Standard Features

Show Rollup Sub-totals
This standard feature is used in conjunction with Row Format feature as well as the Display Level functionality. 1) Use to pull down to select &qu...
Wed, 20 Jan, 2016 at 4:54 PM
Advanced Search
The Advance search feature provides a more detailed search criteria option.  Click on the Advance icon per below: The ...
Wed, 25 May, 2016 at 12:20 PM
Form/Report
The Form/Report functionality provides the ability to: 1) Display comparative data from prior year actuals and/or budgets on the Basic Budget Entry ...
Thu, 25 Feb, 2016 at 8:05 AM
Search
The Search feature provides the ability to customize the data you wish to view.  1) Make your selection from the dropdown menus.  Please note that f...
Mon, 29 Feb, 2016 at 10:13 AM
Report Level - GL Code, Object, or Object Rollup
How to Use Report Level of {Object} or {Object Rollup} in Custom Report or Custom Budget Entry Form definitions Dynamic Budgets can do side by sid...
Fri, 6 May, 2016 at 9:54 AM
Column Formats
Column Formats Column formats can be defined in the following Setup screens: Define Custom Reports; Define Basic Budgets Entry Forms; ...
Wed, 2 Mar, 2016 at 8:33 AM
Budget Summary - Acct History
This displays information using the full Great Plains account number for BudgetIDs that have the "InSummary" box checked on the  Manage Budgets ...
Mon, 15 Feb, 2016 at 1:37 PM
Budget Summary - Monthly Variances
This functionality displays comments/notes that has been entered through the  Monthly Budget vs Actuals Variance Analysis screen for an account. In th...
Tue, 2 Feb, 2016 at 11:44 AM
Budget Summary - Lookup Sync Status
When the Lookup data is edited on the Account Details/Assumption screen, the Refresh Lookup Syn Status functionality can be used to confirm that the data ha...
Wed, 24 Feb, 2016 at 10:45 AM
Budget Summary - Main Acct History
The  Main Account History displays information using the Object code for BudgetIDs that have the "InSummary" box checked on the Manage Budgets scr...
Mon, 15 Feb, 2016 at 11:49 AM