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Why should I setup Stock Keeping Units?

Not every BC /NAV client will utilize the Stock Keeping Units functionality within the software. Many clients are not aware of what the functionality does and how it might help their business. What are Stock Keeping Units? First of all, let’s explain what a Stock Keeping Unit (SKU) is in…

Customer Engagement Success

3 Keys to Customer Engagement Success After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer…

ERP Transformation: Readiness framework – Part 3

The last part of this Blog series explores questions of Training and Testing. I bet you don’t want to overlook these when planning for your ERP transformation readiness. If you’ve been keeping up on this blog series, are wrapping up the discussion following ownership and business requirements, and project communication…

Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

Statutory reporting for International companies (Additional Chart of Accounts)

On my international implementations, I have come across subsidiaries struggling with statutory reporting. Specifically, countries that require a separate chart of account (main accounts) than what has been configured in AX across all companies. A specific scenario that I have dealt with was for a subsidiary in Spain needing to…