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Financial Reporting and Accounting Blog

RapidStart – A Query to Check Your Errors

Adam Jacobson July 28,2016

RapidStart Services is a useful tool to load data into Microsoft Dynamics NAV. You can use it not only for initial setup but also for mass updates. (Theoretically, you can also use it for regular interfaces, but I think there are better options.)

But as much as RapidStart is useful, it does have one major flaw: it has no comprehensive error report.

To solve this problem, I’ve developed a query for it. (If you want a copy, scroll down to the bottom of this post.) 

In this post, I’ll walk through RapidStart’s error process, and then show you the query.

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Tags: Business Intelligence Consultants

Using SSRS with Dynamics NAV—Creating Views to Write SSRS Queries

Adam Jacobson July 21,2016

Our consultants write hundreds of SSRS reports each year. Now that we’re working with Dynamics NAV, we want to use our SSRS and SQL skills without having to train everyone in the intricacies of C/AL development.

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Tags: Dynamics GP

Jet Reports for Dynamics NAV—Sign Reserving and Totaling

Adam Jacobson July 14,2016

In my previous post, I covered the topic of using accounting periods instead of dates in Jet Reports.

In this post, I’m going to tackle another problem that often comes up with Jet, especially when regular report writers try to write financial reports for the first time.

The problem relates to sign reversing and totaling.

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Tags: Dynamics GP

Jet Reports for Dynamics NAV—Using Accounting Periods Instead of Dates

Adam Jacobson July 7,2016

It’s pretty easy to get basic financial statements out of Jet Reports. And to help even further, Jet has many videos available that explain its terminology and functions to new users. But sometimes, you just want to solve a particular reporting challenge without digging into all the details.

Therefore, I’m putting together a series of posts with a few simple tips that make Jet Reports easier to work with.

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Tags: Dynamics GP

Six Keys to Successful ERP Project Management: Part 3

Adam Jacobson June 30,2016

In our first and second posts in this series, we covered the first four keys to successful ERP project management for mid-sized, for-profit companies.

In this post, we close up with the final two.

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Tags: Business Intelligence Consultants

Six Keys to Successful ERP Project Management: Part 2

Adam Jacobson June 23,2016

In our first post in this series, we covered the first and second keys to successful ERP project management.

Here, we’ll continue with keys three and four.

Remember: The context for these posts is narrow. They’re directed at mid-sized, for-profit companies.

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Tags: Business Intelligence Consultants

Six Keys to Successful ERP Project Management: Part 1

Adam Jacobson June 16,2016

First off, let me give the “real” title for this post:

Six Keys for Effective Project Management for ERP Implementations for Mid-Sized, For-Profit Companies

It’s not as catchy, so I went with the shorter version. But let me be clear: I’m not a generic project management expert. I have no idea how to manage a project to build an airport or implement a website that supports millions of hits a day.

But I do know how to run BI and ERP implementations for mid-sized, for-profit companies (with occasional forays into larger organizations). I have years of experience in this area. So when I talk about project management, that’s what I’m talking about.

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Tags: Business Intelligence Consultants

Understanding the NAV Database

Adam Jacobson June 9,2016

I recently posted a seven-part series on SQL for super users. (You’ll find the introduction here.)

In this series, I chose to use generic Northwind database (with some enhancements) for my examples. (The posts came out of presentation I made to a mixed group of Dynamics users.)

But, as you know, each kind of Dynamics software (i.e. GP, NAV, AX, CRM) has its idiosyncrasies. Therefore, I’m in the process of adapting the generic Northwind examples to specific Dynamics types. And I’m starting with NAV, as I happen to spend quite a lot of time on it. (If you’re interested in getting a copy of the PDF when it’s ready, let me know.)

As I prep the NAV series, I realize a basic intro to NAV would be useful before launching into it.

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Tags: Dynamics GP

The ERP Consultant Hiring Scorecard

Adam Jacobson June 2,2016

What questions should you ask when hiring us or any other ERP consultant? You should ask questions that help you determine whether (and to what degree) your company and the consulting company are a good fit.

And because I’m a data guy, I developed a spreadsheet to help. It contains eight categories that you can use to rate each consulting group, awarding between one and 10 points. Then, you assign a weight percentage to each category for a total of 100.

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Tags: Business Intelligence Consultants

ERP Implementations: 9 Months of PowerPoint; 3 Months of Panic

Adam Jacobson May 19,2016

I once ran a 30-person team that did nothing but software implementations. Happily, software implementations haven’t been my bread and butter for some time. (It’s a lot of effort and stress). But I had a good track record in this area, and I have some proven ideas about how things should be done.

Most of it boils down to one key rule: One hour of entry on the system is worth 20 hours of talking in a conference room. (Although your mileage may vary.)

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Tags: Business Intelligence

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