Users of Dynamics SL sometimes have a difficult time remembering to use the tab key to move to the next field during data entry in the input screens. A fix to this is a somewhat hidden option. In the tools menu item there is an option to use the enter key to move from one [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on P&L Check Figure. Ever wonder if you are pulling all the GL accounts and your formula is working correctly in your P&L row definitions? Add a check figure to validate and warn you if there are accounts missing, duplicated, or if the formulas are wrong. [...]
Here's this week’s Management Reporter tip for Microsoft Dynamics ERP: Do your reports keep opening up in the web viewer like below? Change your default to the MR Report Viewer in the Reporter Designer under Tools. This will have a few more options available that the Web viewer does not have. This tip, and many [...]
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. [...]
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 [...]
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, [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier. Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number. Row Definition: This tip, [...]
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 [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Dynamic Headers with CALC. Dynamic Headers with CALC – If you want the auto text to populate in the column header for a calculated column, you will need to define the Fiscal Year and the Period, as highlighted in the illustration below. Column Definition: [...]
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 [...]
