Corporate ERP Reporting: Dynamics GP example ? Crystal, SSRS, FRx
In Corporate ERP model for mid-size and large business you typically need to build two types of report: Financial and Managerial. ERP and MRP application typically has strong selection of both, ready for alteration and modification.
Financial reports are Balance Sheet, Profit and Loss
Statement, Statement of Cash flow as well as consolidated versions of those (where
you have several branches or business subsidiaries and you are consolidating
their BS, PL and CF into one report).
Managerial Reporting is covers Sales, Purchasing, Inventory, Logistics,
and other Business Management reports.
In this small publication we would like to highlight reports design for
Microsoft Dynamics GP, formerly known as Great Plains Dynamics:
1.
FRx financial reporting. There is no reason to reinvent the wheel,
especially in such a conservative discipline as Financial Reporting. In the case of Dynamics GP Great Plains FRx
has established connectors to GP General Ledger and reports design just
requires the understanding of the mathematics of the specific report, plus
basic FRX skills: Row Format, Column Layout and Reporting Tree. FRx is also applicable for Dynamics AX
Axapta, Dynamics NAV Navision, Dynamics SL Solomon
2.
Managerial Reporting Tools for GP. Here you have a variety. Let’s begin with Great Plains ReportWriter,
where reports are already available in standard Dynamics GP workstation code:
AP and AR Aging, GL Trial Balance, Inventory Stock Count, SOP Invoice, Return,
Back Order, Quotation, Packing Slip, Picking Ticket are good example or RW
reports, candidates for so-called modification in Great Plains Report Writer (where
you can add your company logo to Blank SOP Invoice form, for example)
3.
Beyond GP Report Writer. Dynamics GP designers tried to fulfill
commonly required reporting needs, however the real life may dictate new business
models and alternatives. If Great Plains
RW doesn’t give you an option, you should consider such generic reporting tools
as Crystal Reports and Microsoft SQL Server Reporting Services. Here you should likely to abstract the report
from GP user interface and call report separately, reporting will be pulling
data directly from Great Plains company database. Crystal Report , in the most flexible scenario
might be based upon SQL S Server custom stored procedure or view. SSRS is in many ways comparable to CR
Designer and you have the option to build report based on SQL Stored Procedure
or SQL view
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Tags: axapta, balance sheet profit and loss statement, business models, column layout, consolidated versions, gp report, great plains dynamics, inventory logistics, inventory stock, management reports, microsoft dynamics gp, navision, packing slip, profit and loss, profit and loss statement, report writer, reporting tools, statement of cash flow, stock count, trial balance