Presentation Topics

  Presentations by Balance Point Technologies


Connecting MAX to the World - Automating Sales Order Processing Functions
In this session learn about alternatives to manually entering sales orders into MAX:

  • Web Connector to connect to web stores
  • Quick Data Loader to import orders from a spreadsheet
  • EDI

See how your document distribution can be automated for printing, emailing or creating a file for:

  • Sales Acknowledgements
  • Ship notifications with tracking numbers
  • Invoices
  • Sales reports
  • GS1 labels, ASNs, and carton or pallet packing listsLearn about tools to automate tasks:
  • Auto-ship
  • Auto-invoice

Finally see how integrating MAX with UPS, FedEx, and DHL can save time and keystrokes entering:

  • Shipping addresses, ship methods, carrier accounts and other shipping information
  • Tracking numbers back into MAX
  • Freight charges back into MAX
  • Web addresses or tracking numbers for tracking shipments


Process Automation for Materials and Manufacturing
The Shop Floor Execution and Purchasing Control modules have many points of interaction with each other, and those
points when left to canned MAX, are manual. This session will discuss tools to eliminate manual tasks and increase
efficiency for the Materials and Manufacturing processes. In this session, we will demonstrate:

  • Automating the delivery of purchase orders to vendors and providing alerts based on purchase order receipts or other conditions.
  • Automating the purchase order creation using Kanban processing.
  • Releasing multiple work orders at a time based on a number of selection criteria.
  • Automating paper or electronic delivery of all documentation required for work orders.
  • Providing an integration to third party applications from work orders.
  • Automating Post Order Closure based on user defined parameters.


Announcing Shop Pulse VPoint — A New Graphical Production Monitoring and Scheduling Tool
Come see the latest and most powerful tool for monitoring and scheduling production. Gain control of your manufacturing processes by setting capacity by work center by day. Quickly and easily in real time view load vs capacity by day, by work center, by department. Reschedule orders by dragging and dropping. Optimize your production to increase to output and on time completions. Shop Pulse VPoint will provide production management capabilities that are not available for MAX.

 

GP Features and Functions You Already Own but Didn’t Know About

Microsoft has continued to add features and functionality to Dynamics GP but most users don’t take the time to learn about them when they upgrade. In this session we will discuss many useful and productive features and functions you probably did not realize you own that you can easily start using immediately.

  • Banking Suite — Safe Pay, Electronic Reconcile, EFT for Payables, ACH for Receivables
  • Lockbox Processing
  • Refund Checks
  • AP and AR reconciliation to GL
  • Cash flow calendar
  • Field Level Security
  • Human Resources
  • Business Analyzer
  • Purchase Order Processing
  • Transaction Entry from Excel


GP Essential Applications Everyone Should Own Plus A Few To Meet Unique Requirements 
There are a few ISV applications that are so basic that nearly every MAX and GP user should own them. We will discuss
those applications as well as a few applications that could be very useful for those who need them.

  • •MICR Check Printing on blank check stock
  • •MAX Toolbar for access to MAX transaction details
  • •Post Master for automated batch posting
  • •Credit Card Processing/Online payments
  • •Receivables collection management software
  • •Budgeting
  • •Expense Reporting
  • •1099 Processing
  • •Subscription billing


30 Tools in 50 Minutes
Attend this fast moving session to hear an overview and highlights of many of the standard MAX Tools from MAXToolKit.com as well as a few custom development projects that have provided significant productivity gains for users. After this hour you will not only know what is available off the shelf but be excited about what is possible.

 

The Fastest and Easiest Way to Import and Maintain your MAX Data
Managing data can tedious and time consuming. This session shows the magic you get with Quick Data Loader, Part Cloner, ID Changer, and SuperZap. No smoke and mirrors. You will see how to import data with clicks of the button; create new part numbers from existing part numbers with the ability to edit nearly any field; change customer, vendor, and part ids; and completely delete obsolete item numbers effortlessly. This maintenance is magical and the trick is your treat.


Data Collection 
MAX users need tools to streamline processes, increase productivity, access up to the minute information, and reduce costs. MAX Data Collection Monitor provides an interface to MAX for processing transactions, making inquiries into MAX data, printing documents and labels, stream lining processes, and more using your wireless device of choice — IOS, Android, or Telnet. Learn how you can benefit from Data Collection functionality and how to plan a MAX Data Collection implementation project.


Shop Pulse
Are any of the following true for your business?

  • You have more than 6 components per bill of material.
  • You have more than 6 operations in your routings.
  • You need drag and drop functionality for maintaining your BOMs and routings including an easy way to insert operations or resequence operations.
  • You would like to use predefined saved notes.
  • You need to replace an active job progress route with another route.
  • You frequently quote multiple quantities.

If you need a much easier method of creating and maintaining Bills of Material and Routings and generating multiple quantity quotes, attend this session to learn about Shop Pulse — a new application that will save you hours of time.