WebSan Solutions Inc. a Toronto-based Dynamics GP Partner is now a regular contributor on ERPSoftwareBlog.

Come check out our recent posts!

We've recently partnered with an organization that provides nothing but business intelligence tools for Dynamics GP, NAV and AX.

The fact that we've partnered with a BI company is, in itself, not all that remarkable. The remarkable piece is that we offer it as part of our Hosted Dynamics solution! It's very reasonably priced on a per user/month fee and works exactly like the on-premise solution!

Technology for business intelligence solutions have come a long way (MS Silverlight and Excel 2010) and Hosted Dynamics GP is bringing some serious capabilities to the table for business intelligence.

Not to say that the existing reporting tools in Dynamics GP aren't great (SQL reporting services, Smartlist Builder, Report Writer, Management Reporter), but to really take your organization to the next level, you'll want to take a serious look at a Business Intelligence tool.

I read an interesting article today from Aberdeen research. It went into great detail on what is really driving companies towards SaaS (Software as a Service)/Hosted ERP solutions vs. the traditional On-Premise solutions.

For the record, the number of companies installing On-Premise ERP solutions still far outweighs the number going live with a hosted solution, but that trend is slowly reversing itself.

The number one driver for implementing an ERP in the Small-to-Medium Business market is to reduce costs (no surprise there). Thus the number one impetus which would push a company to invest in ERP is finding an affordable solution at minimal risk. This is where the SaaS model fits in quite well.

SaaS total cost of ownership is less than On-Premise when you consider backups, hardware, IT staff, upgrades and service packs (bug fixes). A lot of companies are looking to outsource providers to host their ERP systems and take care of the "maintenance" of the system that their own staff would traditionally have to handle. The main cost considerations that drive the appeal of SaaS are :

• Lower total cost of ownership
• Reduces the cost and efforts of upgrades
• Lower up front costs
• Company has limited IT staff and no interest in hiring more
• Seeking the best fit solution to their business needs
• No emotional attachment to having it in-house
• Strategy to focus resources elsewhere

Because of these driving factors, the number of companies considering SaaS ERP has jumped 61% from 2009 to 2010 (source : Aberdeen SaaS ERP : Trends and Observations 2010).

Almost every single company I speak with today asks me about our hosting services for Dynamics GP. I think it's due to a few factors :

- The economy is forcing many companies to lean out costs in non-core areas. Maintaining IT equipment, backups, and  service pack upgrades are not exactly value-add for many organizations. Hosting your ERP system in the "Cloud" alleviates those responsibilities to a third party that you can hold accountable.

- Internet access is becoming more and more reliable every day. Every single prospective Client asks me about disaster recovery plans. The fact of the matter is that our ability to recover from a disaster is probably far better than any Client we have. One simple alternative a laptop with a battery and an internet stick from a mobile phone supplier. The odds are that our hosted system will be up...Clients just need a way to get onto the internet.

- The environment and sustainability is becoming more important every day. Did you know that subscribing to an ERP system, rather than installing it on your local server actually saves energy? All of our Clients' systems are shared on virtualized servers, thereby reducing electricity and the carbon footprint of the entire solution.

So there are some key benefits of looking to the "Cloud" for your ERP needs. If you think it's for you, don't hesitate to give us a ring.

There is much heated debate about CRM systems in the marketplace. Many companies have invested thousands, if not hundreds of thousands of dollars into a new CRM system that the sales reps won't touch with a 10-foot pole.

The funny irony is that all companies have customers and all companies have some way of keeping information in a spreadsheet or accounting system of who their customers are and some characteristics of that customer. So why is it so difficult for companies to make the quantum leap forward to formalize their CRM processes?

What companies need to keep in mind when looking to formalize their CRM practices with an investment in technology is that the technology should facilitate their sales process and improve key sales metrics like:

• suspect to lead close ratios
• sales revenue per rep
• more effective use of marketing $

We specialize in both Salesforce.com and MS Dynamics CRM. Both are very capable systems, but what makes the difference is how the system is implemented and how it is inculcated into the organization to maximize adoption of the new system.

Contact us if you're thinking about an investment in CRM and we can help!

I see a lot of Clients attempting various methodologies to research and find new software.

One of the great resources that I've recommended is : FindAccountingSoftware.com

This is a website whereby you can find objective, 3rd party information on many systems offered (there are many, believe me!). We've had numerous Clients find us through that website and they're quite happy with their selection of MS Dynamics GP and WebSan Solutions Inc.

Executives from all industries are keeping a close eye on the economy these days. While the Canadian economy seems to be recovering, there is no collective sigh of relief in the US.

So while some companies "hunker down" and reduce all expenses, leading companies are looking to invest in technology according to the following strategies (source Aberdeen© Reports):

• Streamline and accelerate processes to improve efficiency and productivity
• Standardize business processes
• Optimize the use of current capacity (both personnel and equipment)
• Provide visibility to business processes across functions and departments
• Modernize technology infrastructure and applications

In times of economic turmoil, those companies that invest now in preparation for a turnaround are more likely to outperform the competition after the recession is over.

Many companies are turning to "hosted" or SaaS (Software as a Service) solutions to reduce the capital expenditure typically required to purchase Enterprise software packages. Our strategy has been to support both implementation methodologies, On-Premise and Hosted. The Hosted solution can reduce a Client's investment by over 60% and accelerate the ROI dramatically.

The software acquired as a Hosted solution is identical to that of the On-Premise solution.

If you're interested in learning more, please feel free to contact us.

I encounter prospective Clients every day who ask me: why?

• Why do I need a new system?
• Why do I need to invest in new software?
• Why WebSan?

I cannot come up with "one-size-fits all" answer for everyone, but what I can tell you is the following:

• Companies that leverage Enterprise software to run their business see a significant improvement in their financial performance. This can manifest itself operationally in many ways, but typically it's a reduction in outstanding Receivables, growth in operating margin and lower overhead resources in the Finance and administration departments.
• According to a recent Aberdeen© report, best in class companies saw:
  • 22% reduction in operating costs
  • 20% reduction in administrative costs
  • 17% reduction in inventory
  • 19% improvement in complete and on-time delivery

Organizations are always looking to be more competitive and reduce costs. A solid investment in technology with the right Partner can make all the difference in the world.

WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner specializing in MS Dynamics GP and Hosted MS Dynamics GP. Dynamics is a top-rated Enterprise software system that has over 40,000 installs in North America.

Contact us for inquiries.

Service calls can now be escalated to additional managerial levels. The Service Type Escalation window has been modified to include a new Manager Level field.  When a call is escalated, an e-mail to the technician's manager is sent.  This can now be sent to two additional levels of management directly above the technician's manager. One can specify the number of levels to e-mail, including:

• The manager of the technician on the service call
• The manager's manager
• The manager of the manager's manager

The Service Call Escalation window also now supports multiple technicians for each call.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

Users of US Payroll in Dynamics GP will love the new integration points from other modules within Dynamics GP.

One such integration point is with the Field Services module.  Direct & indirect labour postings that create Payroll transactions can be made in Service Call Management & Depot Management.  This integration allows for Payroll to captures the cost from the employee's pay code into the labor record in Field Service.

A Post to Payroll check box has been added to the Work Type Maintenance & Depot Station Maintenance windows that when selected, enters the value from the window's corresponding Pay Code field, representing an hourly pay code.

Field Services now allow the use of non-inventoried items.  Service Calls or POs can be entered for non-inventoried items representing labour, expenses or misc charges.  Preventative Maintenance events can even include non-inventoried items.  Contract Administration, Returns Management & Depot Management all now allow the use of non-inventoried items.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

The Service Management module now allows for processing of Kit Items.  When a kit item is entered in the Service Parts window, the kit's components are added automatically to the Service Line table; although, they can be deleted if necessary.  Note: the quantity ordered cannot be partially allocated.  Through the Service Management module, POs can now be created for kit component items on a service call.

Kits can also be entered in Returns Management, Preventative Maintenance, on Contract Lines, or on the Parts line for Depot Management Work Orders.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-4991235 ext. 213.

The Item Resource Planning, Site Resource Planning & MRP Order Detail windows have all been updated to incorporate a ‘Move Out’ fence.  The new logic allows for rules that determine if & when to suggest moving or canceling a purchase order or manufacturing order.  A Move Out is suggested when an item’s Projected Available Balance will be greater than the item’s Order UP To Level.

As GP calculates an item's Projected Available Balance for a specific time period, MRP will include supply order moves & cancel suggestions that impact the quantities occurring in that time period.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

In previous versions, users would be able to view the module's Navigation Pane regardless of whether it was used or not.

In GP 2010, Administrators control which Navigation Panes are available to users and which are not.  Unnecessary navigation buttons can be limited at the user or at the company company level.

Again, join WebSan in our upcoming GP 2010 Webinar!

PS ... For Analytical Accounting users, user security can now be assigned on-the-fly!  No more setting up segments & then waiting for approval to use them.

System Administrators will find setting up new users in GP 2010 much quicker.  User Security setting can now be copied from the security of another user.

In order to help reduce the likelihood of incorrectly assigning permissions, Administrators can filter security windows in order to view only the selected:

• Operations assigned to tasks
• Tasks assigned to roles
• Roles assigned to users

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

Cash receipts may now be entered as a negative currency value within GP 2010.  This will subsequently decrease the deposit amount of the cash receipt by the value entered in the Amount field.  Furthermore, the posted receipt will show up as a deposit with a negative amount.

The negative cash receipt can be applied similar to any regular cash receipt, except the outstanding amount of the invoice will increase, instead of decrease.  Users experiencing returns, bad debt or miscellaneous fee issues will undoubtedly love this new feature.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

When making payments in GP 2010, users will be given additional restriction possibilities in Select Checks window.  New restrictions can be place on the following fields:

• Vendor IDs
• Vendor names
• Class IDs
• payment priorities
• voucher numbers
• document numbers
• due date\discount date cutoffs
• document currency

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

GP 2010 will bring additional reporting printing capabilities.  Users can now take advantage of Word report templates as an alternative to using the native Report Writer.  Out-of-the-box there will be 22 templates available for use with endless possibilities on user customized reports.

GP 2010 will also feature added capabilities with Excel reports & pivot tables ... hum

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

GP 2010 is coming soon!  Over the next while we will be previewing some of the new features.

Also, join us during our upcoming webinar featuring the top 10 new features.

[caption id="attachment_254" align="aligncenter" width="748" caption="HST Tool-Kit"][/caption]

Did you know Directors of corporations can be held personally liable for un-remitted HST!?!

Be ready for the new HST!  Contact WebSan now to take advantage of our HST Cut-Over Tool-Kit.

Over our many years of experience with Microsoft Dynamics GP, we have developed a proven implementation methodology for companies both large & small.  Get the job done right the first time!  Let us help you with HST upgrades:

• Update company-wide sales & purchasing tax options
• Set tax settings for specific grouping of customers or vendors
• Ensure appropriate sales items are taxable or not

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.