I thought I had posted this a while ago, but searching my blog I can’t find it. A client contacted me recently to report the following error message:
Management Reporter – Can’t connect to the Management Reporter server. Do you want to specify a different server address?
My first step was to try running Management Reporter myself and was able to log in without a problem’; this was on the same Citrix server the client had been trying to log into which ruled it out as being a problem with the Management Reporter services.
The client in question was a member of their internal IT department and had his own Domain account and access to a global Domain administrator account. It was his own Domain account which he had logged into the server with, but this user was not in Management Reporter; it had been configured using the global Domain Admin account to minimise the number of licenses assigned to IT (the client is running Microsoft Dynamics GP 2010).
Once he logged in with the global Domain Admin account he was able to access Management Reporter without any further issues.
I was configuring up a test system a short time ago and found that the Sales Documents (specifically the SOP Blank Invoice Form) were producing into IE rather than Word when I printed them.
The problem was caused by the VAT Daybook being installed. VAT Daybook provides alternative versions of the standard SOP reports which do not work with the Word Template Email functionality. To have the invoices send via Word, I had two choices; make a Word Template version of the SOP Blank Invoice Form or, and as this was only a test system my preferred choice, to change a setting to use the standard SOP template rather than the VAT Daybook one.
To do this, open Alternative/Modified Forms and Reports ( ), set Product to VAT Daybook and restrict the Type to Reports;
In the scrolling window, expand SOP Blank Invoice Form and SOP Blank History Invoice Form and mark the Microsoft Dynamics GP option under both.
After saving these changes, the SOP Blank Invoice Form successfully produced to Word.
Posted in Dynamics, GP, Microsoft, VAT Daybook
Tagged Alternative/Modified Forms and Reports, GP, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Sales, Sales Order Processing, Security, Vat Daybook, Word Templates
Victoria Yudin, the longest serving Microsoft(R) Most Valuable Professional for Microsoft Dynamics GP, has just released Microsoft Dynamics GP 2013 Implementation via Packt Publishing.
This is an update of the Microsoft Dynamics GP 2010 book she wrote a few years ago, which has been updated for Microsoft Dynamics GP 2013:
In brief this book covers:
- Plan, install, and implement Microsoft Dynamics GP 2013 with real-world advice from a Microsoft Dynamics GP MVP
- Learn how to set up the core modules in Microsoft Dynamics GP effectively following detailed, step-by-step instructions
- Discover additional tools and resources available for your Dynamics GP
Posted in Dynamics, GP, Integration Manager, Microsoft, Packt Publishing, Review, SQL Server
Tagged Distributions, Financials, GP, Implementation, Integration Manager, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Microsoft SQL Server, MVP, Packt Publishing, Review, Victoria Yudin
I have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.
This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:
I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.
If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.
Posted in Dynamics, GP, Management Reporter, Microsoft, Reporting Services Reports, SmartList Builder
Tagged Analysis Cubes, Business Analyzer, Christopher J Liley, David Duncan, Excel, GP, Management Reporter, Management Reporter 2012, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Packt Publishing, Pivot Tables, Reporting Services Reports, Reports, Review, SmartList Builder, SSRS
With Business Analyzer R5 installed it’s time to take a look.
Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:
Posted in Business Analyzer, Dynamics, GP, Management Reporter, Microsoft, Web Viewer
Tagged Business Analyzer, Business Analyzer App, Financial Reporting, GP, Manaement Reporter, Management Reporter 2012, Microasoft Dynamics, Microsoft, Reporting, Web Viewer
I did a couple of posts a while ago on fixing the sample company reports (the first post fixed the Row and Column Definitions and the second the Reporting Tree Definitions), but there has been another issue with them that has been bugging me for a while.
The reports are configured to run for periods around the current system date, which means dates in 2013. But the Fabrikam sample company is in 2017 so the reports return no data. With Management Reporter storing its reports and configuration information on a SQL Server database, it is possible to tweak the reports to run for 2017.
I checked each of the reports to see how what Base period they were using and then worked out what I needed to update to set the reports to run for similar periods in 2017.
Posted in Dynamics, GP, Management Reporter, Microsoft
Tagged Configuration, Fabrikam, Financial Reporting, GP, Installation & Configuration, Management Reporter, Management Reporter 2012, Microsoft, Microsoft Dynamics, Reporting, Sample Company
As mentioned in the last post, Business Analyzer R5 is available from the Windows 8 App Store. As both an inveterate blogger and incorrigible tinkerer I figured I might as well blog about my tinkering with the new app.
Unfortunately, my tinkering will only be able to take me so far as I have just started to build a new test system. However, Business Analyzer R5 can be download, installed and used to view sample data after being downloaded from the Windows 8 App Store.
To install Business Analyzer R5, open the Windows 8 App Store and enter dynamics in the search field and hit return (or the lookup icon). Wait a brief moment and the matching apps will be returned with, i your search works the same as mine, Business Analyzer in the first position:
As of the weekend just gone, a new version of Business Analyzer is available for Microsoft Dynanamics GP from the Windows 8 App Store.
There are several new features that were added to Business Analyzer, plus more are planed to be added in the first half of 2014. This app will become a hub for people who are either casual users of Dynamics GP or don’t even have access to the desktop or web client.
A few of the highlights in Business Analyzer are:
- HTLM 4/Java Script
- Azure Service Bus Support
- New Roles Available
- New Landing Page defined by each user
- Ability to have Chart and KPI’s
- Management Reporter Financial Statements
This is an example of the new landing page:
I am going to the IT in Housing Exhibition 2013 at the Olympia Centre in London on the 19th and 20th November; my employer Perfect Image will be there to show Microsoft Dynamics GP as an option for housing associations and others in the social housing sector.
We’ll be sharing a stand with MIS Active Management Systems who offer a suite of housing focussed applications called ActiveH.
This exhibition is free to attend for both conference delegates and for visitors involved in the provision of social housing.
The exhibition features around 80 exhibits from leading suppliers and is the UK’s most highly regarded and focused event for those involved in ICT in the housing sector.
If you’re attending, why not stop by and say hello.
Posted in Dynamics, GP, Microsoft, MVP Award, Site
Tagged ActiveH, Exhibitions, GP, IT in Housing Exhibition, IT in Housing Exhibition 2013, Microsoft, MIS Active Management Systems Ltd., Most Valuable Professional, MVP, Perfect Image Ltd.
A client reported a problem with Management Reporter returning incorrect figures when a link to the Financial Dimensions on the Row Definition had been entered in lower case.
The reports in question had been created in FRx which was rather more forgiving that Management Reporter is for these things. The client had quite a large number of reports which may, or may not, have had segments entered in lower case so the client didn;t want to have to check and update manually.
I again delved into the Management Reporter SQL database and updated the ControlRowCriteria table to capitalise the Low and High values of the link to financial dimensions using the script below:
Low = UPPER(Low)
High = UPPER(High)
LEN(High) > 0
Once the update had been run, the client checked their reports and confirmed that they were now returning the correct figures.
Posted in Dynamics, GP, Management Reporter, Microsoft
Tagged Configuration, Financial Reporting, Management Reporter, Management Reporter 2012, Microsoft, Microsoft Dynamics, Reporting, Row Definition, SQL Script, T-SQL