This week’s Management Reporter tip for Microsoft Dynamics ERP is on P&L Check Figure.Ever wonder if you are pulling all the GL accounts and your formula is working correctly in your P&L row definitions? Add a check figure to validate and warn you if there are accounts missing, duplicated, or if the formulas are wrong. The first step is to add a non-printing check figure to add up all your P&L accounts. Now, add a row that subtracts the calculated net income from the check figure and make it non-printing if it is zero. Caution: If using a tree with the P&L, this will not check to make sure all departments are in the tree.This tip, and many more, are covered in our Management Reporter training class held each month. If … [Read more...] about Management Reporter Tips and Tricks – 49. P&L Check Figure
Management Reporter Tips and Tricks – 48. Web Viewer Default
Here's this week’s Management Reporter tip for Microsoft Dynamics ERP:Do your reports keep opening up in the web viewer like below?Change your default to the MR Report Viewer in the Reporter Designer under Tools. This will have a few more options available that the Web viewer does not have.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – P&L Check Figure. … [Read more...] about Management Reporter Tips and Tricks – 48. Web Viewer Default
Management Reporter Tips and Tricks – 47. Wrap Text
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Wrap Text feature.Wrap Text – This feature is in the column definition and prevents the row description from being cut off, as illustrated below.Column 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 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 Default. … [Read more...] about Management Reporter Tips and Tricks – 47. Wrap Text
Management Reporter Tips and Tricks – 46. Renumber Row Option
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Renumber Row Option.Renumber Row Option – Found in the Row Definition Edit/Renumber rows. It will also renumber formulas. The Renumber Row Option is a very nice feature for those accountants that like good organization in their reports.Before: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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Wrap Text. … [Read more...] about Management Reporter Tips and Tricks – 46. Renumber Row Option
Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
Reposted from AvalaraBwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.Take pumpkins, for example. Nothing says fall quite like overflowing cornucopias, evil-grinned jack-o’-lanterns and (yep) pie. But be warned: not all pumpkins are created equal. In New Jersey and Pennsylvania, taxability depends on if your pumpkin is tricked-out or treat-worthy. Pumpkins to be used for decoration (painted, varnished or carved) are taxed while pumpkins used for food (like pie) are tax-exempt. In Iowa, all pumpkins used to … [Read more...] about Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
Management Reporter Tips and Tricks – 45. Zero Value Override
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Zero Value Override Text.Zero Value Override Text – Allows you to override a zero value in the format of a row or column with a text such as “N/A”. This is very useful if your report is set to show blanks for zero, as you can now override and show 0.0% as a text rather than a value. This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Renumber Row Option. … [Read more...] about Management Reporter Tips and Tricks – 45. Zero Value Override
Management Reporter Tips and Tricks – 44. Acct Modifier
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier.Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number.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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Zero Value Override. … [Read more...] about Management Reporter Tips and Tricks – 44. Acct Modifier
Simplifying Order Entry for Medical Products Distributors
What are some of the problems we have helped medical products distributors resolve?Here in Minneapolis, there are many firms that sell medical products as distributors, including several of our clients. The first thing I hear most of these firms mention is that their productivity would soar if they could just enter orders more easily. So what does the sub-list look like for facilitating order entry? This is what I’ve been told by clients:Make it simple for me to change the ship to via possible values for this customer so I don’t have to key in the entire ship-to address when it’s already in the system. Make it easy for me to see both what is on hand and what is available. Let me see the effect of prices I change on the margin of … [Read more...] about Simplifying Order Entry for Medical Products Distributors
Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows.Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below.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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Acct Modifier.Update: Register now to get more helpful tips at our two-day Management Reporter training class Aug. 26-27. … [Read more...] about Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Dynamic Headers with CALC.Dynamic Headers with CALC – If you want the auto text to populate in the column header for a calculated column, you will need to define the Fiscal Year and the Period, as highlighted in the illustration below.Column 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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Column Restrictions for Rows. … [Read more...] about Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
