Adding a column that divides an amount by the … – MSDN Blogs

Greg, one of the engineers on the Management Reporter Support team, wrote today’s blog, which is focused on helping you add more meaningful calculated columns to your Management Reporter reports by using PERIODS 

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Adding a column that divides an amount by the … – MSDN Blogs

June 7, 2013 · CharG · No Comments
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Working with Row Modifiers in Management Reporter 2012

Generally speaking, most financial statements are organized with information appearing in distinct columns, such as actuals, budget, current period and year to date (YTD). However, you may have specific reporting requirements for information to appear in rows instead, such as a row of actuals followed by a row of budget information. You can achieve this through the use of row modifiers in Management Reporter 2012.

First, let’s look at a standard report. Note that different sets of numbers appear in separate columns:


In this example, let’s say I wanted the information to appear in rows instead of columns, like this:



Row modifiers allow you to control the account and book code settings for each row to produce a report like the one above. Row modifiers are applied in the row format of your report.


To apply a row modifier to a row, simply double-click in column one for the row you want to change. This opens the Row Modifier window, where you can choose to apply an account, book code or attribute modifier to the selected row in your row format.



The account modifer and book code modifier drop-down lists display the available options:



Use an account modifier to override the column layout and display YTD, current period or beginning balances for the row. Account modifier also can be used to offset the base period if, for example, you want to display a number of periods before or after the base period for the report.

Use a book code modifier to display budget values instead of actuals on the report. Again, this will override what is specified in the column format. In addition, you can use an attribute filter to restrict results in the row based on values for any of the available attributes:



Row modifiers allow you to expand your reporting capabilities with additional formatting and presentation options.

BKD Technologies clients can contact our Microsoft Dynamics GP support center for further assistance in using row modifiers with Management Reporter 2012.


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Working with Row Modifiers in Management Reporter 2012

June 7, 2013 · Christina Phillips · No Comments
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Microsoft SQL Server security roles and Microsoft Dynamics GP SSRS reports

It’s not uncommon to find system administrators and consultants alike struggling to deploy Microsoft Dynamics GP SRS reports in an environment, while trying to keep these reports secured. I find that the main issue revolves around understanding the different moving parts: domain accounts, GP user logins, the SQL Server database roles created for reporting, the reports web site security, the reports folder security and the list goes on.

So here is a list of resources that I believe will help with this:

The best place to start is the SQL Server Reporting Services Guide, which has all of the information for installing, deploying and setting up security for SRS reports to use with Dynamics GP.
This guide is available for download from the Microsoft Download Center.

Microsoft Dynamics GP 2013 Guide: SQL Server Reporting Services

In order for users to access SRS reports (default) for Dynamics GP, they need to have the following permissions:

1. Access to the Reporting Services web site (native mode) or report library (SharePoint Integrated). I have found the following resources to be extremely useful when configuring Reporting Services security in native mode:

Granting Permissions on a Native Mode Report Server

If you are dealing with Reporting Services in SharePoint Integrated mode, the following is a good resource:

Security Overview for Reporting Services in SharePoint Integrated Mode

2. Permissions to the SRS report files themselves.
The following TechNet video shows just that:

3. Database security roles (RPT_ ) under the DYNAMICS and/or company databases in order to pull data into the SRS reports. You will want to take a look at the following KB article 954242 – Frequently asked questions about the integration of SQL Server Reporting Services (SSRS) with Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010, which can be found at:

I hope you find these resources useful.

Until next post!

Mariano Gomez, MVP
IntellPartners, LLC

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Microsoft SQL Server security roles and Microsoft Dynamics GP SSRS reports

June 7, 2013 · Mariano Gomez · No Comments
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We switched from GP to…

I was looking at a software renewals report today and found that a number of companies were not renewing their AEP with eOne as they ‘had switched from GP to another ERP’. This got me thinking about the costs and effort involved in making such a switch in ERP. I then got to thinking about how many of those companies that made a switch found themselves to be ‘happier’ with their new software.
For a mid-market company to implement a brand new mid-market ERP solution the true cost is quite surprising. Things to include are:
  1. Software Outlay Costs
  2.  Hardware/hosting costs
  3.  Process Review and Design
  4.  Internal Training
  5. Consulting Services for setup and configuration
  6.  Down Time
  7. Frustration and potential loss of staff
  8. Running Parallel
  9. New Reporting Systems and structure
  10. Incorrect data and troubleshooting data
  11.  Integration with existing systems
  12. Tie in with Website

For a company of say 50 people, I would be very surprised if they were able to calculate a true cost at anything less than say $500,000 dollars. While the software might be a monthly payment or say $50,000 for an upfront purchase – if you put a value on internal time required to deliver the new ERP – you would soon be well over that $ amount.  For the sake of this article let’s round it down to $300,000.

$300,000 is a great deal of money to spend for a mid-size company. Given in my humble opinion – most mid-market ERP solutions are reasonably similar in functionality – what is it that would cause someone to jump to a new ERP? A few of the reasons we have been given for companies moving away from Dynamics GP are . . .
  1. Needed better Reporting.
  2. System was too slow on version 9.
  3. Wanted to go cloud for all our apps.
  4. Did not like GP.
  5. Never really understood the ERP – and it was too complex.
  6. Was convinced by Microsoft to move to AX.
  7. The CEO’s friend told him XXXX was better.
Nearly every response we receive is very general, like these above.  Very few (none) were what I would call a good reason for a change which would be something like “Our business has changed and we have a big need for and extraordinarily complex purchasing system that interfaces with our Chinese partners double byte system.” I understand if there is a very specific piece of functionality not provided by your current solution and you ‘need’ it as part of your ERP.  Even then I will question the decision.
If you are currently using a ‘reasonably modern ERP solution – such as Dynamics GP (but same goes for NAV,  Epicor, Netsuite, some Sage products, Solomon etc) I would find it very difficult to find a reason to switch applications.
  1. On a SQL database – reporting is very powerful regardless of the ERP business rules.
  2.  Speed of operation probably has more to do with your hardware setup and the way you are using the software.
  3. Cloud? I am a big fan but this is hardly a trigger point to switch ERP and cause internal upheaval.
  4. If you do not like your ERP or find it too complex  – it is more likely because you have not taken the time to understand it.  It’s like me saying I don’t like Facebook – when in reality I have never taken the time to understand it.
  5. Was convinced by Microsoft – well, you really should make your own decisions.
  6. The CEO’s friend’s business is different to yours. Guaranteed.
I am not saying that all ERP are identical – but I am saying they are very much alike. Most companies could run happily on most ERP software. The real power of an ERP solution is the time and energy you put into it. It is in fact a lazy and easy way out for a CFO or IT manager to say ‘lets switch ERP solutions.’
So before you make any switch – but especially if you are a company using Dynamics GP right now – here are a few things you must do first:
  1. Assemble your internal GP/ software gurus in a room. If you do not have at least 3 of them – you are in no position to make a decision. (This may include a passionate IT guy, FC or end user.) So train or employ the right people. You need this regardless of the software you use. Look at your internal reporting – are you getting what you need? There are hundreds of ways to get the data you need from just about any system. Call in a reporting expert.
  2.  Look at ‘best of breed solutions’. Look for very specific solutions that do what you need. ERP’s are never best of breeds, they try to do everything for a business – and can never achieve it. Adding together 3 super solutions – will give you better results
  3. Integration – tie your ERP and your point solutions together.  This lets you give the right people the right information at the right time. Get clever and set high expectations from your system. Most companies use only a fraction of what they own – so make sure you leverage it.  
If you were to take $100,000, the $300,000 or even the half mill – and spend it on getting your current systems right – you will be way, way further ahead than if you spent all that time and energy switching ERP systems.

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We switched from GP to…

June 7, 2013 · Martin · No Comments
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Microsoft Dynamics GP 2013 Cookbook Has Been Published

In October last year I started work with Packt Publishing on an updated version of the Microsoft Dynamics GP 2010 Cookbook by Mark Polino. The new book is the Microsoft Dynamics GP 2013 Cookbook and I was told by the … Continue reading

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Microsoft Dynamics GP 2013 Cookbook Has Been Published

June 5, 2013 · Ian Grieve · No Comments
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Tech Tuesday: Publishing Nodes

Continued here:
Tech Tuesday: Publishing Nodes

June 4, 2013 · Abbey · No Comments
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Microsoft Forecaster Data Transfer Tool Updated … – MSDN Blogs

The Microsoft Forecaster Data Transfer Tool has been updated to include support for Microsoft Dynamics GP 2013. You can download the updated Microsoft Forecaster Data Transfer Tool from CustomerSource. 0 Comments 

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Microsoft Forecaster Data Transfer Tool Updated … – MSDN Blogs

June 4, 2013 · Jill Carter · No Comments
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