From time to time we have had clients contact us wanting to know if there is an easy way to see who posted a transaction to the GL in Microsoft Dynamics GP. The Journal Entry Inquiry window will provide you with additional information associated with the journal entry, such as the Audit Trail Code and Source Document; however, it does not tell you who posted the transaction.Dynamics GP does store the user who posted the transaction in the database. So, an SQL script could be used to query the GL20000 (Open Year Posted Transactions) or GL30000 (Historical Year Transactions) tables with USWHPSTD being the User Who Posted field. However, most users do not have access to SQL to run ad hoc scripts.The easiest solution for all users is … [Read more...] about Using SmartList to Display the Name of the User Who Posted a Transaction in Dynamics GP
Easy Way to Determine Your Current Dynamics GP Version
Do you often wonder what Dynamics GP version number you are on? We often get questions about the version numbers and it’s easy to get confused by the number sequence.For many years, the version numbers for the Dynamics GP software were consecutive numbers such as 7, 8, 9, and 10. Updates to a version came out as a point release like, 8.5 or 9.5. Starting with release “11”, Microsoft started naming the Dynamics GP releases by the year released, instead of by the next sequential release number. So GP “11” became Dynamics GP 2010 and now GP “12” is Dynamics GP 2013.It was confusing because the change occurred in the year 2010. So the version numbers went from GP 10 to GP 2010 for releases 10 and 11, respectively.Not to confuse the … [Read more...] about Easy Way to Determine Your Current Dynamics GP Version
Quick Query Is Your New Best Friend to Retrieving Data in Dynamics SL 2011
In a previous blog post, A Few of Our Favorite Features in Dynamics SL 2011 – Part 1, we discussed a few really cool features like Menu Searching, Navigation History, Grid to Excel, and the new Attachment feature in Dynamics SL 2011. In this post, we’d like to highlight another great and usable feature called Quick Query that is available in Dynamics SL 2011 or Dynamics SL 2011 Feature Pack 1, which became available in the summer of 2013.Quick Query is a tool that allows a user to query the database for data that the user needs to see. Prior to version 2011, there really was only one way to retrieve data from the Dynamics database which was to run a report. Those reports were written in Crystal. Crystal has a lot of functionality, and … [Read more...] about Quick Query Is Your New Best Friend to Retrieving Data in Dynamics SL 2011
Boyer to Host Dynamics ERP Year-end Events for Dynamics GP and Microsoft Dynamics SL Users – Dec. 10 and Dec. 12
Need help closing out your books for 2013? Boyer & Associates will be hosting two Microsoft Dynamics ERP year-end events for Microsoft Dynamics SL and Microsoft Dynamics GP users on December 10 and December 12, 2013 respectively. The free events, open to Boyer clients and non-clients, will be held at the Microsoft Technology Center in Edina, MN from 8:30 a.m. – 12:00 p.m.Attendees will have an opportunity to learn what steps should be completed and when for year-end closing of GL, AP, AR, Inventory, Fixed Assets and Payroll. We’ll also review any changes to tax forms such as 1099's and W-2's. Whether it’s the first time closing the books, or you need a brief refresher session, users who are looking to review the recommended year-end … [Read more...] about Boyer to Host Dynamics ERP Year-end Events for Dynamics GP and Microsoft Dynamics SL Users – Dec. 10 and Dec. 12
Tips to Resolving Font Name Error In Management Reporter
If you’ve migrated from FRx to Management Reporter, you may have noticed there may be some fonts that are not available on the system.The migration report may show that all fonts migrated successfully but when you open a Row Definition or Column Definition you may receive an error that the font cannot be found.This will then crash Report Designer with the following error:To resolve this error:Open SQL Server Management Studio and connect to the ManagementReporter database.Run the following script: (replacing ‘FONTNAME’ with the font name in the error message) to see how many objects are using the font in the error message.Select * from ControlFontStyle where FontName = 'FONTNAME'Now run the following script to update all … [Read more...] about Tips to Resolving Font Name Error In Management Reporter
Live Event on 11/21 – Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions
Are you looking for a better way to manage multiple entities in your business? Join Boyer & Associates and BinaryStream on Thursday, November 21, 2013 from 8:30 a.m. - 12:00 p.m. CT for an event, "Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions" at the Microsoft Technology Center in Edina, MN and learn the advantages of using Microsoft Dynamics ERP multi-entity management solutions to help:Streamline Multi-Entity Transactions Significantly Improve Financial Reporting Time and Quality per Site/Entity Dramatically Reduce Operational Costs Ensure Secure Site InformationThe informational presentations will review and compare functionality of the most popular multi-entity ERP solutions on … [Read more...] about Live Event on 11/21 – Streamline and Manage Your Multi-Entity Business with Microsoft Dynamics ERP Solutions
Boyer & Associates Helps Microsel Increase Sales and Improve Operational Efficiency with Microsoft Dynamics GP
Boyer & Associates is pleased to announce the completion of an ERP financial management project for Microsel, a system manufacturer and wholesale computer distribution company headquartered in Eden Prairie, Minn.To update the company’s outdated financial management system and improve order fulfillment processes, Boyer & Associates implemented Microsoft Dynamics GP , an industry leading financial accounting/ERP solution. “With our previous accounting system, we struggled with too many manual processes, poor reporting, and inefficient sales ordering processing due to lack of integration. We chose Microsoft Dynamics GP because of its compatibility with other applications, ease of reporting and third-party plug-in integration. Having … [Read more...] about Boyer & Associates Helps Microsel Increase Sales and Improve Operational Efficiency with Microsoft Dynamics GP
Tips to Using Unit Accounts with Variable Allocation Accounts in Dynamics GP
In a previous post, "How to Use Dynamics GP Unit Accounts to Enhance Your Management Reports," we talked about how companies can use Unit Accounts for statistical data to track a company’s performance in Dynamics GP. Any non-financial or statistical data that is tracked and reported on could potentially be set up as a Unit Account. In Dynamics GP, Unit Accounts can be used to breakdown or allocate costs at a more granular level, which provides management a clearer picture of how various areas of the company are performing.Predominantly, companies want overhead expenses such as rent or utilities separated by department, location, project, or product. Frequently, the process for allocations is manual with the calculation done in Excel … [Read more...] about Tips to Using Unit Accounts with Variable Allocation Accounts in Dynamics GP
Boyer to Host Microsoft Dynamics ERP Evaluation Shootout Event on September 19, 2013
Boyer & Associates will be hosting a fall Microsoft Dynamics ERP Shootout event for companies and organizations evaluating new ERP solutions on September 19, 2013 from 8:30 a.m. – 12:00 p.m. CT at the Microsoft Technology Center in Edina, Minnesota.The free half-day event will provide an opportunity for attendees to learn and evaluate three leading Microsoft Dynamics ERP solutions including Microsoft Dynamics AX, Microsoft Dynamics GP and Microsoft Dynamics SL. The event is geared toward organizations that are in the market for better financial management and the presentations will review and compare functionality of each application as it relates to Financial Modules, Financial Reporting Modules and Integration.“We know that … [Read more...] about Boyer to Host Microsoft Dynamics ERP Evaluation Shootout Event on September 19, 2013
How to Use Dynamics SL Statistical Ledgers to Enhance Your Management Reports
Many companies use statistical data in combination with financial information to create key metrics that management uses to track the performance of a company. What many people don’t realize is that you can utilize Statistical Ledgers in Dynamics SL to add metrics to existing financial reports.What is a Statistical Ledger? Statistical Ledgers are like regular Financial Ledgers except that they are for non-financial or statistical data. Instead of currency, they track units. (Financial>General Ledger>Ledger Maintenance)For example, a company might use Revenue per Headcount to measure the efficiency and productivity of its employees. Accounts for headcount by department would need to be set up in the Chart of Account … [Read more...] about How to Use Dynamics SL Statistical Ledgers to Enhance Your Management Reports
