How To Use The Microsoft Dynamics GP Word Template Generator

Microsoft Dynamics GPOne of the features introduced in Microsoft Dynamics GP 2010 was the Word templates which could be used instead of the Report Writer reports (known in 2010 onwards as Standard reports). There were several Word templates shipped out of the box with GP that could be amended quite easily but if you needed to use one of the others then a lot of work was needed to manually create the template from scratch.

In Microsoft Dynamics GP 2010 R2, the Word Template Generator, available as a separate download from PartnerSource (login required) was introduced which would generate the base Word template which can then be amended as required. Continue reading “How To Use The Microsoft Dynamics GP Word Template Generator”

How To Bulk Update Segment Descriptions From A CSV

Microsoft Dynamics GPOn the Microsoft Dynamics GP Community site a question from Lisa Sorenson in October last year asking if it was possible to use the Table Import (Microsoft Dynamics GP menu » Tools » Integrate » Table Import) feature in Microsoft Dynamics GP to update some Segment descriptions has risen to the top with Steve Cummings linking to a post where the suggestion is to use a CSV file and Word template to generate a mailmerge.

This solution will work, but can be accomplished in much less time and effort by using the SQL command BULK INSERT to load the CSV (formatted as Segment ID, Segment Number and Description) Continue reading “How To Bulk Update Segment Descriptions From A CSV”

Fixing The Management Reporter Sample Reports

Microsoft Dynamics GPI installed the sample reports into Management Reporter yesterday when writing the blog post but I didn’t actually take a proper look at them until this morning when I realised that there is a problem with them; there is a mismatch between the default settings of the sample reports and Microsoft Dynamics GP 2010 R2 whereby the Link to Financial Dimensions is broken;

Continue reading “Fixing The Management Reporter Sample Reports”

How To Install Management Reporter Sample Reports

Microsoft Dynamics GPIn some recent posts I’ve covered installing Management Reporter (prerequisites, server and clients) as well as doing the initial setup.

Once Management Reporter has been installed and initialised, typically the next step would be to configure security access and then start creating the building blocks required for the needed reports.

However, if you’re creating a demo system you might instead install the sample reports supplied by Microsoft which can be downloaded from either CustomerSource or PartnerSource (login required) which is what I am going to cover in this post.

Continue reading “How To Install Management Reporter Sample Reports”

How To Configure Management Reporter For Use

Microsoft Dynamics GPOver the last few posts I’ve covered installing the Management Reporter prerequisites, server and clients; now it’s time to configure Management Reporter for use.

Continue reading “How To Configure Management Reporter For Use”

How To Install Management Reporter – Client

Microsoft Dynamics GPAt the end of last week, I posted the first two parts in a series of posts on how to install Management Reporter; how to install Management Reporter – Prerequisites and how to install Management Reporter – Server.

Today I’ll give a run through of the Management Reporter client installation. To install the client, the same installation packages used to install the server, Microsoft Dynamics Management Reporter SP1 (Full Install) and Management Reporter Service Pack 2 October Update (PartnerSource or CustomerSource login required), are used. Continue reading “How To Install Management Reporter – Client”

Support Debugging Tool Build 16 released

Microsoft Dynamics GPDavid Musgrave has released build 16 of his Support Debugging Tool. Full details of the changes are available on the Developing for Microsoft Dynamics GP blog.

There are two updates available;

How To Install Management Reporter – Server

Microsoft Dynamics GPYesterday, I posted the first in a series of posts on how to install management reporter; how to install Management Reporter – Prerequisites. Today I’ll cover the server side of the installation. Continue reading “How To Install Management Reporter – Server”

New Microsoft Dynamics GP Statement of Direction Available

Microsoft Dynamics GPErrol Schoenfish on the Inside Dynamics GP blog has posted a new Statement of Direction for Microsoft Dynamics GP.

The Statement of Direction can be downloaded from PartnerSource or CustomerSource (login required). Continue reading “New Microsoft Dynamics GP Statement of Direction Available”

How To Install Management Reporter – Server Prerequisites

Microsoft Dynamics GPI’ve done quite a few posts on bugs and other problems recently, so I thought it about time to do a few How To posts; I opened last week with a post on how to install a domain controller and I’ve decided to follow up with a post on how to install Management Reporter. Or at least I intented it to be a post about Management Reporter but I then realised how many screenshots I’d taken and decided to break it down into several posts; the first of which will cover the server prerequisites. Continue reading “How To Install Management Reporter – Server Prerequisites”