Talerico-Martin Bakery Selects SBS Group and Dynamics NAV to Address Their Expansion Needs

Stratos A365 for Dynamics NAV will help Talerico-Martin track and analyze the operation of their business.

SBS Group, a leading information technology services and consulting firm, announced today that Talerico-Martin Bakery selected SBS Group’s Chicago office to implement Microsoft Dynamics NAV for its business. Dynamics NAV was selected after a diligent search process for the right selection to meet Talerico-Martin’s growing needs. Dynamics NAV is an integrated solution for core business processes; in real-time, maintained by a single database management system. The applications that make up the system share data across all the departments and functions in a company.

talerico-martin bakeryTalerico-Martin Bakery is a successful wholesale bakery. The company has two major businesses, fresh doughnuts and frozen bakery goods. The doughnuts are sold at convenience stores in the Midwestern United States. The frozen bakery business primarily supplies school breakfast/lunch programs.

Talerico-Martin’s need for a business solution stems from its growth. The business is currently building a new facility which will increase their production capability. With increased production, Talerico-Martin realized they needed a solution that was flexible, yet powerful enough track their extensive operations. After their wide-ranging search, they settled upon SBS Group’s Stratos A365 for Dynamics NAV solution.

“We examined several different software solutions to address the needs of our growing business,” said Gary Willard, Director of Operations at Talerico-Martin Bakery. “Ultimately, we selected SBS Group Chicago and Microsoft Dynamics NAV because of their expertise and SBS Group’s Stratos A365 for Dynamics NAV solution. They became a trusted and reliable source quickly in the process because they accounted not only for our needs now, but in the future.”

“Our Stratos A365 for Dynamics NAV solution plus our ability to anticipate the future needs of Talerico-Martin allowed us to win their confidence and establish a healthy partnership,” explained Paul Silvani, General Manager of SBS Group Chicago. “We are ecstatic to be working with Talerico-Martin as they grow their business and enter new markets.”

Stratos A365 for Dynamics NAV is SBS Group’s offering of Microsoft Dynamics NAV deployed on the Microsoft Azure cloud platform. The solution delivers all the benefits of Dynamics NAV without worrying about servers, databases or network protocols. A few benefits of Stratos A365 for Dynamics NAV include lowered upfront cost, rapid deployment, flexibility and global availability.

About Talerico-Martin Bakery
Talerico-Martin Wholesale Bakery has provided high-quality fresh bakery products for local community events, restaurants, convenience stores, and other wholesale customers for over 33 years. Established in 1984, Talerico-Martin Bakery continues the journey today through fresh bakery, with an emphasis on quality, value, and customer service. For more information, visit Talerico-Matin’s website at http://www.talerico-martin.com.

About SBS Group
SBS Group is a national Microsoft master VAR (Value Added Reseller) with Gold level competency in enterprise resource planning (ERP) and customer relationship management (CRM). Over the past 30 years, they have been recognized as Microsoft Partner of the Year, Inner Circle Member and Microsoft President’s Club member multiple times. The company is headquartered in Edison, New Jersey and operates offices across North America. For more information, please visit SBS Group’s website at http://www.sbsgroupusa.com. Follow us on LinkedIn at http://www.linkedin.com/company/sbs-group, on Twitter at http://www.twitter.com/sbsgroup and find us on Facebook at http://www.facebook.com/SBSGroupUSA.


To read the full release, click here.

When State Auditors Head out of State

Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states go so far as to have remote offices.

For example, the Texas Comptroller has audit offices in Los Angeles, New York City, and Tulsa, Oklahoma. California has field audit offices in Chicago, New York, and Houston. There are Missouri Department of Revenue offices near Chicago, Dallas, and New York, while the Florida Department of Revenue has offices in Atlanta, Chicago, Dallas, Houston, Los Angeles, New York, and Pittsburg. The Utah State Tax Commission doesn’t specify where all it has sales and use tax auditors but notes that they “spend a majority of their time at taxpayers’ offices looking at detailed sales and purchase transactions” and “travel to locations all over the United States to perform their work.”

Field auditors employed by the Washington State Department of Revenue may audit businesses in multiple states. The Department divides the country into several sections: an Out-of-State North District (Eastern Iowa, Illinois, Indiana, Michigan, Minnesota, Ohio, Western Pennsylvania, and Wisconsin), an Out-of-State South District, and so on. Field audit offices develop and implement audit programs to optimize accurate tax reporting and payment by businesses located throughout the target area.

What do auditors in other states do?

Auditors frequently examine sales by companies that are headquartered in other states but have nexus (a connection strong enough to trigger a tax collection obligation) in the auditor’s home state. Yet a company doesn’t have to be registered with a state to be targeted by that state’s audit division. While many audits are selected by a random sampling of registered businesses, auditors knock on the doors of unregistered businesses whenever evidence suggests that they may owe the state tax revenue. This is true both in-state and out.

Many states have increased audits since the Great Recession, hiring new auditors as needed. New Mexico’s Audit and Compliance Division has added approximately 62 FTE employees since economy plummeted. And in 2015, the Wisconsin Department of Revenue announced that it needed 102 additional auditors and 11 additional agents to help uncover what was estimated to be approximately $80 million in unpaid tax revenue. Many of the new hires are focusing on businesses based in other states.

audit

States work together

In addition to sending auditors to other states, state tax administrators frequently work together. Regional information-sharing agreements between states, such as the following, can greatly help facilitate audits:

  • NESTOA, North Eastern States Tax Officials Association (Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, and Vermont)
  • SEATA, Southeastern Association of Tax Administrators (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia)
  • MSATA, Midwestern States Association of Tax Administrators (Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin)
  • WSATA, Western States Association of Tax Administrators (Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming)

There are other sorts of information-sharing agreements as well. New Mexico shares information with — and receives information from — three tribal governments. And the Multistate Tax Commission Joint Audit Program for member states “provides obvious economies of scale to the states” and “relieves the taxpayer of the burden on multiple ongoing audits.”

Oklahoma to base auditors in other states

Oklahoma doesn’t currently base auditors in other states. Like Utah, it sends auditors to various out-of-state locations as needed, and between 2014 and 2017, it conducted more than 460 audits of remotely based businesses. But a recently enacted law will soon enable the Tax Commission to develop a stronger presence out of state.

HB 1427 authorizes the Oklahoma Tax Commission to create and maintain an Out-of-State Tax Collections Enforcement Division. It enables the Commission to “employ full-time, unclassified, out-of-state tax auditors or full-time-equivalent contracted auditors” to enhance the following:

  • “Sales and use tax collections related to sales or transactions involving residents of Oklahoma and out-of-state vendors with a nexus to the State of Oklahoma”
  • “Collections of any other unpaid taxes owed the State of Oklahoma by out-of-state individuals, firms, and corporations”

The Tax Commission may audit any individual or business it believes may owe tax revenue to Oklahoma. The law takes effect November 1, 2017.

How would your business fare during an audit?

Get your free copy of the Sales and Use Tax Audits Uncovered report to learn more about audit triggers, how to avoid them, and how to protect your business against unnecessary tax compliance risk.


Permission to reprint or repost given by Avalara. Content previously published at www.avalara.com/blog.

Manage your Project Resources efficiently with Resource request workflow in Microsoft Dynamics 365 For Operations

In some of my earlier posts, I discussed about the various capabilities of the Project resource management feature of Dynamics 365 For Operations and how it can help Professional Services firms manage their project resources, to ensure optimum resource utilization, and drive better project profitability, by deploying the right people at the right time in the project..

Continuing the conversation the this topic, I will discuss about some of the additional features that you can take advantage of, to manage your central pool of project resources even more efficiently. Your Project managers can better coordinate with Resource Managers, for finding and deploying the right resources by having visibility into resource’s capability and availability in real time.

Resources

In Dynamics 365 For Operations, you can optionally enable the Resource request workflow. When you enable the workflow, project managers can create and submit requests for resources whom they want for their projects. The Workflow can be configured to assign the resource requests to the required Resource Managers. Let us see in the few screenshots below, how this experience looks like for the Project Managers and Resource Managers.

Resource Request approval Workflow :

I have a very simple workflow setup, where the project resource request will be assigned to a designated Resource Manager of the Organization.

Workflow

Project Manager creates Project Team and submits request for resources: The Project managers can create the Project Team, where they can select available resources and submit the request for approval of the resources. The project manager requires 2 Software developers for this project. He is able to view the Resource pool of developers and testers and is able to view their availabilities.

Developers

The project manager then submits the request for these resources by soft booking (Tentative booking) them on the project.

Create Resource request

After the resource request is submitted, notice that the indicator shows that these resources have been requested.

Resource Requested

Resource Manager gets notified and reviews the resource request and approves the request:

Under My Resource Requests page, the resource manager gets to see all the resource requests where they can review the requests and approve/reject them. The resource manager also gets to see the other available resources and their current reservation details, in case they want to refer to those information. They can also see the details of resource request by clicking the Request details button.

Resource Approval

At this point, the Resource Manager approves the request and as soon as this is done, the resources will be automatically hard booked (Committed/booked to the project) and can be assigned to Tasks of the project further.

Developers Booked

That was a quick post about the new Resource request workflow feature for better project resource management in Dynamics 365 for Operations. Keep exploring !!

-Sandeep Chaudhury

Sandeep ChaudhurySandeep Chaudhury is a Dynamics 365 enthusiast with over 10 years of experience in functional consulting, Solutions architecture and systems integration, with expertise in the areas of Professional services automation(Project Management and accounting), Financials Management, Services Management, Sales and Marketing, Human resource management, Travel and Expenses Management and Procurement & Sourcing modules of Microsoft Dynamics 365 ERP. He has experience working with the Dynamics 365, AX 7, AX 2012 R3, AX 2012 R2, Dynamics 365 for Operations and more.

New Video Release: CRM (Dynamics 365 for Sales) Integration with Dynamics 365 for Financials (3 min)

One of the great things about Dynamics 365 is the native integration between different business functions. This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with a CRM application, in this case, Dynamics 365 for Sales.

In the past, financial applications that the accounting team used have been separate from the sales applications that the marketing and sales team used. This was important because these two divisions needed different information and needed easy access to only that information. However, maintaining, cross-referencing and updating two separate applications is incredibly difficult. What happens if a customer’s address changed? The accounting team may have taken note of the new address, but marketing and sales are using the old address. Someone forgot to update the address change in the sales application. Wouldn’t it be nice if you didn’t have to repeat the same task in two applications?

Microsoft Dynamics 365 for Financials is directly integrated with Dynamics 365 for Sales (CRM). This means that if a customer’s address changes, you only need to make the change in one application and it is automatically reflected in the other. What a time saver! Now, the whole company is on the same solution – giving everyone the most up-to-date information possible. There are many more features of Dynamics 365 for Financials integration with Dynamics 365 for Sales!

Watch as a Dynamics 365 expert demonstrates the capabilities of CRM (Dynamics 365 for Sales) integration with Dynamics 365 for Financials!


Watch what is possible on Dynamics 365 for Financials!

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New Video Release: Top 5 Features of the PSA Module – Dynamics 365 for Project Service Automation

This short video is for current and prospective Microsoft Dynamics 365 customers interested in the capabilities of Microsoft Dynamics 365 for Project Service Automation (PSA).

Dynamics 365 for Project Services Automation is a SaaS solution that enables project-based businesses to run more productively, profitably and with higher client satisfaction. It integrates directly with the Microsoft Cloud and other Dynamics 365 applications to help your technology solution set expand as your business expands. Some of the capabilities of Dynamics 365 for PSA include opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics and integration.

Watch as a Dynamics 365 expert guides you through the Top 5 Features of Dynamics 365 for Project Service Automation!


Watch what is possible on Dynamics 365 for Financials!

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