This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports.Ratios can sometimes be complicated and may seem like you need to export to Excel to do them. Using other non-printing rows to calculate ratios and other formulas will eliminate the need to export to Excel.Row Definition: Use the NP function to hide the data used for the ratios or formulas under print control.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 – @UNIT Restrictions. … [Read more...] about Management Reporter Tips and Tricks – 3. Ratios in Reports
Exciting, Free ERP Events in September with Boyer & Associates
Boyer & Associates will be hosting two exciting, informative events on Microsoft Dynamics ERP solutions in September. Both events, held at the Microsoft Technology Center in Edina, MN, are FREE and open to the public.The first event is our Microsoft Dynamics ERP Shootout, held Wednesday, September 17, from 8:30am - noon. This is the perfect opportunity for you and your team to see the industry-leading ERP solutions in one place, at the same time, and help jump start your enterprise software selection projects. We will dissect and compare the most popular Microsoft Dynamics ERP solutions on the market, including Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL, to enable you to see, feel, and determine which … [Read more...] about Exciting, Free ERP Events in September with Boyer & Associates
Boyer & Associates Expands Microsoft Dynamics NAV Consulting Team
Fred Holst Joins Boyer & Associates Expanding Dynamics NAV Consulting Team as Practice Leader August 14, 2014, Minneapolis, MN --- Boyer & Associates (Boyer), a leading Minneapolis-based provider of Microsoft Dynamics ERP business management solutions for mid-sized businesses,announced that Fred Holst has joined Boyer & Associates as the Microsoft Dynamics NAV Practice Leader. With more than 30 years of experience in software consulting, he will be responsible for managing the Dynamics NAV practice including providing sales and pre/post-sales support to help identify, qualify and close solution opportunities; managing and mentoring the internal NAV team; ensuring project implementation success and client satisfaction, and … [Read more...] about Boyer & Associates Expands Microsoft Dynamics NAV Consulting Team
Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time. Today’s tip will be on using PERIOD in the Column Formula.PERIOD is part of the formula that is found in the column definition. Using this as part of the formula will calculate an average rather than a sum.Column Definition: Formula = “B:MPERIODS”This report was run for period 4. The last column sums the displayed columns and divides by the base period.Result:This tip and 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 … [Read more...] about Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
Microsoft SQL Server Reporting Services (SSRS) is a great tool for writing custom reports for Microsoft Dynamics GP users. One issue that caused a little frustration was having to create multiple reports to accommodate different databases in GP. When a customer would request a change to a report, I would have to modify the report and then redeploy the report three or four times. Finally, I decided, “Why not make the data source dynamic?”After a little searching on the web, I found a way to base the data source connection on a parameter. My first step was to create a parameter to allow the user to select the company they would like to run the report against. This is easy enough to accomplish by creating a dataset based on the following … [Read more...] about Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
The Account Structure in Dynamics SL – An Essential Building Block
A well designed management accounting system will communicate the significance of financial goals within the organization. The financial information provides a basis for assessing performance against targets and is often an important input to management decisions. The quality of this information depends on the policies and procedures used in its production, but also on a well-designed and maintained accounting structure. A badly designed structure, on the other hand, can often lead to inefficient and difficult processes, and potentially to poor financial information.So how does one go about designing the essential building blocks for financial information? While there is no standard answer, there are several things to consider when … [Read more...] about The Account Structure in Dynamics SL – An Essential Building Block
Management Reporter Tips and Tricks #1
Each week, I will be sharing a Management Reporter tip for Microsoft Dynamics ERP. If you are not familiar with Management Reporter, it is a real-time financial reporting application designed to empower information workers to quickly and easily create, generate, secure, and publish financial statements, such as Profit and Loss (P&L) statements, balance sheets, and cash flow reports. This first post is a calculations tip on Change Base Row. Change Base Row in Management Reporter Change Base Row (CBR) is a format code found in the row definition that allows the report to calculate a percentage of net sales or another row. Seeing a percentage of sales can be valuable if you want to compare your financials to another company or division to … [Read more...] about Management Reporter Tips and Tricks #1
Navigation Pane and Navigation Lists in Dynamics GP – What You’re Missing
There are multiple ways to navigate your way through Microsoft Dynamics GP. Using the Navigation Pane is one way. However, this underutilized Dynamics GP feature can do much more!The Navigation Pane is on the left side of your Dynamics GP screen.It can be customized to show the modules used by user.Once configured, these Navigation Pane options can be used to quickly move around from window to window without having to use the drop-down menus. Any window in your preferred module is just a click away.This is all very handy. However, most customers are missing out on the true power of these Navigation Lists. After clicking on the Module, notice the upper left of Dynamics GP. The Shortcuts have now changed to Lists.Click on any … [Read more...] about Navigation Pane and Navigation Lists in Dynamics GP – What You’re Missing
Possible Values Lookup Feature in Dynamics SL 2015
For the past month, the Microsoft Dynamics SL team here at Boyer & Associates has been beta testing the new SL 2015. We have already posted on several new features and highlights of the program, which you can read here. We will continue to post regularly on our findings to inform you on what you can expect with the upgrade.Today, I am going to do a deep dive on one of the new features – the Possible Values Lookup or PV Lookup. This is the screen that pops up when you hit the F3 key or double right-click in a field that has a lookup associated with it. The PV Lookups have used the same functionality for many years, and that functionality was good. However, I must admit that I am pretty excited about the new PV Lookup … [Read more...] about Possible Values Lookup Feature in Dynamics SL 2015
Document Attachments in Microsoft Dynamics GP 2013 – Part 2
Back in May of this year, I first wrote about Microsoft Dynamics GP adding Document Attachments into the core product. This post is a follow-up to that article. Now that Document Attachments have been enabled, you can setup attachments to automatically flow between areas of the accounting system. Enabling Document Attachment Flow in GP 2013 A key feature in the new Document Attachments feature in GP 2013 is the ability to have attachments ‘flow’ through the accounting process. This is fairly straightforward. What is meant by ‘Flow’ is that anywhere a card type item is used, such as an Item, Vendor, or Customer, the attachments associated with that card type will be added as a reference in the new area. A very simple example of this is if … [Read more...] about Document Attachments in Microsoft Dynamics GP 2013 – Part 2
