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Management Reporter Link To Financial Dimension Range Problem

Monday 23rd Sep 2013Saturday 27th May 2017 Ian Grieve2 minute read0 comment

Management Reporter again, folks, after a short delay; I finally completed on a house purchase, in rural Northumberland, two years after I started work at Perfect Image.

I received another call that data on a report was not coming out correctly a short time ago (I’ve had the screenshots stored for a while until I had time to write this post); the numbers didn’t match those in Microsoft Dynamics GP or those on the old FRx report (which did match the numbers in GP.

I started by checking the Row Definition and the Link to Financial Dimension column to see what information was being brought through. The setup with ranges for the excludes struck me as a little odd with the ranges of 1:1, 10:10 and 100:100:

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How To Configure SharePoint 2010

Wednesday 18th Sep 2013 Ian Grieve2 minute read0 comment

In the last couple of posts I have taken a look at installing the SharePoint prerequisites and SharePoint itself and in this one I’ll be taking a look at configuring the new SharePoint installation.

I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it, if it would work and, ultimately, so I could install Business Portal for a demo.

This post picks up where the previous ended with the Configuration Wizard being launched. To proceed, click through the Configuration Wizard, click Next:

Continue reading “How To Configure SharePoint 2010”

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Microsoft Dynamics GP 2013 Financial Management Has Been Published

Tuesday 10th Sep 2013 Ian Grieve2 minute read1 Comment

My second book, Microsoft Dynamics GP 2013 Financial Management has been published and is available now from Packt Publishing.

This is my second book, the first being the Microsoft Dynamics GP 2013 Cookbook, and is the third piece of my work Packt Publishing have released this year (the first being the Microsoft Dynamics GP Techniques Online Leaning Course);

Microsoft Dynamics GP 2013 Financial Management by Ian Grieve

With this book you will:

Discover how to improve financial management in Microsoft Dynamics GP 2013
Learn the key financial management modules in Microsoft Dynamics GP 2013
Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business

The modules covered in Microsoft Dynamics GP 2013 Financial Management are:

Analytical Accounting
Cash Flow Management
Budgets
PO Commitments
Encumbrance Management

You can buy Microsoft Dynamics GP 2013 Financial Management from here.

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How to Install SharePoint 2010

Monday 9th Sep 2013Wednesday 18th Sep 2013 Ian Grieve1 minute read0 comment

In the last post I took a look at installing the SharePoint prerequisites so in this one I’ll be taking a look at installing SharePoint itself.

To install SharePoint, start the installer and select Install SharePoint Server:

Continue reading “How to Install SharePoint 2010”

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How to Install SharePoint 2010 – The Prerequisites

Thursday 5th Sep 2013 Ian Grieve2 minute read2 Comments

I was having a fiddle around a while ago, after I built my new home server, with SharePoint and thought I’d post a short series of posts up to remind myself of how to do the install again.

I don’t typically work with SharePoint as that is in the purview of other consultants at work, but I do need to interact with it for items such as Business Portal. Which is why I decided to have a go at installing it. Before anyone says, I know there is a new version of SharePoint now, but this is the version I had available to me when I did the install and I’m about to move house so don’t have everything setup at home to do a SharePoint 2013 install.

If you do follow these posts and install SharePoint, please don’t do so on a live system. Only use the resulting SharePoint for GP/other demos.

First step, is to install the prerequisites (very easy if you have an Internet connection):

Continue reading “How to Install SharePoint 2010 – The Prerequisites”

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Please Vote For MS Connect Suggestion – Management Reporter Default Page Setup

Tuesday 3rd Sep 2013Thursday 26th Jan 2017 Ian Grieve2 minute read0 comment

I realise this probably won’t interest the American readership, but I would appreciate it if you could vote for an MS Connect suggestion I have logged for Management Reporter.

In Management Reporter there is no way to change the default page setup except by editing each Report Definition.

This is an issue in the UK because the default page size here is A4 rather than Letter (as is common in the US). This means that every single new report created needs to be edited to have an A4 page size.

I think it would be incredibly useful if there was a global page setup which could be defined and would be the default for every single new report created in Management Reporter. Not only would it allow for a default page size, but also allow for a global default margin size or to choose between portrait and landscape as the default orientation.

If you think this suggestion is a good one, then please vote here and tell Microsoft how many people would benefit.

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Management Reporter Not Remembering The Default Company

Monday 2nd Sep 2013 Ian Grieve2 minute read2 Comments

I am definitely in a Management Reporter zone at the moment. A recent issue I’ve dealt with was where Management Reporter was not remembering the Default Company, so each time a user opened Management Reporter they had to reset it before they could use Management Reporter Report Designer.

A little checking round and this turned out to be a problem with the configuration of Citrix XenApp which is clearing down the user profiles each time the user logged off.

Management Reporter stores the users default company in a configuration file located in %LOCALAPPDATA%\Microsoft\Management Reporter\ and this data was being cleared down each time they logged off Citrix. What keyed me into this being the problem was when I got a user to close Management Reporter and reopen it without logging off Citrix and they did not then need to select the default company; they only needed to do this after logging all of the way out.

The solution to the problem is to change the configuration of Citrix so that the configuration file is not deleted when the user logs off. Once this is done, the Default Company will be remembered.

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Coming Soon: Microsoft Dynamics GP 2013 Financial Management

Friday 30th Aug 2013 Ian Grieve2 minute read1 Comment

With an expected release date of September 2013, the Microsoft Dynamics GP 2013 Financial Management book is to be released.

This is a brand new book focused on financial management within Microsoft Dynamics GP 2013 by me (I’ve been fairly busy this year);

With this book you will:

Discover how to improve financial management in Microsoft Dynamics GP 2013
Learn the key financial management modules in Microsoft Dynamics GP 2013
Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business

The modules covered in Microsoft Dynamics GP 2013 Financial Management are:

Analytical Accounting
Cash Flow Management
Budgets
PO Commitments
Encumbrance Management

This is my second book after the Microsoft Dynamics GP 2013 Cookbook, and you can pre-order the Microsoft Dynamics GP 2013 Financial Management direct from Packt Publishing.

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Microsoft Dynamics GP 2013 SP2 Has Been Released

Friday 30th Aug 2013 Ian Grieve2 minute read1 Comment

After an initial announcement back in July that service pack 2 for Microsoft Dynamics GP 2013 was scheduled for release in Q4 this year, I am amazed that it was released yesterday. When it was talked about as Q4 I imaged that meant later in Q4 as Errol Schoenfish said there will be a Feature of the Day series running in September so I assumed (which is bad) that this meant the release would follow rather than precede these posts.

The Dynamics GP Support and Services Blog has full details of the new service pack.

The new DVD can be downloaded by Partners or Customers (with relevant PartnerSource or CustomerSource logins).

Or if you want the service pack only, Partners or Customers (with relevant PartnerSource or CustomerSource logins).

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Management Reporter Column Layouts For Previous Years

Thursday 29th Aug 2013 Ian Grieve2 minute read2 Comments

A client in the process of migrating from FRx to Management Reporter 2012 recently asked how to configure the Column Definition in Management Reporter so they could get the same information as they did from FRx.

When I looked into it I found that the Column Layout in FRx was not set up in a way that the Migration Wizard will translate across correctly, as the FRx Column Layout hasn’t been configured in the recommended way.

The Column Layout was configured with columns for previous years as shown below with a Period Code of 1 To 13 and a Current Per/YTD of YTD;