Archive

Archive for February, 2011

First Step to GP 2010 Upgrade

Before calling your partner to inform them that you’re ready for the upgrade… and probably even before you budget the upgrade: review the GP 2010 System Requirements!

If your Microsoft partner is not purchasing the hardware for your upgrade, you and your IT department need to sit down and review (line by line) the requirements on that document because if you’re running workstations that only have 1 GB of RAM, forget about it!

Or let’s say you wanted to get ahead of the game and purchased a 64bit server – guess what?  Now you have to spend more money to have your partner migrate all your FRx reports to Management Reporter (because FRx is not supported on a 64bit machine). 

There’s a small workaround for this (by keeping a separate server for FRx), but you get my point.

Please, save your company the time, money and frustration.  You can access this document in Customer Source.  Microsoft is constantly updating it.

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FRx Question: Can I Add Our Company Logo to a Report?

So you want to impress your boss by adding the company logo to your reports in FRx? 

Short Answer: Not possible in FRx.

Unfortunately, this feature is not available in FRx 6.7.  I doubt that Microsoft will make this feature available. Their last major Service Pack was back in 2008.  But, if absolutely necessary, you can export the report to Excel or to a PDF and add it there. That’s probably the closest you’re going to get.

The good news is that Management Reporter (FRx’s replacement product) does have this capability. Before you decide to migrate to Management Reporter, please make yourself aware that Management Reporter might still be missing some capabilities that FRx has!

Good luck!

Are auditors harassing you for a copy of GP Manuals?

GP Printable ManualsAre auditors all of the sudden requesting to have copies of the GP manuals?

No fear! This is actually very easy for you to access in GP.  Open up the Dynamics GP application, at the very top right (next to the Address Bar) you will see a Question Mark icon, click on this.  Alternatively, you can use your keyboard and hold ALT + H.

A menu list will drop down. Go down that list and click on Printable Manuals.  There is a manual for practically every module in GP, so save the one’s that apply your company.

Technically, you really don’t need to save these because now you know where to find them!

Tell your auditors the company is trying to be resourceful and environmentally conscious by not printing them.  Let me know how they respond!

Over and out.

FRx How-To: Create/Edit Font Styles

Are you tired of analyzing the same formatted report year after year? Period after period? Looking to add some color? Shading? Or changing the font to your favorite font style?

FRx makes it easy for you to do this and below is a video on how to do this step-by-step. Open up FRx Report Designer (Start Menu>All Programs>FRx 6.7>Report Designer). It doesn’t matter which company you’re logged in to.  I tried to make this as simple as possible, therefore, keep in mind that this isn’t the only way make these changes.

Things to remember: 

  •  In the video, I chose the first Row Format from the window simply because it doesn’t matter which Row Format or Column format I use.  Adding a new Font Style will allow me to use it throughout FRx.
  • When you create a new font style and you try to use it on a machine that doesn’t have the font installed locally, the font will not appear.  You can either choose a common font that is provided with Microsoft Office, or you will have to install the font locally on each machine that uses FRx.

Hope this helps!