Microsoft Dynamics GP

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Management Reporter Tips and Tricks – 37. MR Version

By |April 15th, 2015|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on finding out which MR Version you are currently running. If you are wondering what version of MR you are running, you can find it easily by clicking on the Help tab and going to the “About Management Reporter” option. The version you're currently on [...]

Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP

By |April 13th, 2015|Blog, Microsoft Dynamics GP|

Today, I am going to show you how to install the Professional Services Tool Library (PSTL) for Microsoft Dynamics GP and how to launch it. However, please note that the tools in this package can only be used by the System Administrator (SA) user. You will have to be logged into Dynamics GP as the SA user [...]

Management Reporter Tips and Tricks – 36. Currency Symbols

By |April 8th, 2015|Blog, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 [...]

Microsoft CustomerSource Access

By |April 7th, 2015|Blog, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL|

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 [...]

Management Reporter Tips and Tricks – 35. Sort by Natural

By |April 1st, 2015|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 → [...]

Error Emailing Documents in Microsoft Dynamics GP 2010

By |March 27th, 2015|Blog, Microsoft Dynamics GP|

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 [...]

New Service and Support Plan Names for Microsoft Dynamics

By |March 26th, 2015|Blog, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL|

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 Plan Prior to April 1, 2015, customer quotes will have the “Business Ready” in the plan [...]

Management Reporter Tips and Tricks – 34. Box Format

By |March 25th, 2015|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 [...]

Management Reporter Tips and Tricks – 33. Indenting

By |March 18th, 2015|Blog, Management Reporter, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 [...]

Calling GP eConnect Procedures Directly in TSQL Code (Part 2 of 2)

By |March 16th, 2015|Blog, Microsoft Dynamics GP|

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 [...]