Are you ready to take reporting one step further and save time doing it? Dynamics GP is one of the great ERP systems out there. There are also a ton of ISVs that help make it the most robust solution you would ever need.

So, when it comes to reporting there are some things you can do in Dynamics GP but maybe you need to take it to the next level.

Maybe you have to:

  • Manage reports from home or office
  • Email a batch of invoices with one click
  • Send a single report to multiple destinations

This infographic can help show you the key differences between Dynamics Reports Manager and Dynamics GP.

Dynamics Report Manager versus Dynamics GP

10 Valuable Ways to Print Reports in Dynamics GP

Working from home is the new norm. It’s still business as usual just done differently. Maybe you need some new ways of doing things, like printing reports.

What if you could manage and print all of your Dynamics GP reports from anywhere, to anywhere, at any time – without having to install or launch any external applications to do it?

Here are 10 ways we can help with Dynamics Report Manager.

#1 DRM hits the spot

No more launching other tools or products to get the data you need; with DRM reports are organized for you in one spot.

Dynamics Report Manager allows you to organize, edit, and launch all of your existing Report Writer (modified or unmodified), Crystal, FRx, Management Reporter, and SQL Reporting Services reports, as well as your Microsoft Word and Excel documents from one location directly in Microsoft Dynamics GP.

#2 Built-in Schedule

Imagine having that one report you need every morning. DRM has a built-in schedule feature that allows you to easily schedule your reports on an hourly, daily, or monthly.

So if you run the same report each morning or a group of reports each month, why not schedule it and have it auto-generate for you?

#3 Let’s print double

Why be limited to one printer selection at a time? You can print reports to multiple printers. Send each report in your system to a separate printer or file and have that selection saved. Yes, it is that easy.

Now you can print the report at your kitchen table and at the office.

#4 No more failure to launch

You can choose to replace existing reports that print within Microsoft Dynamics GP.

Launch Points allows you to take any of your existing DRM reports, have it generate, and print in place of the standard report in Microsoft Dynamics GP.

If you have a custom sales invoice created in Crystal reports, Launch Points gives you the ability to now have that custom report generate automatically from the Print button of your Sales Transaction Entry window or any other location you specify.

#5 Different Formats, No Problem

You can use DRM to automatically print different reports/invoices based on information on the screen.

For example, if a customer has multiple invoice formats and they print different ones based on the customer, you can use conditions action on the Launch Point to have DRM determine which invoice type to print.

Stepping up your customer service just got easier.

#6 Get your batch ready

No more onesie, twosies emails to your customers or vendors. Now you can email one batch of reports. Easily generate a batch of invoices and have them sent to your customers or vendors inbox. This saves you time and money and allows you to focus on other tasks.

#7 It is more fun with a group

Need 5 different reports now? With the reports in DRM, you can choose each specific report and have it print at one time. For example, if you need to print a Report Writer, Crystal, and SQL Reporting Services report, it can all be done in one grouping without leaving DRM and Microsoft Dynamics GP. How efficient is that!

#8 Customize it their way

Sally wants a report this way, your customer wants a report that way, and your manager wants a report another way. Is your head spinning yet?

Well with DRM, you can customize it any which way for any person. DRM allows each user to setup their Favorites Folder. Meaning, you don’t have to scroll through hundreds of reports you don’t use. Just go directly to your Favorites Folder and all of your reports can be accessed quickly.

#9 Top Security

You can ensure your reports are secure. IT professionals have no fear, DRM allows you to set security access for each report, therefore, each user can have a tailored view of reports they should be allowed to view and generate. You can even password protect them!

#10 Make Changes Anytime

You can easily add, edit, or remove reports. DRM allows users to easily add new reports, edit existing report generation options, or remove reports that are no longer needed within DRM.

Dynamics Report Manager is such a robust product that users often aren’t aware of all the neat features that exist in it.

If you want to try it out in your Dynamics GP environment, click here to get started today with a 30-day trial.

Our Dynamics Report Manager tool, more commonly known as DRM, is a report generation engine that allows you to generate reports from within Microsoft Dynamics GP.

You can generate reports that are built-in other reporting tools, including SQL Reporting Services (SSRS), Crystal Report Writer, Management Reporter, and even Report Writer reports if they are not built on temp tables.

SSRS Report Settings:

When you write an SSRS report and you want to generate that report from within GP. You will need to set up that feature in Dynamics Report Manager.

To do this, follow these steps:

  1. Click the yellow r, then click System Settings.
  2. Click the SSRS tab.
  3. Verify that you have the correct URL to your Report Server setup, so you can easily import any SSRS report into DRM.

Under Windows Credentials, if you check the box for ‘Impersonate Windows User’ and fill in the fields, you can generate an SSRS report based on that Windows user’s credentials.

You can also mark any of the Windows Options that you prefer.

Dynamics Report Manager System Settings

The settings in the above window are to allow defaulting onto the reports you will manually create or import into DRM.

Importing Reports via DRM Utilities:

If you have several SSRS or Crystal reports that you would like to bring into DRM, you can import those reports into DRM in a mass import process.  To do this for SSRS reports, follow these steps:

Click Microsoft Dynamics GP | Tools | Utilities | Dynamics Report Manager | Import Reports.

Choose SQL Server Reporting Services as the Report Type. You should see this window as DRM connects to your SSRS environment:

Reporting Window - Dynamics GP

Next you will see a list of all your SSRS reports.

SQL Server Reporting Services

Check the report or reports you would like to import and click Import.

You should receive a message that states, “Import Complete”.

If you do not see your list of reports, it is a connection to the SSRS reports issue, which is typically related to permissions to the reports for the user who is attempting to import the reports.  In other words, a GP user may not have access to the SSRS reports, and this permission issue is an SSRS reports permission issue.

Adding the Lookup ID on a DRM Report Parameter:

I have a report called Simple Invoice, and it has two parameters, the Invoice Number and the SOP Type.  This report can be used to print invoices from Sales Order Processing, or it could also print Quotes, Orders, etc.  In my report, I want to be able to do a lookup on the Invoice Number, so I don’t have to remember the Invoice Number I am attempting to print.  To do this, I will need to add that Lookup ID on my report parameter.

Here are the steps:

  1. Open the Dynamics Report Manager Explorer window, highlight the Simple Invoice report, and click edit.
  2. In the Report Maintenance window, highlight the InvoiceNumber Parameter and click edit.
  3. Click the Lookup next to Lookup ID and choose INVOICE.
  4. Click OK to close the window.
  5. Save your changes.

The next time you generate this report, you will have the ability to use a lookup to find your invoice number.  DRM has several built-in lookup ID’s to choose from, and you can also create your own, if the one you seek is not available.

Join us for a Deep Dive into SmartFill and Dynamics Report Manager on March 19th to make sure you are utilizing these products to their fullest potential.

What Does DRM Have That GP Doesn’t?
By Rhonda Sutliff

While GP offers many reports, there are limitations to where and how you can print them, and they need to be the GP created reports. Dynamics Report Manager (DRM) offers you flexibility that GP doesn’t. With DRM you can print most any report, from almost anywhere, at any time. This makes working with reports simpler & easier®! 

Variety of Reports
You can get most of the reports you need within GP; however, with DRM you can launch your report from almost anywhere in GP, including 3rd party products and integrating dictionaries. You could print SSRS, Crystal Reports, and others from the windows of your choice. You can even replace the existing Report Writer report with a different type of report. DRM allows you to launch reports from a variety of sources and programs, including:

  • Crystal Reports 
  • SQL Reporting Services (SSRS) 
  • FRx 
  • Management Reporter 
  • Report Writer 
  • Microsoft Word and Excel 
  • Any Dexterity-based third-party program

Variety of Launch Points
We don’t limit you to just windows. You can print from a Floating Palette, Shortcut Bar, Home Page, or even schedule a launch to print reports when you want, even if you are away from the office. With a scheduled launch, you determine if the report should be an hourly, daily, or monthly report. You also determine where you want the reports to print. This is helpful for large reports that may tie up a printer or resources. Scheduling a report to print overnight will free up that printer and resources for others to use. 

Print Destinations
Using DRM, reports can be sent to the screen, printer, or save to a file such as .pdf or Word. You can also email your reports. You have the ability to email reports in GP as well, but not just any report from any window. DRM gives you this flexibility using our Batch Report feature. For example, with the click of a button, you can email all Crystal Report invoices in a batch to the appropriate customer. What a time saver! 

Easy to Manage
Another great feature in DRM that you won’t find in GP is the Dynamics Report Manager Explorer window. This is a centralized window that will display the existing reports you print using DRM, regardless of report type or module. You can see all reports in one window and easily print multiple reports from this window. You can sort, configure, and group reports together for easy printing and viewing. This makes reporting more manageable. 

If you have any questions on DRM or need more information, please contact sales@rocktonsoftware.com.

Oh how we all love summer: the warm weather, the busy social calendar, and the lazy days spent relaxing by the pool. And this year, we’re giving you even more to love with our Suite Summertime Savings bundle promotion. We’re offering our lowest prices of the year early, because why wait?

 


What’s so sweet about these suite savings?

We’re glad you asked! All summer long, when you purchase any two Rockton Software products, you’ll save $30 per GP User, per product. That’s a combined savings of $60 per GP user. 

How will I decide?

We’re no Baskin Robbins, but our choices are just as delicious, if you’re a Dynamics GP user that is. Rather than agonizing over 31 flavors, we’ve got five different products to choose from. The best part? You can sample them all just the same! 

All of our Dynamics GP add-ons come with a FREE 30-day trial. We want to make sure that you find the products to best fit your needs, so it makes sense to try before you buy. 

Here’s a look at our product flavors:

  • SmartFill: Find information up to 83% faster with our quick and easy google-style data search tool
  • Auditor: Changes happen, now you have a way to track them all
  • Dynamics GP Toolbox: Over 25 tools in one convenient package to enhance the Dynamics GP user experience
  • Dynamics Report Manager: any report, any time, any place
  • Omni Price: Manage nearly every pricing situation you can think of, and a bunch you haven’t

Make it a double…scoop!

If you’ve found a couple products you’d like add to your Dynamics GP System, it’s time to get in touch with our sales team. Our team is standing by to provide you with whatever you may need: a one-on-one demo, a quote, or more information on our products in general. Contact our team at sales@rocktonsoftware.com. This offer is valid through August, 31st 2018.

With every new product purchase, we require customers to pay 20% of the current product price to establish their Annual Maintenance Agreement. This agreement is in place for the benefit of our valued customers.

Some of you may be saying: Why do I need to pay for the Annual Maintenance? What exactly are the benefits?

We’re glad you asked! In an effort to be as transparent as possible, we want our customers to know exactly what you are paying for each year. First of all, here is a copy of our official Annual Maintenance Agreement for your reading pleasure.

The benefits of the Rockton Annual Maintenance Agreement (AMA) are technical support, product enhancements, and upgrade protection. Let’s break each one of these benefits down.

Technical Support

With a current AMA, you and your Microsoft Partner have unlimited access to our talented technical support team. Angela, Dana, and team are available to assist you by phone, email, and web streaming during our regular business hours. Our customers consistently report satisfaction ratings over 95% in follow-up surveys after a support case has been closed.

Unlimited support? Seriously?

Yes! From the beginning, we have provided our customers with unlimited support. We recommend that you first reach out to your Microsoft Partner for support, as the Partner will be familiar with all of your third party products and the specifics of your GP system, but we happily provide whatever direct support is needed.

Product Enhancements

At Rockton Software, we constantly modify, expand, and improve our products. With a current AMA, simply visit our website and download the latest build for FREE. If you like, we’ll even email you whenever new builds are available.

Upgrade Protection

A new major version of GP is released approximately once per year. With a current AMA, you can upgrade your Rockton products at no additional fee by downloading the new version and installing your upgrade key. New registration keys can be requested from within GP using the “Get Keys” feature, on our Partner Portal, or by emailing sales@rocktonsoftware.com. Download the new version of your Rockton product, install your new key, and you’re done!

What happens if I let my AMA lapse?

If for some unfortunate reason your AMA is neglected and becomes lapsed, not all hope is lost. While you will not be eligible for the benefits listed above (support, enhancements, upgrades), our team will be happy to get you back on track. For example: if you need to add an additional user, require support help, or have upgraded to a new version of Dynamics GP, you can work with our sales team to bring current your AMA. Please note that in doing so, you will be responsible for penalties incurred by the prior missed payments.

Are you and your team weary of installing a new product in your system? You are not alone! Considering potential system downtime is essential when deciding to implement a new solution; as we all know: time is money!

Let’s examine potential complications that would result in extended downtime during an installation:

  • No registration keys
  • Error messages and trying to find a resolution
  • Having an excessive amount of machines to install

Just as there are install scenarios to avoid, here are a few suggestions to help streamline the process:

  • Run through the install and implementation on a test environment first
  • Have registration keys and code ready to install before you begin
  • Verify all machines are available for the installation, don’t forget to account for spares or those that are not used every day.

As for Rockton products, the install itself does not take long. It is best practice to have users log out of Microsoft Dynamics GP whenever you are installing code. Typically, with each of our products, you will want to install them on every workstation. The resulting downtime is merely a reflection of how many workstations you have.

The first install will take the longest as this step creates the tables and stored procedures. Even then, the install accounts for less than 15 minutes. Each additional workstation usually requires 5-10 minutes of processing. All of our products, except Omni Price, have tables stored at the system level. This means it only needs to be installed once on each machine.

For Omni Price, you will need to install for each company that will be utilizing Omni Price. Depending on how many companies you have, the install could take a bit longer than our other products. You only need to install Omni Price on the machines where pricing is used or needs to be viewed.

After the product is installed, users may continue to work in the system while you continue the setup of the product. The actual implementation will vary based on product, but can typically be accomplished within a day. Product configuration can be expedited if you have been using our product in a test environment, which we highly recommend.

Cue Auld Lang Syne and raise your glass to another year in the books! This time of year we like to take a pause and reflect on developments of the past, present, and future.

PAST

 

2017 played host to two major Rockton product releases. In January, we introduced two new tools to the Dynamics GP Toolbox: Batch Review Window and Security What If?. Later, in June, we put out a major release for Omni Price. Both releases have been wildly successful and we’ve received positive feedback from happy customers!

PRESENT

 

A peek behind the development curtain and you’ll find a robust Auditor release that’s been in the works for a while. This new build is scheduled to be released the later part of Q1 2018. You may be wondering, “What can we be looking forward to?” We’re glad you asked!

New Queued Approvals:

Currently, when using e-sign and you request a signature or a sign off on a change, that sign off has to happen right away in order for that change to take effect.

Not anymore.

We’re introducing another additional option where you can queue that approval. If for some reason an approver is not available to approve that change on demand, the proposed change will sit in a queue and wait for the approver. Once approved, it will go back in through the system and that change will occur.

Expanded Journal Voucher Roadmap Functionality:

In Auditor, many are familiar with the journal voucher roadmap for the GL that shows users who did what in the transaction process. We are going to be push that functionality out to other modules as well so you’ll get a nice view of who is entering transactions, approving them, and finally posting them.

If you made any suggestions around these queued approvals or other features that we’ve put into Auditor or any product releases, and we’ve told you that we’ve attached your name to that software bug or product enhancement, you’ll automatically receive a notification. So keep an eye out!

FUTURE

 

Also to come in 2018, a new release for Dynamics GP Toolbox and a product enhancement to SmartFill.

If you currently own either of these products, keep an eye out for a survey detailing our new feature ideas and provide your feedback to aid our development team in best serving you.

If you have any questions regarding past, present, and future product development, please reach out to our support team at support@rocktonsoftware.com.

Ring! Ring! The school bells are ringing.

 

For many of us, our first days of school are long gone, but that doesn’t mean the buzz is any less invigorating.

 

My favorite part of a new school year wasn’t the new clothes, but rather the school supplies shopping trip. There were a few reasons this ritual will hold a special place in my heart. For starters, there was almost always a post-shopping feast at Taco Time to look forward too. Secondly, I thrived off the chaos of the crowded aisles, inspiring me to grab the last bright pink notebook before the girl next to me could. And finally, I loved feeling prepared, proudly checking every item off my list. It was symbolic in a sense, like now I was really READY for school, #2 pencils and all.

 

I think back to this feeling of preparedness and wonder why more businesses don’t place an emphasis on recreating that sentiment? Shouldn’t we all arrive to work each day feeling poised and ready to perform at our highest levels?

 

The answer is YES! And what’s even better, Rockton Software is here to help.

 

Much like kids need their school supplies, your Dynamics GP system needs similar attention. Our products are designed to make your work simpler & easier®, so you’re prepared to tackle whatever may come your way in a fast and efficient manner.

 

Here’s our Dynamics GP supplies list:

  • SmartFill: Find information up to 83% faster with our quick and easy google-style data search tool
  • Auditor: Changes happen, now you have a way to track them all
  • Dynamics GP Toolbox: Over 25 tools in one convenient package to enhance the Dynamics GP user experience
  • Dynamics Report Manager: any report, any time, any place
  • Omni Price: Manage nearly every pricing situation you can think of, and a bunch you haven’t

If you haven’t already, we hope you’ll check a few of these items off the list. Whether you’re in need of improvements with auditing, searching, pricing, reporting, security, or simply general user enhancements, we’ve got the solution for you.

 

Not sure if one of these is exactly what you need? All of our products include a FREE 30-day trial, and we encourage you to take them for a test run before purchasing. Contact our sales team at sales@rocktonsoftware.com for more information or to set up a one-on-one product demo. 

In this fast paced business environment, one of the main barriers to implementing a technological change is the assumed hassle of setting up the new system. We feel your pain! That’s why we’ve taken the stress out of the install process with our products!

 

Having a quick and easy implementation for third party products in your Microsoft Dynamics GP system is important to your business, your customers, your users, and of course, your wallet. Maybe you are trialing a brand new product or perhaps it’s time to upgrade your current product, either way, implementing and installing can be a daunting task.

 

If you’re looking to install a Rockton Software product for the first time, for a trial period, or to install a newer build of a Rockton Software product, it’s as easy as these steps!

  1. Download the correct Rockton Software product version that corresponds to the Microsoft Dynamics GP version you are currently running. 
  2. Have all users log out of Microsoft Dynamics GP and make a complete restorable backup.
  3. Extract the downloaded Rockton Software product’s zip file, then find and right-click on the setup.exe file, for example SmartFillSetup.exe, and then click Run as Administrator.
  4. Install the files to the correct Microsoft Dynamics GP code folder. For example, the typical path for the Microsoft Dynamics GP 2015 code folder is: C:\Program Files (x86)\Microsoft Dynamics\GP2015.
  5. Right-click on Microsoft Dynamics GP, and then choose Run as Administrator.
  6. Choose Yes to Include new code.
  7. Log in as sa.
  8. On the first install, go through the Installation Wizard, which will automatically open.
  9. Finish the install by performing steps 3-6 on all workstations that have Microsoft Dynamics GP installed. 

Click here to read the full KB article on Installing a Rockton Software product: First install or installing the latest build/newest version.

While you’re at it, here’s a short video on the simple and easy SmartFill installation, whether for a free 30-day trial period or full registration keys. For more information, contact Rockton Software at sales@rocktonsoftware.com.

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