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
Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns.Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use the range B:D as highlighted 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 – Dynamic Headers with CALC. … [Read more...] about Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
Management Reporter Tips and Tricks – 40. IF THEN ELSE
This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE.IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy the row to the liability section and reverse the sign in the formula.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 – Calculations on Hidden Columns. … [Read more...] about Management Reporter Tips and Tricks – 40. IF THEN ELSE
Management Reporter Tips and Tricks – 39. Long Date Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format.Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report.Change the date format on the system.Then, correct way for no day.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management Reporter software or any Dynamics ERP solution, please contact us at any time.Be sure to subscribe to our blog so you don’t miss next week’s tip – IF THEN ELSE. … [Read more...] about Management Reporter Tips and Tricks – 39. Long Date Format
Management Reporter Tips and Tricks – 38. Open Last Generated
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Open Last Generated feature.If you have large reports that take a long time to run, click the Last Generated pictured below. This will open the last generated report but will not calculate any new changes your accounting system.All of these tips and many more are covered in our Management Reporter training class held each month. If interested in more training contact us at www.boyerassoc.com.Be sure to subscribe to our blog so you don’t miss next week’s tip— Long Date Format. … [Read more...] about Management Reporter Tips and Tricks – 38. Open Last Generated
Management Reporter Tips and Tricks – 37. MR Version
This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running.If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option.The version you're currently on will be listed as illustrated below.Later versions of MR contain enhanced features like default reports, web viewer enhancements, and any bugs that may have been discovered in the programming. Staying current will ensure you are get the most out of the software.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management … [Read more...] about Management Reporter Tips and Tricks – 37. MR Version
Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP
Today, I am going to show you how to install the Professional Services Tool Library (PSTL) for Microsoft Dynamics GP and how to launch it. However, please note that the tools in this package can only be used by the System Administrator (SA) user. You will have to be logged into Dynamics GP as the SA user to complete the steps below. To install the Professional Services Tools Library (PSTL):Navigate to the Windows Control Panel – Programs and Features. Select “Microsoft Dynamics GP” and click the “Change” button above. Click the “Add/Remove Features” button. Scroll down to the “Professional Services Tools Library.” Click on the red “x,” select “Run from My Computer” and the red “x” will disappear. Click the “Next” button … [Read more...] about Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP
