This week’s Management Reporter tip for Microsoft Dynamics ERP is on placing Department on Rows.Department on Rows: Flip the traditional report layout to have departments in the row and GL account data in the columns.Row Definition:Column 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 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 – Column Format Code. … [Read more...] about Management Reporter Tips and Tricks – 11. Department on Rows
Management Reporter CU10 Update Released
On September 30, 2014, Microsoft released the latest cumulative update for Management Reporter 2012 – Cumulative Update 10 (CU10). This update adds some new features to Management Reporter that have been requested through Microsoft Connect.The new features that are available across all Dynamics platforms include:Total formulas are now shown when reports are downloaded to Microsoft Excel.When exporting a generated report to Microsoft Excel, the TOT formulas are now part of the Excel workbook. Example from CU9 and previous versions:Example from CU10:This only works for TOT formulas; CAL formulas are still exported as the result. For a video on this feature, click here.Users can choose how headers and footers are exported in … [Read more...] about Management Reporter CU10 Update Released
Microsoft Dynamics SL 2011 Caution on Reversing Project Entries
The Journal Transactions screen in the General Ledger module got a great button added in Microsoft Dynamics SL 2011. The button, when pressed, allows you to Reverse, Reverse & Correct, or Copy a posted General Ledger batch. Awesome, right?! It’s something we have all been asking for in SL.But wait! If you are using the Project Series and are reversing journals with project postings, there is something you need to know. The project flips the sign for unit posting for expense account types when the reversal credits expense. There are two options at this point: either flip the sign on the units before the entry is released to be positive or don’t use the Reverse function. Instead of the Reverse function, copy and paste the journal … [Read more...] about Microsoft Dynamics SL 2011 Caution on Reversing Project Entries
Management Reporter Tips and Tricks – 10. Book Code Modifier
This week’s Management Reporter tip for Microsoft Dynamics ERP is on using a Book Code Modifier.Book Code Modifier: This feature is helpful if you need to pull in non-financial data or want to reference budget values instead of actuals on a specific row. This can also be used in calculations in the report.Row Definition Examples: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 – Department on Rows. … [Read more...] about Management Reporter Tips and Tricks – 10. Book Code Modifier
Moving Transactions to History in Dynamics GP
Ever wondered how to move transactions to history in Microsoft Dynamics GP? Below are the reasons why you might want to do so and fairly simple steps to moving transactions to history in Sales Order Processing (SOP), Receivables Management (RM), Purchase Order Processing (POP), and Payables Management (PM). Sales Order Processing (SOP) Per the help file: “Typically, documents with no remaining quantities are moved to history (automatically) when the document is transferred, voided, or posted. Occasionally, you might need to remove sales documents that have a remaining quantity of zero and haven’t been moved to history. For example, suppose you transfer some of the item quantities from an order to an invoice. Later, you cancel the remaining … [Read more...] about Moving Transactions to History in Dynamics GP
Management Reporter Tips and Tricks – 9. Prevent Drill Down
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Prevent Drill Down: To hide confidential information, yet allow details in the rest of an account detail report, use “XD” under the Print Control to suppress a specific row. This prevents the drill down feature when viewing the reports.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 – Book Code Modifier. … [Read more...] about Management Reporter Tips and Tricks – 9. Prevent Drill Down
Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL
Microsoft Dynamics GP and Microsoft Dynamics SL ERP solutions both provide predefined SQL Views that can be used for simplifying your report development. A SQL “View” is essentially a virtual table or predefined SQL “Select” statement that is stored in the database as an object. Some of the benefits of using a SQL View in your report writing effortTable relationships in a multi-table query can be defined in the View, including the type of join (inner, outer, full) that is being employed. If you don’t fully understand how to create the relationships, you can frequently get a more technical resource to create a View for you, which you can then consume in your report. Obscure field and table names can be changed to more meaningful terms. … [Read more...] about Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL
Management Reporter Tips and Tricks – 8. Rolling 12 Months
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months.Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially useful for side-by-side reports with divisions, departments, or companies. This example is a 12 month rolling, Base plus 11 periods in the past.Column Definition: Period is BASE-11:BASEThis 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 – Prevent Drill Down.Register now for our next Management Reporter training on Aug. … [Read more...] about Management Reporter Tips and Tricks – 8. Rolling 12 Months
Management Reporter Tips and Tricks – 7. Account Numbers
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers.Account Numbers in the column definitions can show the account numbers that make up the row definition without having to drill into the details.Column 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 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 – Rolling 12 Months. … [Read more...] about Management Reporter Tips and Tricks – 7. Account Numbers
SOP to POP Link in Microsoft Dynamics GP
Today, I am going to show how to create a Purchase Order from a Sales Order in Microsoft Dynamics GP. You can do this to purchase shortages of items that you need to sell.First, navigate to the Sales Transaction Entry window (Sales → Transactions → Sales Transaction Entry). Enter your Sales Order information completely. Click on the Actions button and select Purchase, which will bring up the following window: You will need to mark the check box in front of the red circled X, where it says “(NO VENDOR).” Then, click on the PO tab: On the PO tab, enter the Vendor ID that you will be purchasing from, the PO date, and the shipping method. Once you select a Vendor ID, the red circled Xs will go away: Then, you can either click the … [Read more...] about SOP to POP Link in Microsoft Dynamics GP
