This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Fonts.Default Fonts – Use this to set up a default font and size so all the reports are consistent, especially when you have multiple people designing reports.To change the default font, go to Format > Styles and Formatting.Highlight Default and select Modify.Once the font style is created, select one or more cells in your row or column definition and select the font style that you have created.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss … [Read more...] about Management Reporter Tips and Tricks – 21. Default Fonts
Dynamics GP Year-End Tip – Update 1099 Information
Microsoft Dynamics GP 2013 has been around for a little while now, but there is a new feature that was added that I like to remind people about.It used to be that if someone forgot to setup a 1099 vendor correctly in GP, you were forced to go through a few manual steps to get the right 1099 information to print out of GP. Usually, users would just update the summary record in GP, which could lead to some confusion when trying to understand why the detailed invoice had a 1099 amount of $0.With GP 2013, that has all changed. Now, there is a simple utility that a user can run in order to update the detailed transactions in GP and produce an accurate 1099 report. When I catch that my vendor AmericaCharge was never setup as a 1099 vendor, I … [Read more...] about Dynamics GP Year-End Tip – Update 1099 Information
Attachments in GP 2013 – Part 3
Everything is setup and now you want to send a document with attachments to the customer So the first two posts – Part 1 and Part 2 – showed you how to setup attachments, enable email for the customer address, and allow attachments to ‘flow’ to the new Sales Orders. Now, it is time to send the sales document to the customer and include the attachments.For this example, I will use the prior sales document that I created for Adam Park. That customer has an attachment on it which flowed to the new sales document, and the item that I have put on the order has an attachment on it that also flows to the new sales document. Open Sales Transaction Entry Since I already have the document defined, I will bring it up in Sales Transaction Entry. For … [Read more...] about Attachments in GP 2013 – Part 3
Management Reporter Tips and Tricks – 20. Web Viewer Export Group to Excel
This week’s Management Reporter tip for Microsoft Dynamics ERP is on exporting a group of reports to excel through the Web Viewer.Export Group to Excel – When viewing a group of reports, you can download the group to Excel and have each report in its own tab.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 contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Default Fonts. … [Read more...] about Management Reporter Tips and Tricks – 20. Web Viewer Export Group to Excel
“Get 3 More 4 Less” Promotion Ending Soon!
Microsoft is offering a great promotion right now. Purchase 3 or more Full Users to your license and receive a 15% discount!!! But hurry because this promotion ends December 24, 2014.Eligibility for this promo:Existing clients that are on Dynamics NAV Perpetual Licensing model, Dynamics GP Perpetual Licensing model, and Dynamics SL Advanced Management edition of the Business Ready Licensing model.Clients must have first licensed their qualifying product, edition, and license model combination prior to July 1, 2014 and be current on an enhancement plan.----Contact us with any questions regarding this promotion or anything for your ERP needs.For more news and tips, subscribe to our blog. … [Read more...] about “Get 3 More 4 Less” Promotion Ending Soon!
Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Currency button.Show Other Currencies – When viewing reports that are in multiple currencies, the Currency button allows you to switch between the different currencies.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Web Viewer Export Group to Excel. … [Read more...] about Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Show Summary Information.Show Summary Information – When viewing lengthy reports in the Web Viewer, the Show Summary Information option allows you to collapse the details to shorten the length of the report for viewing.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Web Viewer Show Other Currencies. … [Read more...] about Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
Management Reporter Tips and Tricks – 17. Web View “Go To” Option
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web View Go To Option.Go to option – When viewing lengthy reports in the web viewer, the “Go To” Option will bring you right to the specific section that you want to view.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Web Viewer Show Summary Information. … [Read more...] about Management Reporter Tips and Tricks – 17. Web View “Go To” Option
Microsoft Dynamics GP 2015 Coming Soon!
The Microsoft Dynamics GP team has announced that Microsoft Dynamics GP 2015 has reached RTM (Released to Manufacturing)! This means that the new GP 2015 features for this version have been developed, tested, and finalized. Dynamics GP 2015 is also the accumulation of 120 features delivered since the initial release of Dynamics GP 2013, with these features being released to customers on a six month cadence.Dynamics GP 2015 will include:New simple to configure business process workflows Broadened employee self-service features Efficient multi-tenant provisioning Seamless Office 365 integration An open service based architectureGeneral availability of this version is expected on December 1, 2014. System requirements for Dynamics … [Read more...] about Microsoft Dynamics GP 2015 Coming Soon!
Is it Time to Delete Old Financial Data from Your System?
If you have been on the Microsoft Dynamics SL system for a number of years, it is likely you have financial transactions that are beyond the retention dates for such data. These dates are set in each of your application modules (e.g., the GL Setup, the AR Setup, and the AP Setup screens) and should coincide with your company’s retention policy and needs for accessing such information.Having this data, in and of itself, is not a bad thing but will need to be weighed against other questions. Are you encountering performance issues? Has adding memory to your servers not helped with slow screens or reports? How often do you need to access this older information? Depending on the answer to these questions, it may be time to consider … [Read more...] about Is it Time to Delete Old Financial Data from Your System?
