This week’s Management Reporter tip for Microsoft Dynamics ERP is on Print Control.Print Control - Restrict printing of columns based on the report base period. This is a great way to build a dynamic 12-month report with budgets and actuals to calculate a forecasted year-end result.Column Definition:Result: The report was run for base period one; therefore, only the budget columns print after period one.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 Go To Option. … [Read more...] about Management Reporter Tips and Tricks – 16. Print Control
Expanding Dynamics GP Reminders
Microsoft Dynamics GP Reminders have been included in the product now for numerous versions. However, many users are unaware of a link between them and SmartLists.The standard reminders can be seen on the Dynamics GP Home screen. Click on the edit button on the Reminder tile:You will then see the standard Reminder Preferences window.Now, let’s dig into these a bit more!Start with a customized SmartList based on your desired data. For this example, we’ll review Customers who have a balance in the 181 and Over Aging bucket.First, build your SmartList. Here, we start with the standard Dynamics GP customer SmartList and add our desired columns.**Note**To add or subtract a Column, click on the Column button at the top. … [Read more...] about Expanding Dynamics GP Reminders
Management Reporter Tips and Tricks – 15. Delete Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Deleting Blank Rows.Wonder why that report generates an extra blank page? Well, it’s a simple oversight that you can fix to get rid of it!Row Definition: Make sure to delete the blank rows on the bottom of your 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 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 – Print Control. … [Read more...] about Management Reporter Tips and Tricks – 15. Delete Blank Rows
Boyer & Associates Announces Two New Staff Promotions
Rich Studer and Erik Vigesaa are Promoted to New Roles To Support Firm’s Continued Growth November 13, 2014, Minneapolis, MN --- Boyer & Associates (Boyer), a leading Minneapolis-based provider of Microsoft Dynamics ERP business management solutions for mid-sized businesses,announces two staff promotions.Rich Studer is now the Director of Sales & Marketing and was previously the leader of the Dynamics GP group where he helped grow the Dynamics GP practice to more than 150 clients currently. Studer is well connected in the community and is deeply committed to delivering value and thought leadership for businesses and organizations throughout the area. He earned an accounting degree from Saint John’s University in Collegeville, MN … [Read more...] about Boyer & Associates Announces Two New Staff Promotions
Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Suppressing Blank Rows.Suppressing Blank Rows – Do you have rows showing up with no amounts? Suppress them! Row Definition: “X0”or Report 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 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 – Delete Blank Rows. … [Read more...] about Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
Dynamics NAV Rapid Implementation Methodology Tool
One of the most underutilized features of Microsoft Dynamics NAV is the Rapid Implementation Methodology (RIM) tool. The purpose of the tool is to help clients convert data into NAV themselves, without paying a programmer to write conversions. The RIM tool comes with the ability for the user to create Configuration Packages.Data will be imported into or exported out of a file or group of files within each package.By editing the package, the user can view, add, or delete files from the package.Within a package, it is normally recommended that the client setup one record manually and then export the data. This will create a spreadsheet that can then be populated and imported back into NAV. By creating one record manually, it … [Read more...] about Dynamics NAV Rapid Implementation Methodology Tool
Journal Entry Copy and Paste from Excel to Dynamics GP
Why can’t I just copy and paste from excel into Microsoft Dynamics GP? I have heard that from many. Well, Microsoft has finally heard you! Last May, Microsoft released GP 2013 R2, which included the ability to copy journal entry details from Excel.Here is how easy it is.Step One – Create the Excel Spreadsheet with your detail line items. There are a few things to keep in mind:The columns must be in order in the order shown below.Column A – Distribution Reference – This field is not required and can be left blank. Column B – Account Number – Your account can include the separators. Column C – Debit Amount Column D – Credit Amount Column E – Alias – This is optional and used if you are using Analytical Accounting.This … [Read more...] about Journal Entry Copy and Paste from Excel to Dynamics GP
Management Reporter Tips and Tricks – 13. Related Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Related Rows.Related Rows: Clean up those consolidated reports with Related Rows. Hide those unrelated row descriptions and underlines.Before:Row Definition:After: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 – Suppressing Blank Rows. … [Read more...] about Management Reporter Tips and Tricks – 13. Related Rows
Management Reporter Tips and Tricks – 12. Column Format Code
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Format Code.Column Format Code: Use this format code to generate a side by side report.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 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 – Related Rows. … [Read more...] about Management Reporter Tips and Tricks – 12. Column Format Code
Tips to Quick and Easy Cash Receipts Entry in Dynamics GP
Entering cash receipts into Microsoft Dynamics GP can be quick and easy, even with limited information accompanying the cash receipt. The following are 3 tips associated with entering cash receipts. 1. Finding a customer with a partial customer name I recommend purchasing the SmartFill product from Rockton Software. With SmartFill, you just type in whatever you know about the customer name into the search bar. SmartFill will return any matches it finds. If there is only one match, that record is retrieved and filled into the Customer ID field. In my example, I simply entered PAGING…and SmartFill returned Direct Dial Paging, Inc.2. Using the Auto Apply button In the Receivables Setup Window, you can choose how the Auto Apply button … [Read more...] about Tips to Quick and Easy Cash Receipts Entry in Dynamics GP
