Do you ever have to output financial information with GP SmartLists and then go through the same manual efforts in Excel? Perhaps you need to export to Excel to filter out certain groups (such as top customers) or sort data (largest dollar amount to smallest dollar amount, for example).This is a typical headache for accountants trying to get a monthly analysis of business performance. It’s often a monthly ordeal and can take precious time out of your busy schedule.If this sounds familiar, you should know that we can help you create SQL objects that do the heavy lifting for you. Once the objects are loaded, you can view the data with your tool of preference, such as an Excel Refreshable Report, a SQL Server Reporting Services report or … [Read more...] about Sort Data Faster, Smarter With Our Custom Solutions
Create New Records in NAV RapidStart Part 2
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV.Today we are going to review steps 6-8 as they apply to new records. We will import our Excel file into NAV, validate it, resolve any errors and then apply the file.Let’s start with importing the file we created in the previous blog:Choose your file.You will see that in the configuration package under No. of Package Records the total is now “3” for the three tire records we created in our last blog post.Next, click on “Validate Package.”In our example we ended up with nine validation errors (see below) on our first validation attempt.Move your mouse on top of the number. Once it underlines, click on it and the following message box … [Read more...] about Create New Records in NAV RapidStart Part 2
Close the Books in Minutes with Dynamics GP Reconciliations
The beginning of every month is an exceptionally busy time for accountants as they try to close the books for month end. Many companies feel good when they close their books in a couple of weeks. For other companies, the process can take five weeks or more.However, we have some companies that are performing their month-end close with Dynamics GP in two or three days. CPA and author Stephen Bragg provides a guide to shrink the process down to just one day in his book Fast Close.Impossible, you say? It’s not if you perform daily bank reconciliations.One of the very time-consuming activities at month-end is reconciling bank accounts. Traditionally, accounting professors taught their students to reconcile bank accounts monthly after … [Read more...] about Close the Books in Minutes with Dynamics GP Reconciliations
Create New Records in NAV RapidStart
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. For this week’s blog, we’re going to take a short detour to add new items to the Item Card.Adding new records is similar to performing a mass update on existing records. You will follow the same eight steps as before. However, the trick to adding new records is to find an existing record that is very similar to what you want to add. For example, is the item purchased or manufactured? Will the existing and new records share the same posting groups? And so on. You then use the existing record as a template for the new records.To add some new items for our example, let’s use the Cronus database and for the bike, let’s say we want to add in a few new … [Read more...] about Create New Records in NAV RapidStart
Dynamics SL: ‘In’ Function Made Easier
It can be difficult for Dynamics SL users to remember how to use all the different operators available in the Dynamics SL ROI screen.ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any non Management Reporter report in SL. Typically, the screen is used to filter or sort reports at run time.Here is a simple tip in version 2015 that makes doing an "In" function easy:On the "Select" tab of an ROI screen, choose your field. For our example, let’s say the field we want is "Account." Then choose your "Operator of In." Finally, do a PV on the "Value" fields. PV stands for Possible Values and is the same as hitting the F3 function key to display what your choices are.This new … [Read more...] about Dynamics SL: ‘In’ Function Made Easier
Boyer earns spot in Top 100 VARS for 2016
For the seventh year in a row, Boyer & Associates has earned a coveted spot in Bob Scott’s Insights Top 100 VARs.The winners of this award are chosen among companies who sell and implement Enterprise Resource Planning (ERP) accounting software. Selection for the Top 100 list is based on annual revenue generated by each reseller. Boyer & Associates has made the nationwide list seven times now.“Bob Scott’s thoughts and ‘Insights’ really are insightful. Bob writes as he speaks — very directly, which I believe most people who have little time to stay current with industry news crave. We very much appreciate being recognized by this important industry staple each of the last seven years,” said President Jack Boyer. Not just ERP … [Read more...] about Boyer earns spot in Top 100 VARS for 2016
Mass Updates in NAV RapidStart Step 6
Hello and welcome back to our blog series on how to use RapidStart Services in Microsoft Dynamics NAV. In this post we are going to work on importing the Excel file into NAV (step 6 of the 10-step process).At this point, please make sure the file you were working on in step 5 is saved. Our work in Excel is complete and we will be working in NAV from this point forward, unless there are data errors to fix in the Excel file. Step 6 Before we go further, I’d like to explain one concept in a little more detail. When we import the Excel file into NAV, at the time of import we are copying the data from Excel into NAV’s configuration package. We are not moving the data directly into the tables yet. When we get to the step to apply the data, … [Read more...] about Mass Updates in NAV RapidStart Step 6
Budget Import in SL Just Got Easier
When our clients have a problem that needs solving, our Dynamics consultants go out of their way to get the job done — even if that means creating an entirely new product.That’s how Budget Import Utility © for Dynamics SL was born back in 1999. This product was written as an enhancement to Dynamics SL accounting software.The product is designed to allow the user to import a budget from a selected file in Microsoft Dynamics SL. The structure of that file is defined by the user in the setup program, allowing a great deal of flexibility.The Budget Import Utility © program allows the user to specify the following:fiscal year company (selected from the list of available companies) ledger (selected from the list of non-actual … [Read more...] about Budget Import in SL Just Got Easier
Mass Updates in NAV RapidStart: Steps 1 & 2
Welcome to Part 2 in a series of blogs on how to make mass changes and additions to data in Dynamics NAV. If you missed Part 1, you can read it here.In this blog we will look at the first two of 10 steps in making a mass change or addition to data in NAV, specifically:Identify what you want to change or add to NAV, including which fields and tables are involved. a.) For changes to existing records, create a mapping table to identify under what circumstances certain records will get updated. b.) For new records, identify all the fields that need to be set up to add in the new data. Go into RapidStart and create your configuration package and download the tables and fields identified. Export this to Excel.Let’s get started! Step … [Read more...] about Mass Updates in NAV RapidStart: Steps 1 & 2
Dynamics SL Tip on ROI ‘Between’ Function
For those of you who use Dynamics SL at a fairly technical level, you are probably familiar with the terms ROI and PV. ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any Dynamics SL Crystal Report. The purpose of the screen is to filter or group the report the way you want it to show at run time.It can be difficult to remember how to run all the different operators in the Dynamics SL ROI screen. Below is a tip in version 2015 that makes doing a “between” function easy.On the Select tab of an ROI screen, choose your field. For this example, let’s say the field is Account. Then choose your Operator of Between and do a PV on the Value field. PV stands for Possible Values and is … [Read more...] about Dynamics SL Tip on ROI ‘Between’ Function
