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
Management Reporter Tips and Tricks – 6. Start and End Dates
This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates.Start Dates and End Dates in the column definitions can be used to report results by a data range, such as a weekly range. This restriction is useful for daily or weekly sales reporting, cash analysis needs, and other date-sensitive reports.Column Definition:In the Start Date and End Date columns, you can enter a specific day of the period. For example, “1” indicates the third day of the period. This is a nice feature as you do not need to reselect actual dates when you run the report in the next period.Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in … [Read more...] about Management Reporter Tips and Tricks – 6. Start and End Dates
Adding Custom Fields to a Screen in Dynamics SL
One common customization for screens in Microsoft Dynamic SL is to add fields to store non-standard data. Depending on the quantity of additional information (and its type), this can be either very simple or quite complex. Let’s start at the beginning.First, a general word on customizations – screens can be customized at multiple levels. The basic levels are All Users, One Group, One User, and Self. (It is possible to adjust the level numbers to gain additional layers, but normally, that is more trouble than it is worth.) Most customizations will be done at the All Users level.The first step is to select the proper level. This is done by double clicking on the customization level at the base of the menu window (shown below). Note that … [Read more...] about Adding Custom Fields to a Screen in Dynamics SL
Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters.Reporting Units and Dimension Filters in the column definitions can be used to separate GL accounts and departments on the report 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 – Start/End Dates. … [Read more...] about Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters
How to Delete a Previously Printed Sales Order Processing Batch in Dynamics GP
Microsoft Dynamics GP users, have you ever wondered how to delete a Sales Order Processing (SOP) batch that has already been printed? Today, I will explain how to do just that, whether some or all of the documents in it have been printed.When you try to delete a batch of sales invoices where some or all have been printed, you will receive an error:This error occurs because documents in this batch have already been printed. By design, Dynamics GP will not allow you to delete a sales document once it has been printed. You can void the documents but not delete them.If you do not want to void the documents, you can also resolve this issue by manually updating the SOP10100 TIMESPRT column to equal zero for this batch in SQL Management … [Read more...] about How to Delete a Previously Printed Sales Order Processing Batch in Dynamics GP
Management Reporter Tips and Tricks – 4. @UNIT Restrictions
The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog.@UNIT Restrictions can be used in the row definition to display specific parts of your reporting tree without having to generate the entire tree in your reports or drill into the details.Row Definition: Requires a tree to be selected for the report.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 – Reporting Units & … [Read more...] about Management Reporter Tips and Tricks – 4. @UNIT Restrictions
Management Reporter Tips and Tricks – 3. Ratios in Reports
This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports.Ratios can sometimes be complicated and may seem like you need to export to Excel to do them. Using other non-printing rows to calculate ratios and other formulas will eliminate the need to export to Excel.Row Definition: Use the NP function to hide the data used for the ratios or formulas under print control.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 – @UNIT Restrictions. … [Read more...] about Management Reporter Tips and Tricks – 3. Ratios in Reports
Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time. Today’s tip will be on using PERIOD in the Column Formula.PERIOD is part of the formula that is found in the column definition. Using this as part of the formula will calculate an average rather than a sum.Column Definition: Formula = “B:MPERIODS”This report was run for period 4. The last column sums the displayed columns and divides by the base period.Result:This tip and 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 … [Read more...] about Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
Microsoft SQL Server Reporting Services (SSRS) is a great tool for writing custom reports for Microsoft Dynamics GP users. One issue that caused a little frustration was having to create multiple reports to accommodate different databases in GP. When a customer would request a change to a report, I would have to modify the report and then redeploy the report three or four times. Finally, I decided, “Why not make the data source dynamic?”After a little searching on the web, I found a way to base the data source connection on a parameter. My first step was to create a parameter to allow the user to select the company they would like to run the report against. This is easy enough to accomplish by creating a dataset based on the following … [Read more...] about Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
