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Dynamics GP (100)

Monday, 02 November 2009 09:00

Exporting FRx Statements

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FRx is the standard financial reporting tool utilized by most Microsoft Dynamics GP users for financial reporting.  FRx links directly into the general ledger to allow the creation of endless types of reports.  These report are then viewed in the FRx DrillDown Viewer.  Users I have spoken to in the past have expressed that they are more comfortable viewing reports in Excel.

To take your FRx financial report & export to excel:
1 - Generate the report
2 - In the DrillDown Viewer, select File > Export > Worksheet File > Formatted Excel
3 - Save the report to its desired location

This quick & easy trick should save you time & energy in attempting to convert your reports.

 

Calc formula

Thursday, 05 November 2009 09:00

FRx Calculations

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For more advanced FRx users, I thought I would cover some calculation formulas that are available for use in FRx.  Much of FRx is fairly self explainable & easily learned with a little exploration.  One topic I had a little trouble with when first learning the system was Calculation Formulas on Row Formats. 

Simple adding & subtracting are fairly self-explanatory.  Simple take the columns to add & place a plus sign between them.  For example, B + C. 

However, did you know FRx can perform complex calculations such as adding & multiplying all at once.  The formula (A+((B+C/2)+(C*.8)/2))+(F TO H) is a valid entry.

IF/THEN/ELSE Statements are another handy tool.  These allow one to build logic into the column.  For example, the formula "IF B>1000 THEN B ELSE C*2" translates to:

If the amount in column B is greater than 1000, place the value from column B in the CALC column. If the value is not greater than 1000, multiply the value in column C by 2 & place the result in the CALC column.

Try this tip the next time you are trying to insert logic into your reporting.  For additional help setting up, formating or linking budgets to your FRx reports contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. for all your FRx needs.

 

Calc formula

Thursday, 03 December 2009 09:00

Year End Procedures

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Year-End can be a hectic time for all & it is fast approaching.  In many instances, we are tired from or preparing for the holidays.  Everyone is out of their routine & sometimes, performing tasks they only think about once a year.  Here is a brief summary of performing year-end in any ERP system.

Prior to performing year-end tasks:
1 - Post all receivables, payables & financial transactions.  Future dated transactions should be held off if possible until after the year has closed.
2 - Perform a stock count, send out customer statements & complete all reconciliations
3 - Make any adjusting entries needed.
4 - Print necessary reports to maintain in the companies permanent records for audit trail purposes
5 - Make a backup of company database before starting the year-end processes.

Ensure all users are out of the system when performing year-end processes.  Additionally, users are often given the opportunity to purge obsolete records during the year-end processing.  One should consult company policy & ensure local law reporting laws are followed prior to deleting any records.  Once complete, it is good practice to close old fiscal periods from posting to prevent any accidental postings.

Monday, 07 December 2009 09:00

Year End Timeline

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Here is a brief timeline I have put together to help users determine when to process Year-End closing routines.

Calc formula

Wednesday, 11 November 2009 09:00

Printing Reconciliation Report

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Do you often find yourself canceling reports that automatically print after you have posted a document?  Or even changing the default destination of these reports?  Well, one can set the default destination of these reports or even stop them from printing all together.

Try entering  the Posting Setup screen (Microsfot Dynamics GP > Tools > Setup > Posting > Posting).  In this screen, you can select whether or not a specific report will print by selecting or de-selecting the checkbox in the Print column.  Also, one can specify destination for a report by making the appropriate selection in the Send To column.

See the attached screenshot below & save yourself all that extra clicking when you next post a transaction.

Calc formula

Tuesday, 17 November 2009 09:00

What Version of Microsoft Dynamics GP am I Using?

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In any window, users can select Help > About Microsoft Dynamics GP to determine what version they are using.  This is extremely useful when installing patches or making upgrades.  This information cen even be critical when submitting a support request.

Hint:  From this window, one can select Options to determine what modules are regitered.

Thursday, 19 November 2009 09:00

Printing Invoices (Quickly!)

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Next time you are printing Sales invoices, try this time-saving alternative:

Select Options > Quick Print, or simply CTRL + Q on your keyboard

This will print your invoices according to the settings in the Quick Print Setup screen (also under the Options menu).  Default can be created for:

· Orders
· Invoices
· Packing slips
· Picking tickets

Select a print Destination & number of copies to be printed.  Print options available for documents are:

· Include Kit Components - Prints the component items of the kit in the kit item
· Print Customer Item - Prints the customer's item numbers on the order or invoice
· Include Tax Details - Prints Line Item and Summary Taxes, or Summary Taxes Only
· Keep Current Document Displayed - Prints the order or invoice remains in the Sales Transaction Entry window

After setup is complete, documents can be printed much more efficiently.