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Many organizations need to prepare financial statements that report on multiple companies in a consolidated format. Management Reporter can help a company consolidate their data across one Microsoft Dynamics ERP, multiple Microsoft Dynamics ERPs, or across ERPs. Consolidations can also occur at different levels, based on a company’s needs. This series of blogs will help you determine which consolidation options in Management Reporter are right for your business and provide you with information on how to create consolidated financial statements on consolidating data in Management Reporter.
It’s common that different companies may have different charts of accounts but still wish to produce consolidated financial statements. In this situation, Management Reporter can still consolidate the data, allowing you to produce consolidated financial reports. This blog (2nd in a series of 7), will highlight how to create consolidated reports with varying chart of accounts.
Sometimes, different companies will be using different fiscal calendars, but you may still want to create consolidated financial statements for these companies. This blog (3rd in a series of 7), will show you how to create consolidated reports with varying fiscal calendars. .
The first report in the “Taking your Financial Reports to the Next Level with Management Reporter” series is called “Quarterly Revenue by Business Unit.” This report is designed to help someone like the sales manager zero in on the most critical revenue information.
Assume the company is in Quarter 3 (Q3) of their fiscal year. Because Q1 and Q2 are past, only the variance amounts (difference between actual and forecast) are shown for these quarters. For Q3, the current quarter, the report shows a lot more detail. The quarter is broken down by month, plus actual, forecast and…
If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4th in a series) will help you bring together data from multiple Dynamics AX 2009 instances.
If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4th in a series) will help you bring together data from multiple Dynamics AX 2009 instances.
If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4th in a series) will help you bring together data from multiple Dynamics AX 2009 instances.
If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4th in a series) will help you bring together data from multiple Dynamics AX 2009 instances.
If you’re using Dynamics AX 2009 with Management Reporter and wish to consolidate financial information across companies, we have a few additional tips for you. This blog entry (4th in a series) will help you bring together data from multiple Dynamics AX 2009 instances.
When data resides in companies that aren’t using a Dynamics ERP, Management Reporter can still consolidate the data. The method is referred to in the Management Reporter Help file as “Linking reports to Excel”. This blog post (5th in a series) focuses on how to bring in data from a non-Dynamics General Ledger. There are also multiple examples of linking to reports using Excel in the Report Design in Management Reporter 2.0 training materials.
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