Entering budgets into Microsoft Dynamics SL is a bit of a problem. We have developed a system at Boyer & Associates, called Budget Import, which allows the user to import an Excel spreadsheet used to create the budget, avoiding user error in converting or entering the data, and allowing the data to be inserted quickly and easily. It consists of two screens and allows for significant flexibility in how the source file is formatted, while remaining simple to setup.Currently in Dynamics SL, the standard Budget Maintenance screen (01.250.00) only allows you to access a single account and subaccount at a time:That gives you good control over each line in the budget, but consider that a company with 50 accounts (a tiny list) and 4 … [Read more...] about Budget Import for Dynamics SL
Management Reporter Tips and Tricks – 24. Report Group Override
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Report Group Override.Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.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 on Logos. … [Read more...] about Management Reporter Tips and Tricks – 24. Report Group Override
Management Reporter 2012 CU 11 Released
Microsoft has released the latest Cumulative Update for Management Reporter 2012. The CU11 update contains enhancements around reporting on multiple closing periods, currency translation fixes for Microsoft Dynamics GP, performance improvements, and additional flexibility around company configuration for Microsoft Dynamics GP and Microsoft Dynamics SL.New Management Reporter CU11 features:Ability to select the closing period(s) you wish to include in your report for Microsoft Dynamics AX Currency Translation fixes for Microsoft Dynamics GP Improved performance for integration and report generation Ability to drill into a Total row from within the Web Viewer Companies can be enabled or disabled for reporting within Microsoft … [Read more...] about Management Reporter 2012 CU 11 Released
Management Reporter Tips and Tricks – 23. Alt F1
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Alt F1.Alt F1 – If you don’t have a very large computer screen or you are displaying large font, it can be difficult to see the entire section that you are designing. Use ALT+F1 to gain more design space.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 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 – Report Group Override. … [Read more...] about Management Reporter Tips and Tricks – 23. Alt F1
Dynamics GP 2015 Service Based Architecture Overview
I recently attended reImagine2014, a Microsoft event directed to GP partners. This event provided a sneak peak at Dynamics GP 2015 for consultants, developers, and sales people. While there are many good features and functionality being delivered in GP 2015, there is one that really stands out in the crowd – Service Based Architecture (SBA).I would love to be able to show you many screen shots of this new feature, but unfortunately, it’s not a feature that has a pretty face to show off. However, it definitely has the ability to change how you use Dynamics GP and potentially how you do your business. My hope is that, by reading this, I can provide you with an overview of SBA, why Microsoft added it to Dynamics GP, and how you could use … [Read more...] about Dynamics GP 2015 Service Based Architecture Overview
Management Reporter Tips and Tricks – 22. Default Report Library
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Default Report Library.Default Report Library – When developing reports, you can change the default library where reports will be generated. This way, you can keep them separated from other reports.To change the default report, go to Tools > Options.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 – Alt F1. … [Read more...] about Management Reporter Tips and Tricks – 22. Default Report Library
How to Set Up a New Company in Dynamics GP
Today, I will demonstrate the steps to create a new company in Microsoft Dynamics GP. You will need to navigate to your Windows Start menu and then select the Microsoft Dynamics folder and expand it. You will see another folder for GP 2010/2013/2016 (depending on what version you are using); expand that folder as well. Then, you will see a couple of options; select the “GP Utilities” option.Once Utilities starts, you will need to log in to Utilities using the SA username and password. Once logged in, follow the steps below:Select “Create a Company” on the Additional Tasks window. (It is the default option.) Click Process. On the Create Company window, enter a Database/Company ID and Company Name. The Database/Company ID must be … [Read more...] about How to Set Up a New Company in Dynamics GP
Management Reporter Tips and Tricks – 21. Default Fonts
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Fonts.Default Fonts – Use this to set up a default font and size so all the reports are consistent, especially when you have multiple people designing reports.To change the default font, go to Format > Styles and Formatting.Highlight Default and select Modify.Once the font style is created, select one or more cells in your row or column definition and select the font style that you have created.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 … [Read more...] about Management Reporter Tips and Tricks – 21. Default Fonts
Dynamics GP Year-End Tip – Update 1099 Information
Microsoft Dynamics GP 2013 has been around for a little while now, but there is a new feature that was added that I like to remind people about.It used to be that if someone forgot to setup a 1099 vendor correctly in GP, you were forced to go through a few manual steps to get the right 1099 information to print out of GP. Usually, users would just update the summary record in GP, which could lead to some confusion when trying to understand why the detailed invoice had a 1099 amount of $0.With GP 2013, that has all changed. Now, there is a simple utility that a user can run in order to update the detailed transactions in GP and produce an accurate 1099 report. When I catch that my vendor AmericaCharge was never setup as a 1099 vendor, I … [Read more...] about Dynamics GP Year-End Tip – Update 1099 Information
Attachments in GP 2013 – Part 3
Everything is setup and now you want to send a document with attachments to the customer So the first two posts – Part 1 and Part 2 – showed you how to setup attachments, enable email for the customer address, and allow attachments to ‘flow’ to the new Sales Orders. Now, it is time to send the sales document to the customer and include the attachments.For this example, I will use the prior sales document that I created for Adam Park. That customer has an attachment on it which flowed to the new sales document, and the item that I have put on the order has an attachment on it that also flows to the new sales document. Open Sales Transaction Entry Since I already have the document defined, I will bring it up in Sales Transaction Entry. For … [Read more...] about Attachments in GP 2013 – Part 3
