Steven Chinsky MVP
Forum Replies Created
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Aleiha,
I have implemented Dynamic Ship, from Insight Works, using the 2SHIP shipping provider. They have Dangerous processing and can print the Declaration. Link to Dynamic Ship- https://dmsiworks.com/apps/dynamic-ship
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Djon – Yes, the Direct Cost Applied Account is a funny account used for transacting Purchases, Manufacturing Labor, which is what you are talking about. To explain to others, I normally show them all the accounting entries made from Purchasing through Manufacturing. This way they see all entries using the Direct Cost Posting Setup column. When it comes to Purchasing, I normally explain that Direct Cost is contra to Purchase and the 2 accounts should net to zero each month. As for Manufacturing, Direct Cost Applied is used to capture the Direct Labor per Work or Machine Center’s Product Posting Group. Any Indirect/Overhead is posted to their respective Overhead Applied Account. Now that was a Credit to Direct Cost Applied and Debit to WIP. How does this eliminate, when you run Adjust Cost-Item Entries the WIP is relieved. Credit WIP and Debit Finished Goods. However, depending on your Costing Method, you will have additional entries like: Material Usage Variance, Capacity Variance, Overhead Variance, and Material Overhead Variance. To make this visual look at my pic attached.
If you have more questions, reach out. schinsky@llconsultingservices.com
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Mark,
Morning – Wow great question. I have been in this community for 28 years now and when evaluating Partners I would look at: 1) Team Experience and Background (are they implementors or have come from industry, operations, accounting, etc..) 2) Do they know ISV APPs and have implemented them directly 3) What industries have they implemented 4) Do they provide advisory/best practice guidance or just implement (their experience and background are key to this) 5) Do they follow a prescribe plan to implement and monitor the project for Risk and Budget 6) What is support like after GO LIVE. I could think of more but if you want to chat reach out 774-254-1185 or schinsky@llconsultingservices.com.
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Lori – I normally number my customers beginning with a C and 4-5 digits. The number is irrelevant since I can search by Name, Phone Number, etc. As for Ship-to’s I number them by Zip Code and/or City Name.
If you want a way to search for Ship-to, I will expose the Ship-to List Page to all users so they can see the Ship-to’s.
One other note… Adding Avalara does not make me rethink changing my customer numbering. It will allow me to add a process to always validate Sell/Bill/Ship-to addresses using the Avalara address validation engine.
Hope this helps. Email of you have more questions.
Thank you,
Steve
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Leslie,
Since you noted Bank Reconciliation, have you linked the Bank Account so that you can import Bank Statements? If no, importing the Bank Statement (Daily, Weekly, Bi-Weekly, Monthly) will pull those payments into the Bank Rec, for Bank Statement Lines. The Finance Team can send the payment to a General Journal and post the application against the Invoice, while doing the Bank Rekonciliation. Then there is no timing issues since you are importing the Bank Statement and the application will occur on the date it processed at then Bank.
The Payment Method process is sweet since it clears the invoice and records the payment. If Finance wants to treat the payment on the actual day it occurs, consider linking the Bank and recording the transaction off the Bank Rekonciliation.
If you want to know more, reply back and I will send you a handout on Linking and Bank Rekonciliation importing the Bank Statement.
Steve – Microsoft MVP
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@Ryan Boyce – BC CRM (Marketing and Relationship Management) is a great starting point for ‘old school’ beginners. It provides the following features:
1. Salespeople/Teams
2. Tasks/To-Do’s
3. Opportunities
4. Contacts
5. Campaigns
6. Questionnaires
Consider going into a Sandbox and trying it out. If you need more direction or want a demo, feel free to reach out.
Thanks,
Steve
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Jodie – If I recall the Continia process, the Invoice comes in and it performs the 3-way match and creates a Purchase Invoice ‘getting’ the Posted Receipts associated with the Invoice. The post completes but, as you noted, you have the PO left in the list. This is true when using the Get function.
I recommend that you manually or you can run via a Job Queue, the Delete Invoiced Purchase Orders function. Try this manually and you will see the job will remove only fully invoiced PO’s from the list.
Hope this helps.
Steve
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David,
I have had the same just backwards, meaning, I have had customers with US environment and had a Canadian operation and created a Company within. You can setup the Sales Tax, in the US Company and also setup that company to reflect USD and additional currency for CAD. Not sure if you are consolidating but that can be done in BC too.
If you want to chat, reach out.
Steve
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Sean,
I would do a comparision on the 2 most active APPs and they have been in BC the longest:
USTPay – Merchant Services | U.s. Transactions Corp. (ustranscorp.com)
iSolutions – iSolutionsPayments.com
I have implemented both.
Steve
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@debpeters – Based on your scenario, if my BOM states I am to consume x quantity for $105 but I actually post consumption at $85 dollars worth, this would create a Variance (Favorable). Here is an attached flow I did in CRONUS.
Steve
