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
Microsoft CustomerSource Access
If you cannot get access to Microsoft CustomerSource or you are struggling with the initial setup process, don't worry – you are not alone! Although the Microsoft CustomerSource invitation email is totally accurate, it can be tricky to decipher. For a customer eager to get started learning about their brand new ERP system, this can be a frustrating experience.The primary confusion found with the Microsoft invitation email is that the critical steps are not particularly clear, and the URL links provided are not listed in the order most users will need to use them. I have put together clearer instructions that you access in the link below. Please note that the instructions are intentionally simplified – that is, they are not intended to be … [Read more...] about Microsoft CustomerSource Access
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
Error Emailing Documents in Microsoft Dynamics GP 2010
The new functionality delivered with Microsoft Dynamics GP 2010 to email documents to your customers and vendors has been very popular. The System Users Guide and several blog sites have done a good job of outlining the steps necessary to setup this functionality. However, I have run into a bug in at least one version of GP 2010 R2 (11.00.1914) that does not allow for emailing of documents.Despite following all the proper steps, you will get this error: “You must assign the selected message to the appropriate document type or to All as the series”.We have confirmed this bug with Microsoft (quality issue – PS 63319).In our client’s case, the Doc Type of Sales Invoice got saved incorrectly in the SY04901 table. The client was trying … [Read more...] about Error Emailing Documents in Microsoft Dynamics GP 2010
New Service and Support Plan Names for Microsoft Dynamics
Microsoft Dynamics is changing the names of their Service and Support plans starting April 1, 2015. They will be removing “Business Ready" from each of the plan names.The updated plan names are:Enhancement Plan Advantage Plan Advantage Plus PlanPrior to April 1, 2015, customer quotes will have the “Business Ready” in the plan name. This change is in the name only and there are no changes to the valued benefits from Microsoft.To learn more about the plan you are currently on, click on the name above. If you are unsure of your plan, you can reference the Microsoft Dynamics Service Plan Benefits Quick Start Guide.For additional news and tips and tricks regarding Microsoft Dynamics ERP products, subscribe to our blog. … [Read more...] about New Service and Support Plan Names for Microsoft Dynamics
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
Calling GP eConnect Procedures Directly in TSQL Code (Part 2 of 2)
This posting is part two of a two-part series on calling Microsoft Dynamics GP eConnect procedures directly from Transact-SQL (TSQL) code. Part one of this post focused on an introduction to eConnect procedures. This second part will provide more details and examples on using the eConnect TSQL procedures.Now that we have a basic understanding on where to find information on the SQL stored procedures (from the eConnect Programmer’s guide discussed in the last post), we can get to work on creating a simple integration of data into Dynamics GP.One of the advantages of using the eConnect procedures in TSQL directly is that you will be able to create a high-performance integration that can be scheduled to run via the SQL Server Agent’s “Job” … [Read more...] about Calling GP eConnect Procedures Directly in TSQL Code (Part 2 of 2)
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
