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Personalized MAX ERP Training from Balance Point Professionals
Take advantage of training to avoid disruptions and protect your investment.
Business and technology changes are the norm across every industry vertical Whether it is refresher training, cross-training, or new hire training, we will contact you to design sessions that give your team members the knowledge to confidently use functional areas within MAX ERP such as Bill of Materials, Configurator, ECO Manager, Shop Floor, or Sales Order Processing. | Send an email to bptinfo@bptechnologies.com to let us know your training needs.
Update Unlimited Records in Minutes
Quick Data Loader
Balance Point Technologies Quick Data Loader is the fastest and easiest way to update existing records or add nearly any type of new record into MAX ERP. Import large datasets for new projects or update a single field in a table with confidence, saving time, ensuring results, and boosting team productivity.
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Simplify Tax Code Maintenance and Compliance
MAX Sales Tax Coordinator
Overcome tax compliance challenges with Tax Coordinator, the cost-effective, easy to use tool for maintaining sales tax codes and rates in MAX ERP. Automatically process taxable items or freight that are exempt in selected states and generate reports for tax return filings. | Watch this recent webinar to learn how to easily maintain tax codes in MAX ERP and accurately assign them to taxable ship-to-addresses.
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Process and Validate Transactions in Real-Time
MDCM (Data Collections)
The Balance Point Technologies, MAX Data Collection Monitor (MDCM) provides an interface to MAX ERP for processing transactions, requesting documents and labels, and adding kanban requests. Eliminate errors and quickly scan from a variety of client devices for immediate and accurate visibility of data. | With MDCM On-Demand, automatically start or restart MDCM when the server boots or in the event of a crash. Flexibility to run without a user login and send email notifications of relevant events.
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On-Going Dynamics GP Support
Microsoft Dynamics GP Continued Support
Balance Point Technologies will continue to support Microsoft Dynamics GP customers beyond the December 2029 lifecycle end-date. Balance Point Technologies has served Dynamics GP customers for many years. Our intent is to continue providing you with support and services throughout your organization’s lifetime usage.
Quick Data Loader
Quick Data Loader works with MAX to provide trusted methods for quickly and accurately populating data into a MAX database from an Excel spreadsheet within minutes.
GP Consulting
The Balance Point team includes a Microsoft multi-certified consultant with extensive and broad experience with Dynamics GP Financials, Payroll/HR, Implementations, and Project Management.
Product Suggestions
Balance Point Technologies wants to know!
How can BPT tools be enhanced to make MAX more productive for you? Click the button below to submit suggestions.
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"Most of my work is in GP. Is there a way to see MAX transactions from within GP?"