This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Prevent Drill Down: To hide confidential information, yet allow details in the rest of an account detail report, use “XD” under the Print Control to suppress a specific row. This prevents the drill down feature when viewing the reports.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 – Book Code Modifier. … [Read more...] about Management Reporter Tips and Tricks – 9. Prevent Drill Down
Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL
Microsoft Dynamics GP and Microsoft Dynamics SL ERP solutions both provide predefined SQL Views that can be used for simplifying your report development. A SQL “View” is essentially a virtual table or predefined SQL “Select” statement that is stored in the database as an object. Some of the benefits of using a SQL View in your report writing effortTable relationships in a multi-table query can be defined in the View, including the type of join (inner, outer, full) that is being employed. If you don’t fully understand how to create the relationships, you can frequently get a more technical resource to create a View for you, which you can then consume in your report. Obscure field and table names can be changed to more meaningful terms. … [Read more...] about Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL
Management Reporter Tips and Tricks – 8. Rolling 12 Months
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially useful for side-by-side reports with divisions, departments, or companies. This example is a 12 month rolling, Base plus 11 periods in the past.Column Definition: Period is BASE-11:BASEThis 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 – Prevent Drill Down.Register now for our next Management Reporter training on Aug. … [Read more...] about Management Reporter Tips and Tricks – 8. Rolling 12 Months
Management Reporter Tips and Tricks – 7. Account Numbers
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers.Account Numbers in the column definitions can show the account numbers that make up the row definition without having to drill into the details.Column 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 – Rolling 12 Months. … [Read more...] about Management Reporter Tips and Tricks – 7. Account Numbers
SOP to POP Link in Microsoft Dynamics GP
Today, I am going to show how to create a Purchase Order from a Sales Order in Microsoft Dynamics GP. You can do this to purchase shortages of items that you need to sell.First, navigate to the Sales Transaction Entry window (Sales → Transactions → Sales Transaction Entry). Enter your Sales Order information completely. Click on the Actions button and select Purchase, which will bring up the following window: You will need to mark the check box in front of the red circled X, where it says “(NO VENDOR).” Then, click on the PO tab: On the PO tab, enter the Vendor ID that you will be purchasing from, the PO date, and the shipping method. Once you select a Vendor ID, the red circled Xs will go away: Then, you can either click the … [Read more...] about SOP to POP Link in Microsoft Dynamics GP
Management Reporter Tips and Tricks – 6. Start and End Dates
This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates.Start Dates and End Dates in the column definitions can be used to report results by a data range, such as a weekly range. This restriction is useful for daily or weekly sales reporting, cash analysis needs, and other date-sensitive reports.Column Definition:In the Start Date and End Date columns, you can enter a specific day of the period. For example, “1” indicates the third day of the period. This is a nice feature as you do not need to reselect actual dates when you run the report in the next period.Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in … [Read more...] about Management Reporter Tips and Tricks – 6. Start and End Dates
Benefits of Microsoft Support with Dynamics NAV
I have worked with Microsoft Dynamics NAV for 16 years, before Microsoft purchased it and it was called Navision. A common question I’m asked is if Microsoft Support is a good investment. My answer is yes, and here is why.Microsoft Dynamics NAV has had new releases approximately every two years, with some of them being major improvements in design, functionality, and technology. In the last three releases (NAV5, NAV 2009, and NAV2013), not only was the software functionality improved, but major changes to the technology behind NAV were implemented. Some of these changes include a stronger interface to Microsoft Excel, Rapid Implementation tools, and Role Tailored Client.With your Microsoft Support agreement, you not only get access to … [Read more...] about Benefits of Microsoft Support with Dynamics NAV
Adding Custom Fields to a Screen in Dynamics SL
One common customization for screens in Microsoft Dynamic SL is to add fields to store non-standard data. Depending on the quantity of additional information (and its type), this can be either very simple or quite complex. Let’s start at the beginning.First, a general word on customizations – screens can be customized at multiple levels. The basic levels are All Users, One Group, One User, and Self. (It is possible to adjust the level numbers to gain additional layers, but normally, that is more trouble than it is worth.) Most customizations will be done at the All Users level.The first step is to select the proper level. This is done by double clicking on the customization level at the base of the menu window (shown below). Note that … [Read more...] about Adding Custom Fields to a Screen in Dynamics SL
Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters.Reporting Units and Dimension Filters in the column definitions can be used to separate GL accounts and departments on the report without having to drill into the details.Column 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 – Start/End Dates. … [Read more...] about Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters
Boyer & Associates to Host Event for Organizations Evaluating New Accounting/ERP Solutions on September 17, 2014
Boyer & Associates Hosts Microsoft Dynamics ERP Comparison Event on September 17, 2014 August 29, 2014, 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, 2014 from 8:30 a.m. – 12:00 p.m. CT at the Microsoft Technology Center in Edina, MN. The free event is geared toward companies and organizations that are in the market for a better financial management (ERP/accounting) 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.“We know that … [Read more...] about Boyer & Associates to Host Event for Organizations Evaluating New Accounting/ERP Solutions on September 17, 2014
