CPE for Convergence 2010 Atlanta

If you are still on the fence for attending Convergence 2010 in Atlanta, don’t forget that the conference sessions also count for Continuing Professional Education credits. CPA’s often don’t do a good job of staying on top of this and have to scramble to find credits. At Convergence you can get credits and learn about Dynamics GP.

You do not have permission to open this file.

Andy Nifong looks at issues he’s having with the time it takes to copy down dictionaries from a central location. The time lag is causing You do not have permission to open this file errors when trying to open Dynamics GP.

Microsoft Dynamics GP: Three Users for a Buck!

In a much better deal than anything McDonald’s or Wendy’s has to offer, Microsoft is offering the first three Advanced Management or Business Essentials users for a buck. This offer is for new customers and there are some restrictions. Visit Inside Microsoft Dynamics GP for links to the details.

The Curious Case of the Disappearing Dex.ini Data

At Dynamics GP Land, Steve Endow looks at issues he had with a mysteriously disappearing Dex.ini file in The Curious Case of the Disappearing Dex.ini Data.

Weekly Review: Variable Allocation Accounts

We've looked at Fixed Allocation accounts but now we're getting jiggy with Variable Allocations.


Variable Allocations split amounts based on some system variable like number of employees, balance in posting account, etc.

You set up Variable Allocations in Cards-Financial-Variable Allocations. Account Number and descriptions work like any other account. The two key components are Distributions Accounts and Breakdown Accounts.

Distribution Accounts are the accounts where the amounts will end up. Breakdown accounts are used to split up the amounts. Often these are unit accounts holding information like Full Time Equivalents or Square Footage.

For example, if I have $1,000 in medical costs to be distributed to 3 departments based on headcount.

$1,000 would be posted to the variable allocation account. The account would then would split the $1,000 to the Distribution Accounts based on headcount ratio.

You have a choice to use period amounts or account totals of the breakdown accounts for the calculation. This is set in the Variable Allocation setup.

If you do allocations based on headcount like we do, Variable Allocation accounts can be a real time saver.





Originally Posted by Mark at 10/02/2006 10:19:00 AM

DynamicsWorld.co.uk Interview with Mohammad Daoud

Continuing their series of interviews with Dynamics MVP’s, DynamicsWorld.co.uk interviews Mohammad Daoud.

12 Most Useful Dynamics GP Add Ons

DynamicsWorld.co.uk has a new article up looking at the twelve most useful Dynamics GP Add Ons. I contributed my thoughts and a few of them made the list. There is sure to be some disagreement over these. What are your favorites? Leave a comment.

 

Are you making the most of the Role Related content for Dynamics?

The Microsoft Dynamics UK Blog has a look at all of the Research and Development that has gone into the Role Tailored features in Microsoft Dynamics Products.

Time Your Upgrade to Microsoft Dynamics GP 2010 for Maximum Benefit

Victoria Yudin has a new article up at MSDynamicsWorld.com. In her article she helps users decide the best time to upgrade to Microsoft Dynamics GP 2010.

 

Dynamics GP 2010: Integration of Service with Payroll

Coming soon with the release of Dynamics GP 2010 is

integration of Depot Management from the Field Service module with Dynamics GP
Payroll

. Inside Microsoft Dynamics GP has the details.

 

Microsoft Office Word Template Maintenance in GP 2010

 Inside Microsoft Dynamics GP is back with a daily update looking at maintaining GP 2010’s new Microsoft Office Word Template feature.

Cheap Check and Signature Control

Christina Phillips looks at duct tape and bailing wire alternatives for printing signatures on checks in Dynamics GP Land: Cheap Check and Signature Control.

Improving Performance Accessing Tables in Dexterity

Over at Developing for Dynamics GP David Musgrave looks at Improving Performance Accessing Tables in Dexterity

Moving Items out of Inventory and into Fixed Assets

Mariano Gomez has a look at one option for moving Inventory items to Fixed Assets. I always preferred doing an inventory write off to the FA Clearing Account but Mariano’s process works as well.

Weekly Dynamic: Payables Scheduled Payments

A relatively new feature in Dynamics GP is the option to take a payables transaction and split it into multiple payments. This is great for things like loans or leases. The entire transaction can be entered into payables and then paid in installments while accounting for interest.

To set this up, click Purchasing in the Navigation List on the left and pick Scheduled Payments. Use the lookup button to select an existing payables transaction to schedule.

Most of the rest of the screen is straightforward with the schedule date, total to pay over time, simple or compound interest, an interest rate and invoice dates.

The Calculate button at the bottom will calculate the new payment. The amortization button shows the amortization scheduled.

Then there are three accounts at the bottom. Essentially the accounting for this removes the amounts from payables and puts them in another liability account. Processing the scheduled payment move the liability back into payables and applies the interest expense. The accounts (in order) should be your normal payables account, a different liability account since these are no longer immediately payable and an interest expense account.

Click Post to create the schedule.

Use  Post Scheduled Payments in Purchasing | Routines to process scheduled payments.

ERP Implementation Strategies Poll

The Manufacturing Blog has a new poll up looking at ERP implementation strategies. There is a great look at the typical implementation options in the accompanying article. Go take the poll, it’s four whole questions.

Safepay Integration

Over at Developing for Dynamics GP, David Dusek looks at customizing Safepay.

 

A Word About Backups

I was worried that too many of you don’t care enough about backups. Based on the small number of responses to our latest Facebook poll I’m right. You either don’t know or don’t care enough to even vote in the poll. It makes me wonder about your backups.

In many companies, the problem is that Finance is responsible for the financial system, not I.T. Consequently, I.T often washes its hands of backing up financial data. Backing up Dynamics GP is important. Whether it is your responsibility to manage the backup or not, the risk management requirements placed on finance and accounting departments and your responsibility for the financial statements means that you have a requirement to understand how you Dynamics GP data is being preserved..

I’ll  leave the poll up for a few days to let the guilt set in and then I’ll put a new one up.

Weekly Review: Change Your Role on the Home Page

In Dynamics GP 9.0 and higher, when you first login, you are prompted for a role to preset the reports and info on your homepage. But roles change over time, people get promoted (hopefully!), responsibilities change or maybe you just picked the wrong role!


You can change your role by picking Customize This Page in the upper right of the home page. Then pick Change Role in the lower right. Select a new role and your off.

You will lose custom settings on your homepage and GP will warn you about this when you pick Change Role. If you don't want to do this, click cancel.


Originally Posted by Mark at 9/27/2006 03:40:00 PM

Update to Support Debugging Tool For Build 12

David Musgrave has posted an update to the Support Debugging Tool For Build 12.

When Does a Microsoft Dynamics GP Support Incident Become a Consulting Engagement?

Mariano Gomez has a great new article on MSDynamicsWorld.com. His article

Inside Scoop: When Does a Microsoft Dynamics GP Support Incident Become a
Consulting Engagement? looks at the line between support and consulting at Microsoft.

Miscellaneous Charges, Services, & Flat Fees

 Frank Hamelly has a nice look at the difference between Misc. Charges, Services and Flat Fees in the Inventory module.

 

The Dynamics GP Blogster: New Site Features!

Mariano Gomez is upping the ante with new site features at The Dynamics GP Blogster.

 

SmartList Shows Duplicate Year End Journal Entry Distributions

David Musgrave has coverage of a recent situation where SmartList Shows Duplicate Year End Journal Entry Distributions.

Suppressing CTRL+Break or CTRL+C in VBA Customizations

 Mariano Gomez has a great look at suppressing CTRL+Break or CTRL+C in VBA Customizations

Auto grant access to users on newly added Analytical Accounting Codes

 Mohammad Daoud points us to a macro generator to Auto grant access to users on newly added Analytical Accounting Codes.

Implementing Landed Costs in mid stream

Ian Stewart has a new post up looking at issues when Implementing Landed Costs in mid stream.

Tips on Discontinued Items

Mohammad. Daoud: has tips on working with Discontinued Items in Dynamics GP.

Dynamics GP 2010: Microsoft Office Word Templates

 Inside Microsoft Dynamics GP has a look at the Microsoft Office Word Templates for documents like P.O.’s and Invoice in GP 2010.

How to filter Dynamics GP Notes - Not!

Emily looks at issues when filtering notes in Dynamics GP at Developing for Dynamics GP.

 

Weekly Dynamic: Copy an Integration with a New Source

When working in Integration Manager, it’s not uncommon to need a copy of an integration with differences in the source file. Maybe the source records need to be filtered one way for Company A and another way for Company B but they share a source like a CRM package.

Most people’s first step is to try Save As in in IM. Save as makes  copy of the integration but use the same source. Changes to the source file in the copied integration affect the original as well since they are sharing a source. Removing the source and adding in a different one removes all the destination mapping so users might as well start from scratch.

The way to copy an integration and adjust the source is with the Export feature.

1. In IM, select Tools->Options and note the location of the default IM database
2. Close the window and click File-Export Integration
3. Select the integration and click Export
   
4. The export will ask for a file, enter or navigate to the IM.mdb file where the original integration is housed.
5. When prompted, name the new Integration and provide new names for each source.
   
6. When this is finished, make changes to the sources without worrying about affecting other integrations

Only Transactions that have special characters in the Number field are displayed in Bank Statement Reconciliation

Mohammad Adour is wresting with odd Bank Rec issue in Dynamics GP.