Microsoft Dynamics GP

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Management Reporter Tips and Tricks – 43. Column Restrictions for Rows

By |September 29th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 [...]

Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC

By |September 22nd, 2015|Blog, Microsoft Dynamics GP, Microsoft Dynamics SL|

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: [...]

Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns

By |September 15th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

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 [...]

Management Reporter Tips and Tricks – 40. IF THEN ELSE

By |September 8th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE. IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy [...]

Management Reporter Tips and Tricks – 39. Long Date Format

By |September 1st, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format. Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report. Change the date [...]

Management Reporter Tips and Tricks – 38. Open Last Generated

By |August 25th, 2015|Blog, ERP Events, Microsoft Dynamics GP, Microsoft Dynamics SL|

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Open Last Generated feature. If you have large reports that take a long time to run, click the Last Generated pictured below. This will open the last generated report but will not calculate any new changes your accounting system. All of these tips [...]

Management Reporter 2012 CU13 Released

By |August 18th, 2015|Microsoft Dynamics GP|

Microsoft has released the latest Cumulative Update for Management Reporter 2012. The CU13 update contains quality fixes as well as a number of regulatory features. Here’s a summary of the new Management Reporter CU13 features: View a report in the web viewer in a grid view Display zero rounded values and zero actual values based [...]

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 [...]