Dynamics GP San Diego VAR News: ERP Reporting

December 22, 2017 by  Filed under: Computer 

If you need local service in Southern California: San Diego, Orange County, Los Angeles, we are happy to help you with Microsoft Dynamics GP, Great Plains, we speak English, Spanish, Chinese, Russian, Portuguese.  We have Dynamics GP Dexterity Software Development Factory and ready for challenging customizations, integrations

Local Microsoft Dynamics GP Implementation, Reports design,Custom Programming in Dexterity, eConnect, SQL Stored Procs, Consolidated FRxreporting, including international SAP Business One Subsidiaries

If you are in reports design tools for Microsoft Dynamics GP(formerly this ERP application was known as Great Plains Dynamics andeEnterprise, please do know that older Great Plains Accounting for Dos, Windowsand Macintosh is different from Great Plains Dynamics GP and is out of scope inthis publication), we would like to give you small orientation article.  We will start with reports classification,then cover GP associated tools and then generic reporting tools:


1.       Reportclassification.  This first small stepcan save you a lot of time and potentially rework efforts.  Please, try to think about your report and inwhich category it fits: financial report, business logic specific (oftenreferred as managerial reporting), other than pure financial (it is Sales,Purchasing, Project Performance and Timeline, Employee Per Plant, ManufacturingBudgets, etc), or if it is Business Form (Sales Invoice, Customer Statement,Purchase Order, Project Card, Picking Ticket, Bill of Lading), or if it isinternational reporting (when you have to design Great Plains reports in yourcountry native language)


2.       FinancialReporting.  If in the first paragraph youdecided to classify your report as Financials, likely that you will have todeal with Balance Sheet, P&L, Statement of Cash Flow, GL Trial Balance, orconsolidated version of the reports mentioned above.  If this is the case, tool selection is simple- review FRx Financial Reporting, and if you are on Small Business Financials,review GP Advanced Financial Analysis Reporting (AFA is in our opinion lesspowerful and has more restrictions and requires more learning time, comparingto FRx, however it comes free with your Small Business Financialslicenses).  FRx deals with GL Accounts,Budgets, it has direct link to Account Summaries table and allows you tocombine Dynamics GP GL data with external Excel Worksheets (in the case, whenyou have smaller or international subsidiaries in Small Business Accountingpackages, or something like SAP Business One, where BS, P&L export to Excelis very simple).  Consolidated reports,here you work with Reporting Tree, and you could slice and dice your reportingtree based report by Tree Unit, which might be account segment or separatecompany


3.        Managerial Reporting.  Here, you know that FRx is not the righttool.  Now, sensational news – probablythis reporting tool you like the most – yes, Crystal Reports!  CR can do fabulous job in Dynamics GPreporting.  When you are back fromexcitement to the working routine, please note our recommendations, coming frommultiple cases of records duplication in CR – try to separate reports SQLSelection side from CR design itself.  Werecommend you to create report SQL base as SQL View or Stored Procedure.   In Stored Procedure you have the most of theflexibility, as here you can deploy intermediate steps, such as temporarytables (this is not possible in SQL View). Plus, in our opinion, you can have similar to CR power in Microsoft SQLServer Reporting Services (SSRS) and even in MS Office reporting extensions:Excel, MS Access Reports, Microsoft Word Reports, however these topics are outof the scope


4.       BusinessForms.  If all you need to do is to placelogo on Sales Invoice, then turn your attention to GP Modified Reports andReport Writer.  RW is Dynamics GPDexterity based module, meaning that you can call RW modified reports directlyfrom Batch or individual Sales Invoice, Order, or Quote window.  ReportWriter is limited to Dexterityindexing, and in some complex Forms printing cases you may decide on switchingto Crystal Reports or SSRS (where you base your report on real SQL Selectstatement)


5.       InternationalDynamics GP Reporting.  If your businesssubsidiary is located in the country, where the language is ASCII compliant:English Speaking Countries, such as Australia, New Zealand, South Africa, UK;Europe: France, Belgium, Netherlands, Germany, Denmark, Norway, Poland,Lithuania, Latvia, Estonia, Czech Republic, Slovakia, Serbia, Slovenia,Croatia, Russia, Ukraine, Belarus, Italy, Greece, Turkey, Arabic Speakingcountries: Saudi Arabia, Egypt, Syria, Jordan, Algeria, Libya, Tunisia, you candeploy GP Dexterity Reporting.  If youare in the country where Unicode characters are required: China, Korea, Thailand,Japan – please consider deploying Crystal Reports, SSRS


6.       InternationalConsolidated Reporting, SAP B1 considerations. If you have subsidiaries located in such countries as Brazil, Chile,Argentina, Colombia, Costa Rica, Europe, Philippines, India, China, where SAPBusiness One ERP and MRP is very popular and it is localized and certified byGovernment Tax Agencies, please consider combining your FRx reports with Excelexport from your SAP B1 overseas subsidiaries


7.       Howto get help?  Please, feel free to callus: 1-866-528-0577, help@albaspectrum.com 

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