...Table of Contents Introduction Microsoft Dynamics Courseware Overview…………………………………………………….....0-3 Student Objectives…………………………………………………………………………………………….0-4 Module 1: FINANCIAL MANAGEMENT SETUP Lesson 1: General Ledger Setup ...............................................................................................................1-2 Lesson 2: Accounting Periods ................................................................................................................. 1-10 Lab 1.1: Accounting Periods .................................................................................................................... 1-14 Module 2: CHART OF ACCOUNTS Lesson 1: Chart of Accounts Overview ...................................................................................................2-2 Lesson 2: G/L Account Card .......................................................................................................................2-2 Lesson 3: G/L Account Card Ribbon .......................................................................................................2-8 Lab 2.1: Create a Revenue Account ...................................................................................................... 2-11 Lesson 4: Chart of Accounts .................................................................................................................... 2-13 Lab 2.2: Assign a Dimension to Multiple Accounts ................................................................
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...IT460 Unit 4: ERP Vendor Recommendation and Structure Chart <<University Name>> <<Course>> Introduction - This project is divided into two tasks, Project A and B. In project A, I will browse through four ERP solutions vendor’s website and will summarize their offering. I will also recommend one of them and try and justify my recommendation. In project B, I will create a structure chart of the TIMS project. Part A – SAP Vendor Evaluation Analysis and review of four ERP vendors are performed to discuss about offerings and solution benefits. We will also try and choose one of the vendors that would meet needs of TIMS system. The vendors we will be looking at are SAP, Oracle, Microsoft and Sage. SAP - SAP is one of the leading ERP solutions providers in the industry. SAP ERP, which is a part of the SAP business suite, is mainly divided into four major groups as stated on their ERP homepage. The first is SAP ERP Financial. This solution helps organizations in automating financial and management accounting. The module also helps organization also helps organizations to follow corporate governance mandates easily with extensive support. The second module is SAP HCM or Human Capital Management. This module, which supports organizations of almost any size, enables organizations to automate several human resource related activities like workforce management and other HR processes. The third solution is for Operations. This tool enables organizations to...
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...Microsoft Dynamics ERP solution By: Ruben B Lima, Business Information Systems Course Embry Riddle Aeronautical University World-Wide Abstract To compete in today’s global market, companies are lining up to take advantage of Microsoft’s solutions to ERP and CRM software. Microsoft Dynamics comes in all shapes and sizes and is the clear leader in ERP solutions. Each version is tailored to each company’s specific structure and is a great solution to a company’s ERP needs. Different versions include Microsoft Dynamics AX, GP, NAV, SL and CRM. Microsoft Dynamics is a powerful tool that helps integrate finance, accounting, human resources, manufacturing and supply chain processes into one unified and secured environment, globally. With Microsoft’s solid track record, Dynamics is an easily learnable product because of its familiar interface. These lines of products also are easily customizable to fit each organization’s structure. This paper will explain each of the specific Microsoft Dynamic products and how it is advantageous to each company. It will also go into detail on the intended purposes of each ERP and its corresponding models. Finally the author will share his own reflections of Microsoft Dynamics and how it impacts commercial business. Microsoft Dynamics SL (Formerly Solomon) Software is designed to fit a small to medium company’s needs. It is project and distribution focused. It has industry specific capabilities that integrates financials, customer relationships...
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...Microsoft Dynamics Paper Justin Burchard Embry Riddle Aeronautical University Microsoft Dynamics The Microsoft Dynamics is a line of customer relationship management and enterprise resource planning software applications. The applications are delivered by reselling partners who offer specialized services to the business through a network. A vast majority of these software installations require the expertise of these resellers. The Microsoft Dynamics can be used by a range of the other Microsoft solutions including the office 365 and share point (Gupta, 2008). The business solutions provided by the Microsoft Dynamics include both the large business and small business enterprises. A group of enterprise-resource-planning products that are components of the Microsoft Dynamics ERP is mainly geared towards the small size business organizations incorporated with simple structures. The midsize business organizations are also equipped with the small-to-moderately complexity of their production prototypes. The Microsoft Dynamics ERP is comprised of five primary products Microsoft Dynamics AX The Microsoft Dynamics AX is simple and easy to use on large and small scale organizations. The Microsoft Dynamics AX type of ERP solution equips the user with software tools that are compatible with the other tools of the Microsoft solutions such as the Microsoft Office. The business software is comprised of features that apply to the global business...
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...ljkAcct 420 – Fall 2012 Microsoft Dynamics GP Exercises This handout, divided into six (6) sections, is designed to apply course concepts using a system with either sample data or actual company data. While there will be some class time to complete the exercises, time outside of class will also be required. The six (6) sections are: A. Application Controls – Input Validation Checks B. Security, Access, and Monitoring C. FABRIKAM COMPANY: Customers, sales, cash collection D. JEWELRY IMPORTERS – Customer search/information and trial balance accounts E. FABRIKAM EXERCISES: GP and data modeling F. Updating the System A. Application Controls – Input Validation Checks I. For each numbered control, enter the letter of the item that best describes that control. | CONTROL | Letter | | | DESCRIPTION | 1 | Automatic computation | K | | A | Enter an ID number in a field and the ID’s description is brought forth (i.e., customer ID number pulls customer name to customer name field in sales invoice window) | 2 | Capacity test | H | | B | Ensures that all critical fields in an input screen have a value. | 3 | Closed loop verification | A | | C | Tests for whether appropriate type of data are entered in a field, i.e., numbers (numeric test) or letters (alpha test) | 4 | Completeness test | B | | D | Exams field to determine appropriate sign, positive or negative. | 5 | Default values | J | | E | Checks that field is valid in relation...
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...Table of Contents Section Title of Section Page(s) I. Executive Summary 2 II. Brief History of Microsoft Corporation 2 III. History of Microsoft Customer Relationship Management Software 3 A. Timeline 3 B. Additional Information on MS-CRM Dynamics 2011 3 IV. Common Business Issues 3-6 V. Proposed Solution 6-7 VI. Recommendations for Executive Committee 7-8 VII. Attachments 8-15 A. References 8-9 B. Supplemental Materials 9-15 I. Executive Summary Especially true in today’s global economy, time is money and cost is the most volatile aspect of management. Efficient software solutions are an integral aspect of forward-thinking organizational management. The top competitors to Microsoft in the Customer Relationship Management (CRM) sector are Oracle and SalesForce.com. This document will analyze deploying Microsoft’s CRM solutions in any company wishing to maintain a competitive advantage in the current economy and technological realm. II. Brief History of Microsoft Corporation As can be read in an analytical Excel document we created in August of 2011: In 1975, Gates and Allen form a partnership called Microsoft. Like most start-ups, Microsoft begins small, but has a huge vision—a computer on every desktop and in every home. In June 1980, Gates and Allen hire Gates’ former Harvard classmate Steve Ballmer to help run the company. Starting with a new operating system named "MS‑DOS," their hard work revolutionized daily office work into what will eventually...
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...Introduction Riordan Manufacturing was started by Dr. Riordan in 1991. Riordan now has four plants located in Pontiac, MI, Albany, GA, Hangzhou, China, and its headquarters in San Jose, CA. The company currently uses Microsoft SQL servers that is running Microsoft Suite, which includes Word, Excel, Power Point, and Project. The current system is not compatible to all locations which has become expensive and time consuming to navigate the daily operations. I. New System Hardware A. 12 HP ProLiant ML350 GEN 8 B. 140 HP Z230 Workstation Computers C. 12Motorola Mc9190-Z RF10 Readers II. Software and Applications A. Microsoft Dynamics AX (ERP) B. Microsoft Dynamics CRM (CRM) C. PBL Scorecard (DSS) III. Security A. Wireless MAC Authentication B. IDS C. Network Access Control (ADS) Riordan needs to ensure that the new system integrates procedures for collecting, storing, maintaining, retrieving and validating data that flows in the organization. The proposed system will streamline departmental procedures and actions while keeping accurate data from the warehouse, personnel, payroll, HR, and all other departments. I am proposing that we replace the existing servers at all four locations and install 3 HP ProLiant ML350 GEN8’s at each location. One server at each location will be used as a backup in case of outages or maintenance. We will also replace all of the end user desktops with HP Z230 workstation computers. This will ensure that everyone will be using the same hardware...
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...Bandon Group, Inc Read the Bandon Group Inc. Case study. Complete the tasks listed under “Things to do” below. Bandon Group, Inc. Strategy Documentation Things to Do Purpose and Scope of Study (Step 1) Purpose and scope of the MIS study Document High-Level Business Direction (Step 2) Executive Management Interviews Write a summary of major problems and opportunities defined by management. Focus on “common” problems/opportunities. Identify Key Information Needs and Measures (Step 3) Matrix: Goals, Critical Success Factors, Measures, IT Needs Write a summary of “common” or “shared” CSFs, measures, IT needs. Determine Detailed Business Requirements (Step 4) Interview findings: Problems, Goals/opportunities, IT needs, Priorities Write a summary of “common” or “shared” priorities. Document Current IT Situation—Internal (Step 5) IT infrastructure Document Current IT Situation—External (Step 6) Collect information on what competitors are doing with IT. Review competitive dealer web sites to determine what web-based services are offered (service call entry, meter reading submission, supply ordering). Determine Gap between Current IT Situation and Desired IT Direction (step 7) List of IT priorities Identify “common” IT priorities among divisions by completing the chart. Determine Feasibility of an ERP System (Step 8) Web-based resources on ERP and CRM; Articles in trade publications; Vendor resources. See “Further Notes” below.* Write a recommendation...
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...Management Information Systems 13e KENNETH C. LAUDON AND JANE P. LAUDON CHAPTER 9 ACHIEVING OPERATIONAL EXCELLENCE AND CUSTOMER INTIMACY: ENTERPRISE SYSTEMS Evolution Homecare Manages Patients with Microsoft Dynamics CRM CASE 2 VIDEO CASE Systems SUMMARY: Evolution Homecare used Microsoft Dynamics CRM to improve delivery of its home health services. Benefits have included productivity improvements, enhanced inventory management, better resource planning, and more effective reporting. L= 5:14 URL http://www.youtube.com/watch?v=JgCz9tfcXV0 CASE For people with serious illnesses, many procedures must be performed in medical facilities like hospitals and skilled nursing homes. But it is also possible to deliver medical-related services in a home setting using a home health-care service. In most cases, it is much more economical to be treated at home, and recent studies show that patients receiving healthcare services who are surrounded by their family and friends make faster progress. Home health care may include skilled nursing in addition to speech, occupational and physical therapy. It also includes monitoring the patient’s prescriptions and sometimes assistance with household chores. In the United Kingdom, Evolution Homecare is a leading provider of home health-care services, with special expertise in the supply and administration of critical medicines to patients in their homes. Evolution Homecare is part of the Celesio Group, which is one of the leading...
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...Meeting 2: ERP(Enterprise Resource Planning) Enterprise resource planning systems or enterprise systems are software systems for business management, encompassing modules supporting functional areas such as planning, manufacturing, sales, marketing, distribution, accounting, financial, human resource management, project management, inventory management, service and maintenance, transportation and e-business. Starting in the late 1980’s-1990’s, ERP targeted large, complex organizations. The architecture of the software facilitates transparent integration of modules, providing flow of information between all functions within the enterprise in a consistently visible manner. ERP systems concept: Evolution of ERP: ERP II systems is a new concept introduced by Gartner Group in 2000 in order to label the latest extensions of the ERP-systems. The purpose of this paper is to explore the next generation of ERP systems, the Extended Enterprise Resource Planning(eERP). The prime functionalities of the the (eERP) systems are E-commerce, Supply Chain Management (SCM), Customer Relationship Management (CRM), Business Intelligence (BI), Advance Planning and Scheduling (APS). What to look for in an ERP system to fill the gaps, which in turn improves accuracy of information and accelerates data flow, an ERP solution can help your company streamline day-to-day tasks and free up staff to focus on more complex issues that require more personalized attention. As a result, you can improve...
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...“ERP – THE CHANGES TRENDS SALES AND DISTRIBUTION” Prof. S.L Gupta* and Ms Richa sharma** * Professor, Birla Institute of Technology(Deemed University), Noida Campus, Noida (U.P). ** Research Scholar, Singhania University, Rajasthan. ABSTRACT TO keep pace with rapid changes in the business world, companies need an integrated and flexible enterprise system that supports all aspects of their business with state-of-the-art functionality. An Enterprise Resource Planning (ERP) system helps companies to run their businesses in an effective and efficient manner by providing integrated and consistent information flow. It makes the task of keeping track of all the transactions so much easier. A retail ERP system allows automatic recording of the transactions in real-time environment. They have become indispensable tools to survive and increase profitability in race of running the large organization. SAP ERP system is tightly integrated with the Sales and Distribution module. This integration enables the mapping and supply of single-site or multi-site organizations. Developing precise logistics planning for just-in-time deliveries, this system can also generate replenishment orders by using defined warehouse requirements. The ERP Information Systems facilitates faster and better management decisions by providing crucial information in a timely manner. The research focuses on to gain in general understanding of...
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...the thousands, to hundreds of thousands, to millions of dollars. For companies like Kennametal, to make significant changes to an ERP System once implemented, or to completely migrate to a different ERP System can multiply those cost. (Wisner, J., Tan, K., & Leong, G., 2012. p. 198). There are many ERP software solutions for major corporations that fit all budgets and offer a variety of features based on a firm’s needs. Three of those companies we will discuss in closer detail are Oracle, SAP, and Microsoft. Each of these companies offer the ability to configure their software to be tailored to an organizations specific demands; whether it be, choosing a type of inventory accounting or how the company choses to recognize its profits. In addition, each of these three companies offer functionality by providing the option to have ERP data housed on a server in a specified location or, an increasingly more popular option, by usage of the cloud. Furthermore, SAP, Microsoft Dynamics, and Oracle all offer some sort of mobile or “App” functionality. The acronym SAP stands for Systems, Applications and Products in Data Processing. SAP is a company headquartered in Germany. Their ERP program is used to support best practices for 25 different industries. The software...
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...MICROSOFT CORE COMPETENCES Product Lines Microsoft software products are divided into eight main families. These include Windows, Servers, Business Solutions, MSN, Office, Developer Tools, Games and Xbox, Windows Mobile. The other software products and services are divided into four main categories.These include Home and Entertainment, Hardware, Finance, Books and Training.Among these end products, two operating segments, Client and Business Solutions,contributed to the majority of the company’s revenue. Client consists of premium editionoperating systems, including Windows XP Professional, Media Center Edition, Tablet PCEdition, and other standard Windows operating systems, including Windows XP Home.Business Solutions include Microsoft Office, Microsoft Project, Microsoft Visio, SharePointPortal Server CAL, Microsoft Live Meeting, One Note, Office Communication Server,Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, MicrosoftDynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics Retail Management System,Microsoft Partner Program, and Microsoft Office Small Business Accounting. Core Competencies Microsoft clearly recognizes their core competencies that bring them high revenue. In fact,Microsoft provides a guide to earning competency, for their business partners, on theirwebsite [2]. These competencies are known as Microsoft Competencies. According toMicrosoft, the objectives of the Microsoft competencies are to help business partnersdifferentiate...
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...Homework Title / No. : ____________________________________________Course Code : _________ Course Instructor : ______________________ Course Tutor (if applicable) : ____________ Date of Allotment : _____________________ Date of submission : ___________________ Student’s Roll No._______________________ Section No. : _________________________ Declaration: I declare that this assignment is my individual work. I have not copied from any other student’s work or from any other source except where due acknowledgment is made explicitly in the text, nor has any part been written for me by another person. Student’s Signature : _____________ Evaluator’s comments: _____________________________________________________________________ Marks obtained : ___________ out of ______________________ ------------------------------------------------- Content of Homework should start from this page only: ------------------------------------------------- Q1: How the HTML documents are structured? Discuss according to the logical and physical elements. (5) Ans: An HTML 4 document begins with a DOCTYPE declaration that declares the version of HTML to which the document conforms. The HTML element follows and contains the HEAD and BODY. The HEAD contains information about the document, such as its title and keywords, while the BODY contains the actual content of the document, made up of block-level elements and inline elements. A basic HTML 4 document takes on the following...
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...Letter of Transmittal August 8, 2013 Dr. Md. Helal Uddin Ahmed Associate professor Course Instructor, MBA East West University Jahrul Islam City, Aftabnagar, Dhaka Dear Sir, Subject: Application for report submission on “Enterprise Resource Planning”. As you will see, our observation pointed to the Managerial application of information technology, and we took into consideration the Enterprise Resource Planning as well as Its implementation, The Evolution of ERP, Integrating SCM, CRM, AND ERP, Integration Tools, vendors, advantages and disadvantage . We collected the data from secondary sources, analyzed within our group, and finally formulated the outline of our study. We would like to say that this report helps us a lot to understand ERP system largely. Moreover, your kind acceptance of this report would be highly appreciated. Sincerely Yours 1. Ms. Rasheda Naima Jahan (2013-3-95-019) 2. Mr. Md. Rafiqul Islam (2013-3-95-063) 3. Mr. Shadesh Baishnab (2013-3-95-075) 4. Mr. Md. Asaduzzaman (2013-3-95-099) 5. Mr. Avijit Das (2014-1-95-038) Acknowledgements We always have the guidance & clear instructions from our course teacher Dr. Md. Helal Uddin Ahmed. He never showed any sign of impatience towards us. He made us very much clear about the project content & what exactly He expected from us. ...
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