With the advent of the web client, a lot of things have had to change in the way we create customizations in Dynamics GP. VBA is not used with the web client, so right away, all those old VBA
Management Reporter (MR) is the financial reporting tool that comes with Microsoft Dynamics Great Plains (GP). This is the replacement for FRx, and when companies go to Dynamics GP 2015 they have to use Management Reporter or a third party product for reporting. We get many questions concerning this change: Why is FRx going away and why do I have to use Management Reporter? What are the differences between the two? Is everything that was available in FRx available in Management Reporter? What is new in Management Reporter that was not available in FRx? Let’s answer these questions, thereby helping with the decision on moving to Management Reporter or looking for a third party product for financial reporting.
Many users of Dynamics GP are learning that the best way to get information from GP is thru using a SmartList. When you open the SmartList menu, you see of the left of all the GP modules. You can open this folder and see the subfolder, and within each of these subfolders there are default SmartList reports that come with GP. These reports are marked with a * at the end of the name. Any user can take an existing SmartList and modify it. Here are some easy steps to follow to create and customize SmartLists, including setting it up a reminder.
When you get to a new year in GP and have not yet closed your fiscal year, you will need to make some modifications to your column on your management reporter to run a balance sheet. When you close your fiscal year in GP, this is the process that rolls the beginning balance forward for the new year. If you have started your new year and have not yet closed the fiscal year, it is still possible to run a balance sheet with the beginning balance. You will need to make modifications to your column on your balance sheet report.
Recently we had the task of getting a large number of customization that had been created using VBA and Modifier to function on the GP2015 Web Client. Since VBA will not function on the web client, we had the option of re-writing the functionality in Dexterity or Dot Net. Our development team is mainly focused on Dot Net, with a few of us that are well versed in Dexterity. For this reason, we decided that Dot Net would be the best tool to use in this
In Microsoft Dynamics GP2015, there are several new features. One that may be useful is the Purchasing All in One View. After selecting the appropriate vendor, this view enables the user to view Purchase Orders, Receipts, Invoices, Payments, and Returns.
Dynamics GP interfaces with Excel in several different ways. The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports. These are the base interfaces, but there are also several other methods to link GP data to Excel. Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc. In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.
When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format. We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.
It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well. Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template.
In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.
In July, Microsoft introduced six new chart types that will be available as part of Office 2016. Today, I’m will show you how to take advantage of the waterfall chart, one of the most popular visualization tools used in small and large businesses by modifying Dynamics GP’s Excel Financial Dashboard with Excel 2016 to add a Waterfall chart. A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values and is very useful in analyzing an income statement.
Sign up for our mailing list to get the latest updates and offers.