This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running.If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option.The version you're currently on will be listed as illustrated below.Later versions of MR contain enhanced features like default reports, web viewer enhancements, and any bugs that may have been discovered in the programming. Staying current will ensure you are get the most out of the software.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management … [Read more...] about Management Reporter Tips and Tricks – 37. MR Version
Management Reporter Tips and Tricks – 36. Currency Symbols
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Currency Symbols.Currency Symbols – The Report Definition has an option to display the currency symbol on the first row. Simply type CS in the Print Control field. If other rows need a currency symbol, you can adjust the Row Definition as well.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 – MR Version. … [Read more...] about Management Reporter Tips and Tricks – 36. Currency Symbols
Management Reporter Tips and Tricks – 35. Sort by Natural
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account.Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → Other button → Account & Transaction Detail tab → check “Sort by natural or main segment.”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 – Currency Symbols. … [Read more...] about Management Reporter Tips and Tricks – 35. Sort by Natural
Management Reporter Tips and Tricks – 34. Box Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format.Box Format – Use the box format to draw more attention to specific areas of your report.Row Definition:Result:To learn more about using the Box Format to add boxes around columns in Management Reporter, click here.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 – Sort by Natural. … [Read more...] about Management Reporter Tips and Tricks – 34. Box Format
Management Reporter Tips and Tricks – 33. Indenting
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Indenting.Indenting – Use the tool bar on the top of your row definition to make indenting much easier.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 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 – Box Format. … [Read more...] about Management Reporter Tips and Tricks – 33. Indenting
Upgrading Custom Programs in Microsoft Dynamics SL
One concern when upgrading to a new Microsoft Dynamics SL version is any custom programs. Custom programs will need to be upgraded to the new version as well. Depending on which SL version is the source and which is the destination, this process can either be easy or involved. It has become more complicated in the newer versions than it used to be. Solomon 4.0 → Dynamics SL 6.5 Between Solomon version 4.0 and Dynamics SL 6.5, custom programs were written in VB6 and upgrading them is a simple process. First, replace the DH files containing the table buffer definitions; technically, that only needs to be done if the table definition changed, but making that change universal is faster and easier. Then, do the same thing with the applic.dh and … [Read more...] about Upgrading Custom Programs in Microsoft Dynamics SL
Management Reporter Tips and Tricks – 32. Shading
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Shading.Shading – Create a more appealing report by using shading in your row definitions.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 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 on Indenting. … [Read more...] about Management Reporter Tips and Tricks – 32. Shading
Management Reporter Tips and Tricks – 31. F3
This week’s Management Reporter tip for Microsoft Dynamics ERP is on F3.F3 – Using this button will display the next level of information in a cell.F3F3This 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 on Shading. … [Read more...] about Management Reporter Tips and Tricks – 31. F3
Management Reporter Tips and Tricks – 30. Insert Rows from Dimensions
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Inserting Rows from Dimensions.Insert rows from dimensions – Rather than typing all the accounts, departments, and so on, use the Insert Rows from Dimensions option under the Edit menu. This will also work in tree definitions as well (Insert Units from Dimension). This option pulls the data from your specific chart of accounts.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 on F3. … [Read more...] about Management Reporter Tips and Tricks – 30. Insert Rows from Dimensions
Time-Saving Alternatives to Manual Data Entry in Dynamics SL
No one really likes to do data entry, or at least not for long periods at a time and on a continual basis. Many of our clients have the need to move large amounts of data from a separate system into Microsoft Dynamics SL and will often use of three ways to accomplish this task. (Well, four if you include manual data entry.) However, there are three basic methods of automating the entry that can save time, avoid data entry errors, and allow for a more thorough review of the data.The first method is one I am sure many of you do already and have likely been doing for years. This is the old, reliable “copy and paste” of data from Excel into certain data entry screens that are laid out like a spreadsheet, or grid, and include the following: … [Read more...] about Time-Saving Alternatives to Manual Data Entry in Dynamics SL
