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Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula

Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time....

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Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula

Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time....

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Management Reporter Tips and Tricks – 3. Ratios in Reports

This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports. In case you missed our first two tips, you can check them out on our blog here. Ratios...

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Management Reporter Tips and Tricks – 3. Ratios in Reports

This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports. In case you missed our first two tips, you can check them out on our blog here. Ratios...

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Management Reporter Tips and Tricks – 4. @UNIT Restrictions

The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog. @UNIT...

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Management Reporter Tips and Tricks – 4. @UNIT Restrictions

The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog. @UNIT...

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How to Delete a Previously Printed Sales Order Processing Batch in Dynamics GP

Microsoft Dynamics GP users, have you ever wondered how to delete a Sales Order Processing (SOP) batch that has already been printed?  Today, I will explain how to do just that, whether some or all of...

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Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters. Reporting Units and Dimension Filters in the column definitions can be used to separate GL...

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Management Reporter Tips and Tricks – 5. Reporting Units & Dimension Filters

This week’s Management Reporter tip for Microsoft Dynamics ERP is on Reporting Units and Dimension Filters. Reporting Units and Dimension Filters in the column definitions can be used to separate GL...

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Adding Custom Fields to a Screen in Dynamics SL

One common customization for screens in Microsoft Dynamic SL is to add fields to store non-standard data. Depending on the quantity of additional information (and its type), this can be either very...

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Management Reporter Tips and Tricks – 6. Start and End Dates

This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates. Start Dates and End Dates in the column definitions can be used to report results by a data range,...

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Management Reporter Tips and Tricks – 6. Start and End Dates

This week’s Management Reporter tip for Microsoft Dynamics ERP is on utilizing Start and End Dates. Start Dates and End Dates in the column definitions can be used to report results by a data range,...

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SOP to POP Link in Microsoft Dynamics GP

Today, I am going to show how to create a Purchase Order from a Sales Order in Microsoft Dynamics GP.  You can do this to purchase shortages of items that you need to sell. First, navigate to the Sales...

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Management Reporter Tips and Tricks – 7. Account Numbers

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers. Account Numbers in the column definitions can show the account numbers that make up the row...

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Management Reporter Tips and Tricks – 7. Account Numbers

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Account Numbers. Account Numbers in the column definitions can show the account numbers that make up the row...

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Management Reporter Tips and Tricks – 8. Rolling 12 Months

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months. Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially...

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Management Reporter Tips and Tricks – 8. Rolling 12 Months

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months. Rolling 12 Months: Use this to show a rolling number of periods dynamically. This is especially...

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Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL

Microsoft Dynamics GP and Microsoft Dynamics SL ERP solutions both provide predefined SQL Views that can be used for simplifying your report development. A SQL “View” is essentially a virtual table or...

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Using SQL Views for Reporting Data in Microsoft Dynamics GP and SL

Microsoft Dynamics GP and Microsoft Dynamics SL ERP solutions both provide predefined SQL Views that can be used for simplifying your report development. A SQL “View” is essentially a virtual table or...

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Management Reporter Tips and Tricks – 9. Prevent Drill Down

This week’s Management Reporter tip for Microsoft Dynamics ERP is on the benefit of Rolling 12 Months. Prevent Drill Down: To hide confidential information, yet allow details in the rest of an account...

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