This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier.Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number.Row Definition: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Zero Value Override. … [Read more...] about Management Reporter Tips and Tricks – 44. Acct Modifier
Simplifying Order Entry for Medical Products Distributors
What are some of the problems we have helped medical products distributors resolve?Here in Minneapolis, there are many firms that sell medical products as distributors, including several of our clients. The first thing I hear most of these firms mention is that their productivity would soar if they could just enter orders more easily. So what does the sub-list look like for facilitating order entry? This is what I’ve been told by clients:Make it simple for me to change the ship to via possible values for this customer so I don’t have to key in the entire ship-to address when it’s already in the system. Make it easy for me to see both what is on hand and what is available. Let me see the effect of prices I change on the margin of … [Read more...] about Simplifying Order Entry for Medical Products Distributors
Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows.Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below.Row Definition: Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Acct Modifier.Update: Register now to get more helpful tips at our two-day Management Reporter training class Aug. 26-27. … [Read more...] about Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Dynamic Headers with CALC.Dynamic Headers with CALC – If you want the auto text to populate in the column header for a calculated column, you will need to define the Fiscal Year and the Period, as highlighted in the illustration below.Column Definition:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Column Restrictions for Rows. … [Read more...] about Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns.Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use the range B:D as highlighted below.Column Definition: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Dynamic Headers with CALC. … [Read more...] about Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
Boyer & Associates Hosts Microsoft Dynamics ERP Comparison Event on September 17, 2015
Register for Boyer & Associates Microsoft Dynamics ERP Comparison Event on September 17 September 10, 2015, Minneapolis, MN --- Boyer & Associates, a Minneapolis-based provider of Microsoft business management solutions, will be hosting a Microsoft Dynamics ERP Comparison Event on September 17, 2015 from 8:30 a.m. – 12:00 p.m. CT at the Microsoft Technology Center in Edina, MN. This free event is geared toward companies and organizations that are in the market for a better financial management solution.The event will provide an opportunity for attendees to learn and evaluate three leading Microsoft Dynamics ERP solutions including Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. “Finding the right … [Read more...] about Boyer & Associates Hosts Microsoft Dynamics ERP Comparison Event on September 17, 2015
Management Reporter Tips and Tricks – 40. IF THEN ELSE
This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE.IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy the row to the liability section and reverse the sign in the formula.Row Definition:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Calculations on Hidden Columns. … [Read more...] about Management Reporter Tips and Tricks – 40. IF THEN ELSE
Management Reporter Tips and Tricks – 39. Long Date Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format.Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report.Change the date format on the system.Then, correct way for no day.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management Reporter software or any Dynamics ERP solution, please contact us at any time.Be sure to subscribe to our blog so you don’t miss next week’s tip – IF THEN ELSE. … [Read more...] about Management Reporter Tips and Tricks – 39. Long Date Format
Management Reporter Tips and Tricks – 38. Open Last Generated
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Open Last Generated feature.If you have large reports that take a long time to run, click the Last Generated pictured below. This will open the last generated report but will not calculate any new changes your accounting system.All of these tips and many more are covered in our Management Reporter training class held each month. If interested in more training contact us at www.boyerassoc.com.Be sure to subscribe to our blog so you don’t miss next week’s tip— Long Date Format. … [Read more...] about Management Reporter Tips and Tricks – 38. Open Last Generated
Management Reporter 2012 CU13 Released
Microsoft has released the latest Cumulative Update for Management Reporter 2012. The CU13 update contains quality fixes as well as a number of regulatory features.Here’s a summary of the new Management Reporter CU13 features:View a report in the web viewer in a grid view Display zero rounded values and zero actual values based on a report definition option Choose where the line number column displays on a report Display date formats in the report header based on regional settings Display calculated rows on the same line for different columns Report on closing transactions for Microsoft Dynamics AX 2012 Additional fixes for product defectsIn addition to the new features, there has also been a number of changes made … [Read more...] about Management Reporter 2012 CU13 Released
