This week’s Management Reporter tip for Microsoft Dynamics ERP is on exporting a group of reports to excel through the Web Viewer.Export Group to Excel – When viewing a group of reports, you can download the group to Excel and have each report in its own tab.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 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 – Default Fonts. … [Read more...] about Management Reporter Tips and Tricks – 20. Web Viewer Export Group to Excel
Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Currency button.Show Other Currencies – When viewing reports that are in multiple currencies, the Currency button allows you to switch between the different currencies.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 – Web Viewer Export Group to Excel. … [Read more...] about Management Reporter Tips and Tricks – 19. Web Viewer Show Other Currencies
Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web Viewer Show Summary Information.Show Summary Information – When viewing lengthy reports in the Web Viewer, the Show Summary Information option allows you to collapse the details to shorten the length of the report for viewing.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 – Web Viewer Show Other Currencies. … [Read more...] about Management Reporter Tips and Tricks – 18. Web Viewer Show Summary Information
Management Reporter Tips and Tricks – 17. Web View “Go To” Option
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Web View Go To Option.Go to option – When viewing lengthy reports in the web viewer, the “Go To” Option will bring you right to the specific section that you want to view.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 – Web Viewer Show Summary Information. … [Read more...] about Management Reporter Tips and Tricks – 17. Web View “Go To” Option
Microsoft Dynamics GP 2015 Coming Soon!
The Microsoft Dynamics GP team has announced that Microsoft Dynamics GP 2015 has reached RTM (Released to Manufacturing)! This means that the new GP 2015 features for this version have been developed, tested, and finalized. Dynamics GP 2015 is also the accumulation of 120 features delivered since the initial release of Dynamics GP 2013, with these features being released to customers on a six month cadence.Dynamics GP 2015 will include:New simple to configure business process workflows Broadened employee self-service features Efficient multi-tenant provisioning Seamless Office 365 integration An open service based architectureGeneral availability of this version is expected on December 1, 2014. System requirements for Dynamics … [Read more...] about Microsoft Dynamics GP 2015 Coming Soon!
Is it Time to Delete Old Financial Data from Your System?
If you have been on the Microsoft Dynamics SL system for a number of years, it is likely you have financial transactions that are beyond the retention dates for such data. These dates are set in each of your application modules (e.g., the GL Setup, the AR Setup, and the AP Setup screens) and should coincide with your company’s retention policy and needs for accessing such information.Having this data, in and of itself, is not a bad thing but will need to be weighed against other questions. Are you encountering performance issues? Has adding memory to your servers not helped with slow screens or reports? How often do you need to access this older information? Depending on the answer to these questions, it may be time to consider … [Read more...] about Is it Time to Delete Old Financial Data from Your System?
Management Reporter Tips and Tricks – 16. Print Control
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Print Control.Print Control - Restrict printing of columns based on the report base period. This is a great way to build a dynamic 12-month report with budgets and actuals to calculate a forecasted year-end result.Column Definition:Result: The report was run for base period one; therefore, only the budget columns print after period one.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 – Web Viewer Go To Option. … [Read more...] about Management Reporter Tips and Tricks – 16. Print Control
Expanding Dynamics GP Reminders
Microsoft Dynamics GP Reminders have been included in the product now for numerous versions. However, many users are unaware of a link between them and SmartLists.The standard reminders can be seen on the Dynamics GP Home screen. Click on the edit button on the Reminder tile:You will then see the standard Reminder Preferences window.Now, let’s dig into these a bit more!Start with a customized SmartList based on your desired data. For this example, we’ll review Customers who have a balance in the 181 and Over Aging bucket.First, build your SmartList. Here, we start with the standard Dynamics GP customer SmartList and add our desired columns.**Note**To add or subtract a Column, click on the Column button at the top. … [Read more...] about Expanding Dynamics GP Reminders
Management Reporter Tips and Tricks – 15. Delete Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Deleting Blank Rows.Wonder why that report generates an extra blank page? Well, it’s a simple oversight that you can fix to get rid of it!Row Definition: Make sure to delete the blank rows on the bottom of your 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 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 – Print Control. … [Read more...] about Management Reporter Tips and Tricks – 15. Delete Blank Rows
Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Suppressing Blank Rows.Suppressing Blank Rows – Do you have rows showing up with no amounts? Suppress them! Row Definition: “X0”or Report 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 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 – Delete Blank Rows. … [Read more...] about Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
