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
Management Reporter Tips and Tricks – 29. Default Report Definitions
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Default Report Definitions.Default Report Definitions – Use the default report definitions to create reports faster (CU7 and greater). As of version CU8, there are 16 report definitions with supporting rows and columns. Once imported, you will need to map your chart of accounts to the appropriate rows in the row definitions.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 – Insert Rows from Dimensions. … [Read more...] about Management Reporter Tips and Tricks – 29. Default Report Definitions
Management Reporter Tips and Tricks – 28. Web Viewer Headers and Footers
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Web Viewer Headers and Footers.Headers and Footers – Depending on your version of Management Reporter, your web viewer does not default to show the headers and footers when you open the report. Here is how to show them.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 – Default Report Definitions. … [Read more...] about Management Reporter Tips and Tricks – 28. Web Viewer Headers and Footers
Microsoft Dynamics SL 2015 Training Videos
Do you enjoy learning on your own and furthering your knowledge in Microsoft Dynamics SL? If so, you can watch these three training videos by Microsoft and, in 20 minutes, learn something new.Invoice Preview: This video highlights Microsoft Dynamics SL 2015's new Accounts Receivable invoice preview feature. See two different ways to preview an invoice in Accounts Receivable, one of which includes a new screen that combines a Quick Query with a preview screen.Quick Query: This video highlights Microsoft Dynamics SL 2015's enhanced Quick Query features. Discover how the Quick Query feature, grid to Excel, has been enhanced to create "connected" Excel documents that can be refreshed. This demo walks through the new Excel options, including … [Read more...] about Microsoft Dynamics SL 2015 Training Videos
Management Reporter Tips and Tricks – 27. Rounding Precision
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Rounding Precision.Rounding Precision – Adding the rounding precision to your report can make it clear to the readers if the numbers are thousands or millions.Report 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 – Web Viewer Headers and Footers. … [Read more...] about Management Reporter Tips and Tricks – 27. Rounding Precision
Management Reporter Tips and Tricks – 26. Additional Text in the Tree
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Additional Text in the Tree.Additional Text in the Tree – If you are in need of more characters in your tree, try the additional text section. You are allowed 10 additional descriptions that can be pulled into the report definition.Tree Definition:Report 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 – Rounding Precision. … [Read more...] about Management Reporter Tips and Tricks – 26. Additional Text in the Tree
Two Report Changes in Dynamics SL 2015 – Metadata and Emailing Print Previews
Microsoft Dynamics SL 2015 has a number of nice new features. I am going to highlight two that will make everyone’s reporting processes just a little better -- the addition of “meta” data on reports and the ability to email print previews. Feature #1 - Metadata What is metadata? Metadata is a technical way of saying extra data or additional attributes. The reason that it is important to you is that it allows the tables and columns that are referred to in a report to have “English” descriptions. So instead of looking up fields with a funky description like pjproj.pm_id01, you will now be able to see that field as “Project Type”.Here are a few examples. First, I will show you the project listreport. When you run this report, you are … [Read more...] about Two Report Changes in Dynamics SL 2015 – Metadata and Emailing Print Previews
Management Reporter Tips and Tricks – 25. Logos
This week’s Management Reporter tip for Microsoft Dynamics ERP is on adding logos to your report.Logos – Enhance the professional appearance of your reports by using your company’s logo on the report.Report 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 – Additional Text in the Tree. … [Read more...] about Management Reporter Tips and Tricks – 25. Logos
Budget Import for Dynamics SL
Entering budgets into Microsoft Dynamics SL is a bit of a problem. We have developed a system at Boyer & Associates, called Budget Import, which allows the user to import an Excel spreadsheet used to create the budget, avoiding user error in converting or entering the data, and allowing the data to be inserted quickly and easily. It consists of two screens and allows for significant flexibility in how the source file is formatted, while remaining simple to setup.Currently in Dynamics SL, the standard Budget Maintenance screen (01.250.00) only allows you to access a single account and subaccount at a time:That gives you good control over each line in the budget, but consider that a company with 50 accounts (a tiny list) and 4 … [Read more...] about Budget Import for Dynamics SL
Management Reporter Tips and Tricks – 24. Report Group Override
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Report Group Override.Report Group Override – When creating Group Reports, there is no need to change each report setting. You have the option to override each report with the group setting.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 Logos. … [Read more...] about Management Reporter Tips and Tricks – 24. Report Group Override
