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SSRS Report Builder with Dynamics GP

SQL Server includes a powerful reporting tool that you can easily use with Dynamics GP. SSRS Report Builder with Dynamics GP allows you to create very simple reports quickly. You can also build very sophisticated reports, using the simple ones as a basis.

There are many standard Dynamics GP reports that have been made available as SSRS reports. Make sure you load them in to your SSRS site.

One of the features of SSRS when used with Dynamics GP is that there is a Report Builder that has knowledge of the data dictionary in GP. There are reporting models already set up that you can use right out of the box.

Here is a video that you’ll find interesting:


About Rose Business Solutions

Founded in 1991, Rose Business Solutions is a leading business systems and implementation group in Southern California. It has assisted hundreds of small and mid-sized companies globally to implement Microsoft Dynamics applications either in the cloud or on-premise to become more productive, and profitable through the use of technology. With a highly skilled and experienced staff of certified accountants and industry professionals, Rose Business Solutions distinguishes itself from other value-added resellers on its high commitment to customer service. In 2000, it founded RoseASP, a division dedicated to hosting financial, accounting and customer relationship management solutions and related modules for the company’s clients and partners. For more information about Rose Business Solutions, visit www.rosebizinc.com.

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Dynamics GP Video Syllabus

This document contains links to a series of videos to help you gain more in depth knowledge of all the great ways to improve your business by choosing Dynamics GP as your business solution.   more »

RoseASP Hosting

See how RoseASP has helped hundreds of SaaS Microsoft Dynamics ERP and CRM customers reduce costs and increase productivity withcloud computing.   more »

White Papers

Dynamics GP Insights to Distribution: Sales Orders

Dynamics GP includes powerful distribution functionality that will help you more easily and effectively manage your distribution operations.   more »

Dynamics GP Insights to Distribution: Purchase Orders

This book contains explanations and directions for using specific functions within Dynamics GP. It also includes links to videos that support specific functionality.   more »

Dynamics GP Insights to Manufacturing

This book contains explanations and directions for using specific functions within Dynamics GP. It also includes links to videos that support specific functionality.   more »

Dynamics GP Insights to Distribution: Inventory

This book covers some of the more important and effective aspects of the Dynamics GP distribution solution.   more »

Data Sheets

The Microsoft Dynamics CRM Connector Series

The Dynamics CRM Connector offers the following functional integration as shown in the image below. These ten out of the box mappings cover the most commonly used integration points between relational and transactional data.   more »

Company Blog Articles

Microsoft Dynamics GP CRM Integration

The Microsoft Dynamics GP CRM Integration offers a simple integration between Dynamics GP and CRM. It basically synchronizes the customers/accounts, items, pricing, orders, and invoices. The Dynamics GP CRM Integration is a good way to update your sales and customer service people with ERP activity in a system they’re used to; CRM. It can take a little while to get the integration set up the way you want. But once set up, the   more »

Inventory Cycle Counts in Dynamics GP

Inventory Cycle Counts in Dynamics GP make it easy to stay on top of your inventory. It provides an easy way to count portions of your inventory regularly throughout the year. This will allow you to avoid doing a 100% count of your inventory at year end, and will make sure your book inventory is close to your actual inventory. This module allows you to focus your   more »

Simple Extender Window in Dynamics GP with eOne Solutions

Simple Extender Window in Dynamics GP with eOne Solutions allows you to quickly add new fields to your ERP system. Without doing any coding, and right within the Dynamics GP user interface, you can create new windows on your system. You can create windows that act as companion windows to existing GP windows, and you can create stand alone windows. The data entered into the windows are   more »

Dynamics GP Manufacturing Sales Forecasting and MRP

Dynamics GP Manufacturing Sales Forecasting and MRP allows you to comprehensively plan you manufacturing and production schedules. You can easily do what-if analysis and actual production planning that recognizes multiple sales forecasts, actual inventory in multiple locations, and specific vendor requirements and lead times. Sales forecasts allow you to specify finished goods requirements based on user defined periods. You can specify a forecast by week, month, year,   more »

Dynamics GP Project Accounting Fixed Fee

The Dynamics GP Project Accounting fixed fee functionality provides a well integrated and solid project accounting solution. You can easily track various types of costs and then turn around and invoice your projects individually or in a batch. These are some of the features of the Project Accounting fixed fee option: You can establish budgets at the task level and track project forecasts. Invoices can be created   more »

Dynamics GP SmartList Builder Two Tables

Dynamics GP allows you to use SmartList Builder to create reports that pull information from two or more tables. SmartLists is probably the most popular reporting tool that comes with Dynamics GP. SmartList Builder gives you the ability to create your own SmartLists. You may want to do this to capture information from Dynamics GP that’s not already represented in SmartLists. You can also use SQL views and other   more »

Dynamics GP Manufacturing

Dynamics GP Manufacturing offer a highly configurable and highly scalable manufacturing solution. You can start with just the basics, bills of material, and production orders, and then scale up as needed. Within the Dynamics GP Manufacturing suite itself there is a lot of functionality that can be added when you’re ready. But some real interesting extended functionality is available from many independent software developers that have developed products that work easily with Dynamics   more »

Dynamics GP Manufacturing Easy

Dynamics GP Manufacturing can be set up to be very easy to use. Even though Dynamics GP Manufacturing is a robust manufacturing suite, you can just the portions of it that fit your needs. There’s no need to get all wrapped up in huge, complex system. Just use the basics and you will have good control over your inventory and be maintaining accurate costs associated with the   more »

Dynamics GP Requisition Management Processing

Dynamics GP Requisition Management Processing is easy to implement. It just requires a basic install of SharePoint and Business Portal. It’s a pretty simple requisition system, but if you’re now processing purchase order requisitions manually, the Dynamics GP Requisition Management system is a good first step up. These are some of the features you’ll like: There’s an approval tree that can include individuals and groups. There is a direct link to the   more »

Dynamics GP Project Accounting Time and Materials

Dynamics GP Project Accounting time and materials functionality allows you to easily account for T & M projects. You can track costs by contract/project/task and easily turn around and bill those costs out to your customers based on the markup you choose. The Project Accounting module will create all needed journal entries to properly record project / cost accounting activities for your financial reports. These are just   more »

Drilldown Analysis in Management Reporter with Dynamics GP

Drilldown Analysis in Management Reporter with Dynamics GP is the preferred financial reporting tool for Dynamics GP. It allows you to easily create financial statements like income statements and balance sheets. You can incorporate as many budgets into the reports as you would like, and use non-financial numbers as well, e.g. head count. Management Reporter also includes the ability to drill down from the financial reports, to the   more »

Tracking Serial Number on Drop Ship Orders in Dynamics GP

Tracking serial number on drop ship orders in Dynamics GP allows you to more easily record serial numbers used on drop ship orders. Properly tracking serial numbers is extremely important for businesses that need to be prepared to conduct a product recall. It also makes it easier to process customer returns and monitor product performance. Tracking serial numbers is mostly a clerical task that often gets neglected.   more »

Using SQL Views to Create SmartLists in Dynamics GP

Using SQL views to create SmartLists in Dynamics GP is an easy way to expand your reporting options. Even though Dynamics GP comes out of the box with many SmartLists, there are often reporting requirements that the standard SmartLists just cannot deliver. You can certainly use SmartList Builder to create your own SmartLists. But why do that if you can find the same thing you’re looking for, already completed. If you   more »

Dynamics GP Collections Management

The Dynamics GP Collections Management module is almost essential if you sell to your customers on credit terms. It makes it so much easier to keep on top of your slow paying customers, reduce bad debts, and speed up cash flow. This will help out your finance department. The collections module adds some functionality to Dynamics GP, but essentially combines all the customer related screens and information   more »

Dynamics GP Fixed Assets Retirement

The Dynamics GP Fixed Assets Retirement function allows you to easily account for and track the disposition of fixed assets. There are various types of transactions you can use to record various types of fixed asset dispositions. One of the benefits is that the transactions are saved in the audit trail at the asset level, so you can maintain a complete record of fixed asset activity, from purchase to disposition for every asset. The   more »

Dynamics GP Multiple Selection of Serial Numbers

The Dynamics GP Multiple Selection of Serial Numbers introduced in GP 2013 can save you a lot of time. Prior to GP 2013, selecting a large number of serial numbers for a transaction, e.g. sales order was time consuming; bordering on mind numbing. It was an issue that pushed some to start using bar coding. Tracking serial numbers properly in inventory is critical in many industries and for many companies. This will make things a   more »

Dynamics GP Consolidated Invoicing

Dynamics GP Consolidated Invoicing allows you to combine invoice data from several sales orders on to one customer invoice. This is really helpful invoicing enhancement if you have customers that require a consolidated invoice. Another Excel spreadsheet you can retire! To use this function you need to be using the Advanced Distribution functionality that sets up workflow for order/invoice processing. Not everyone has Advanced Distribution. In GP   more »

Dynamics GP PO Prepayments

Dynamics GP PO Prepayments is probably the one enhancement I’ve been waiting for for the longest time. The purchase order module is well integrated with the inventory, payables, and general ledger in Dynamics GP, and it just seemed to me that putting a little prepayment function would really be great. Plus many of my customers asked about it. And now it’s here. The Dynamics GP PO Prepayments function has two basic modes.   more »

Purchase Order Tolerance Handling in Dynamics GP 2013

Purchase Order Tolerance Handling in Dynamics GP 2013 allows you to specify upper and lower levels for validating receiving quantities. This provides you additional control by minimizing data entry errors, and helping ensure that only approved items and quantities are received by your company. This is the basic functionality: Upper limit – Specifies a quantity, above which cannot be received. For example, if you have a 5% upper tolerance   more »

Suggested Items in Dynamics GP 2013

Suggested Items in Dynamics GP 2013 will help your sales order entry personnel improve your customer service by being able to easily suggest other items a customer might order in addition to the items they request. This adds more value for the customer and will also increase the average value of your orders. It’s easy to set up. For any item you view in the Item Maintenance   more »

SSRS Report Builder with Dynamics GP

SQL Server includes a powerful reporting tool that you can easily use with Dynamics GP. SSRS Report Builder with Dynamics GP allows you to create very simple reports quickly. You can also build very sophisticated reports, using the simple ones as a basis. There are many standard Dynamics GP reports that have been made available as SSRS reports. Make sure you load them in to your SSRS site. One of   more »

Dynamics GP 2013 Enhancements

Dynamics GP 2013 enhancements include a number of nice,new features. The ones I really like are in the distribution area. You can now enter or create purchase order prepayments and assign them to specific purchase orders. You can process a manual payment, and then apply that to a purchase order. You can also automatically create a prepayment from the purchase order. It becomes a part of the regular payables process. There   more »

Electronic Bank Reconciliation with Dynamics GP

Electronic Bank Reconciliation with Dynamics GP works with an easy to use bank reconciliation module as part of the core finance functionality. For a small amount of monthly banking transactions, you can quickly reconcile your bank accounts using this function. If you have more than 200 items to reconcile every month, you might consider using the Electronic Reconciliation module. The Electronic Reconciliation module is fairly easy to set up and use. There is a   more »

Dynamics GP Excel Report Builder

The Dynamics GP Excel Report Builder give you a lot more reporting flexibility. If you’ve used Dynamics GP at all, you’ve probably used SmartLists. SmartLists give you immediate access to your ERP data and allows you to easily create your own reports and download the data to Excel. This is probably the most popular reporting tool in GP. But if you want to take the next step, try the   more »

Dynamics GP Substitution Items in Sales Order Processing

Dynamics GP Substitution Items in Sales Order Processing is new functionality in Dynamics GP 2013. Dynamics GP includes robust distribution functionality that can help you manage your business. The sales order processing module integrates tightly with inventory, purchasing, accounts receivable and the general ledger. You have the ability to identify substitution items that can be added to a sales order if you happen to be out of   more »

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