The below instructions are for Management Reporter when used with Microsoft Dynamics SL or Microsoft Dynamics GP. When information is specific to either of the ERP systems, separate instructions will be provided.Resetting the Management Reporter data mart is the process of clearing all the integrated data from the ERP system. This is done by disabling all the integration tasks, deleting the data mart data, and then re-enabling the integration. The ManagementReporterDM database is not removed during the process and the reset is done using a PowerShell script. This process is only available in Management Reporter 2012 CU15 or later.Rebuilding the Management Reporter data mart is the process of disabling the integration, removing the … [Read more...] about How to Reset or Rebuild the Management Reporter Data Mart
How to Apply and Unapply Entries in Business Central
Have you ever needed to apply or unapply an entry in Microsoft Dynamics 365 Business Central? The Apply Entries and Unapply Entries functions are found on the Customer Ledger Entries and Vendor Ledger Entries pages in the cloud ERP. These functions are used to manually manage the application of entries against each other in the customer and vendor subledgers. Understanding how to use these features is critical for most companies using Business Central, but Microsoft's documentation on these important features is a bit tricky to find on the web. Here are links to the Microsoft documentation:Customer Ledger Entries in Dynamics 365 Business CentralApply Entries: To apply posted customer ledger … [Read more...] about How to Apply and Unapply Entries in Business Central
Dimensions 101 for Dynamics 365 Business Central
Are you currently using Dimensions in Microsoft Dynamics 365 Business Central? Did you know they are not just for financial reporting?Even though Dimensions are primarily used in reporting financial information, they can also be used to report on critical data for Customers, Vendors, Items, Resources and Jobs. Dimensions in Business Central can be attached with master records to report such information as Customer or Vendor type, sales region, commodity code, Item type or category, resource groups and Job type categorization. All this requires is some simple analysis on where to apply Dimension controls. Dimensions can also be reported on an individual or rolled-up basis. The best part is that reporting on Dimensions can be created … [Read more...] about Dimensions 101 for Dynamics 365 Business Central
Using filters in Dynamics 365 Business Central
Filters in Dynamics 365 Business CentralWhen working with data in Microsoft Dynamics 365 Business Central or Dynamics NAV, you might want to view only select records of a table. This is where filters in Dynamics 365 Business Central come in handy. By using filters, you can specify criteria such that only records which match the required criteria are displayed. If you specify criteria for multiple fields, then records must match all criteria to be displayed. Here are some examples of filter criteria (beware that it makes a difference whether the filtered field is number or text):Date Filters:Dates are also a common data type that you might need to filter in Dynamics 365 Business Central. See the examples below for how you can … [Read more...] about Using filters in Dynamics 365 Business Central
How to create an intercompany relationship in Dynamics 365 Business Central
If you’re using the Intercompany feature within Dynamics 365 Business Central, you might be unsure of what to do when a new company is added to your environment. This is especially true if your Microsoft Partner set up the system for you. Below, we’ll walk you through linking a new company to your other Intercompany Partners. This way you can start executing Intercompany Transactions in Dynamics 365 Business Central as quickly as possible. These steps will take place in the new company:Go into Company Information and assign the Company an IC Partner Code. IC Inbox Type should already say Database. You can keep this setting. It’s now time to create an Intercompany Partner for the Company with which you wish to transact.Search for … [Read more...] about How to create an intercompany relationship in Dynamics 365 Business Central
How to use Permission Set Filtering in Dynamics 365 Business Central
The ability to restrict users from seeing specific general ledger entries can be done using permission set filtering in Dynamics 365 Business Central. As an example, you do not want certain users to see the entries related to payroll since payroll is highly sensitive data.This blog will walk you through the steps to set up permission set filtering to restrict users from seeing payroll-specific general ledger entries.In this example, the client wants to restrict certain users from viewing transactions on G/L accounts 61000 through 61999, which are the payroll accounts. Outlined below are the steps on how to do this with permission set filtering in Business Central.STEP 1Make a copy of the primary permission set that is currently assigned to … [Read more...] about How to use Permission Set Filtering in Dynamics 365 Business Central
Why ERP Cloud Migrations are Catapulting Business Efficiency
ERP cloud migrations are quickly becoming a priority for companies worldwide. Organizations that scrambled to conduct business remotely in 2020 have accelerated their timelines to move their business operations to the cloud."IT executives believe that 95% of all enterprise workloads will be run in the cloud by 2025."This according to a 2020 study by Logic Monitor.At the time the study was conducted, 65% of companies were already managing their businesses with cloud solutions.Cloud migration services are on the rise because they offer an economical alternative to maintaining business systems on site. There are a lot of costs associated with installing hardware on-premises at a company, including software licensing fees, data backup, IT … [Read more...] about Why ERP Cloud Migrations are Catapulting Business Efficiency
How to purge Item Tracking in Business Central
Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleOne of the top questions we get is "How do I delete multiple items in Business Central?" Well, you're in luck because this blog article will help you bulk delete records in Microsoft Dynamics 365 Business Central.What is purge or bulk delete in BC?Purge and bulk delete functions allow members with the proper permissions to delete multiple files and folders all at once rather than deleting them one at a time. This purging of multiple items helps to save both time and storage capacity, especially for entries that are out-of-date and no longer needed.Real-World Dynamics 365 Business Central Item Purge How-ToWe recently took a large … [Read more...] about How to purge Item Tracking in Business Central
How to create a new quick query in Dynamics SL
If you want to learn how to create a new quick query in Microsoft Dynamics SL, you should know that the actual starting point for this process is the view. You will need to create a new view if there is no existing view that contains the data you want for your new quick query. Creating this view is the heavy lifting for this process and requires that you know and have access to SQL Server. This blog explains the process after the view is created. (Learning SQL is asking a bit much from a short document — For that, read one of the many books on the topic).Let’s start the process of creating a quick query in Dynamics SL from an existing view. First, run Quick Query View in the System Manager module under Administration. If you need … [Read more...] about How to create a new quick query in Dynamics SL
Boyer hires new Dynamics NAV/365 Business Central consultant
As Boyer & Associates continues to grow, we are pleased to introduce our newest Microsoft Dynamics NAV/365 Business Central consultant. Benito Ramirez received his bachelor’s degree in computer science from Carleton College and has six years of experience working with the Microsoft ERP.His first job out of college was at a business his friend’s dad owned. The job consisted of writing accounting software geared specifically for the agriculture industry. When the owners retired, Ramirez landed a job as an associate consultant working with Dynamics NAV.He went through training in 2016 to become familiar with the Microsoft ERP. When its cloud counterpart released, Ramirez started learning that as well. He is officially a Microsoft-certified … [Read more...] about Boyer hires new Dynamics NAV/365 Business Central consultant
