Discover how Life Sciences Industry Software Solution can restore innovation, decision making, compliance and operations

The possibilities are really endless in the Life Sciences Industry with products created every day that are changing lives for the better. That’s a lot of weight for one industry’s shoulders and without a comprehensive Enterprise Resource Planning (ERP) solution in place, it’s easy to lose sight of these important end goals.

Time-to-market and profitability pressures are also more intense than ever before. Life Sciences organizations need to balance the manufacturing of existing products as well as the creation of entirely new products against the demands of the market today.

Discover how to manage all of this while also nurturing innovation, improving decision making, and streamlining your current operations


Discover how your research teams can have intuitive tracking and management tools right at their fingertips.


Discover how you can have real-time access to production processes and overall business operations to ensure development goes smoothly and issues are addressed before they cause major problems.

Regulatory Compliance

Discover how you can be sure the appropriate controls, audit trails, security, and documentation requirements are met for today’s regulated environment.

Release to Market

Discover how you can have proper project accounting and advanced requisition systems in place to control project costs.

Discover how Microsoft Dynamics ERP manages all this and more with the following functionality

  • Microsoft Dynamics ERP provides rich functionality to support production and commercialization processes.
  • Microsoft Dynamics ERP automatically documents and captures how a given business process is transacted in the ERP system, supporting key compliance requirements for the FDA including 21 CFR Part 11, Standard Operating Procedures (SOPs) and Good Manufacturing Practices (GMPs).
  • Microsoft Dynamics ERP supports serial/lot control, quality assurance, system validation, and requisition management (including ‘Punch Out’ to lab vendors).
  • Microsoft Dynamics ERP breaks out cost allocations for projects.
  • Microsoft Dynamics ERP enables you to improve product quality and safety, reduce organizational risk, and increase customer satisfaction through controlled document management, audit trails, and electronic signatures.
  • Microsoft Dynamics ERP captures and manages costs, including time and expenses associated with performing clinical trials

Why Microsoft Dynamics and Tridea Partners?

Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea Partners, you gain a partner that is committed to your business success. We work with you to automate your company’s unique business processes, integrate existing systems and people, assist with necessary business practice adjustments, and ensure the solution will scale with your company’s growth.

Personnel: Tridea Partners focuses on hiring consultants with deep experience in the Life Sciences industry and has gained extensive experience through the completion of over 100 ERP implementations in the industry.

Solutions: Tridea Partners has developed custom software solutions that enhance and extend Microsoft Dynamics ERP to support the needs of the Life Sciences industry, specifically project accounting, quality assurance and order entry.

Implementation Methodology: Tridea Partners uses an implementation methodology that addresses the challenges within the Life Sciences industry. This implementation methodology focuses around a detailed understanding of key business processes, segregation of duties, security and audit trails, collaborative configuration, sign-off and finally testing and system validation.

To learn more about how Tridea Partners can help you get the most out of your Microsoft Dynamics solution in the cloud, visit or contact us at

Life Sciences ERP Solution

Five Ways to Make Your Supply Chain More Dynamic: Part 2

Five Ways to Make Your Supply Chain More Dynamic: Make a Big Impact with Big Data

Big Data seems to be a hot topic in every industry, but what does Big Data really mean for small and mid-size businesses? And how can it improve your supply chain?

We’re all painfully aware of the immense amount of data every supply chain produces—from the manufacturing process to orders, inventory and all the detailed metrics you’ve established to measure, track and plan. Instead of making your supply chain run smarter and faster, the enormity of this data often bogs you down.

So how do you use data to your advantage? By capturing it, translating it and sharing its most essential elements—quickly, across your entire organization, with just the right people.

To really analyze and improve the effectiveness of your supply chain, you first must connect your SCM data with the metrics that matter most to your business. To connect all the pieces of this fast-moving puzzle, you need a truly integrated business management system. And Microsoft Dynamics GP lets you manage your finances and supply chain from a single system.

Once your data is connected, you need the tools to easily analyze it and then use it to make your supply chain work harder. Microsoft Dynamics GP lets your people instantly access the relevant information they need—at a high-level or granular-level—right from home pages personalized to each user. Plus, you can export information into Excel with a simple click, so you can poke and prod your data as much as you’d like, then easily share it around your organization.

Big Data is a big deal when you make it manageable and workable for your supply chain. When you can bring your specific transaction details together with information like weather forecasts, population changes, traffic conditions, etc. you can make a significant impact on your service levels as well as your sales and profitability.

5 Ways to Make Your Supply Chain More Dynamic







For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners


Five Ways to Make Your Supply Chain More Dynamic: Part 1

Supply chain management is no small task when you’ve got hundreds if not thousands of bits of data whirling by as materials come in the door and finished goods go out. To stay on top of it all, you and your team need an efficient system that can automate processes and keep you informed with accurate data that’s easy to get your hands on. In this series of supply chain management (SCM) blog posts, we’ll show you how to get a better handle on the details, adapt when things don’t go according to plan, turn your data into insight, embrace change, and share ideas. Let’s get started with how to go beyond guesstimating.

Follow Actuals, Not Averages.

Tracking costs through your supply chain to get a true sense of what it takes to go from raw materials to delivered product is very necessary, but without the right tools it can be difficult, if not impossible. And traditional approaches to creating and tracking this total landed cost are often based on estimates of numerous individual costs—from average fuel prices to median postage and delivery charges—that make up your total. As a result, your total costs can be anything but accurate.

Getting a real look into real costs from across your supply chain lets you make educated adjustments to pricing, marketing and sales. And that can have a real impact on profitability.

Microsoft Dynamics GP lets you track landed, standard and perpetual costs, so you have a more accurate view of every product that leaves your facility and lands at a customer’s door. From your standard reports, you can drill down to more specific details like costs by warehouse location.

And by connecting your supply chain, financial management, sales and marketing functions, you can run item-by-item profitability analysis across your supply chain and help your sales teams and marketers prioritize the products, locations and types of customers that deliver the greatest profitability.

Plus, Microsoft Dynamics GP provides better audit trails for tracking cost adjustments, so you can ensure changes are recorded, tracked and, of course, fed directly into your financial management process.

5 Ways to Make Your Supply Chain More Dynamic







For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners


1099 Report Processing – Microsoft Dynamics AX 2012 R3

In this blog post, we will walk you through some of the important steps related to 1099 report processing.

1099 Reporting

  • Businesses required to file with IRS and provide individual reports to recipients annually
  • End-of-year process for Accounts Payable department
    • Ensure vendors marked as 1099 vendors
    • Verify receipt of W-9s from 1099 vendors
    • Review vendor invoices and make adjustments
      • Verify 1099 amounts captured are accurate
      • 1099 amounts for services

1099 Setup

  • Legal entity form
    • Navigation path: Organization administration>Setup>Organization> Legal entities
    • Enter Federal Tax ID
  • 1099 reportable amounts
    • Navigation path: Accounts payable>Setup>Tax 1099>1099 fields
    • Update Minimum amount reportable per 1099 box
  • Vendor setup

1099 Vendor Setup

  • Vendor record
    • Report 1099 checkbox
      • Record paid vendor invoice amounts as 1099 reportable
    • W-9 received
    • Check for W-9
    • Federal tax ID
    • Tax ID type
      • Employee Identification number, Individual Taxpayer Identification, etc.
    • 1099 box
    • Name to use on the 1099
    • DBA

1099 amount during invoicing

  • Modify 1099 amount on vendor invoice line during invoice processing
    • AP Vendor invoice journal lines (non-PO invoice)
      • 1099 tab or Invoice tab
      • Entered as a negative amount

Dynamics AX 1099 vendor invoice


  • Modify 1099 amount on purchase order during invoice processing
    • Purchase order invoice line details
      • 1099 tab

Dynamics AX 1099 Purchase Order


Review 1099 amounts

  • Review vendor paid invoices
    • Review 1099 invoice amounts and make appropriate adjustments
    • Services not goods
    • Pass-through: Vendor previously reimbursed for expenses
  • Review and make adjustments by individual vendor
    • Vendor record>Vendor settlement for 1099s
    • Click Tax 1099 transactions to review individual paid invoice amounts and edit Settled 1099 amount or 1099 box
  • Review and make adjustments for all vendors
    • Navigation path: Accounts Payable>Periodic>Vendor settlement for 1099s
    • Enter date range in Criteria area
    • Enter vendor range in Criteria area
    • IRS reportable
    • Tax 1099 transactions for paid invoice detail
  • Verify Settled federal amount and 1099 box for each paid invoice


Update invoice transactions as 1099

  • Update paid invoices as 1099 reportable
    • Vendor record>Update 1099 on Vendor tab
    • Parameters:
      • From date / To date
      • Update all


Generate individual 1099 reports

  • Vendor settlements for 1099s
    • Navigation path: Accounts Payable>Periodic>Vendor settlements for 1099s
    • Enter date range in Criteria area
    • Enter vendor range in Criteria area
    • Click Print
  • Print parameters:
    • Type of Tax 1099 form
    • Reporting year
    • (Optional) State


1099 individual vendor report

Dynamics AX 1099 Individual Vendor Report


Create export file

  • Setup
    • 1099 transmitter form
      • Company contact info for filing electronically
    • 1099 software vendor form
      • Software vendor info and contact info for filing electronically
    • Generate file


1099 related reports

  • Tax 1099 summary report
    • 1099 reportable amounts and total grouped by vendor account
    • Navigation path: Accounts Payable>Reports>Tax 1099>Tax 1099 summary

Dynamics AX 1099 Summary Report


  • Tax 1099 detail report
    • 1099 reportable amounts including date, voucher and invoice columns, total and grouped by vendor account
    • Navigation path: Accounts Payable>Reports>Tax 1099>Tax 1099 detail

Dynamics AX 1099 Detail Report


  • Duplicate taxpayer identification report
    • Verify no taxpayers have duplicate identification numbers
    • Navigation path: Accounts Payable>Reports>Tax 1099>Tax 1099 duplicate taxpayer identification

Dynamics AX 1099 Duplicate Taxpayer Identification Report


Should you have any questions, please feel free to reach out to us.

To learn more about how Tridea Partners can help you get the most out of your Microsoft solution, visit or contact us at

ERP Inventory Management for the Meat Industry | Tridea Partners

A solution for meat and poultry processing and distribution companies unique ERP inventory challenges

ColumbusFood helps meat and poultry companies optimize their processes to produce and distribute high-quality products that are compliant with the changing food safety regulations. With a seamless integration to Microsoft Dynamics NAV, there are a variety of features that allow meat processors to address their unique requirements. This article will highlight some of ColumbusFood’s key inventory attributes.

Dual UOM (Unit of Measure) catch weights – Typically, meat processors track products by catch weight or actual weight throughout the production, distribution, and sales process. Microsoft Dynamics NAV allows the user to assign multiple units of measure to an inventory item. This gives the user the ability to record the transaction for the same item in a different unit of measure. With ColumbusFood’s dual unit of measure, the processors are able to manage the same item in terms of its base unit of measure and its bulk quantity. Catch weight also enables the user to record an exact alternate quantity amount for a particular transaction.

Item/Lot attributes – An item’s attribute plays a critical role in various processes including inventory, vendor and customer management, production, and product quality and cost. ColumbusFood, in addition to the basic inventory rotation management, allows maintaining and supporting expiration dates and quarantine dates. This can help maintain inventory integrity.

Item/Lot forward & backward tracing – Processors that produce based on batch require tracking and tracing of key ingredients. Both forward and backward tracing is critical, from raw material receipts through sales of Lot Freshness – allows for the calculation of a Days-To-Fresh, Best If Used By, or a Sell By Date.  ColumbusFood offers the ability for users to track product throughout the system.

Video on Inventory Attributes