Note:  These new reports are updated versions from an earlier posting.  These reports are now compatible with both Store Operations and Headquarters.

Download the Z Report Summary Report here and the Drill In Report here.  After downloading the files, open the zip file and copy the reports to your RMS Store Operations or Headquarters Reports folder.  By default, that folder is located in C:\Program Files\Microsoft Retail Management System\Store Operations\Reports or C:\Program Files\Microsoft Retail Management System\Headquarters\Reports.  Note: you may have to enable pop-up windows to download the report files. 

Download the Z Report Tender Detail Report here.  After downloading the file, open the zip file and copy the report to your RMS Store Operations or Headquarters Reports folder.  By default, that folder is located in C:\Program Files\Microsoft Retail Management System\Store Operations\Reports or C:\Program Files\Microsoft Retail Management System\Headquarters\Reports.  Note: you may have to enable pop-up windows to download the report files. 

After you copy the report files to your RMS Report folder, you can view the reports by launching RMS Store Manager or Headquarters Manager.  The reports will be located in the Reports Menu->Custom->Z Report Summary or Z Report Detailed. 

The Summary report includes all of the Batch Totals found at the top of a Z report grouped by Closing Day and Register.  To view the detailed tender information for any batch on the Summary Report, double click on the batch number in the report.  Note for Headquarters use, you will have to add the Store ID to the filter on the detailed report.  It is visible in the last column on the summary report.

The Tender Detail report lists the tenders for batches and the tender open, close, shift, and open/close amounts. 

The biggest need these reports fill is viewing your Z report totals for the entire store instead of just by register.

If you would like more information, please contact InterDyn LANAC today – 888-760-8911.

Top 10 Reasons to Upgrade to GP2010 

1.    Better insight:  Dashboards and KPI’s with Drill-Back
2.    Get more out of Excel:  Predictive Modeling and Analysis
3.    Work with over 90 Built-In SRS Reports
4.    Create Professional External Documents:  Word Forms
5.    Tailor Your List Pages:  Navigation List Builder
6.    Create mini-applications:  Extender
7.    Connect easier with People:  Communicator Integration
8.    Integrate Systems Better:  Web Services
9.    Leverage Other Technologies:  64 Bit, Workflow on WSF
10. Upgrades are Easy:  Proven by beta customers going live (most successful upgrade ever!)

We will be doing a series of webinars for GP2010 – please contact Christine Page should you have an interest in attending one - 312.506.3522

Or, register by clicking on the links provided with dates below:

September 15, 2010  (lunch and learn – 11:30am – 12:30pm Central Tme) 

September 29, 2010  (lunch and learn – 11:30am – 12:30 pm Central Time)

October 13, 2010  (lunch and learn – 11:30am – 12:30pm Central Time)

October 27, 2010  (lunch and learn – 11:30am – 12:30pm Central Time)

InterDyn LANAC Technology’s Zip Code Add-In for RMS prompts your cashiers to ask for a customer’s zip code at the start of each transaction.  This zip code allows you to track your sales by the zip codes your customers are coming from.  Many customers are reluctant to give out their full address, feeling that junk mail will follow them home. 

This is faster than adding a new customer into RMS because the cashier just enters the zip code and the add-in does the rest.  If the zip code has already been entered, the system will match it up and allow the cashier to continue with the sale.  If the zip code is new to the system, the add-in performs an internet lookup to match the city and state and adds this information to the RMS database. 

Also included are a Zip Code sales report for Store and HQ Manager and two SQL Server Reporting Services Reports to display Zip Code Sales.  Click here to view the drilldown by State report.  Click here to view the drilldown by Zip report.

Check out the Zip Code Prompt information sheet here.  Call us at 312-201-8808 or email rmsblog@lanactech.com for more information or pricing.

REDMOND, Wash. — Apr. 22, 2010 — Microsoft Corp. today announced record third-quarter revenue of $14.50 billion for the quarter ended Mar. 31, 2010, a 6% increase from the same period of the prior year. Operating income, net income and diluted earnings per share for the quarter were $5.17 billion, $4.01 billion and $0.45 per share, which represented increases of 17%, 35% and 36%, respectively, when compared with the prior year period.

The results include the deferral of $305 million of revenue relating to the Microsoft Office 2010 Technology Guarantee program. Adjusting for the revenue deferral, third-quarter revenue totaled $14.81 billion, an increase of 8% over the prior year period.

“Windows 7 continues to be a growth engine, but we also saw strong growth in other areas like Bing search, Xbox LIVE and our emerging cloud services,” said Peter Klein, chief financial officer at Microsoft. “Our record third-quarter revenue along with continued rigor on cost management resulted in exceptional EPS growth.”

Read more on Microsoft Reports Record Third Quarter Revenues

What is the easiest way to reconcile from Accounts Receivable and Accounts Payable to the General Ledger?

Under Tools > Routines > Financial > Reconcile to GL, there is a routine that will assist you in reconciling Payables Management and Receivables Management to the General Ledger.  (Once there, click F1 for some help on how to use the tool.)

This routine generates an Excel spreadsheet that can be used to match transactions in Payables Management or Receivables Management to transactions that have been posted to General Ledger.

While this process doesn’t generate correcting transactions, if they’re needed, it can help identify transaction discrepancies between balances in General Ledger and the sub-ledgers.

The Setup Checklist is a great way to streamline the setup of your Microsoft Dynamics GP systems, assign tasks, track progress, initiate reminders,and learn more about the features of Microsoft Dynamics GP throughout the process.

On the Administration Pane under Setup on the Area Page, choose Setup Checklist.

The Setup Checklist window lists setup tasks for you to complete in a recommended order. This provides a graphical display of the setup tasks to be completed when you are setting up Microsoft Dynamics GP.

When you select a setup task in the Setup Checklist window, information about the task is displayed in the Setup Guide that is next to the window, providing detail about the option being displayed.

You can assign users to a setup task or an entire category. When you assign a user to a category, an assignment will be created for each setup task in that category for that user.

A reminder will be created for users who have incomplete setup tasks assigned to them. Reminders are displayed in the Reminders window. By assigning tasks to other users, a system administrator can assign various tasks to different individuals, and then track progress against those tasks.

The Setup Checklist Views (left area of the checklist window) help you manage the setup tasks. You can view only your own tasks, only incomplete tasks, and even take “optional” setup tasks out of the view temporarily.   This provides a lot of flexibility in managing your setup.

As users complete the setup tasks, it’s easy to mark them complete. You can change the status directly from the Checklist window. 

The navigation capabilities within the Setup Checklist also allow you to go directly to the windows that will help you complete your assigned setup tasks. 

If you’ve opened the window from the Checklist, you will be asked about the “status’ as you close the window, allowing you the ability to indicate whether the process has been completed, is still in progress, or has not yet used.

The Setup Checklist window can streamline required tasks and setup needs.  It can also serve as a valuable resource for learning about the setup features within Microsoft Dynamics GP and help you understand the capabilities of your ERP system.

Windows 7 has been designed to simplify the things you do every day, work the way you want, and make some exciting new things possible. Want examples? Here are 10 good reasons to make the move to Windows 7.

1.     Get quicker access to all of your stuff—use Pin  

Pin programs to the taskbar. Pin files to Jump Lists. Just like tacking notes on a bulletin board, you can use pin to keep the things you need close at hand.

2.     Jump Lists

Got a file, photo, or website you use a lot? Open it in two clicks. Jump Lists keep the most recent things you’ve used handy for faster access than ever.  

• to keep the programs and files you use the most right at your fingertips.
• Easily create and share movies—create great looking movies and slideshows Windows Live Essentials
  This collection of free programs puts the Internet in your hands. Share photos. Make movies. Send instant messages and mail. Quick and easy.
• share them on YouTube in minutes.

3.     Sleep and Resume
          Windows 7 is designed to help your PC sleep and resume more quickly. It’s easier to put your PC away and to
           get back to what you were doing when you’re ready.

4.     Make Your PC More Responsive
          Performance Improvements – Windows 7 is designed to improve the performance of your PC, so it’s faster,�
          more secure, and more reliable.
                    -   help you get more done.
                              Keeps your PC better protected with fewer interruptions—enjoy fewer system messages and alerts�
                              user Account Control

5.       Windows helps protect you from malware by telling you when a program wants to change your PC.
            Improvements to this feature mean you’ll get fewer messages than before.
                      -  while still enjoying world-class security.
           Better compatibility—works with a larger set of software and devices.
           Device Management – See everything you need to know about your printers, cameras, and other devices in�
           one place. And, your devices are much simpler to hook up and use.

6.     Touch and tap rather than point and click—Windows 7 makes PCs with touch screens �
         Windows Touch
          Ever wish you could just point at what you want and move things around with your hand? With a touch-
           sensitive screen and Windows 7, you can.
                   -  easier and more intuitive to use.

7.     Share files and printers among multiple PCs—from one Windows 7-based PC to another, you can share files,
         music, photos, and even printers   529 people like this
             HomeGroup – Easily share the photos, music, and files on each of the PCs running Windows 7 on your home
             network. It’s especially handy when you want to share a printer.
                     -  across your home network.

8.     Supports more TV, movies, videos, and music in more ways—get photos and more on your home PC with
          remote streaming  

          Remote Media Streaming
                Even if you can’t curl up on your couch, you can easily access the photos, music, and videos on your home�
                PC when you’re away from home. - while on the go.

9.     Stay entertained effortlessly—Watch TV shows for free when and where you want with Internet TV �
         Internet TV – Watch TV shows for free when and where you want with Internet TV on Windows Media Center.
         on Windows Media Center.

10.   Manage devices more easily—manage printers, cameras, music players, and other devices Device
         Management
         see everything you need to know about your printers, cameras, and other devices in one place. And, your�
         devices are much simpler to hook up and use.�
                from a single, consistent, place.

Posted By: Malissa Salzinger

Brief overview of the Report Writer functionality within Microsoft Dynamics GP.

No matter how carefully and accurately you enter and post transactions, without reports, your accounting data is of limited value. When stored in Microsoft SQL Server data tables, your data is something like books in a library that don’t seem to be stored in a clear order and whose titles are in code. Microsoft Dynamics GP provides a number of ways to quickly access your data in useable formats, in addition to giving you multiple ways of designing the exact reports you need. Here is some background information on how reports work in Microsoft Dynamics GP.

The following information refers to Report Writer reports. Report Writer is a tool that is included with Microsoft Dynamics GP. You also can install the SQL Reporting Services reports, which use the reporting tool for the SQL Server database. See the System Setup Guide for information about installing SQL Reporting Services reports.

While a report might appear to be a simple listing of numbers and some text, reports are made up of two parts that work together to present information in a useful form.

A report layout determines the type of information that can be included on that report, as well as where each piece of information appears on the page. The report layout does not specify sorting criteria or ranges of information, such as accounts, inventory items, or customers. That information is specified in a report option, which can be saved and reused to make printing reports that show specific information, sorted in specific ways, fast and easy to print.

You can create as many report options for a report layout as you need, but Microsoft Dynamics GP comes with many report layouts and report options already defined. To see examples of some predefined reports that have been printed using the sample data, refer to the sample reports.

However, if your business needs a report that is not among the predefined reports, there are a number of options that can help you. Modified versions of the predefined reports are available in the Reports Library. These reports have been modified based on the requests of customers. To see samples of the modified reports or download them to use in your own business, see the Reports Library. To use a modified report, you’ll need to download a report package.

When you create a new report or modify an existing report, that report layout is stored in the reports dictionary. The reports dictionary is created when Report Writer is accessed for the first time. All the reports you modify or create with Report Writer are stored in the reports dictionary.

In addition to Report Writer or SQL Reporting Services reports, you can use Crystal Reports for Microsoft Dynamics GP to design new reports for Microsoft Dynamics GP data using the industry standard Seagate Crystal Reports.

Terminology

Report layout — The layout of a report determines the type of information that can be included on that report and also where each piece of information appears. However, a report layout doesn’t determine what specific information will appear on the report; within Microsoft Dynamics GP, you must define a report option to specify the scope of information that will be included on the report when you print it. Changing the layout of a report will affect the appearance of the report, no matter which report option you use when printing the report.

Report option — A report option specifies the scope of information that will appear on a report when you print it, including how the information will be sorted. You must define a report option to print a report using a reports window for any module. A number of default report options have been included. You can create an unlimited number of report options for the same report.

Predefined report — Microsoft Dynamics GP includes many reports that are already laid out. You simply need to define a report option and print the report.

Modified report — A modified report uses a predefined report as a starting point, but includes modifications that were made in response to customer suggestions. There are many examples of modified reports available. You can view samples and purchase the modified reports to print with your own data after you import the modified report into your reports dictionary.

Reports dictionary — The reports dictionary stores modified reports from the main dictionary and new reports created with Report Writer. The reports dictionary is created when the Report Writer is accessed for the first time. All the reports you modify or create with Report Writer are stored in the reports dictionary.

Report package — A report package contains a modified report that can be imported into your reports dictionary using the package loader application. 

Help your employees focus on specific goals and access the training they need to gain in depth product knowledge and obtain certifications!

Learning plans are a great tool to help your employees get trained on Microsoft Dynamics and related products. Training on Microsoft Dynamics is available in many formats to fit your needs – E-Learning, self-study training materials and instructor-led training – and certification exams for Microsoft Dynamics are available to validate your expertise. The learning plans outline every training and certification option available so your employees can choose the training that’s right for them. By becoming trained and certified in various disciplines, you and your employees can document your knowledge on Microsoft Dynamics products and unlock the full potential of your Microsoft Dynamics solution adding value and increased productivity to your business.

Download the PDF learning plans (below or at the right) to start learning today!  Convenient links have been embedded in the learning plans to direct you to the training and exams you want to take.  Simply hover your mouse over the learning title within the learning plans and click.  Titles that have not released yet will not have an active link.

Note: Before the links in the learning plans will work properly, you must go to the main E-Learning page to first create your E-Learning account so the links within the learning plans are active.

Current Versions:
Learning Plan for Microsoft Dynamics GP 10.0 (Last updated 28 January 2008)
Learning Plan for Microsoft Dynamics CRM (Last updated 21 July 2009)

Past Versions:
Learning Plan for Microsoft Dynamics GP 9.0 (last updated 19 June 2007)
Learning Plan for Microsoft Dynamics CRM 3.0 (last updated 19 June 2007) 

To access you will need a CustomerSource Login associated to your email address
Contact us for more information at 866-201-8808 or at info@lanactech.com

SmartList Builder is a Microsoft Dynamics™ GP add-on that allows you to create your own SmartLists and Microsoft® Excel® reports.

If you are on Microsoft Dynamics GP 10, SP 2 or higher with SmartList Builder, do you know that you also have Excel Report Builder?

Excel Report Builder can be used to create and share dynamically updated reports that contain your GP data, and - you don’t need a GP license to view those reports!

You can deploy the reports to a local machine, network folder, or SharePoint.

You can link multiple tables together including ISV or custom tables and report on them.

You can format the reports – charts, graphs, analytic functions – anything Excel can do.

Your current SmartLists will convert to Excel Reports - so it’s easy to get started…