Microsoft Dynamics GP: Report Writer Discoveries

Report Writer within Microsoft Dynamics GP can be a very powerful tool when modifying standard GP reports. Recently, I came upon a more difficult request which required some research and table linking.  The specific request in my case is now included in standard reporting out newer versions of GP.

The issue overall however, is common. We need to add an element of data to a report.  The only table that includes the data has a many to one relationship to the source table of the report.

The first step is to locate the proper table that needs to be added to the report. The source tables are listed by clicking on the ‘Tables’ button from within the Report Definition window. Often, we can double click on an existing table and the system will already have a list of Related Tables that you can choose from.  When our table is not there, we should manually add it.

In order to create the new relationship, click on the Tables button on the main page of Report Writer. Select the table and then click on Relationships.  Select the table you are linking and establish the appropriate primary key links. Within this window, you will find, that you are unable to edit the keys available for the tables.  Usually, this is okay as it makes it much easier to link tables under standard circumstances.

In my case, this new link brought in the information I needed, but duplicated other sets of data from within the body of the report. That is when I utilized the table restrictions from within the Report Definition window. While doing my research of which table would be best to link, I determined a primary key that I could establish that would make my results a one to one relationship. From within this Restrictions window, I was able to set up another field to link, which resolved the issue.

These days, Smartlist Designer and other out of the box tools, allow us to write SQL views for ease of reporting.  For Report Writer, we sometimes have to be a bit more creative!

To learn more about Microsoft Dynamics GP, contact us at info@trideapartners.com.

Five Ways to Make Your Supply Chain More Dynamic: Part 5

Five Ways to Make Your Supply Chain More Dynamic Part 5: Embrace Change

After efficiency, adaptability is the most important thing a well-managed supply chain can offer. And fluctuating economic demands—as well as fickle consumer and business buyers—mean today’s small and mid-sized businesses must move beyond yesterday’s notion of what’s adaptable. Today, we must be prepared to change course daily, not quarterly, moving from this vendor to that vendor; forming mergers and partnerships; and scaling up and down as your suppliers, your market and your margins demand.

Unlike some traditional GP systems, Microsoft Dynamics adapts to how your supply chain works and changes, so it can easily support the addition of new warehouses, the acquisition of new companies, and other changes to the footprint of your business. And with powerful predictive analysis tools, it allows you to gauge the effect these changes will have on your entire business.

There’s nothing more frustrating than when your existing systems cannot handle your growth. Or discovering your systems can’t adapt to the change that’s constant in every business. Microsoft Dynamics GP can handle hundreds of thousands of transactions, so you won’t hit a ceiling in your capacity as your business grows. Speaking of growth, because Microsoft Dynamics GP systems automate core supply chain processes, you can help your team be more productive, so you don’t always have to add costly headcount as your volume increases.

This five-part blog series was designed to identify five strategies small and mid-sized businesses can embrace to make their supply chain simpler, smarter and more profitable. Make a decision today to improve your business every day and see how a business solution from Tridea can make your supply chain more dynamic.

 

5 Ways to Make Your Supply Chain More Dynamic

 

 

 

 

 

 

For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners

 

Five Ways to Make Your Supply Chain More Dynamic: Part 4

Five Ways to Make Your Supply Chain More Dynamic Part 4: Avoid Disruption

 

Natural disasters. Political unrest. Economic collapses. Even the occasional economic surge. The volatility of our world is an everyday reality for every business, regardless of where it is. Even if your customers and facilities are situated on the same plot of land, your supply chain is undoubtedly global—you’ve got goods and raw materials coming from all over the world. As a result, it’s critical that you can identify and avoid disruptions.

Great plans rely on great data, and that data needs to come from across your business. The predictive analysis tools in Microsoft Dynamics GP allow you to look ahead, paint accurate “what if” pictures, and get a clear sense of how major changes—or even slight fluctuations—could impact your entire business.

And because Microsoft Dynamics GP brings together financial and supply chain management, you can see how changes to your supply chain affect everything from open orders to delivery times, inventory and cash flow, allowing you to predict and contain the impact a supply chain disruption has on your business and your customers.

Armed with this information, you’ll be prepared for almost anything. You’ll know your options. And you’ll know how to craft a contingency plan to help avoid disruption to your business.

Your supply chain is flexible, but it doesn’t have to be fragile. Microsoft Dynamics GP gives you the tools to prepare for and protect your SCM processes—from the ramifications of global events to the deluge of big data. This five-part blog series was designed to pinpoint those interruptions and opportunities, and to demonstrate how Microsoft Dynamics GP makes supply chain management simpler, smarter and more profitable.

 

5 Ways to Make Your Supply Chain More Dynamic

 

 

 

 

 

 

For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners

 

Microsoft Dynamics GP 2017 Updates

Dynamics GP 2017 Year End Changes will include the following –

  1. No W2 or W3 form changes this year
  2. There are EFW2 changes
  3. The year-end update will have some product quality fixes delivered
  4. Affordable Care Act (ACA) is still alive and well – the required form changes will be part of the year end update
  5. Depreciation changes mostly around luxury auto depreciation

GP 2013

Remember if you are on any version of Dynamics GP 2013, mainstream support will end on April 10, 2018, after which time you will no longer receive tax and year end updates, nor will you receive any further product updates to GP 2013. Time to upgrade.

All Versions

All year-end updates are scheduled to be released the week of November 20, 2017. To install the year end update, you will need to be on one of the following versions:

  • GP 2013 – Must be on version 12.0.2104 or later
  • GP 2015 – Must be on version 14.00.0983 or later
  • GP 2016 – Any version
  • GP 2018 – Any version

Microsoft does require you to install the year end update this year, as if you do not, your ACA forms will be wrong and your EFW2, electronic files will fail, along with fixed asset depreciation being incorrect.

If you do not use any of these areas, you may be able to skimp by without applying the update.

For more information contact us today!

Five Ways to Make Your Supply Chain More Dynamic: Part 3

Five Ways to Make Your Supply Chain More Dynamic Part 3: Share Ideas, Not Just Information

 

For more than a decade now, collaboration has been the name of the game in supply chain management. Companies have focused on building the systems to collect and share vital supply chain information across their organizations and with their vendors and suppliers.

Today, successful companies need to evolve from simply sharing data to sharing ideas, creating a platform for communicating with every link in the supply chain. Businesses and their supply chain partners need the means to examine the information they have; brainstorm ideas; identify trends, issues and opportunities; and share insight from every perspective.

How? Well, first your have to make sure everyone’s getting the best, real-time look into what’s happening and that you have the right tools to predict what might happen tomorrow.

Microsoft Dynamics GP provides real-time access to all the data and metrics across your supply chain, plus with powerful built-in predictive analysis tools, you can identify trends, predict opportunities and make accurate cost and revenue projections. And by connecting your supply chain, financial management, sales and marketing functions with Microsoft Dynamics GP and Microsoft Dynamics CRM, you get you get an end-to-end picture of your entire business.

Once you’re armed with all the data, you need the technology to connect and share ideas with and across your supply chain. Microsoft Dynamics GP interoperates with Microsoft Office, Microsoft SharePoint, and Microsoft Lync collaboration tools, so you can easily, instantly and securely share information inside and outside your walls. You can also collaboratively analyze data, share ideas, and improve how each part of your supply chain fits efficiently into place.

With the right data and a platform for collaboration, you’ll change each link of your supply chain into an active business partner that can contribute to the success of your company. Next time, we’ll explore how Microsoft Dynamics GP can help track and control the true costs that define your profitability.

5 Ways to Make Your Supply Chain More Dynamic

 

 

 

 

 

 

For more information or to get started evaluating a solution that’s right for you, contact Tridea Partners today!

Contact Tridea Partners