Category: Recommended

Stage 1 – Licensing Business Central

Post author By Maksymilian Śniegocki
Post date September 28, 2023
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Stage 1
Licensing

As part of the first stage, we will prepare, in cooperation with you, a map of the necessary licenses to be launched, whose functionalities will correspond to the system’s end users’ responsibilities. This will enable optimizing subscription expenses and accurately determining the monthly or annual costs of maintaining the system.

In addition, we will introduce you and your team to our Microsoft Dynamics Business Central implementation methodology. We will prepare the necessary contracts to start the work, the schedule, define the project team, and the details of reporting the result. We will also discuss possible risks and their consequences. This will ensure the process goes smoothly and is understandable and transparent to each party.

This step generates no cost on your side!

The Business Central solution is available in variants:

Base licenses

Additional licenses

The detailed scope of functionality that eachlicense covers is presented below.

License:	Functionality:
Essentails	Finance, sales, purchasing, warehouse, CRM, human resources, project management
Premium	Microsoft Dynamics Business Central Essentials functionalities + manufacturing, service
Team Member	Users with limited access to functionality
Device	Device license

In addition, for each instance of Microsoft Dynamics Business Central, it is possible to run three free licenses with access to functionality:

License:	Functionality:
External Accountant	Microsoft Dynamics Business Central Essentials or Premium functionalities, except access to user configuration and administrative tasks

Certified local solutions have been prepared for the Polish market for Microsoft Dynamics Business Central licenses:

The detailed range of functionalities covered byeach license is presented in the table below:

License:	Functionality:
Polish Language	Polish language layer of Microsoft Dynamics Business Central system
Polish Localization + Polish Language	Solution for adapting Microsoft Dynamics Business Central system to legal and accounting requirements under Polish regulations + Polish language layer of Microsoft Dynamics Business Central system

Proposals INLOGICA

As part of the fee for the base licenses (Essentials andPremium), we offer a free launch of the Polish Localization +Polish Language license. The standard cost is €10 peruser/month. These licenses are delivered as subscriptions,so they are constantly updated to comply with Polishregulations

The prices presented above are starting proposals by themanufacturer’s official price list. As the number of orderedlicenses increases, prices can be negotiated.

The prices presented above take into account monthly settlements. In case of payment in annual mode, the cost of a license is ten times the monthly fee. Thus, it is possible to adjust the price every year by 16.6% (~2 months free of charge).

Worth remembering

You only need to purchase one base license (Essentials or Premium) to run a Microsoft Dynamics Business Central environment.
You can start end-user licenses when working within Microsoft Dynamics Business Central.
The number of licenses used can be changed at any time.
Base licenses within Microsoft Dynamics Business Central must be uniform.
For Team Member licenses, certified local solutions are provided free of charge.
The launch of certified local solutions covers the entire system instance.

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Business Central from 9900 EURO? Is this even possible?

Post author By Maksymilian Śniegocki
Post date September 21, 2023
No Comments on Business Central from 9900 EURO? Is this even possible?

BUSINESS CENTRAL FROM 9900 EURO?

IS IT EVEN POSSIBLE?

Of course, it is! We have proven it in practice. In many organizations, we have successfully implemented Microsoft Dynamics Business Central many times in 4 – 6 weeks. And you will receive a ready-to-work system in such a timeframe!

The methodology and work schedule we haveprepared is based on the functionalities andreliable data from the finance and accountingmodule. From there, it’s a simple way to expandthe system in handling warehouses, production,or projects.

We will also help you select other tools from the Microsoft family of business products that will improve your team’s daily work.

Licensing

Installation and configuration of the environment

Pre-implementation analysis

Rollout

Modifications (optional)

Enabling the use of alternative accounts on invoices (customize the view by displaying additional fields to allow the use of the standard solution in this regard)
Customizing the appearance of the sales invoice
Customizing the arrival of the correction invoice
Customizing the appearance of the pro forma invoice
Automatic completion of financial dimensions based on the data on the invoice line
Automation and customization of bank statement imports (in formats other than those available in the MT940 standard)
Enabling the use of alternative accounts in the process of posting bank statements
Modification of the VAT register report
Any customization improving the ergonomics of work
Any customization automating the business process
Integration with other software

In the following section of the guide, we have described each in detail and included information on the estimated time consumption of each task and issue. The result of these values is a framework project budget of €9900.

Pay special attention to content labeled:

In these excerpts, you will find relevant information to reduce the risks associated with the implementation process and optimize costs.

These are hints and tips for each stage of thework, summarizing the essential elements ofeach step.

You can learn the details and ask if anythingneeds to be specified. We are at your service.

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Microsoft Dynamics Business Central Part – Model implementation schedule in the financial and accounting area

Microsoft Dynamics Business Central (formerly Microsoft Dynamics NAV) is a component of the Microsoft Dynamics 365 platform and is an ERP system aimed at small and medium-sized businesses.

Available in 2 basic variants: Microsoft Dynamics Business Central Essentials (modules: finance, sales, purchasing, warehouse, CRM, human resources, project management) and Microsoft Dynamics Business Central Premium (functionalities of Microsoft Dynamics Business Central Essentials + manufacturing and service).

As a part of the Microsoft Dynamics 365 platform, it is an excellent base for developing the organization’s technology base based on other integrated solutions prepared by Microsoft.

It provides insight into all the most relevant processes within the organization and allows for their ongoing analysis and correction depending on changing conditions. Automating decision-making processes contributes to cost reduction and optimal use of resources.

Microsoft aims to unify all business tools under one Dynamics 365 platform, and it’s up to the individual preferences of end users to decide which tools are optimal for their daily work. Given our experience, we suggest customers start building this ecosystem from the financial and accounting side within Microsoft Dynamics Business Central ERP (ultimately, everything in business begins and ends with money).

More information about the methodology we we used can be found here:

Telegraphic Brief

We assume the execution of the scope of work presented in this guide within a budget of €9900. Our previous experience with similar projects was the basis for these averaged values. Suppose a particular process/area is absent in your organization or turns out repetitive and straightforward. In that case, it automatically affects the adjustment of expenditures - we implement all projects in the time-material model

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JPK-FA(4) – changes to the Polish single audit file for reporting sales invoices

Post author By Admin
Post date February 4, 2023
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The Polish Ministry of Finance has published the fourth version of the JPK-FA single audit file structure. By way of reminder: the tax authorities may request the presentation of a JPK-FA(4) file, alongside other single audit files, in order to carry out formal checks, tax audits, or to conduct fiscal proceedings. Once requested to do so, the company will have 3 days to produce to the authorities a sales invoices file generated in accordance with the required structure.

When will the new JPK-FA(4) structure become mandatory? On 1st April 2022.

What has been changed for the new JPK-FA(4)? The structure now contains, among others, an updated glossary of EU member state codes and an updated currency code glossary. The node containing identification details for non-natural persons has been expanded to contain identification numbers for OSS and IOSS purposes (EUPLVATID and IMPLVATID). Several descriptions of structure elements have received an update, too. More detail can be found in the Ministry of Finance’s JPK_FA(4) Information Brochure.

We invite all users, whether of the earlier ERP Microsoft Dynamics AX systems or of the latest Dynamics 365 apps, to take full advantage of INLOGICA’s JPK module.

We keep tabs on the changes – we give accountants peace of mind.

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Payment backlogs in commercial transactions

Post author By Admin
Post date February 4, 2023
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How to avoid a paralysis of the Finance Division when preparing the next report on payment practices and performance in commercial transactions?

We have been hearing rumours across the industry in Poland that some companies, all of which were preparing reports on payment practices and performance, i.e. on payment backlogs, for the first time ever took over 2 weeks to get them done. It appears that finance specialists dedicated all their efforts to satisfying statutory reporting requirements only. How did that happen? Probably because they lacked tools fit for the job.

Can a payment backlog report, therefore, be prepared in a matter of hours?

It certainly can. All it takes is a suitable functionality which enhances the existing ERP system in such a way as to support the process of generating the necessary data. Microsoft Dynamics 365/AX system users can now use a proprietary solution developed by the INLOGICA team for this purpose. The payment backlog functionality in its standard version makes it possible to quickly generate a Payment Backlog report which includes the financial information required of a report on payment practices and performance.

The report itself is just one aspect of the payment backlog functionality.

It is just as necessary to closely watch the in-house payment practices too, as exceeding the statutory threshold of outstanding or late payments during a period of 3 subsequent months is considered as causing so called “excessive payment delays”. The threshold is currently set at PLN 5 million, and exceeding it can lead to serious consequences. They can range from having proceedings launched against the organisation by the Polish Office of Competition and Consumer Protection to high fines, the amount of which depends on the sum of delayed payments and the period of delay. The threshold beyond which the provisions on excessive payment delays apply will be decreased to PLN 2 million as of January 2022.

How to keep it in check?

By regularly monitoring payment practices. The extended version of INLOGICA’s payment backlog functionality for Microsoft Dynamics 365/AX is equipped with analytics and regular monitoring of payment delays in commercial transactions using defined system alerts.

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CSP as the leading Microsoft software sales model

Post author By Admin
Post date February 4, 2023
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After 20 years, Microsoft is scrapping its Open Licence programme.

Under the programme, customers – typically small and mid-sized businesses, government and educational institutions – would conclude open agreements on the basis of which they would acquire services and licences (usually perpetual ones). That programme will end on 31 December 2021.

From the beginning of the next year, it will no longer be possible to renew licences or purchase new ones under Open Licence agreements. The void space is being filled in by the Cloud Solution Provider (CSP) model, which has been around for some time now, and has evolved into the leading Microsoft software purchasing programme for small and mid-sized organisations (up to 500 users).

Monthly or annual subscriptions for all Microsoft 365, Office 365 and Dynamics 365 licences can be acquired under the Cloud Solution Provider programme. Gradually, perpetual software licences (intended for local installation only) are being moved to the CSP programme, too – for example the popular Office Standard 2019 software. 1 and 3-year licences are available in the CSP programme as well.

Can we help you with any questions about the CSP programme? Do you have licensing needs?

We will be able help you through this change.

Being an authorised Microsoft software reseller transacting in the CSP model, we can quickly and efficiently supply you with licences following a straight and transparent order fulfilment path.

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Reports on payment practices and performance functionality for Microsoft Dynamics 365/ AX

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Post date February 4, 2023
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Due to changes in Polish legislation which came into force as of 1 January 2021, some businesses are now obliged to report on payment practices and performance.

Following significant demand from Microsoft Dynamics 365/ AX users, the INLOGICA team have developed a solution which supports, facilitates and automates the process of generating data required to compile the report.

The functionality will be available in two variants: standard and extended ones.

The standard version makes it possible to generate, directly from the Microsoft Dynamics 365/AX system, the financial data necessary to submit the annual report on payment practices and performance in commercial transactions via the biznes.gov.pl platform.

The extended version, in addition to the basic function of generating report data, also enables regular monitoring of payment backlogs, shielding the business against crossing the statutory “excessive payment delays” threshold.

The user is free to define system rules, the violation of which will trigger a system alert, thus minimising the risk of involuntary exposure to the consequences drawn by Polish authorities.

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Birax – a solution dedicated for the Dynamics AX system

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Post date February 4, 2023
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A tool dedicated for Microsoft Dynamics AX, available for system versions:

AX 4, 2009 and 2012

The tool allows automatic customer/ vendor data completion based on integration with the REGON 1 Online Database maintained by Statistics Poland.

After entering the tax identification number (NIP), the system automatically fills in the remaining counterparty’s details, such as: the name, address, registration data. At the same time, the customer’s/ vendor’s account is being created or updated.

It is possible to enhance the tool by adding a functionality for verifying the counterparty against the VAT Payer Register.

This allows the user to check whether the buyer of goods or services is registered for VAT (i.e. as an “active” VAT Payer).

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Proprietary JPK with JPKV7M module for Microsoft Dynamics AX

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Post date February 4, 2023
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The proprietary JPK module for Microsoft Dynamics AX is designed to quickly generate JPK single audit files according to the logical structure templates published by Poland’s Ministry of Finance (as at 8 May 2020).

Structures available in the module:

JPK_VAT (VAT register) SAF-T schemes (1)/(2)/(3), for periods ending on 30.09.2020
JPK_V7M (VAT register and monthly VAT declaration), for periods starting on 01.10.2020
JPK_FA (customer invoices) SAF-T schemes (1)/(2)/(3)
JPK_KR (accounting ledgers)
JPK_WB (bank statements)
JPK_MAG (warehouse).

The data for creating JPK files is generated based on Microsoft Dynamics AX fields and functions. The standard fields are supplemented with setup tables in the JPK application. The application needs to be set up once only, after software installation.

The intermediate step for the creation of JPK files is the data stored in auxiliary tables. It serves as a basis for generating XML files, which conform to JPK logical structures. This solution architecture makes it possible to review the generated data before exporting it into XML files.

The module also has an add-on which makes it possible to select a suitable SAF-T scheme version during the JPK file generating process.

Within the implementation, the Microsoft Dynamics AX system will by updated by procedural markings required for purchase and sales documents: groups of goods and services (GTU), document types, and procedures necessary to correctly generate the JPK_V7M file.

At the Customer’s request, the JPK module can be enhanced by the JPK Delivery add-on for comprehensive management of the generated JPK files and their transfer to Polish authorities directly from the Microsoft Dynamics AX system.

The module implementation agreement with INLOGICA covers a comprehensive programming and consultancy service.

The JPK module is a Microsoft Dynamics AX functionality available for system versions AX 4, 2009 and 2012.

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VAT Payer Verification add-on for Microsoft Dynamics 365/AX

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Post date February 4, 2023
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VAT Payer Verification is a Microsoft Dynamics AX add-on available for system versions AX 4 and 2012.

The Polish Ministry of Finance makes the VAT Payer Register available on their website so that members of the public can verify the VAT registration status of businesses. Thanks to this solution, it is possible to obtain a confirmation whether a counterparty is registered for VAT (is an “active” VAT payer). In response to the demand from Microsoft Dynamics AX users, the INLOGICA team have developed a solution to check the VAT registration status directly from the system level.

The VAT Payer Verification add-on validates the customer’s/ vendor’s status in Poland’s Ministry of Finance’s database using the Polish tax identification number (NIP), or in the European Commission’s VIES database for cross-border EU transactions.

The functionality optionally enhances the financial journal, invoice journal and purchase order journal posting processes. If the system determines that the counterparty has the “inactive” status during the VAT payer validation process, the posting of the invoice will be aborted and the user notified about the reason for aborting the posting with an appropriate message.

It is also possible to check the status of an individual counterparty by initiating the verification process at the vendor/ customer account level.

The VAT Payer Verification add-on has settings which make it possible to:

determine the verification validity period
determine in which windows the function is to be visible
define the validation mode for individual journals
define the validation mode during the posting of purchase orders.