How to Modify Standard Dynamics SL Reports - Brittenford Systemsкод для вставки
The Advanced Learning Programв„ў For Dynamics SL вЂњLearn Beyond the Basics.вЂќ How to Modify Standard Dynamics SL Reports Your Dynamics SL ALP Faculty: From Left: Kristin Foose, Shereen Mahoney, and Linda Smith www.brittenford.com 703-860-6945 Page 2 of 7 Brittenford Referral Rewardsв„ў Refer Brittenford Systems to a friend who could benefit from : Microsoft Dynamics SL (вЂњSolomonвЂќ) Microsoft Dynamics GP (вЂњGreat PlainsвЂќ) Microsoft Dynamics CRM Microsoft SharePoint Microsoft Forecaster You could earn a cash reward up to $500!* For more information, or to make a referral contact: Michael at 703-860-6945 x208 or firstname.lastname@example.org OR email@example.com * Restrictions apply, contact Brittenford for details В© 2011 Brittenford Systems, Inc. Page 3 of 7 вЂњThe Business ProblemвЂќ (based on your questions) вЂњIs there a way to modify a standard SL report so it is easier to use with Excel? Example вЂ“ GL Detail Report or AR Aging The Impact: Time efficiency вЂ“ manually update data after export Reports missing important information Avoiding errors editing reports Merge reporting information without exporting first Preprinted forms costs Streamline business process The Solution: Utilize the Crystal Reports to modify reports to fit your business processes and needs The Benefit: Save time вЂ“ no need to manually update reports Reports contain all pertinent business data Save money on preprinted forms Reduce reporting errors What are YOUR questions вЂ“ or favorite tips вЂ“ about Dynamics SL? вЂў Before the call, share them at www.SLQuestion.com вЂў During the call, submit them using the вЂњQ&AвЂќ menu item. В© 2011 Brittenford Systems, Inc. Page 4 of 7 The Crystal reports software is on the MICROSOFT DYNAMICS SL CD. For version v6.5, it is on the 2ND CD. _______________________________________________________________ _______________________________________________________________ To locate the Report file names for the, go to the Administration, REPORT CONTROL MAINTENANCE screen and enter in the report number. _______________________________________________________________ ______________________________________________________ В© 2011 Brittenford Systems, Inc. Page 5 of 7 The original report file is located on the SL server in the MODULE folder. ____________________________________________________________ ____________________________________________________________ Customized reports are saved in the USR_RPTS folder on the SL server. _______________________________________________________________ _______________________________________________________________ В© 2011 Brittenford Systems, Inc. Page 6 of 7 Compare the original report in DYNAMICS SL with the Crystal report to help identify fields. _______________________________________________________________ ___________________________________________________________ To move a field, it must first be selected and the 4 SIDED arrow must be present. _______________________________________________________________ _______________________________________________________________ В© 2011 Brittenford Systems, Inc. Page 7 of 7 Questions about todayвЂ™s class? Need help? Contact: Shereen Mahoney: firstname.lastname@example.org or 703-860-6945 x204 Linda Smith: email@example.com or 703-860-6945 x261 Join a hands-on training class! Visit our website at www.brittenford.com/training or call Debi at 703-860-6945 x209. Brittenford Systems Reporting: Dynamics SL Training Schedule вЂ“Winter 2011 For easy enrollment: www.brittenford.com/training or 703.860.6945 x209 (CPE Credits are Available) 5% Early Bird Discount Standard Date Location Tuition Rewards Tuition FRx Financial Reporting - Basics, 2 days Feb 8 Chevy Chase, MD $1,195 $956 FRx Financial Reporting - Basics, 2 days Mar 15 Reston, VA $1,195 $956 FRx Financial Reporting - Advanced, 2 days Mar 17 Reston, VA $1,195 $956 Forecaster Essentials I, 2 days May 10 Reston, VA $1,195 $956 Power Excel for Accountants, 1 day Mar 29 Reston, VA $345 $276 Crystal Reports Basics, 1 day May 19 Reston, VA $695 $556 General Ledger, 1 day Apr 19 Chevy Chase, MD $595 $476 Accounts Payable, 1 day Apr 20 Chevy Chase, MD $595 $476 Accounts Receivable, 1 day Apr 21 Chevy Chase, MD $595 $476 Project Controller, 2 days Apr 11 Reston, VA $1,195 $956 Allocator, 1 day Apr 13 Reston, VA $595 $476 Flexible Billings, 1 day Apr 14 Reston, VA $595 $476 Time & Expense, 1 day Apr 15 Reston, VA $595 $476 Dynamics SL: В© 2011 Brittenford Systems, Inc.