Documents
Tiffany Bennett
Tiffany Bennett

Missing AR Documents in the Dynamics SL AR Payment Application Window

Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL.  However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity.  What’s going on? Where are … Read more

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International Currency
Tiffany Bennett
Tiffany Bennett

Understanding Multi-Currency vs. Financial Statement Translation

Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation.  Many users confuse the two, but they have completely separate functionality. In general, think of it this way.  Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more

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FYI Soft logo
Tiffany Bennett
Tiffany Bennett

An Alternative Financial Reporting Tool for Acumatica

ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica.  Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter.  This saves many … Read more

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Tiffany Bennett
Tiffany Bennett

Dimension Not Found Error in Management Reporter MR

If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial Dimension mapping fields.  Let’s take … Read more

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Tiffany Bennett
Tiffany Bennett

Understanding Security Hierarchies in Management Reporter MR

Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports.  Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more

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Tiffany Bennett
Tiffany Bennett

Divide by 0 Error in FRx

Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer?  And to top if off, then the report does not print.  Other users can print FRx reports just fine, but for you, it happens on all reports.  This error appears if you print to the … Read more

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Tiffany Bennett
Tiffany Bennett

How to Get a New Dynamics GP Budget ID to Show Up in Management Reporter MR

It’s very common for our customers to add new budgets to Microsoft Dynamics GP.  With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically.  With the MR Data Mart, there are a couple of steps below that need to be followed first. … Read more

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Tiffany Bennett
Tiffany Bennett

Using Professional Services Tools Library (PSTL) To Change Key Fields in Dynamics SL

With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database.  It’s called PSTL (Professional Services Tools Library).  You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and many more.  It changes all tables, including transactions … Read more

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Tiffany Bennett
Tiffany Bennett

AP Payment Selection vs. Edit/Select Documents for Payment in Dynamics SL

Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL?  They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment Selection screen is actually a utility that is used … Read more

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Tiffany Bennett
Tiffany Bennett

Multiple Companies Report Not Pulling Data in MR

Imagine the following scenario in Management Reporter (MR).  A report runs fine when running it individually, for separate companies, with no tree.  However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data.  How can this be? The cause of this is due to different CURYIDs … Read more

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