Skip to content

Contact Us    Now Hiring

@meritweb on TwitterMerit Solutions on LinkedInMerit Solutions YouTube Video SeriesMerit Solutions on FacebookSubscribe to Merit Matters Blog


Convergence 2013: Discounted pricing is ending soon!

Early registration for Microsoft Convergence 2013 is ending soon! Don't wait - register today and save $300!

Convergence 2013 is coming to New Orleans, LA, March 18–21, and discounted pricing is only available through January 25, 2013. Take advantage of the early registration discount.

Register early to:

  • Save $300 USD per attendee! 
  • Start planning meetings with others in your field.
  • Secure the best travel arrangements and hotels.
  • Begin motivating your team.

Meet Merit Solutions:Merit Solutions is proud to be a Bronze Sponsor at Microsoft Convergence 2013 and we will be exhibiting our products and services in Booth #2523. Please stop by to learn more about Merit Solutions, MAXLife, MAXCloud, Risk Management, and Rapid On.

New for 2013!
This year we're reinventing networking by introducing the Convergence 2013 Live Wall, which aggregates social media postings about #CONV13 into one spot, a Microsoft technology experience that includes a Skype bar where you can connect with family and teams back home, and an enhanced mobile experience, putting event tools at your fingertips and connecting you with folks who matter. Plus, you don't want to miss the Closing Keynote featuring Kofi Annan, and the exciting Closing Celebration on March 21 —highlighted by a performance from Matchbox Twenty!

Register today, and save! Remember, the early registration discount is only available through January 25, 2013, so don't wait. Register today.

Risk Management Suite Questions

Merit Solutions has spent a lot of time over the past couple of months demoing our Microsoft Dynamics GP Risk Management Suite and its capabilities to new prospects while providing training to existing clients looking to upgrade. In both situations, two questions always seem to pop up:

  1. How do we make sure that we get (got) the roles and users right?
  2. How do we make sure we don't create a burden with tracking too many changes?

Interestingly enough, the answer to both is very simple. The implementation - not so simple.

  1. The first thing that each client has to ensure is that their business processes are efficient and that their ERP system is setup in a way to support those processes. The Risk Management Suite will comply to any set of rules you require - helping you increase your efficiency while making sure you comply with regulations. To receive the maximum value, efficient business processes have to be in place - and, often, that is not an easy task to complete.
  2. As for the second question, we recommend that tracking changes should be limited to business critical fields, tables, and processes, as that will make the system easier to implement, changes easier to track and will help a company meet compliance regulations.

On occasion, companies tend to track everything, including tables with high volume of transactions. While this is possible to do with Audit Trails, as with any other Microsoft Dynamics GP table, this is not recommended, as it will affect performance of your SQL Server, which will in turn affect all users and systems that use it.

In order to generate the highest value from the Risk Management Suite, we suggest that companies craft a smart tracking plan prior to implementation with procedures and policies in place that limit adding new tables to Audit Trails tracking without a strong business reason why.

Adapt Quickly - And Grow Your Business

You and your employees share a common aspiration - to grow your business. To reach this goal, you need a solution that can support changing demands along the way. Microsoft Dynamics AX delivers the flexibility you need to accommodate new business processes and scale as your business grows without significant increases to your original investment—or your payroll.

  • Conduct business internationally. Use international trade and multicurrency capabilities to maintain your general ledger in different currencies – enabling you to manage customer and vendor accounts in the appropriate currency.
  • Connect your remote and roaming employees. Empower your mobile workers with direct access to enterprise resource planning (ERP) data and local resources over the Internet using a rich RoleTailored interface—and get even more from your investments.
  • Choose the right solution for you. With flexible deployment options, you can choose the solution that works best for your business—and increase IT flexibility without increasing costs. Microsoft Dynamics AX supports both on-premises and Cloud ERP deployments.

With a Microsoft Dynamics AX ERP enterprise business platform, your people will have the innovative, flexible tools they need to be proactive and productive—keeping you ahead of the competition. As a result, your business can move forward instead of standing still.


Testing e-mail functionality in your Microsoft Dynamics AX/GP application/customization using external e-mail servers has always been a frustrating process. If your test e-mail somehow avoids anti-spam and other SMTP server services, it will still take several minutes to receive. Sometimes, it can take 5 – 10 minutes for your sent e-mail to arrive at the destination - and you can never be sure if your test e-mail is late or if delivery has failed due to an error in your application.

Wouldn't it be great to have a mock application that pretends to be a SMTP server and shows you what you sent immediately? That is exactly what SMTP4DEV does.

SMTP4DEV is free and you can download it from CodePlex at All you have to do is unpack and run, and make sure your mock SMTP server is listening.

Once you have SMTP4DEV running and listening, you can use the sample C# code to send an e-mail to your mock SMTP server. Notice the From and To e-mail addresses; they can be anything.

Execute the sample C# code and your test e-mail will immediately show in SMTP4DEV.

Now stop listening on port 25 and execute the same sample C# code again. Since SMTP server is no longer available, SmtpClient will throw an exception.


Adding Dimensions to Columns in Financial Reports

Did you know that it is possible to create statements with financial dimensions expressed in different columns?

I recently discovered this interesting feature of Microsoft Dynamics AX while I was trying to help a customer with financial reporting focused on different financial dimensions. In our situation, the client is a medical institution with multiple clinicians on staff. The client needed statements calculated per each clinician so they can compare financial results during certain periods of time. For this client, Clinicians are custom made financial dimensions.

As in every other statement, the date intervals and raw definition have to be defined prior to creating the statement. Once defined, we have to generate financial statements and define their basic structures (General ledger>Setup>Financial statement>Financial statement). In the upper pane of the screenshot below, you can see that we give the statement a name and description - and then we can connect it to primary and secondary dimension sets (in this example, we only used primary dimension sets).

In the lower part of the screen, we can create columns that are going to show up on the statement we print out. In this client case, we set the account number in the first column and the account definition in the secondary column. Now, in our next three columns (or more), we can add our clinicians (or dimensions). For each of those columns we choose “current” as “Column type” and setup desired time intervals in “setup” tab.

After the statement structure is created and the columns that will present dimension data are defined, we can go ahead and add dimensions to them (General ledger>Reports>Transactions>Financial statement). The first tab is “Financial statement” tab, and under “Identification” we chose the financial statement we created before, and add to it the dimension set and row definition.

Under the “columns” tab we choose one of the columns we setup before (in General ledger>Setup>Financial statement>Financial statement). Click on the "Select" button in the upper right corner.

A new window will open. The upper pane is a graphical representation of tables and their connections. In lower pane we can add the desired dimensions to the chosen column (in our case that was one of clinicians). First we have to pick the “Field” (custom made dimension - Clinician) and then the “Criteria” (desired clinician to be represented in that column).

This is a great feature to compare and review different dimensions and it can be a great resource when creating complex financial reports.