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. F3 F3 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 Shading. … [Read more...] about Management Reporter Tips and Tricks – 31. F3
New Workflows Added to Dynamics GP 2015
Microsoft continues to add redesigned Workflows to Dynamics GP. New to GP 2015 are workflows for the following: General Ledger batch approval Payables batch approval Vendor approval Receivables batch approval Employee skills approval W4 approval Project expense report approval Previous Workflows, starting with GP 2013 R2, included: Purchase order approval Purchase requisition approval Project timesheets approval Payroll timecard approval Workflows are no longer integrated with SharePoint and are now easier to setup and maintain from within the GP application. Email actions are still available through the GP Web Services. Click here to watch a video from Microsoft on how to setup and use the new Workflows. For additional … [Read more...] about New Workflows Added to Dynamics GP 2015
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
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
Calling GP eConnect Procedures Directly in TSQL Code (Part 1 of 2)
This posting is part one of a two-part series on calling Microsoft Dynamics GP eConnect procedures directly from Transact-SQL (TSQL) code. This post will focus on an introduction to eConnect procedures. Part two will provide more details (and examples) on using the procedures. In the last few years, our development team has been altering our approach to using Dynamics GP’s eConnect functionality. eConnect is a fairly robust Application Programmer’s Interface (API) for pushing data into GP. It seems that much of our custom development for Dynamics GP focuses around building interfaces to bring external data into Dynamics. While eConnect offers multiple methods for consuming its capabilities, at its core, it is set of stored procedures that … [Read more...] about Calling GP eConnect Procedures Directly in TSQL Code (Part 1 of 2)
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
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
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
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
