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Automating and Managing Complex Global Operations with Legacy Technology Stack

INTECH struggled with automating and managing its global business growth using outdated applications. INTECH had been using single legal entity with Microsoft Dynamics AX 2012 and handling global entities using financial dimension model. Although this model was working and INTECH was getting the desired results from the ERP application, it was not reflecting the true picture of how INTECH was managing various entities and org units in real world. So as the business was growing, INTECH started to face challenges with automating various business processes, getting real time management reporting and overall business productivity.

As INTECH expanded, managing its complex global operations became challenging. This was mainly due to the limitations of Dynamics AX 2012. The single legal entity structure and lack of cross-currency finance operations hindered financial management across their offices. Additionally, INTECH’s project-based business required a more robust project management and accounting system. Manual payroll processes for over 600 employees across different regions led to complex and time-consuming processes.

KAISPE addressed these issues by implementing Microsoft Dynamics 365 Finance and Supply Chain. This solution enabled seamless multi-entity management, automated payroll processes, and provided enhanced multi-currency support, positioning INTECH for future growth and operational excellence.

KAISPE Guides Business Transformation for INTECH Using Microsoft Dynamics 365 F&O

KAISPE implemented Microsoft Dynamics 365 Finance and Supply Chain for INTECH to overcome limitations of their previous system. The solution enabled INTECH to manage their legal entities separately across 14 regions, improved multi-currency support, cross-device accessibility, automated payroll for their employees in multiple offices, and provided advanced project management capabilities, addressing issues with financial management, productivity, and reporting. 

INTECH adopted Microsoft Dynamics 365 Finance and Supply Chain to overcome their operational challenges. The solution enabled a seamless transition to a multi-entity structure, allowing for effective management across 14 regions. With Dynamics 365 F&O’s advanced financial features, they were able to conduct business bypassing the limitations of currency exchange, thus, INTECH improved financial accuracy globally. The custom payroll module automated processes for over 600 employees, reducing errors and ensuring regional compliance. Additionally, the project management and accounting features were tailored to INTECH’s project-based model, enhancing efficiency. Microsoft’s expertise and resources, including cloud capabilities, Power platforms, and extensive support, played a crucial role in the successful implementation and transformation.

INTECH Observes an 80% Improvement in Reporting and Productivity by Streamlining Business Operations with KAISPE

With Microsoft Dynamics 365 Finance and Supply Chain, INTECH achieved a 40-50% increase in productivity and an 80% improvement in reporting accuracy. The solution automated processes for their employees, streamlined global financial management, and effectively managed operations worldwide, enhancing overall efficiency. 

Leveraging KAISPE’s technical expertise, INTECH implemented Microsoft Dynamics 365 Finance and Supply Chain to achieve significant operational improvements. KAISPE’s tailored solutions led to a 40-50% boost in productivity and an 80% enhancement in reporting accuracy. Moreover, KAISPE helped implement and streamline the system within INTECH’s business in a record time of six months. The implementation streamlined processes for INTECH’s employees, automating tasks and ensuring compliance across various regions. Additionally, the new system improved global financial management, handling multi-entity and multi-currency complexities effectively. It has also given INTECH access to more Microsoft products and business applications through Dynamics 365 F&O, further automating their business with Microsoft’s integrable applications. KAISPE’s in-depth knowledge of Dynamics 365 F&O and their ability to customize the solution for INTECH’s unique needs played a pivotal role in driving these results and positioning INTECH for future growth.

Our collaboration with Microsoft enabled us to deliver a tailored solution for INTECH Automation & Intelligence, utilizing Dynamics 365 Finance and Supply Chain to streamline their business operations. This integration significantly improved their operational efficiency and data accuracy, showcasing the power of Microsoft technologies in transforming business operations.

– Imran Mahmood, CEO

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In this blog, I will elaborate on the comparison of Business Central & Oracle NetSuite. Business Central is a comprehensive business management solution from Microsoft,

whereas Oracle NetSuite is a cloud-based ERP tailored for high-growth businesses. Both Business Central and NetSuite offer a plethora of features to streamline operations,

enhance productivity, and drive growth.

Comparison between Microsoft Dynamics 365 Business Central and Oracle NetSuite often hinges on your company’s size, industry focus, and specific needs.

Microsoft Dynamics 365 Business Central:

Business Central tends to excel with small to medium-sized businesses seeking an all-in- one solution well-integrated with other Microsoft products. Business Central offers a user- friendly interface and a range of modules for financial management, supply chain

management, project management, and more.

Microsoft Business Central has some key features which are defined below:

• Financial Management: Streamlined accounting, complex reporting, and improved financial
• Supply Chain Management: Automated operations, inventory control, and purchasing
• Sales & Service Management: Improved customer interactions, sales processes, and after-sales
• Project Management: Project tracking, resource planning, and financial performance

Oracle NetSuite:

On the other hand, NetSuite generally caters to a broader market, including enterprises requiring robust customization and global-scale capabilities. It provides modules for financial management, inventory management, CRM, e-commerce, and more.

Oracle NetSuite supports a wide range of industries with its adaptable functionality which are mentioned below:

• ERP & Financials: Automates financial processes and provides real-time financial
• CRM: 360-degree view of customers to enhance customer lifecycle
• E-Commerce: Unified platform to manage online sales, customer interactions, and
• Human Capital Management: Streamlines HR processes from recruitment to retirement

Key Differences Between Business Central & Oracle NetSuite:

· Cloud-based Vs On-premises:

Business Central offers both cloud-based and on-premises solutions. Users get to decide where they want to store their data. Business Central’s cloud option updates automatically, ensuring new features.

While on the other hand, Oracle NetSuite eliminates the need for physical servers and maintenance. Provides real-time data access from any device, anywhere. Focuses on security and accessibility for mobile and remote workers.

· Customization Capabilities:

Microsoft Dynamics 365 Business Central adaptability meets diverse business demands. Users can modify it with ease, making it a flexible fit for various industries. It supports AL language and visual designer tools.

While Oracle NetSuite provides a robust platform that integrates easily with third-party applications. This feature extends its functionality and allows for a tailored software experience.

· Familiarity:

Business Central has Familiar interface for users already using Microsoft products. While Oracle NetSuite Robust customization options to tailor the platform to specific business needs.

· Pricing Models:

Microsoft Dynamics 365 Business Central operates on a subscription basis. Companies can select from various plans that cater to different sizes and needs. Key highlights include:

• Essentials Plan – For standard business
• Premium Plan – Includes manufacturing and service management
• Team Members Plan – For additional users with reading or limited writing

The pricing for Oracle NetSuite is complex. It can vary greatly depending on various factors, such as:

1. License type – ranging from limited to full
2. Number of users – affecting the overall
3. Add-on modules – specialized functions come at an additional
4. Implementation and support services – based on business

No fixed pricing is available, as each package is tailored to specific business requirements. Legacy customers may also face varying costs due to customization and upgrades.

· Integration:

Business Central is easily integrated with other Microsoft applications, while Oracle NetSuite has advanced features such as revenue recognition and fixed asset management.

Which One Is Beneficial According to The Upcoming

Advancements Microsoft Dynamics 365 Business Central or Oracle NetSuite?

Determining between Microsoft Dynamics 365 Business Central and Oracle NetSuite hinges on the unique demands and preferences of each business. For small to medium-sized enterprises valuing seamless integration with Microsoft tools and user-friendly features, Business Central often emerges as the top choice. Conversely, larger corporations seeking extensive customization options and intricate solutions may lean towards Oracle NetSuite to fulfil their intricate needs.

Conclusion:

At KAISPE, we partner with small-to-medium businesses to provide solutions to their problems through ERP Modules.

The right software propels your business forward—choose wisely to ensure your operational success.

Stay tuned for more blogs about ERP Modules.

If you have any suggestions/questions, please comment on the post or contact us at info@kaispe.com

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This blog post will explore the key features and benefits of Microsoft D365 FO POS development for the retail and commerce industry. Read on to understand the basic differences between on-premises and cloud-based POS systems. In addition, learn about the best practices for configuring the POS system in Dynamics 365 for Retail to fit your business best.

On-premises vs. Cloud-based POS Systems

Before purchasing a POS system, evaluating the difference between traditional on-premises and cloud-based POS systems is critical. To do this, you must first familiarize yourself with the two systems. This comparison of on-premises and cloud-based POS systems is meant to walk you through the unique aspects, benefits, and drawbacks of each;

• On-premises POS systems ideally operate within an organization’s internal network and use local servers to store information. POS tools are purchased up front, with data accessible only from the local server or through an alternate web app.
• Cloud-based POS systems, on the other hand, leverage cloud technology to allow users to access the platform from anywhere and at any time. They work well with most POS hardware and offer a level of comfort that is unparalleled.

Comparison

Best Practices for Configuring Dynamics 365’s Retail POS System

Microsoft Dynamics 365 for Retail has an integrated POS system that allows organizations to unify their digital, in-store, and back-office operations and create exceptional, insightful shopping experiences. It offers two types of POS experiences: a browser-based cloud POS (cPOS) that can be used on mobile devices and a retail modern POS (mPOS) that can be used on PCs, tablets, and phones to process sales transactions, customer orders, and daily operations, as well as to perform inventory management.

Before you begin configuring your Dynamics 365 for Retail POS system and setting up your registers and devices, you need to set up a few pre-requisites:

Once these prerequisites are in place, you can move forward with configuring your Dynamics 365 for Retail POS system. While there are several POS deployment options, such as cloud only, cloud only with hardware station, cloud with hardware station and offline capabilities, retail scale unit with offline capabilities, and local hardware station, here are some best practices for deploying a cloud-only POS system using Dynamics 365 for Retail:

1. Define Payment Methods

Dynamics 365 for Retail helps you set up the payment methods that will be supported by your retail businesses. Since customers are likely to shop from any retail channel, including brick-and-mortar, e-commerce, and call centres, your POS system should be configured such that it supports all channel types.

Using the drop-down selection, indicate the function that will be performed by that payment method. This is key as it will support functions performed by your POS button functions.

2. Define Card Types

There are various types of cards customers might use in a POS system, including credit, debit, loyalty, or gift cards. To ensure seamless payment through cards in your retail business, you must first determine the types of cards you plan to accept and set those up in a legal entity in Dynamics 365 for Retail.

Enter the required details in fields such as Card ID, Card type name, and Card issuer. Once you have added all the details, just click Save.

3. Setup Registers

In any retail setting, registers are important components as they are used to define aspects related to a specific store. The key fields to define your register include hardware profile (physical configuration of a terminal) and visual profile (screen characteristics), store number, and sales menu.

Dynamics 365 allows you to set up profiles specific to a single terminal or a group of terminals. Before you set up a register, you need to set up the terminal(s) and assign profiles to them.

4. Setup New Stores

For all your retail locations to get updates from the back office; adding your existing and new locations to the channel database list is important. Once you add a new location to the list, necessary database updates will take place, including products, pricing and discounts, customer, tax, staff, and register information.

To activate a new store, you only need to select the store from the drop-down list, enable full data sync, and select the distribution schedule you want to run. Once you do this, your new store will be activated.

5. Define Devices

As devices are the actual physical units that are associated with any POS register, it is important to specify the devices that will be used for accurate mapping. This can be a standard POS, an Android phone, or an iPad, to name a few. Depending on the type of application you want to use, validate the devices for activation, and follow the instructions to activate your device.

Once you set all this up, you can begin executing transactions for your retail entity. Click on the cloud-POS URL and simply follow the instructions. Ensure you have addressed everything stated in the “before you start” section for complete activation of your device. Once the activation is successful, you can bring up the POS application by clicking on the Get Started button.

Streamline your Retail Operations

In today’s competitive retail environment, Dynamics 365 for Retail helps retailers get ahead with tools that steer their retail operations, deliver a connected employee experience, and delight customers with exceptional shopping experiences.

With all the benefits of Dynamics 365 for Retail, correctly setting up the POS system is critical to drive a positive business impact. Follow the laid down best practices and ensure your POS system is correctly activated to bring about the desired outcome.

Development of Retail and Commerce POS 

• Development Tools and Technologies

Developing POS solutions with Microsoft D365 FO involves working with a range of tools and technologies. The platform utilizes familiar development tools such as Visual Studio and C# programming language. It enables developers to leverage their existing skills.

Additionally, the Retail SDK (Software Development Kit) provides a comprehensive set of libraries, APIs, and tools specifically designed for retail application development. These tools enable developers to build and debug POS applications, manage data synchronization, and handle device integration effortlessly.

• Device Integration and Peripherals

A successful POS solution requires seamless integration with various peripherals and devices such as barcode scanners, receipt printers, cash drawers, and payment terminals. Microsoft D365 FO offers robust device integration capabilities through the Retail SDK, making it easier for developers to connect and interact with a wide range of hardware devices.

Developers can leverage the SDK’s APIs to control peripheral devices, handle data input/output, and manage device configurations, ensuring smooth and reliable operations at the point of sale.

• Offline Capabilities and Resilience

POS systems must be resilient to network disruptions and capable of operating offline to ensure uninterrupted service. Microsoft D365 FO supports offline capabilities, allowing the POS application to continue functioning even in the absence of network connectivity.

Developers can design and optimize data synchronization mechanisms to synchronize sales, inventory, and customer data between the POS device and the back-end systems when connectivity is restored. This resilience ensures that retailers can continue serving customers and processing transactions, regardless of the network status.

Conclusion

Microsoft D365 FO offers developers a comprehensive platform for POS development. It empowers them to create powerful, customizable, and scalable solutions for the retail and commerce industry. With extensibility options, robust development tools, device integration capabilities, offline resilience, and testing frameworks, developers can build exceptional POS applications that streamline operations and enhance customer experiences.

By harnessing the capabilities of Microsoft D365 FO, developers can unlock the full potential of POS systems, delivering innovative solutions that drive business growth and success in the ever-evolving retail landscape.

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To read the complete customer story, please click here.

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In this blog, I will show you how to implement WHT functionality in Business Central for such localizations where WHT is not applicable and is required by the organizations using Business Central in that localization. Later I’ll show you how to use the implemented WHT functionality for a Posted Purchase Invoice in Business Central for a specific vendor.

Steps Involved:

Following are the steps involved in achieving and testing the WHT functionality.

Step-1: Create four custom tables namely “WHT Transaction Table”, “WHT Product Posting Group”, “WHT Business Posting Group” and “WHT Posting Setup”.

Step-2: Now for each of the above custom tables created, develop a list page as shown in fig 1, 2, 3 and 4.

In fig 4, an action (“Post WHT”) is also created on “WHT Transaction” list page that will post WHT entries on the “Payment Journal” lines.

In fig 5, an OnClosePage() trigger is called that will clear the data from the “WHT Transaction” table as soon as the “WHT Transaction” list page is closed.In fig 6, a SetItemInfo procedure is defined for passing values from variables into “WHT Transaction” table.In fig 7, OnValidate trigger is defined for auto populating some fields of “WHT Transaction” table on selection of “WHT Bus. Posting Group” field.In fig 8, entire code implementation of “POST WHT” action is displayed for posting WHT entries on the “Payment Journal” lines.

Step-3: Make sure that at least one purchase invoice should be posted so that when the “Payment Journal” page is used there should be at least one posted purchase invoice on which WHT can be applied. Also, make sure that entries are applied for that invoice.

Step-4: After creating all the tables and list pages required for WHT implementation, now an action (“WHT Entry”) is created on the “Payment Journal” page by creating page extension of it as shown in fig 9 and 10.

Whenever the “WHT Entry” action is executed, it will prompt a confirmation dialog box as shown in fig 11 and if “yes” is selected then a procedure (“SetItemInfo”) declared in fig 6 will be called that will pass some values (“Account No.”, “Description” and “Amount”) from “Payment Journal” page to “WHT Transaction” list page and after that “WHT Transaction” list page will be opened as shown in fig 12.

Step-5: Now start entering values in the created list pages i.e., “WHT Posting Setup”, “WHT Business Posting Groups” and “WHT Product Posting Groups” as shown in figs 14, 15, and 16. For the “WHT Posting Setup” list page most of the fields have a table relation. Make sure that before filling the fields in “WHT Posting Setup”, a G/L account must be created (fig 13) for WHT entries in “Chart of Accounts” and then select the created G/L Account in “Sales WHT Account” and “Purchase WHT Account” fields in “WHT Posting Setup” as displayed in fig 16.

Step-6: After all the values are entered, now one page and one table extension of “Sales & Receivales Setup” is created and two fields i.e., “Journal Template Name” and “Journal Batch Name” have table relation with “Gen. Journal Template” and “Gen. Journal Batch” are added to both page and table extensions. Once these fields are created, then data is entered into these fields as shown in fig 17. Make sure that “Journal Batch Name” is the same for both “Sales & Receivales Setup” and “Payment Journal”.

The purpose of these fields will be known in the upcoming steps.

Once all the above steps are completed, then the WHT functionality can be applied to any posted purchase invoice whose entries are applied in “Payment Journal”

Step-7:  Open “Payment Journal” and chose the vendor for which you have posted the purchase invoice. In my case, I have chosen “Custom Metals Incorporated” as shown in fig 18.

Step-8:  Now, apply entries for the invoice that you have selected as shown in fig 19. Just select the purchase invoice you have posted and execute “Set Applies-to-ID” action (fig 20) and it will automatically populate some of the fields like “Amount” in “Payment Journal” first line as displayed in fig 21.

Step-9: After applying for entries, now execute the “WHT Entry” action discussed in step 4 which will open the “WHT Transaction” list page with some fields that will already be appended as shown in fig 22. Now when the “WHT Bus. Posting Group” field is drilled down it will give a list of WHT Bus. Posting Groups that were configured in the previous steps. Once it is selected then all the remaining fields will be auto-populated as an OnValidate() trigger (fig 7) is applied to the “WHT Bus. Posting Group” field as shown in fig 23. The “WHT Amount” field is the calculation of the “WHT %” and “Base Amount” fields.

Step-9: Once all fields are populated, then “Post WHT” is executed. As discussed in step 2 that “Post WHT” will append values from the “WHT Transaction” list page to some of the “Payment Journal” fields as shown in fig 24.

As the appending process from “WHT Transaction” to “Payment Journal” will require primary keys of “Payment Journal” i.e., “Journal Template Name”, “Journal Batch Name” and “Line No.” therefore the two fields were created in “Sales & Receivales Setup” and were used in “Post WHT” action (fig 8). For “Line No.”, an already defined procedure “GetNewLineNo()” in the “Gen. Journal Line” table (fig 8) gets the new line whenever this procedure is called.

Step-10: Once values are appended, than execute the “Post/Print” action and the amount will automatically be updated in specified accounts. The “Amount” for WHT i.e., 361.35 in my case will be updated in the newly created WHT account (“With-holding Tax”) in “Chart of Accounts” as shown in fig 25.

Hope you find this information useful.

Stay tuned for more articles about Business Central.

If you have any suggestions/questions, please comment on the post, or contact us at info@kaispe.com

Courtesy: Muhammad Anas Naeemi

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