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Amanda Mayer

Purchase Orders for Services and Status Reporting in Dynamics NAV

I’m often asked, “What should we be using Purchase Orders for, besides the obvious inventory purchases”? Unfortunately, the answer is that it depends. It depends on who is responsible for Purchase Orders (POs). It depends on what your internal processes... Continue Reading →

Why Using a Sales Quote Saves the Accounts Receivable Team Time When Using Microsoft Dynamics NAV

What’s the importance of using the Quote process in Microsoft Dynamics NAV? Implementing the quote to order process can create a clear audit trail for customer disputes, allow review for simple changes, and even provide a place to verify and... Continue Reading →

Prepayments for Accounts Receivable in Microsoft Dynamics NAV

Hopefully, you’ve had the chance to read through my Prepayments for Accounts Payable series where I cover Prepayments from start to finish. The process works the same way for the Sales Order Process so I’m just going to touch on... Continue Reading →

Prepayments for Accounts Payable in Microsoft Dynamics NAV: Part III

In the previous installments (Part I and Part II), we discussed setting up the Vendor, creating the Purchase Order, making payment and discussed the impact to warehousing. For the final installment, we’ll walk through the final step for Prepayment processing.... Continue Reading →

Things every Controller should know: Goal Seek

So far, we’ve covered sharing a workbook with your team and using special features like Conditional Formatting and Sparklines to provide more depth to our reports. Now, let’s focus on some analytical functions. Microsoft has included What-If Analysis tools -... Continue Reading →

Prepayments for Accounts Payable in Microsoft Dynamics NAV: Part II

Last time we discussed how to setup the Vendor for Prepayments. If you missed it, check it out Part I – Accounts Payable. Now let’s move on to processing a Purchase Order and the payment to the Vendor. The Prepayment % set... Continue Reading →

Things every Controller should know: Sparklines and Quick Analysis in Excel

In my last Excel blog, I discussed the use of Conditional Formatting and how it can be used to create more dynamic reporting. If you missed it, take a look. As we continue our effort to spruce up our financials... Continue Reading →

Prepayments for Accounts Payable in Microsoft Dynamics NAV: Part I

Now that we’ve covered Payment Terms and Payment Methods, let’s discuss the Prepayment functionality. In many businesses, especially ones where large capital outlays are required to purchase inventory, Vendors may request payment at the time of order placement just to... Continue Reading →

Things every Controller should know: Conditional Formatting in Excel

In the last Controller blog, I discussed how to share workbooks to enable our team to more effectively collaborate. Now that we’ve created our shared workbook, let’s look at some of the advanced formatting in Excel. As a Controller, I spent a decent amount... Continue Reading →

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