This week’s Management Reporter tip for Microsoft Dynamics ERP is on Deleting Blank Rows.Wonder why that report generates an extra blank page? Well, it’s a simple oversight that you can fix to get rid of it!Row Definition: Make sure to delete the blank rows on the bottom of your 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 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 – Print Control. … [Read more...] about Management Reporter Tips and Tricks – 15. Delete Blank Rows
Boyer & Associates Announces Two New Staff Promotions
Rich Studer and Erik Vigesaa are Promoted to New Roles To Support Firm’s Continued Growth November 13, 2014, Minneapolis, MN --- Boyer & Associates (Boyer), a leading Minneapolis-based provider of Microsoft Dynamics ERP business management solutions for mid-sized businesses,announces two staff promotions.Rich Studer is now the Director of Sales & Marketing and was previously the leader of the Dynamics GP group where he helped grow the Dynamics GP practice to more than 150 clients currently. Studer is well connected in the community and is deeply committed to delivering value and thought leadership for businesses and organizations throughout the area. He earned an accounting degree from Saint John’s University in Collegeville, MN … [Read more...] about Boyer & Associates Announces Two New Staff Promotions
Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Suppressing Blank Rows.Suppressing Blank Rows – Do you have rows showing up with no amounts? Suppress them! Row Definition: “X0”or 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 – Delete Blank Rows. … [Read more...] about Management Reporter Tips and Tricks – 14. Suppressing Blank Rows
Dynamics NAV Rapid Implementation Methodology Tool
One of the most underutilized features of Microsoft Dynamics NAV is the Rapid Implementation Methodology (RIM) tool. The purpose of the tool is to help clients convert data into NAV themselves, without paying a programmer to write conversions. The RIM tool comes with the ability for the user to create Configuration Packages.Data will be imported into or exported out of a file or group of files within each package.By editing the package, the user can view, add, or delete files from the package.Within a package, it is normally recommended that the client setup one record manually and then export the data. This will create a spreadsheet that can then be populated and imported back into NAV. By creating one record manually, it … [Read more...] about Dynamics NAV Rapid Implementation Methodology Tool
Journal Entry Copy and Paste from Excel to Dynamics GP
Why can’t I just copy and paste from excel into Microsoft Dynamics GP? I have heard that from many. Well, Microsoft has finally heard you! Last May, Microsoft released GP 2013 R2, which included the ability to copy journal entry details from Excel.Here is how easy it is.Step One – Create the Excel Spreadsheet with your detail line items. There are a few things to keep in mind:The columns must be in order in the order shown below.Column A – Distribution Reference – This field is not required and can be left blank. Column B – Account Number – Your account can include the separators. Column C – Debit Amount Column D – Credit Amount Column E – Alias – This is optional and used if you are using Analytical Accounting.This … [Read more...] about Journal Entry Copy and Paste from Excel to Dynamics GP
Management Reporter Tips and Tricks – 13. Related Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Related Rows.Related Rows: Clean up those consolidated reports with Related Rows. Hide those unrelated row descriptions and underlines.Before:Row Definition:After: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 – Suppressing Blank Rows. … [Read more...] about Management Reporter Tips and Tricks – 13. Related Rows
Management Reporter Tips and Tricks – 12. Column Format Code
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Format Code.Column Format Code: Use this format code to generate a side by side report.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 – Related Rows. … [Read more...] about Management Reporter Tips and Tricks – 12. Column Format Code
Tips to Quick and Easy Cash Receipts Entry in Dynamics GP
Entering cash receipts into Microsoft Dynamics GP can be quick and easy, even with limited information accompanying the cash receipt. The following are 3 tips associated with entering cash receipts. 1. Finding a customer with a partial customer name I recommend purchasing the SmartFill product from Rockton Software. With SmartFill, you just type in whatever you know about the customer name into the search bar. SmartFill will return any matches it finds. If there is only one match, that record is retrieved and filled into the Customer ID field. In my example, I simply entered PAGING…and SmartFill returned Direct Dial Paging, Inc.2. Using the Auto Apply button In the Receivables Setup Window, you can choose how the Auto Apply button … [Read more...] about Tips to Quick and Easy Cash Receipts Entry in Dynamics GP
Management Reporter Tips and Tricks – 11. Department on Rows
This week’s Management Reporter tip for Microsoft Dynamics ERP is on placing Department on Rows.Department on Rows: Flip the traditional report layout to have departments in the row and GL account data in the columns.Row Definition:Column 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 – Column Format Code. … [Read more...] about Management Reporter Tips and Tricks – 11. Department on Rows
Management Reporter CU10 Update Released
On September 30, 2014, Microsoft released the latest cumulative update for Management Reporter 2012 – Cumulative Update 10 (CU10). This update adds some new features to Management Reporter that have been requested through Microsoft Connect.The new features that are available across all Dynamics platforms include:Total formulas are now shown when reports are downloaded to Microsoft Excel.When exporting a generated report to Microsoft Excel, the TOT formulas are now part of the Excel workbook. Example from CU9 and previous versions:Example from CU10:This only works for TOT formulas; CAL formulas are still exported as the result. For a video on this feature, click here.Users can choose how headers and footers are exported in … [Read more...] about Management Reporter CU10 Update Released
