“Does my Business need a new ERP?”

Investing in a new business management solution can be a big commitment. Implementing an Enterprise Resource Planning (ERP) system can be both time consuming and expensive. However if your business is growing it can reach a stage where NOT properly implementing a business management solution can do more damage.

Our completely free Quick and Easy Guide to ERP whitepaper is available here and might answer any questions you might be having when looking at Business Management solutions.

Below are some signs that it may be time to invest in a brand new ERP system:

  • Access to information about your business is limited or can take time to collate due to it being stored on many different systems.
  • Customer satisfaction and sales are suffering due to the lack of knowledge and information available to your staff to make quicker decisions.
  • There’s a lack of flexibility in the system to support growth. Accounting and other processes take longer than necessary and result in a less-productive workforce.

Download our guide to ERP, some of the topic we cover include:

  • What does it mean?
  • What can ERP do for your business?
  • Why would you need an ERP?
  • When will you need to invest in ERP
  • What can Metaphorix do to help?

Download full Guide!



Metaphorix Announces New Finance Solution for Construction

MetaJobs is the Financial Management solution for the SME Construction sector.

Metaphorix is delighted to announce the release of MetaJobs, a CfMD (Certified for Microsoft Dynamics) Financial Management System tailored for the construction industry. The software is aimed at SMEs and can automate key processes, manage resources and provide true business insight. MetaJobs has been developed in house after a year of development and is based on Microsoft Dynamics NAV.

The solution was created with construction businesses in mind and contains a library of functionality that helps construction companies of all kinds manage their resources, forecast future business and provide in-depth reporting on every aspect of their operations.
MetaJobs is available as a fully hosted subscription solution which gives users the security of a predictable monthly fee and avoids the need for expensive and time consuming infrastructure installation.

As a cloud solution MetaJobs is available any time, any place and on any device. This means that wherever your people are in the office or on site, as long as they have access to the internet, they have access to their relevant information.

Metaphorix also offers on premise for solutions for construction businesses that prefer to control their infrastructure themselves.

MetaJobs Extends the standard Enterprise functionality of Dynamics NAV  in 3 key areas:

Financial Management

MetaJobs allows you to control every aspect of your finances from contracts to payroll within a single product. As a finance solution MetaJobs offers complete transparency, flags overspend and records and reports CIS payments ensuring compliance with HMRC is straightforward.

Subcontractor Management

The solution contains a Subcontractor management portal that allows users to verify contractors, take the stress of tax deductions and HMRC monthly returns and produce monthly statements. Manage your relationships throughout your projects no matter how complex. Access subcontractor costs immediately.

Project Management

Ensure every project goes to plan, doesn’t exceed budget and delivers on time. Project management is often difficult to get right but MetaJobs gives you a clear overview of your operations and provides true insight. As a 360 degree solution MetaJobs allows every person in your business to collaborate in real time and provides instant access to valuable information.

CfMD Approval

MetaJobs is Certified for Microsoft Dynamics (CfMD). To achieve this Metaphorix has taken the solution through a rigorous assessment to confirm that it meets Microsoft’s own development standards. Among other things a CfMD means a solution:

• Integrates seamlessly with Microsoft Dynamics Solutions
• Is recommended by Microsoft
• Appears in the Microsoft Product Catalog
• Is guaranteed to keep in line with the Dynamics NAV roadmap
• Has been successfully implemented and used by other companies
• Is quick to implement, low risk and easy to maintain

For more information on Microsoft’s certification process click here.

Click here for more information on MetaJobs, including a full list of functionality and how it can help your business. To arrange a free demonstration of any of our software including MetaJobs and our 4PS Construct Solution fill in a demo on demand form below!

What can MetaJobs do for your Finances?

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A date for your diaries – Skills card blitz

CSCS skills cards, are very much in the industry press recently. This week a worker has been jailed for 6 months for using a false name to obtain a skills card to work illegally on numerous sites.

It’s quite appropriate then, that on Wednesday 8th February, there will be an audit across the whole industry, where construction workers will be asked to show their cards. Make sure your employees and subcontractors are carrying theirs!

The audit ensures that the cards are still valid and up-to-date, and are of the smart card variety. Smart cards contain a chip which stores the cardholders’ identity, qualifications and training history. Responsible persons can then use a smartphone, tablet or laptop to read this information to ensure the cardholder has the appropriate training to carry out their duties on site.

As a contractor, you may responsible for hundreds of workers and the validity of their CSCS cards. If workers are refused entry to site because their cards have expired, then several working hours can be lost, and projects delayed.

Effective management of Skills Cards, tracking and maintenance of associated certifications is now paramount throughout the construction sector.

4PS Construct – The world leading Construction Industry ERP from Metaphorix helps you by maintaining, the expiry dates of all CSCS cards, as well as other certification such as vehicle licenses and insurance certificates. These are all stored within the system. Automatic reports are used to notify you of when all expiry dates are due – Tests can then be booked well in advance to ensure timely renewals, and eliminate the chance of your workers being turned away from site.

If you’d like more information about this function, or 4PS Construct in general, or would like to book a demonstration of the software, then Get in touch

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NEW LEGISLATION Duty to report on payment practices and performance

You will now be aware of new legislation coming into effect in April this year that might directly affect your business. The new law has been introduced to protect the thousands of smaller businesses that suffer from late payments, which ultimately affects cashflow and potentially trading position.

In a report published by the Department for business energy & industrial strategy today (31st January 2017), businesses of a certain size are legally obliged to report on their payment practices. It will be a criminal offence against the business and each director, if there is a failure to publish a report that contains certain information.

WHO DOES THE NEW LEGISLATION AFFECT?

The law affects all companies who have any two of the following:

  • £36m net turnover, or
  • £18m balance sheet total, or
  • 250 employees

There are more complex qualifying criteria depending on contracts that qualify, foreign ownership of business or parent companies.  All of this is explained in more detail in a table and flow chart available on the table below.

BusinessABCDE
last
balance
sheet
date
Annual Turnover£45m ✔£40m✔£30m£35m£40m✔
Balance Sheet Total£25m✔£17m£19m✔£17.5m£25m✔
Average no. of employees350✔200450✔250251✔
balance
sheet date
before last
Annual Turnover£40m✔£40m✔£35m£35m£35m
Balance Sheet Total£20m✔£17m£20m✔£20m✔£17.5m
Average no. of employees350✔200450✔450✔249
Did the business exceed the thresholds
for a medium-sized company in both
financial years?
Yes, the company’s figures exceed at least two of the thresholds for a medium sized company in both yearsNo, figures were below two of the thresholds in both yearsYes, the company’s figures exceeded two of the thresholds for a medium-sized company in both yearsNo, figures were below at least two of the thresholds in the last financial yearNo, figures were below at least two of the thresholds on the balance sheet date before last

 

WHAT INFORMATION WILL YOU NEED TO REPORT?

Companies that fall into the criteria for reporting will be required to publish information, that will be available to the public, about their payment terms to suppliers and subcontractors on particular contracts, such as:

– their standard and maximum payment periods
– how suppliers have been notified of any payment term changes
– how payment disputes are resolved
– statistics showing the average number of days taken to pay
– percentage of invoices paid between 1-30 days, 31-60 days and 61 days and over.
– The percentage of payments that were made within the contractually agreed period.

WHEN WILL YOU NEED TO REPORT?

When you need to submit your first report will depend on your financial year.

Financial year beginningWhat is the first reporting periodWhen must the first report be published on the web service
1st January1st January 2018 to 30th June 2018On or before 30th July 2018
1st April1st April 2018 to 30th September 2018On or before 30th October 2018
5th April5th April 2018 to 4th October 2018On or before 3rd November 2018
6th April6th April to 5th October 2017On or before 4th November 2017
After 6th AprilFirst six months of the business’s 2017-18 financial yearWithin 30 days starting on the day after the end of the business’s first reporting period

HOW WILL YOU REPORT THE INFORMATION?

One the data has been extracted, it will then need to be inputted into the web-based government portal within the required 30 days after the reporting period.

We know from our experience of dealing with construction companies implementing ERP software, that even this kind of basic financial information can be time consuming to compile, and a big pull on resources.

With our 4PS Construct product, based on Microsoft Dynamics NAV, this kind of information can be compiled quickly and easily in a standard report, that can be run when required, and provide all information within minutes.

Thankfully as you don’t need to report until at least May, this gives you enough opportunity to be able to start looking at finance systems that will make this reporting far more efficient. Now could be an ideal time to look at a fully integrated ERP system, that is developed specifically for construction businesses.

If this is something you would like us to advise, or help you with, please don’t hesitate to contact me at marke@metaphorix.co.uk

Click here to download to original government PDF

Click here to arrange a demo of how Metaphorix can help

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Dynamics NAV Posting Groups

Dynamics NAV Posting Groups

The purpose of posting groups is to provide Dynamics NAV with the rules required to direct postings into the necessary General Ledger Accounts when posting transactions.

General Posting Groups

General Posting Groups are used to direct monies from transactional postings based on the type of Vendor or Customer as well as the Type of Product that the posting relates to. To allow this, NAV provides you with a General Business (Gen. Bus.) Posting Group and a General Product (Gen. Prod.) Posting Group.

If we look at the setup below from the NAV Cronus company we can see that the General Posting Setup contains a variety of different combinations based on the business’ requirements.
For example, we can see that there is a Gen. Bus. Posting Group for EU, Export and Intercompany. This would then be set up on Vendors and Customers within the Invoicing fasttab. The Gen. Bus. Posting Group assigned to a Customer of Vendor defines the type of entity that the Customer/Vendor is. So, in this instance, we can see that the Cronus company wants to direct postings for Customers and Vendors in different locations.

Part of the General Posting Setup would then be to define the different types of Products/Services that the company Purchases or Sells and which G/L Accounts should be used. If using Items the Gen. Prod. Posting Group can be defined on the Price & Posting fasttab.

In this example we can see a Sales Account assigned to the Combination of EU and Raw Material. Therefore, if I create a Sales Order for a Customer that is EU and an Item that is a Raw Material, when I invoice the Order, the Sales Revenue will be posted to account 6220.


If we now look at the G/L Entries created when I post the invoice for the combination of EU and Raw Material we can see that the system has created an entry in the G/L (Account 6220 as per our earlier setup) for the correct combination.

An opposing entry has been created in the Customer Ledger.

In this instance a Line discount of 20% has been applied to the Invoice. This can be seen having been posted to the G/L Account 6910 as per the below setup.

N.B. Because this is an EU transaction a Currency Exchange rate has also been applied, there for the Customer Ledger Entry shows 80, Currency Code EUR and the G/L Entries are displayed in the LCY (Local Currency) of GBP.

VAT Posting Setup

The system also enables the calculation and posting of VAT to specific accounts based on a Business (VAT Bus. Posting Group) and Product (VAT Prod. Posting Group).

This functionality works in a very similar way to the General Posting Setup in that; a combination is used to determine where the value is posted. The VAT Bus. Posting Group is set up on the Invoicing tab of the Customer/Vendor card and within the Price & Posting tab on the Item.

If we take a look at the VAT Posting Setup Card we can see some more detail on the VAT Posting Setup.

On the Card you will specify the percentage of VAT applicable to a Product and Business combination in the VAT % field. This percentage is used in calculations of VAT and so it is important that this is filled in.

It is also possible that VAT will be calculated in different ways dependent on the type of VAT that it is. In the above example we can see that this set up is for an EU business. When selling from the UK to EU, reverse VAT can be applicable. Therefore; the VAT Calculation Type field has been populated as Reverse Charge VAT.

Below is what the Microsoft Dynamics NAV Help has to say about the different calculations available.
Option Description

OptionDescription
Normal VATUse this option to have the program calculate VAT for items sold of purchased with this particular combination of business posting group and product posting group.
Reverse Charge VATUse this option when you trade with other countries/regions within the EU where the purchaser must calculate and settle VAT accounts with the tab authorities.

 

Also remember to fill in the Reverse Chrg. VAT Acc. field (this is populated in our example). Selecting this option has no effect on your company’s financial statements. When you sell goods with reverse charge VAT, you neither calculate nor withhold VAT. When you purchase goods, the program will calculate the VAT amount, debit the purchase VAT account and credit the reverse charge VAT account.

Full VATUse this option when the amount you want to post that has this particular combination of VAT business posting group and VAT production posting group consists entirely of VAT. This option can be useful if, for example, you make a corrective entry in order to correct a VAT calculation error.
Sales TaxThis option is only used if the program must handle UA sales tax instead of VAT.

 

How to copy company in NAV

How to copy company in NAV

This guide will show you how to copy a company in Dynamics NAV. This is useful if you have some testing that you need to do using your current data.

Note: This function is only available in versions 2013-R2, 2015, 2016 & 2017.

1. Search for “Companies” in the search box and click on the link.

2. Select your company and then click on the “Copy” button in the ribbon.

3. Give the company a new name and then click “OK”.

4. This may take a while. Once done, your new company will appear on the page and contain the same data as the company you copied it from.

5. Once you are finished with the company and no longer need it, the company can easily be deleted. Please note that you must not be in the company you intend to delete or you will get the below message.

To delete the company, simply click on the company that you intend to delete and then click on “Delete” in the ribbon.

6. It will ask you if you are sure. Click “Yes”.

7. It will ask you a final time if you are sure. Click “Yes”.

8. This may take a while. Once completed you will see that the company has now been removed.

Configuring the Web Client for tablets (NAV 2013+)

In a NAV Know How webinar from earlier in the year, we covered configuring the Web Client for tablets in versions 2013 and above. Some of the specific areas we covered include:

Overview

1) Preview Client

2)SQL database- CRONUS-SQL

3) NAV Server – meta-dtp-11x

4) IIS (Web Server) Server – metapdtp-11x

5) Server Certificate/Self Signed Certificate

6) Internal/External

7) Web Client – Aspect Ratios – Phone.aspx/tablet.aspx

8) Android/IOD/Windows App

Setup

1) New NAV Service/connect to DB

2) New NAV web Server Instance – NAV 2015 Administration Shell (ADMIN)

3) Server- meta-dp-11x/server Instance – NAVKnowhow (NAV) Webserverinstance- NAV KNow How

4) Check IIS to see new NAV WEb Client instance

5) Make sure a certificate has been assigned to the web client

6) Change the web Config to point to the NAVknowHow Nav Service

7) Check the Web Client

8) Check the “Universal App”

 

 

Find out more

For more information on Dynamics NAV, or how Metaphorix configures the solution for specific industry requirements. Get in touch below, we’d be happy to have a chat!

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NAV Content Competition Winner 2016

Metaphorix would like to congratulate Support Engineer Daniel Rose for winning its first ever internal content competition, held over 2016. The competition was set up in order to encourage Metaphorix staff to share their expertise in ERP, Business Management Solutions and IT maintenance with the wider world. A league table was created with every piece of content submitted by a member of staff receiving points for website hits, social media shares and newsletter subscriptions among other criteria. The winner was awarded an ipad for their efforts!

Daniel Rose was the runaway winner with over 700 unique hits and many new subscribers for his regular contributions to the popular Metaphorix Blog NAVGuides. NAVGuides is a frequently updated technical support blog that deals with common issues or upgrades to the Dynamics NAV solution. It has a long list of engaged readers who benefit from regular emails informing them of the latest updates to the blog. Metaphorix has recently also set up a LinkedIn group so customers are able to get the most up to date information and discuss all things Navision.

Dan Rose said of his content, “Occasionally customers have an issue or difficulty that is common with a lot of NAV users. When this happens I’ve found it useful to put together a blog explaining the easiest way to overcome the problem. Hopefully it’s saved some other NAV users/support engineers a headache!”
The competition is expected to roll over into 2017 so be sure to subscribe to our regular newsletter to not miss out on the latest quality Microsoft Dynamics NAV content from Metaphorix

Metaphorix NAV content competition

Metaphorix MD presents Daniel Rose with his prize, a brand new ipad Touch

Top 3 Contributors for 2016

Name: Daniel Rose

Job Title: Support Engineer

Most Read Piece: Fix scrolling issue for NAV 2009, SP1 

 

Name: Mark Egan

Job Title: Sales Manager

Most Read Piece: The Dynamics Kingdom

 

Name: Daniel Winter

Job Title: Support Consultant 

Most Read Piece: Setting up Permissions

Metaphorix wins Silver Cloud Platform Accreditation

Metaphorix is delighted to announce that in recognition of its commitment to delivering SaaS and web infrastructure,  Microsoft has accredited the NAV reseller with the Silver Cloud Platform partner status. This latest accreditation is in addition to Metaphorix’s Gold Partner ERP and Dynamics NAV partner status.

The requirements for earning Silver Cloud Platform accreditation are rigorous. A key factor in earning this accreditation is the successful delivery of a number of client solutions using Microsoft Azure in the last twelve months. Metaphorix has achieved high customer satisfaction ratings in this area, as well as demonstrating key competencies including Technical Data Centre and Application Development assessments.

Metaphorix has long been dedicated to advancing cloud computing usage in the construction industry. The demand for IaaS (Infrastructure as a Service) and SaaS (Software as a Service) is constantly growing and Microsoft Azure is an industry leader in secure and powerful hosting. As a Microsoft product Azure is highly flexible, competitively priced and benefits from exceptional customer service. The solution is also scalable with your business and available on a pay as you go basis.

Cloud Computing is increasingly becoming the standard model for business software solutions. While there are benefits to on premise options these are gradually being eroded by the cloud. Online ecosystems such as Azure provide a simple and reliable method of data storage, guarantee information security and provide businesses with all the benefits of big data insights.

This accreditation comes at an exciting time for both Microsoft and Metaphorix. The recent announcement of Microsoft Dynamics 365 has had a big impact on the ERP/CRM industry. As a unifying software dashboard Dynamics 365 promises to change the way companies look at their business management solutions. Metaphorix meanwhile is looking forward to the release of MetaJobs, the latest in its high end range of construction solutions. MetaJobs is a highly flexible project management software that will be released later in 2017.

For more information on Metaphorix, or for a quick chat about how we can change the way you manage your business operations, get in touch!

7 Things to check when your Dynamics NAV service isn’t running

7 Things to check when your Dynamics NAV service isn’t running

When a solution stops working it can be frustrating. However in the case of Dynamics NAV there is often a simple solution that can be implemented. This guide will take you through seven steps to diagnose what is causing your service to stop or to not start at all.

1. Is it running on an account with enough privileges?

The default account “Network Service” usual isn’t enough when you need to run a service that has to contact multiple machines. Make sure that you have a dedicated service account running the service that has administrator privileges across all the machine that it needs to contact. Preferably a domain admin account.

 

2. Is the account running the service locked out?

Have a look at the active directory on your domain controller to see if this account has been locked out.

 

3. Has the account running the service got permissions within NAV?

For the account to run the service, it needs to have permissions within the database itself. It is generally a good idea to make the account a super user to rule out this being a limitation.

4. Is the SQL service running on your SQL server?

Dial onto your SQL server and open up services. If the SQL service is not running, then your NAV service cannot talk to the database and make a connection. Start the service if it has stopped.

5. Are your ports being taken up by another service?

Check your ports! If another service is using the same ports, then your NAV service will not start up!
On your NAV server, run command prompt as administrator and then type in the command “netstat –a”. This will list all the ports that are being used by your server. If any of these ports match ports that your service is set to use, then you need to change them.

6. Is your service set to automatic?

Open services on your NAV server and look for your NAV service. On the Startup Type column, you ideally want it set to Automatic or Automatic (Delayed Start). This will ensure that your service starts up automatically whenever your NAV server is rebooted.

7. Basic checks on the service settings.

Probably the last thing to check if everything else hasn’t got your service started back up yet. Does the database have an instance on the SQL server? Is the Database Name and Database Server Correct?

If you’d  like more information on Metaphorix’s industry specific versions of Dynamics NAV, including Construction, Manufacturing, Distribution and Service solutions get in touch!

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