MDGP 2015 Feature of the Day: Management Reporter Data Integration

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty third Feature of the Day is Management Reporter Data Integration. In Microsoft Dynamics GP 2015, the user can determine the data that is available to the Microsoft Dynamics Management Reporter DataMart, improving the performance and giving the user control over the data selected.

The user can choose per company (including sample company) if they want the General Ledger data available for reporting.

The user also has the ability to include or exclude Analytical Accounting data for each company:

Company Setup Options

I am slightly puzzled by this feature of the day as you can simply not import a company into Management Reporter if you don;t want to report on it. While I steer clients away from AA where possible, I am not entirely opposed to it, but I do wonder who would want to report on AA without also wanting to be able to report on the GL.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

“The Rebel Alliance Needs You!” or “Vote To Resurrect Multi-Dimensional Analysis”

There was a recent discussion about Multi-Dimensional Analysis (MDA) and Analytical Accounting (AA) between a group of Microsoft MVPs for Microsoft Dynamics GP; this group involved people from at least three continents and resulted in a fairly unanimous opinion that Multi-Dimensional Analysis was a useful module.

More useful in many ways than Analytical Accounting which was intended to replace it. The problem being that while MDA was fairly simple and easy to use, AA was fairly complex and clunky. While the reporting options for AA are more comprehensive than MDA, they are still not up to the standard of much of Dynamics GP itself.

To this end a suggestion has been logged on Microsoft Connect which we would appreciate you voting on. Suggestions on MS Connect with a lot of votes stand a good chance of being included in a later version of Microsoft Dynamics GP.

Please visit and vote on this suggestion.

Rebel AllianceSource Unknown

MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-fourth Feature of the Day covered is Purchase Order Prepayment Additions. In Microsoft Dynamics GP2013 R2 the Purchase Order Prepayments functionality has been extended:

  1. Enter a prepayment for a project accounting purchase order
  2. Include analytical accounting transaction dimension codes
  3. View PO number on Payables Payments Zoom
  4. Prepayments paid and applied will be included in the PO document amount on the Cash Flow Calendar

As mentioned above, the Project Accounting version of Purchase Order Entry has been updated to allow Prepayments to be entered:

Payables Payments Zoom

This feature is targeted at the following roles:

  1. Purchasing Agent
  2. Purchasing Manager

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the $series_title Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

Microsoft Dynamics GP 2013 R2 Coming Soon

The next version of Microsoft Dynamics GP, 2013 R2, is going to be released soon. I can hardly wait, but, unfortunately, I have to :(

The Dynamics GP Support and Services Blog have posted an article today outlining their intended blog post schedule where they are going to run through the upgrade process and all of the new features which are due in the coming version.

  • April 29 – Lifecycle
  • May 1 – Upgrade Planning
  • May 6 – Known Upgrade Issues
  • May 8 – Version Checks & Upgrades
  • May 13 – Database Upgrade
  • May 15 – Modified Dictionary Upgrade
  • May 20 – Upgrade Troubleshooting
  • May 22 – GP is upgraded – what’s next?
  • May 27 – Upgrading Web Client
  • May 29 – Tables Changes in R2 – Review the SDK
  • June 3 – Identity Management
  • June 4 – Azure Backups
  • June 5 – New Workflow
  • June 10 – Requisition Management
  • June 11 – OLE Document Attach
  • June 12 – Human Resource Time Entry
  • June 17 – Project Accounting Time Entry
  • June 18 – General Ledger
  • June 19 – Payables Management
  • June 24 – Receivables Management
  • June 25 – Bank Reconciliation
  • June 26 – Analytical Accounting
  • July 1 – Fixed Assets
  • July 2 – Sales Order Processing
  • July 3 – Inventory Control
  • July 8 – Purchase Order Processing/Encumbrance Management
  • July 9 – Email or Print any report in Word
  • July 10 – SmartList Designer 2.0
  • July 15 – Office 365
  • July 16 –Take Company Offline
  • July 17 – Ribbons in Desktop

Microsoft Dynamics GP 2013 Financial Management Has Been Published

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.

Coming Soon: Microsoft Dynamics GP 2013 Financial Management

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);

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

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.

Management Reporter 2012 RU3 Now Available (With Included Web Client)

On the 12th November, RU3 for Management Reporter 2012 was released.

Full information available here and it can be downloaded here.

Management Reporter 2012 RU3 brings a web client (reports can be deployed to a network share or to SharePoint depending on preference), the Financial Reporting Data Mart for Dynamics GP (good for dealing with large datasets), the ability to report against Dynamics GP General Ledger and Analytical Accounting information using a single company as well as more than 35 bugs.

I’ll be doing some more posts on MR 2012 RU3 over the coming couple of weeks so stay tuned.

MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty second feature they’ve announced is Copy AA Trx Dimensions for POP, SOP And GL.

In Microsoft Dynamics GP 2013 when you copy a Sales Transaction (SOP) or Purchase Order (POP), you can now include the Analytical Accounting Transaction Dimension information;

Copy a Sales Order

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