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Catch up on the latest news and events taking place at Microsoft and Crestwood:
7/28/2010 - How to write a cash flow statement with FRx
posted on: July 29,2010 03:42 PM
FRx Reporter is the go-to Financial Statement report writing tool for Microsoft Dynamics GP, AX and SL. FRx is supported for customers that are currently on Dynamics GP 10.0, and they can stay on FRx when they upgrade to Dynamics GP 2010. All customers and anyone who purchases Dynamics GP 2010 will receive licenses for Management Reporter when they upgrade go Dynamics GP 2010. The features I describe here are relevant for both FRx and Management Reporter.
When clients ask me how to write a cash flow statement or tell me it can’t be done with FRx or MR, I just smile. There are three samples of FRx Cash flow statements in the Filmworks sample company that comes with FRx. All you have to do is export from the Filmworks sample reports and import into the live company reports. You do have to change the mapping to your accounts in the row format, but that is easily done. The tricky part is getting the beginning of month or year cash balance into FRx. There is a trick in the row format that allows you to pull in the beginning balance or year-to-date balances to make sure your cash ties out to the balance sheet. These are called account modifiers under the row modifiers option. Sometimes you need to bring in other cash flow sources or uses that are not easily pulled from the general ledger.
If you have MR, let me know and I can copy and paste the row format for you and send to you. You can use a feature called linking to Excel worksheets that will pull in data such as common stock issues, fixed assets purchases or retirements, etc.
We just covered these exact topics in my FRx Advanced Training class this week. We also offer FRx Basics classes at the Microsoft Office in Downers Grove, IL on September 9 and October 13. Let me know if you would like to attend – dmagera@crestwood.com.
7/28/2010 - Hungry for more Dynamics GP knowledge?
posted on: July 29,2010 03:40 PM
Try the training snacks. This is a new mode of training from Microsoft that each lasts about 15 minutes. There are lots of new training snacks released for GP 2010 and available for customers at this site: http://blogs.msdn.com/gp/rss.xml
7/28/2010 - E-Learning Online Training for Customers
posted on: July 29,2010 03:40 PM
Remember that you receive free E-Learning, online training with your Microsoft Enhancement plan. Access E-Learnng from CustomerSource > Training & Certification or contact Crestwood support for help to access E-Learning
7/28/2010 - Next FRx Basic Hands on Training
posted on: July 29,2010 03:40 PM
Agenda:
• Introduction to FRx
• Creation of Building Blocks – Row Formats, Column Layouts, Reporting Trees
• Catalog of Reports
• Formatting
Times:
Thursday, Sept. 9 9:00 to 4:00 http://www.clicktoattend.com/?id=150016
Wednesday, Oct. 13, 9:00 to 4:00 http://www.clicktoattend.com/?id=150017
Location: Microsoft Office in Downers Grove, IL
Please email Deb Magera to pre-register for one of the FRx Basic Hands on Training Classes : dmagera@crestwood.com
7/27/2010 - Join us for FRx Advanced Classroom Training
posted on: July 29,2010 03:40 PM
Register with dmagera@crestwood.com.
6/23/2010 - Please note Crestwood's updated Support Procedures
posted on: July 29,2010 03:40 PM
Crestwood Associates - Support Procedures
When submitting requests, users should provide the following information:
- User Name, Company Name and best Phone Number at which you can be reached
- Functional area of Support Request (Accounts Payable, FRx, Business Portal, Payroll, Fixed Assets, Dynamics CRM Outlook Client, SQL Reporting Services, SQL Server error, etc.)
- Description of issue and specifically what you were doing when it occurred (Posting, Entering a Transaction, etc.)
- Screenshot of error message if possible (this is very important to help identify exactly what the root cause of the issue could be)
- Your level of urgency (Critical (i.e. system is down, can’t process payroll) , High, Medium or Low)
- Availability of user for support
All e-mails will be responded to automatically to let you know that we have received your request and the email acknowledgement will provide you with the Support Case Number. E-mails will be reviewed by our Support Manager and assigned to the appropriate resource depending on the urgency and technical expertise required. If the question or request is something we can answer in 15 minutes or less, there will be no charge and the time will be billed as Professional Courtesy. We feel providing this Professional Courtesy is a huge benefit to all users and we encourage all users to contact us. If we expect the request to take more time, we will bill for a reasonable prorated amount of time spent resolving your issue at our normal bill rates.
Often times we need to schedule you for a block of time on a later day to dedicate to discussions with you in order to investigate the issue and log into your system to review and resolve the problem. We prefer to work directly with you so that there is a clean hand-off on the knowledge transfer. We also have streaming tools such as Go to Meeting and WebEx that allow us to work together remotely. This will usually occur in the same week. If the Support Team cannot address your request in a timely manner remotely or if we feel that the issue will take a longer period of time to resolve, we will recommend scheduling an onsite Support Visit to complete the work.
All open support cases are reviewed on a daily basis and priorities may shift based on client situations that arise. We strive to update you on a regular basis regarding the status of your support cases, but please don’t hesitate to contact us at anytime to discuss the status of your case.
Finally, you will receive a link to our anonymous survey after your support case has been resolved. We value your open and honest feedback on the services we have provided since it helps us to continuously refine and improve the services we offer to clients.
Support Information
Hours: 8:00 AM and 5:00 PM.
eMail: support@crestwood.com
Phone: 847-394-8820 x28
For most requests, please e-mail our Support Team or you can reach them by phone. If your system is down (no users can login to the system), please feel free to dial Extension 0 at anytime and someone will assist you immediately.
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