ERP Events

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Wrap Text feature.Wrap Text – This feature is in the column definition and prevents the row description from being cut off, as illustrated below.Column 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 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 Default.  … [Read more...] about Management Reporter Tips and Tricks – 47. Wrap Text

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Renumber Row Option.Renumber Row Option – Found in the Row Definition Edit/Renumber rows. It will also renumber formulas. The Renumber Row Option is a very nice feature for those accountants that like good organization in their reports.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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Wrap Text.  … [Read more...] about Management Reporter Tips and Tricks – 46. Renumber Row Option

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Zero Value Override Text.Zero Value Override Text – Allows you to override a zero value in the format of a row or column with a text such as “N/A”.  This is very useful if your report is set to show blanks for zero, as you can now override and show 0.0% as a text rather than a value. This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Renumber Row Option. … [Read more...] about Management Reporter Tips and Tricks – 45. Zero Value Override

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows.Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below.Row 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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Acct Modifier.Update: Register now to get more helpful tips at our two-day Management Reporter training class Aug. 26-27.  … [Read more...] about Management Reporter Tips and Tricks – 43. Column Restrictions for Rows

This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns.Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use the range B:D as highlighted below.Column 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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Dynamic Headers with CALC. … [Read more...] about Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns

This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE.IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy the row to the liability section and reverse the sign in the formula.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 visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Calculations on Hidden Columns.  … [Read more...] about Management Reporter Tips and Tricks – 40. IF THEN ELSE

This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format.Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report.Change the date format on the system.Then, correct way for no day.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management Reporter software or any Dynamics ERP solution, please contact us at any time.Be sure to subscribe to our blog so you don’t miss next week’s tip – IF THEN ELSE. … [Read more...] about Management Reporter Tips and Tricks – 39. Long Date Format

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Open Last Generated feature.If you have large reports that take a long time to run, click the Last Generated pictured below. This will open the last generated report but will not calculate any new changes your accounting system.All of these tips and many more are covered in our Management Reporter training class held each month.  If interested in more training contact us at www.boyerassoc.com.Be sure to subscribe to our blog so you don’t miss next week’s tip— Long Date Format. … [Read more...] about Management Reporter Tips and Tricks – 38. Open Last Generated