Sabre Limited Video ERP RoundUP - June 2023

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The Difference between Print MIS and ERP

In this video, Rob Jolliffe discusses the differences and similarities between Print MIS and ERP systems. Originally, MIS and ERP were introduced in the 1960s and 1970s as business software for large manufacturing companies, with MRP modules for inventory management and accounting capabilities. Over time, these modules became more sophisticated and moved down-market to smaller businesses.

Today, ERP refers to a single software package that integrates various functions such as accounting, production scheduling, material handling, and CRM. Print MIS systems traditionally did not include accounting directly but had the ability to connect with external accounting systems. However, modern print MIS systems are beginning to adopt the term ERP as they now include accounting within their offerings. This development has led to a distinction between MIS, which focuses on print capabilities, and ERP, which encompasses a broader range of functions.

While historically MIS referred to systems without integrated accounting capabilities, modern MIS systems are essentially ERP systems with integrated accounting. However, it may take time for the print industry to fully embrace the term ERP, given the historical association with software that lacked print capabilities.

Watch the full video here.

What Is A Virtual Server?

In this video, Rob Jolliffe discusses the concept of virtual servers. He starts by providing a brief history of servers, highlighting how they used to fill entire rooms and were shared among users. With the advent of microcomputers, the concept of virtual servers emerged.

Virtual servers are essentially files on a main server that are allocated a portion of resources such as memory, CPU, and hard drive space. These resources are efficiently distributed by a hypervisor running on the main server.

Virtual servers offer advantages such as reduced costs, easy backup and portability, flexibility in host server and operating systems, and quick server creation and removal. Virtual servers are now the preferred method for deploying services, offering improved management and disaster recovery capabilities.

Overall, the video provides a concise and informative overview of virtual servers, explaining their history, functionality, and benefits.

Watch the full video here.

Purchasing Implementation Part 1 - Blanket Purchase Order Creation

In this video, Jenn Claridge, the managing director at Sabre Limited discusses three key types of purchase documents: blanket orders, purchase quotes, and purchase orders. A blanket order serves as a contract between a company and a vendor, allowing for volume discounts and purchasing larger quantities over a specified time period. The actual purchase orders are created through purchase order releases when the company wants the vendor to ship the products. Blanket orders track the amount released, and once the agreed quantity is reached, the system notifies the user. The speaker demonstrates the process of creating a blanket purchase order in Microsoft Business Central, covering various fields such as vendor information, document dates, order addresses, and payment terms.

The video highlights the flexibility and ease of applying knowledge from blanket purchase orders to other purchase documents like purchase quotes and purchase orders. It also emphasizes the benefits of blanket orders, including negotiated pricing, tracking of releases, and the ability to expense directly to a general ledger or purchase various items. The speaker showcases the fields and features within a blanket purchase order, such as item selection, unit of measure, unit cost, tax area code, line discounts, quantity tracking, and comments. Creating blanket purchase orders enables better planning and pricing agreements with suppliers.

Watch the full video here.

Faspac Testimonial for Sabre Limited

In this video, Valerie Audet-Nadon from Faspac speaks with Jenn Claridge about the implementation of Sabre's integrated system using PrintVis and Business Central. She praises the Sabre team for their support throughout the process, particularly highlighting the knowledge and patience of Mark, who has been instrumental in setting up the system and assisting employees with their questions. Val expresses excitement about having an integrated system that links accounting, production, shipping, and warehouse management together. She mentions that they are currently implementing phase one but are aware of the flexibility to add on more features in the future.

Val mentions that the implementation has been a mix of using out-of-the-box features and customization based on Sabre's specific needs. She appreciates the advantage of using Business Central and PrintVis, which seamlessly integrate and provide a unified interface for their employees. Val confirms that Sabre's customers are adopting the new system well, and the team feels confident and comfortable working within it. Val is happy to have chosen Sabre as their partner, emphasizing their expertise and the successful partnership they have developed over the past six months.

Watch the full video here.

PrintVis: The Life of a Job (With Mark Vickers) Webinar

In this informative webinar, Mark Vickers, a print management solutions expert, highlights the seamless integration between PrintVis and Microsoft Dynamics 365 Business Central. Through a live demonstration and real-world examples, Mark showcases how PrintVis enhances the capabilities of Business Central, streamlining the life cycle of print jobs and providing effective strategies for increased efficiency and cost reduction. The webinar effectively demonstrates the power and potential of PrintVis and Business Central for print industry manufacturers and companies.

PrintVis serves as a valuable print MIS (Management Information System) system that integrates seamlessly with Business Central, offering essential features tailored for the print industry. It enables print companies to enhance their operations and drive growth, from initial job creation and estimating to production planning, scheduling, and invoicing. With PrintVis as a reliable add-on to Business Central, print companies can optimize their processes and unlock new opportunities for success.

Watch the full video here.

Orientation to Business Central Playlist

In this series of videos, the focus is on providing an overview and orientation to Microsoft Dynamics 365 Business Central. The emphasis is on navigation, understanding profiles, and configuring personalization to improve efficiency. The distinction between profiles and permissions is clarified, with profiles determining the landing page appearance and quick actions, while permissions control access to specific functionalities.

Find the full playlist here.

Profile vs Permissions in Business Central

This video showcases the process of modifying profiles in the "My Settings" section, allowing users to select a role that matches their responsibilities and customizing their landing page accordingly. However, it clarifies that profiles do not grant permissions, and permissions are managed separately on the user card. The video also explores personalization options, empowering users to hide or show specific elements on their landing pages for a more tailored experience. It emphasizes that while profiles and personalization enhance usability, permissions dictate users' ability to access and interact with data in Business Central.

Watch the full video here.

Show and Hide Fields in Business Central

This video provides instructions on how to show and hide information on both list and card pages in Business Central. Users can personalize their role center by removing or adding specific elements based on their needs. They can also customize list pages by dragging and dropping fields to display the desired information. The same applies to card pages, where users can hide or show fields depending on their relevance. Additionally, users can configure fast tabs to determine which fields are visible when the tab is collapsed or expanded, providing more flexibility and efficient use of screen space.

Watch the full video here.

Change Companies in Business Central

This video demonstrates how to switch between different companies within Business Central using the settings menu. This feature is particularly useful during implementations or testing phases when users need to access different companies to try out different setups and scenarios. By clicking on the gear icon and selecting settings, users can navigate to the company section where they can view and choose from a list of available companies. The selected company will then become the active company, and the landing page will reflect the chosen company's data and settings.

Watch the full video here.

My Settings Page in Business Central

This video focuses on the "My Settings" page in Business Central and provides an overview of the various settings that can be customized to enhance the user experience. The settings covered include the work date, region, language, notifications, work date reminder, teaching tips, and cloud storage location. Users can adjust these settings according to their preferences and business requirements. For example, they can modify notification settings to control when warnings are displayed for unposted documents or customize teaching tips to be shown or hidden. The video emphasizes that the "My Settings" page allows users to personalize their experience in Business Central and optimize their workflow.

Watch the full video here.

Understanding Factboxes in Business Central

This video explains the concept of factboxes in Business Central and demonstrates how to customize their visibility and content. Factboxes are commonly found on listing and card pages, providing additional information and functionalities related to the displayed record. Users can expand or collapse factboxes to create more space on the screen. By personalizing the factboxes, users can choose to hide or show specific components based on their needs. The video also mentions the ability to drill down into related information by clicking on hyperlinks within the factboxes. Factboxes dynamically update to display relevant information based on the selected records, offering a convenient way to access and explore related data.

Watch the full video here.

Saved Views in Business Central

This video highlights the feature of creating saved views in Business Central, allowing users to save and quickly access filtered information on list pages. By applying filters to narrow down data, users can save the filters as a custom view for future use. The example demonstrates filtering items based on quantity on hand and description, and then saving the filtered view as "Chairs on Hand." Users can create multiple saved views with different filters and give them descriptive names. The video also mentions the ability to rename or remove saved views as needed. This feature is praised for its convenience in replacing or complementing traditional reports, providing dynamic updates as the data changes in Business Central.

Watch the full video here.

Freeze Panes in Business Central

This video demonstrates the "freeze column" feature in Business Central, which allows users to keep certain columns static while scrolling horizontally on list pages. By freezing columns, users can ensure that important information like item numbers and descriptions remain visible even when scrolling to the right. The example shows freezing the "number" column, but the video emphasizes that users can choose any column they find valuable. By personalizing the page and setting the freeze pane, users can adjust the position of the frozen columns and ensure their visibility while navigating through the data.

Watch the full video here.

Inspect Pages and Data in Business Central

This video demonstrates how non-technical users can easily identify and request specific fields for customization in Business Central. By accessing the "Help and Support" section and using the page inspection feature, users can view the current page, table, and available fields, enabling them to accurately communicate their requirements to developers. This functionality eliminates guesswork and facilitates smoother customization processes in Business Central.

Watch the full video here.

Card vs List vs Factbox in Business Central

This video provides an overview of common terms and components in Microsoft Business Central to help users navigate and understand the platform better. It covers the role center, actions, list pages, queues or activity views, card pages, fast tabs, factboxes, and the main role center as the landing page. By familiarizing themselves with these terms, users can effectively utilize online resources and collaborate with others while using Business Central.

Watch the full video here.

Keyboard Shortcuts in Business Central

This video demonstrates how to access help and support, submit ideas for new features, and utilize keyboard shortcuts in Microsoft Business Central. Users can navigate to the question mark icon on the role center to access documentation and submit feedback. The video also highlights the availability of keyboard shortcuts, providing examples such as F9 for posting and F5 for refreshing. The ability to copy and paste records across multiple tabs is showcased as a time-saving feature. Accessing Microsoft documents is also mentioned as a valuable resource for further information on specific functions or activities.

Watch the full video here.

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