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
Management Reporter Tips and Tricks – 36. Currency Symbols
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Currency Symbols.Currency Symbols – The Report Definition has an option to display the currency symbol on the first row. Simply type CS in the Print Control field. If other rows need a currency symbol, you can adjust the Row Definition as well.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 – MR Version. … [Read more...] about Management Reporter Tips and Tricks – 36. Currency Symbols
Management Reporter Tips and Tricks – 35. Sort by Natural
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account.Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → Other button → Account & Transaction Detail tab → check “Sort by natural or main segment.”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 – Currency Symbols. … [Read more...] about Management Reporter Tips and Tricks – 35. Sort by Natural
Error Emailing Documents in Microsoft Dynamics GP 2010
The new functionality delivered with Microsoft Dynamics GP 2010 to email documents to your customers and vendors has been very popular. The System Users Guide and several blog sites have done a good job of outlining the steps necessary to setup this functionality. However, I have run into a bug in at least one version of GP 2010 R2 (11.00.1914) that does not allow for emailing of documents.Despite following all the proper steps, you will get this error: “You must assign the selected message to the appropriate document type or to All as the series”.We have confirmed this bug with Microsoft (quality issue – PS 63319).In our client’s case, the Doc Type of Sales Invoice got saved incorrectly in the SY04901 table. The client was trying … [Read more...] about Error Emailing Documents in Microsoft Dynamics GP 2010
Management Reporter Tips and Tricks – 34. Box Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format.Box Format – Use the box format to draw more attention to specific areas of your report.Row Definition:Result:To learn more about using the Box Format to add boxes around columns in Management Reporter, click here.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 – Sort by Natural. … [Read more...] about Management Reporter Tips and Tricks – 34. Box Format
