out to Polaris Business Solutions; info@polaris-business.com.

Dynamics SL 2018 CU8 is now available

cu8 blog

Microsoft Dynamics SL CU8 is now out, so let’s go over what is new and what has changed!

  • The DMGDataAccess Business Object now uses the Microsoft OLE DB driver for SQL Server Version 18 in the latest update. This means that Inventory Replenishment Create Transaction, Convert EDI Pos to Sales Orders, and Orders to Purchase will all now connect using the OLE DB driver.
  • SL CU8 will be able to run on Windows 11, if you have questions on how this works, we can help break down the step by step process for the installation.
  • The look and feel of journal entries have also changed with this update.  The Journal Entry (01.010.00) screen has been updated to now have hidden labels. These labels generate list text for the cBatchHandling and creconstatus drop down controls. There are hidden labels for O and V options of the cbattype dropdown to make localization easier. See the picture above for the hidden label controls.

That wraps up our notes on what has changed in this new update. Be sure to contact us if you have any questions about CU8. You can reach us here: info@polaris-business.com.

 

What is Velixo

Vilexo

Sometimes you need excel to do more and to work more seamlessly with your ERP. Velixo might be the integration you never knew you needed. We worked with our in house Velixo champion, Liyi, to get you the breakdown of some questions you might have:

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Simplify Complex Accounting with LeaseQuery

LeaseQuery Logo-Tagline-Color-HighRes (1)

LeaseQuery is an industry leading accounting software that is known to simplify the complexities of lease accounting. Thousands of organizations use this software for their lease accounting processes and LeaseQuery has become the number one rated cloud-based, CPA-approved solution. This integration allows users to minimize risk, increase efficiency, and discover critical financial insights across your organization.

See below for some of the major benefits of the LeaseQuery software:

  • Faster month-end and year-end close process
  • SOC Report and AUP Engagement issued by a Big 4 public accounting firm
  • Savings and insights from your lease contracts
  • Critical date reminders
  • Accurate AP reports
  • Central repository with easy document retrieval
  • Journal entries available with one click
  • Consolidated disclosure and compliance reports
  • Audit trail and lease change reporting
  • Role-based access

Loan Book Dashboard Overview

Loan DB1
Like Acumatica, AcuLoan has its own dashboard that can be configured to best fit your needs. This dashboard is configured and designed the same as any other dashboard in Acumatica using the design feature along the top right-hand side of the screen (you can see this in the screenshot above). The AcuLoan dashboard is called the Loan Book Overview.

In the photo below, users will see what the Loan Book Overview dashboard looks like and what tiles are and graphs are available to configure.

On the Loan Book Overview Dashboard, there are several configurable tiles. These help users to see an overview of their loans and accounts in AcuLoan. In this specific dashboard view you can see several things:
• Total Book Value
• Advanced Payments Disbursed
• Receipts Payments Received
• Different Trends – deal size and capitalized interest
• Actual vs. Budget – Income
• View of Certain Loans

There are several other items that can be included on a dashboard for AcuLoan. These tiles and graphs have many customization options. The colors can be changed as well as the thresholds which prompt the tile to “alert.” Dashboards in the AcuLoan program from Acumatica are a great way to get an overview of what is happening in the system. These dashboards can be configured one time for multiple users to see.

If you think you could use a dashboard like this for your loan data, please contact Polaris Business Solutions; info@polaris-business.com.

Endless Acumatica

Acumatica Logo

Acumatica is so much more than just an ERP. There is so much that goes into it and so much that you can utilize. When we talk about Acumatica, we aren’t just talking about the CRM or any other part of the software, we are talking about Acumatica’s business as a whole. Acumatica really values customers and spends a large amount of time putting in the effort to make sure that each customer gets what they need and how they need it.

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Acumatica Editions

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Acumatica Cloud ERP breaks down into five editions to make a more tailored and industry specific package for each customer that uses the product. The editions are as follows:

• Manufacturing Edition
• Retail-Commerce Edition
• Distribution Edition
• Construction Edition
• General Business Edition

The Manufacturing Edition is a multi-site cloud manufacturing control and planning system. It breaks down into two suites: the Advanced Finance Suite and the Distribution Suite. To further break down the edition, Acumatica has tailored the product to customers with Advanced Financials and the Standard Manufacturing Editions. Each of these tailored editions makes the product a better fit for each customer that is using Acumatica.

Acumatica’s Retail-Commerce Edition allows you to manage omnichannel orders, the picking-packing-shipping process, customer support, inventory, returns, and accounting. This edition has the Advanced Financials and Distribution Suite.

The Distribution Edition allows customers to manage inventory, streamline sales orders, enhance purchasing, calculate true costs, and automate cross-company transactions. The Distribution Edition is a great solution for wholesale distributors. It has two suites: the Finance Suite and the Distribution Suite.

The Acumatica Construction Edition has streamlined project management, powerful financials and reporting, integrated payroll, inventory, service management, and comprehensive job cost accounting. This edition has the Advanced Financial Suite and the Distribution Suite created for Acumatica.

The last edition Acumatica has is the General Business Edition. It helps customers cohesively use Financials, CRM, Project Accounting, and Reporting all in one place. It allows a business to focus on growing while using one ERP system. This is true for all the editions; it makes accounting that much easier.

To learn more about Acumatica’s Editions reach out to us at info@polaris-business.com

Acumatica 2022 R1: Release Feature Overview

With the turn of a new year, Acumatica will be releasing new product features in its 2022R1 release. Acumatica’s new release is focused on working smart on the go, global capabilities, and leading the industry. Below is an overview of some of the features that will be included for the Acumatica platform and the mobile app:

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