Client Background
Industry: Retail Management
Company Size: 1000 Employees
Country: UAE (MENA)
Products and Solutions Implemented: Microsoft Dynamics 365 BC, API Integration, Batch Processing
Sales Migration via API
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Situation
The integration of the Point of Sale (POS) system was delayed, preventing sales data from being migrated into the ERP system.
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Solution
To resolve the issue of delayed sales migration from the POS system to Business Central, we leveraged API integration to transfer the sales data.
Key Features:
- API Integration: Sales data was migrated through APIs and posted into Microsoft Business Central to reflect accurate revenue figures.
- Automated Data Transfer: This ensured that sales data was seamlessly integrated into the ERP system without manual intervention.
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Impact
“By migrating the sales into Business Central, the system could now accurately reflect the company’s revenue, ensuring that day-to-day sales processes were maintained without further disruption.”
Sami Nakhle – CFO
Inventory Stock Count Reconciliation
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Situation
A stock count for August was performed incorrectly, mixing up purchase orders from August and September, resulting in inaccurate inventory records.
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Solution
To correct the inventory inaccuracies caused by the mistaken stock count, we repeated the stock count at the end of September with proper oversight.
Key Features of the Solution:
- Stock Count Re-run: A new stock count was conducted at the end of September, ensuring that all purchases for that month were received and accurately posted.
- Period Closure: Both August and September accounting periods were closed to prevent any further transactions from impacting the inventory after the stock count was completed.
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Impact
“This solution restored accuracy to the inventory records, ensuring that the system’s data matched the physical stock in stores for both months.”
Sami Nakhle – CFO
Currency Cleansing and Rectification
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Situation
The local currency was incorrectly set as the actual currency in the system by the previous implementation partner, which violated Microsoft Business Central policies.
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Solution
The incorrect use of the local currency as the actual currency was rectified by designing a batch process to cleanse and correct the currency entries.
Key Features of the Solution:
- Batch Process: A custom batch was designed and executed to remove the incorrect local currency entries.
- Currency Rectification: The system was updated to align with Microsoft Business Central’s policies, ensuring that the currency settings were compliant.
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Impact
“This correction enabled the generation of accurate financial entries and reports, eliminating errors and ensuring that financial data was clean and accurate for decision-making.”
Sami Nakhle – CFO
Conclusion
Sales Migration: The successful migration of sales data into Microsoft Business Central ensured accurate revenue tracking and allowed 7 Management to resume normal sales operations.
Inventory Accuracy: The corrected stock count provided an accurate reflection of the inventory levels across all stores, preventing any discrepancies between the physical and system data.
Clean Financial Data: With the local currency issue resolved, financial entries and reports could now be executed with clean, compliant, and error-free data, improving financial transparency and reporting.
Testimonial
“Through effective solutions such as API integration, inventory reconciliation, and data cleansing, 7 Management was able to overcome significant operational challenges. The implemented solutions restored accurate sales, inventory, and financial data, allowing us to continue our operations with greater efficiency and accuracy.”
Sami Nakhle, CFO