VSTools 2010: Adding Company Name to Dynamics GP Home Page

Patrick Roth has a new article looking at how to add the company name to the Dynamics GP Home Page.

Dex - Ctree temp tables versus SQL Server temp tables in Dynamics GP

Mariano Gomez has a new post up with details on Ctree temp tables versus SQL Server temp tables in Dynamics GP. Mariano’s answers dovetail with everything I’ve ever heard out of Fargo about ctree and SQL temp tables so make sure to check out his post.

Management Reporter Installation Guides, and a Gift

Jivtesh has a great look at installing Management Reporter with details, screen shots and requirements.

Bi-Weekly Payroll vs. Monthly Deductions in Dynamics GP

With a look at Bi-Weekly Payroll vs. Monthly Deductions, Belinda, the GP CSI delves into the fun of payroll deductions.

Dynamics GP Reporting Series: Customer Statement

Mohammad Daoud has been digging through the archives and found an unpublished article with SQL code to create a Customer Statement. Thanks for publishing this Mohammad! I’ll add a link to this in the SQL code download area as well.

When using Credit Card option in Manual Payment System is it using the same account in distribution?

Fellow MVP Mohammad Daoud looks at differences in account distribution for Credit Cards in manual payments.

AP Apply Dates in Dynamics GP

Belinda, the GP CSI is back looking at how the Apply Date works in Accounts Payable for Dynamics GP.

Auto Post Transactions in Dynamics GP

Mohammad Daoud has coverage of the autopost.dll file available from Microsoft (for a fee). This file can be used to programatically post transactions. There are plenty of caveats so check out Mohammad's post.

Finding Tables in Dynamics GP

Blogger Devon Southall has a look at how to find the right tables in Dynamics GP for reporting. Unfortunately she missed a couple of great resources so I'll add them here.

1) The GP Table Reference in the Download section of DynamicAccounting.net. The new 2010 version includes field names as well.
2) The Support Debugging Tool. Among it's other features, the Support Debugging Tool includes a great table and field resource.

A/R Write Off vs. Credit Memo in Dynamics GP

Belinda, the GP CSI has been doing  a great job of pounding out posts. Her latest one looks at whether you should write off those nagging leftover pennies in A/R or use a credit memo.

Why you can't run Dynamics GP over a WAN

David Musgrave looks at why you can run Dynamics GP over a WAN with ODBC. Terminal Server works ok but even then there can be issues. I added my thoughts to a comment in David's post.

Weekly Review: Auto Shrink for SQL Server is Evil

Paul Randall is a guy a I listen to in the SQL Server space. Eight and half years on the SQL Server team at Microsoft will do that.

In this review we look at Paul's post on Auto Shrink for SQL Server and why it's bad. It causes severe index fragmentation for starters and Paul has the scripts to prove it, so you can reproduce the problem yourself. Read the whole thing here.

Ok so, Auto Shrink for waistline, good. Auto Shrink for SQL Server, Bad. Got it. Now all I have to do is find that Auto Shrink for waistline app.

New Poll. Do you want 50 more tips for Dynamics GP?

I’m thinking about doing a third set of completely new tips for Dynamics GP. This would still cover multiple versions and would add a few GP 2010 specific items. I want to know if you are still interested or if you are bored with the 50 tips format.

To help me figure this out please vote on the poll now up at DynamicAccounting.net or on the Facebook site.

The poll will stay open until 5pm ET next Friday, 8/6. Please vote and help me figure out whether to continue the series or not.

Catching Unhandled Exceptions in .NET

Steve Endow looks at his pain in Catching Unhandled Exceptions in .NET

401k Match in Dynamics GP

Over at Dynamics GP Land Christina Phillips looks at 401k matching in Dynamics GP payroll. As she says, Make Sure You Get Your Money!

How do I find out the password policy when using Advanced SQL Server Options in Dynamics GP?

Fellow MVP Ian Stewart shows us How do I find out the password policy when using Advanced SQL Server Options. This one has come up several times lately with clients and on the forums. Great tip Ian.

What Bank Transaction Line goes where in Dynamics GP?

With a nice look at what bank transaction Line goes where, Belinda, the GP CSI leads us through the Dynamics GP Bank Transaction window.

Date & Time fields in Dynamics GP Builders

Devon Southall has a great look at Date and Time fields in the the Dynamics GP Builders series (SmartList Builder, Excel Builder, etc.)

Dynamics GP Lookup Lists TOO Long?

Are your Lookup Lists TOO Long? Belinda the GP CSI looks at the new filter functionality in Dynamics GP that can remove things like inactive vendors or accounts from master record lookups.

Free PowerPivot Webinar

PowerPivot is still one of the coolest pieces of software I’ve seen in a long time. It’s fantastic for analyzing large amounts of Dynamics GP data. If you want to attend a free PowerPoint webinar on August 4, 2010, head over to https://www1.gotomeeting.com/register/234356976.

This webinar isn’t Dynamics GP specific but you don’t have to spend much time with PowerPivot to see what it can do for your organization.

The Microsoft Dynamics GP 2010 Cookbook gets its own site

I’ve decided to showcase the Microsoft Dynamics GP 2010 Cookbook with it’s own site so you can see both information about the book and all of the great reviews in one place. If you a need a little help convincing folks that this belongs in your company’s library head over to the Microsoft Dynamics GP 2010 Cookbook site for more ammunition.

GP Window

Fellow Dynamics GP blogger Jivtesh has put a ton of work into a new resource for Dynamics GP. GP Window aggregates all the GP resource that Jivtesh could find into a single site. The information is categorized and searchable. It’s a fantastic resource and shows the strength of the Dynamics GP community today.

Dynamics GP Electronic Bank Reconciliation Webinar

It’s not too late to catch today’s DynamicsCare webinar on Electronic Bank Reconciliation at 11am ET. My colleague Abby Moore is delivering the webinar and if you’ve even thought about advanced reconciliation needs, this is the webinar for you.

The Microsoft Dynamics GP 2010 Cookbook’s Dirty Little Secret

[Cue bumper music “Secret” by The Pierces] There is a dirty little secret hidden in the Microsoft Dynamics GP 2010 Cookbook. Early adopters have already figured this out and are starting to let it slip. Since it’s getting out anyway I have decided to reveal it. Here it is: You don’t need version 2010 to get a ton of benefits out of the book. There, I said it. Whew! It’s good to finally get that out.

The Microsoft Dynamics GP 2010 Cookbooks is about Dynamics GP. Yes there is plenty of GP 2010 content but there is also plenty of content applicable to GP 10 and GP 9 and GP 8. People are buying the book expecting to use it once they upgrade to GP 2010. Then they open it and find a lot of recipes useful in their current implementation.

Don’t keep it a secret, share it. [Fade out bumper music]

Microsoft Dynamics GP 2010 Cookbook

Exam Dumps - Emerging Trend in Dynamics Community

Vaidy has a look at Exam Dumps - Emerging Trend in Dynamics Community. The central thought is that more and more consultants are speed prepping and passing exams without really knowing the material. Make sure to read Vaidy article but I thought I would my own comments.

Exams have a become minimum standard. We expect consultants to have passed the exams. If they haven’t we ask why not?

Great consultants don’t have to have passed exams. For example, in the SQL world, SQL guru Paul Randal holds no certifications. Of course he wrote the DBCC CHECK DB routine in SQL server and he’s one of the teachers of the SQL Server Master Certification. World class expert, no certifications.For the rest of us without Paul Randal’s street cred, a certification shows at least a minimum knowledge.

After my experience with the CPA exam, I’m open to any learning option that helps move people forward. Part of the problem is that often there are only a few extreme options to study for the Dynamics Exams. Immersive classes are expensive and time consuming. Manuals are often overly broad with little relation to what’s on the exam. Practice exams are narrow and specific but they don’t help people really understand the material. For many of the exams, there are very few learning options.

I’m not sure that the process is broken but it feels like it’s incomplete.

Carefully Place Variables Assignment in Dex

Vaidy looks a goof he made assigning variables in Dynamics GP. Check out his post Carefully Place Variables Assignment in Dex to avoid the same mistake.

Delete all but Master Files in Dynamics GP

In a new post by Leslie Vail, she looks at how to Delete all but Master Files in Dynamics GP. This could be a requirement when moving from a test environment to production, or for restarting due to acquisition or recapitalization. Leslie doesn’t present a be all and end all solution but is starting a list. Help her build the list. I’ve added the list link to the Download area.

Excel Templates in SmartConnect for Dynamics GP

Over at the eOne Dynamics GP and CRM Blog they have a look at Excel Templates for SmartConnect. SmartConnect is a an eOne product for creating and running integrations. eConnect is used under the hood and its got a very nice interface on top making it easy for consultants or users to build integrations. I’m getting some time in with SmartConnect on a project I’m working on and other than the typical learning curve issues its going pretty well.

Dynamics GP Check on the Fly, What's my Posting Date?

Belinda the GP CSI provide some great information on when checks on the fly post to GL in her post Check on the Fly, What's my Posting Date

Want your Dynamics GP GL Trial Balance in Excel?

Belinda, the GP CSI also has a new post up showing how to get the GL trial balance in Excel via a SmartList. Checkout Belinda’s post (with video!) Want your GL Trial Balance in Excel?

Speedy Speedy Payroll Entry in Dynamics GP

I get lots of people asking for Payroll and HR tips so here’s a bone. Christina Phillips has 4 great tips for speeding up payroll entry at Dynamics GP Land: Speedy Speedy Payroll Entry.

Weekly Dynamics:System Date on Startup

A common process at month end is for users to set the system date back to the previous month in Dynamics GP. This helps prevent users from accidently posting into a the current month during the month end close process. A simple way to make this easier is to add a shortcut to the User Date field into the Startup folder. Now, every time a user logs in they will be prompted to set or accept the system date.

 

 

Gone Fishin’ in This Week’s Theme

Just for Dwight Specht, who I poked at a little this week, DynamicAccounting.net gets a fly fishing theme for this week.Sit back, relax and reel in Dynamics GP data.

Excel Report Builder Pivot Tables in Dynamics GP 2010 Pivot Tables

Over at Dynamics GP Builders & Reporting, Devon Southall has a great look at the new Pivot Table functionality in  GP 2010’s Excel Builder feature. Make sure you check out Excel Report Builder – GP2010 Pivot Tables – Sales By… anything! « Dynamics GP Builders & Reporting. Nothing warms and Excel junkies heart like Pivot Tables and yes, I fit into that category.

Why are taxes not being automatically calculated in Dynamics GP?

The tax settings in Dynamics GP have lots of factors that can affect the way taxes are calculated. Mohammad Daoud looks at one scenario in Why my taxes not being automatically calculated in Dynamics GP?

Using 3rd Party Series Reports in the Report Template Maintenance Lookup Window

Patrick Roth looks at a customization issue with the new Word Report Templates. The issue was resolved and Patrick tells us how in Using 3rd Party Series Reports in the Report Template Maintenance Lookup Window.

Killing the Podcast

Being good at something also means figuring out what you’re not good at. The podcasts have not developed as I hoped they would and they are extremely time consuming. It also feels like they are simply becoming repeats of the newsletter so I’m killing the podcast. I’m sorry to disappoint the 100 or so regular listeners but if you just need to hear my voice the phone number is on the blog.

Seven Ways to NOT Get Answers to Your Microsoft Dynamics GP Questions

I’ve got a new article up at MSDynamicsWorld.com. Don’t miss it just because the weekend is coming up. With the move from Newsgroups to Forum well underway for Microsoft I decided to look at common mistakes people make when trying to their questions answers. Read Seven Ways to NOT Get Answers to Your Microsoft Dynamics GP Questions via Newsgroups on MSDynamicsWorld now.

Analytical Accounting Error - After Restoring a Company Database

Vaidy has posted a SQL solution to an Analytical Accounting message he was getting after restoring data to a test DB. 

GP 2010 Feature #8: Workflow

ComputerationDynamics has a nice overview of the new workflow features in Dynamics GP 2010 in their new post GP 2010 Feature #8: Workflow.

Rapid Implementation Tools v2.0 for Microsoft Dynamics GP 2010

Following on the heels of the Rapid Migration Tool for Dynamics GP 2010 release, the Rapid Implementation Tools v2.0 for Microsoft Dynamics GP 2010 is also now available.

IBIS Announces the Release of Version 10.3 for the Enterprise Scheduler for Dynamics GP

IBIS has announced the release of Version 10.3 of Enterprise Scheduler. As someone who has much of my scheduled managed by Enterprise Scheduler I’m always glad to see new functionality being added.

Making a copy of a Builder SmartList

The Dynamics GP Builders and Reporting site has a nice look at Making a copy of a Builder SmartList. I covered this in the original 50 Tips session in 2009 and 2010 at Convergence. It’s nice to see that people keep learning about this feature.

Weekly Review: Use a Suspense Account as a Bridge

Every once in a while you run into something you can't quite do the way you want in GP and sometimes a little creativity can save a lot of customization. One little piece of creativity is to use a suspense account. There's nothing special about suspense account. It's not an account type, it's just an account that you always want it to be zero. You'll need a few examples to understand.

We use ADP for payroll and we know the cash requirements a couple days before we actually get the download file to import into GP. Well, it's a big hunk of cash so we go ahead and make the cash entry on Tuesday when we know the amount and we post the debit to a "Payroll Suspense" account to avoid cluttering up Accrued Expenses. Then on Thursday or Friday we upload the payroll detail via Integration Manager and instead of hitting the cash account, we hit the suspense account for the credit, thus clearing it out. It also means we get to do a simple integration into the GL without worrying about screwing up bank recs.


Also, there's no Integration Manager transaction for a Bank Transfer but you can import 2 bank checkbook transactions, a withdrawal and a deposit and use a suspense account in between to keep it all in sync. If you set the reference up right you even get to use Smartlists to find and out of balance transaction if you mess things up.


Is this unique to GP? Nope. Some days we solve things with technology and some days we solve it with technique. This is a technique thing.
 
Originally Posted by Mark at 10/13/2007 10:36:00 PM

The Microsoft Dynamics GP 2010 Cookbook is on PartnerSource

Sharp eyed blogger Jivtesh spotted a reference to the Microsoft Dynamics GP 2010 Cookbook on the PartnerSource.Dynamics GP product page.

 

You can get a copy too at Amazon.com.

Decaying processes, like rotten meat, really stink

My new partner focused post is up at The Death of Reason. In it I continue my look into Scott Berkun’s book Making things Happen with a look at how Decaying processes, like rotten meat, really stink.

SmartList Builder Execute Procedure Go To Changes for GP 2010

David Musgrave looks at changes to the SmartList Builder GoTo’s for developers in particular.

Dynamics GP Training from GPUG

GPUG is offering new training options. Check it out.

Renaming tables in Crystal Reports

Victoria Yudin brings reporting tips on renaming tables in Crystal Reports.

Removing Paid Transactions in Dynamics GP

Over at DynamicsCare Amy Walsh is looking at removing paid receivable transactions in Dynamics GP.

Using ODBC to read the On-Line Field Descriptions File

Leslie Vail has an interesting look at using ODBC to read the On-Line Field Descriptions File. Anytime a post includes “If you still have your CDs from version 6” you know it’s not your average article.

How much cash do you need to pay invoices in Dynamics GP?

Belinda, the GP CSI looks at the Cash Requirements Report. Hint, you have to actually being using Payables Management to well…um…manage your payables.

Business Portal Installation Problem - Is your server named “BP” ?

Jivtesh has coverage of a Business Portal installation problem when the server is named “BP”. Who would ever name their server that?

Microsoft Dynamics GP 2010 Architecture Whitepaper available for download

From Mariano, I see that the Microsoft Dynamics GP 2010 Architecture Whitepaper available for download. I have a small pile of things to add to add to the download list. Hopefully I can get caught up this week.

Displaying Extender Data for Dynamics GP GL Transaction Lines on the GL Inquiry window

On Developing for Dynamics GP today David Musgrave continues his look at Extender and VBA with information on how to display Extender Data for GL Transaction Lines on the GL Inquiry window.

Dynamics GP 10 Service pack Upgrade Failure

DynamicsBlogger Janikiram M.P. looks at a Dynamics GP 10 Service pack Upgrade Failure along with the fix.

Analytical Accounting Alias Feature in Dynamics GP

Jivtesh has a nice look at the Analytical Accounting Alias Feature in Dynamics GP.

Restrict Customers to assigned items like Vendors

Sandip looks at how to restrict customer to assigned items like vendors.

Enforcing Password Policy with Microsoft Dynamics GP

I told you earlier that Mariano was cooking this summer. You can see by all the blog activity that I wasn’t kidding.He also has a new post up on Enforcing Password Policy with Microsoft Dynamics GP.

When It Comes to Customizations for Microsoft Dynamics GP, Which Tool Should You Rely On?

Mariano’s new MSDynamicsWorld article is up. In When It Comes to Customizations for Microsoft Dynamics GP, Which Tool Should You Rely On? Mariano looks at customization options and helps you figure out the right option for your need.

Mariano is Cooking with Dynamics GP

Mariano Gomez is spending the summer cooking and while the grill is on, he has fired up the Microsoft Dynamics GP 2010 Cookbook too. The Microsoft Dynamics GP 2010 Cookbook is becoming required summer reading. Have you got yours yet?

SQL view to show yearly totals for Dynamics GP Vendors

Victoria is showing off a new SQL view to show yearly totals for Dynamics GP Vendors.  I’ve added a link to my SQL Scripts page.

Forecaster Report does not show the correct data for Dynamics GP

Jivtesh has a nice look at troubleshooting options for Forecaster when it does not show the correct data.

SQL Temp Table Opening As Ctree in Dynamics GP

Patrick Roth has a new post up on an odd issue he saw with a table incorrectly created as a ctree table.

Rapidly implementing customers on Dynamics GP 2010

From Inside Microsoft Dynamics GP I see that the Rapid Implementation Tool is now available for Dynamics GP 2010.

The Microsoft Dynamics GP 2010 Cookbook is a bargain, not a steal

The Microsoft Dynamics GP 2010 Cookbook is selling well and MVP’s and bloggers are consistently happy as they’ve reviewed their copies. Apparently the book has done so well that someone decided to offer the electronic version on the web as a free download. I guess its popular enough to be pirated now and that really sucks. DMCA copyright notices have gone out so I expect the file to come down soon.
DynamicAccounting.net is overflowing with free content. It’s spilling out on to the floor. The book is NOT free. It is the culmination of 10+ years of experience and 9 months of very hard work. My family deserves the small percentage I get from each book. Additionally, I know of at least 2 more Dynamics GP focused books in the works. Those authors deserve an incentive to continue. Watching someone else’s book get stolen is not an incentive.
If you are a partner (the infringing site was NOT as far as I know) feel free to buy copies of the book to give to your clients. DON’T buy one copy of the ebook and send it to all of your clients. That would be stealing the book. Yes, I’ve had partners try to take credit for my work. In each case, they’ve plead ignorance removed the infringing items. Sending unpurchased books to clients would be a deliberate act and the publisher and I won’t take it lightly. I’m not afraid to publicly call out partners who steal intellectual property.
For partners who would like to buy a large number of books for their clients, the publisher offers bulk discount options via the following links:
http://www.packtpub.com/article/packt-special-offer
http://www.packtpub.com/blog/new-discounts-launched-purchases-multiple-books
I’ve put a ton of work into this book to make it a great resource for Dynamics GP users. It’s priced reasonably, especially when compared to what a consulting hour would cost. Do the right thing and buy the book.

Weekly Dynamic:Accounts Over Budget SQL for Dynamics GP

I’m wrapping up my metrics series today with some SQL code that shows GL accounts that are over budget. In the past I’ve used this as part of a regular alert to see accounts over budget. It can also be tweaked to show accounts that are approaching budget. This script is already available for download.

--Displays accounts overbudget for the month as of today.


--Set your budget ID in place of 'Budget 2008'. Leave in the single quotes.



declare @BudgetID as varchar(30)

Set @BudgetID='Budget 2008'



SELECT left(GL00105.ACTNUMST,15) as Account,

left(GL00100.ACTDESCR,15) as Description,

left(GL10110.PERIODID,5) as Period,

right(convert (nchar,cast(GL10110.PERDBLNC as Money),1),12) as GL,

right(convert(nchar, cast(GL00201.BUDGETAMT as money),1),12) as Budget,

right (convert (nchar,cast(GL10110.PERDBLNC - GL00201.BUDGETAMT as money),1),12) AS Overbudget

FROM GL00105 INNER JOIN

GL00100 ON GL00105.ACTINDX = GL00100.ACTINDX INNER JOIN

GL10110 ON GL00105.ACTINDX = GL10110.ACTINDX INNER JOIN

GL00201 ON GL10110.ACTINDX = GL00201.ACTINDX AND GL10110.PERIODID = GL00201.PERIODID AND

GL10110.PERDBLNC > GL00201.BUDGETAMT INNER JOIN

SY40100 ON GL10110.PERIODID = SY40100.PERIODID AND GL10110.YEAR1 = SY40100.YEAR1

WHERE (GL10110.YEAR1 = year(getdate())) AND (GL00201.BUDGETID = @BudgetID)

AND (GL10110.PERDBLNC - GL00201.BUDGETAMT > 100) AND ((GETDATE()

>= SY40100.PERIODDT) AND (GETDATE() <= SY40100.PERDENDT))and sy40100.ODESCTN='General Entry'





Don’t forget to subscribe to the DynamicAccounting.net newsletter for monthly news and tips on Dynamics GP.

Book theme this week

With the launch of the Microsoft Dynamics GP Cookbook this month its time to use a book oriented theme for a week.

The DYNSA user in Dynamics GP

Mariano is back looking at the DYNSA user in Microsoft Dynamics GP. What is it? What does it do? Mariano has the answers.

Depositing Direct Deposit Information Directly into Dynamics GP

Steve’s partner at Dynamics GP Land, Christina Phillips is also back with new post looking at importing direct deposit master data into Dynamics GP with her new post Depositing Direct Deposit Information Directly.

SQL Server Backups: A Public Service Announcement

Steve Endow of Dynamics GP Land shares the GP Backup soapbox this week with Belinda, the GP CSI and me. I can’t make you have adequate backups. Maybe we could have a swear jar. Every time a client swears they have put in a buck. When the server crashes without backups there will be enough swearing to pay pay the consulting bill. Check out Steve’s post: SQL Server Backups: A Public Service Announcement for examples of people who should know better.

What’s in the Microsoft Dynamics GP 2010 Cookbook?

I’m sure some of you are wondering what’s in the Microsoft Dynamics GP 2010 Cookbook. Well both Amazon and Packt have great descriptions of what’s in the book. I thought I would share a few unusual items.

• The book is officially 324 pages. We were shooting for 300 pages but then it was ballooning as we tackled more and more items new in GP 2010. That is why the prelease info showed 400 pages. With careful editing (that’s what editors do) the final book is back down to near the original target.
• If you don’t laugh at the acknowledgments, see your doctor. You may be severely constipated. You can read acknowledgments online via Amazon’s Look Inside feature.
• The book contains a reference to Chevy Chase and National Lampoon’s Christmas Vacation. You’ll have to read the book to find it. No fair searching the PDF eBook available from Packt.
• There is of course a reference to Diet Mountain Dew. Caffeine is a critical part of any writing project. If they had MVP’s for Diet Mountain Dew I would be one.
• There is a short ode to bacon. If you don’t understand that, view the Bacon Shake video on YouTube. Yes, I’m in it. Some projects take on strange rituals of their own, but really, almost everything is better with bacon,especially Dynamics GP projects.

Bottom line, you not only need this book. You’ll like it. It’s a lot cheaper than the consulting time needed to learn all of this stuff. Buy the book and expense it. It’s under $50 now on Amazon. I guarantee the stuff in this book will save you a lot more than $50. A few of the tips might save your career by keeping you from doing something dumb.

Weekly Review: Table Import

There is a little GP tool that comes as part of Integration Manager. It's called table import. Basically this little guy will let you import a tab or comma delimited file into ONE table in GP. You can't combine tables, you can't link stuff, etc. This tool is a hammer, not a Swiss Army knife.
But it can be useful for tables not available in IM (like sales tax rates).

The astute DB's in the audience are asking why they would use Table Import when they can just use the fabulous tools in SQL server. Well, Table Import does provide the table specifications and some basic error checking while setting up the import, to make sure that you aren't screwing up the GP tables. So if you are not familiar with the wonderfully exotic table structure the basic error checking could save your behind.

Table Import is available in GP via Tools->Integrate->Table Import. This tool is so straightforward that if you've ever imported anything, you'll probably get it. If you've never imported anything, pretend this post doesn't exist and call your DB for help. Yeah. The one I just drove away.

Originally Posted by Mark at 9/28/2007 10:10:00 AM

Dex.ini switches for Dynamics GP now available to download

Leslie Vail now has her Dex.ini switch document available to download. Go get this. The Dex.ini file can be positively magical when it comes to tuning how Dynamics GP loads.

Do you get wires or EFT payments from Customers in Dynamics GP?

New at Belinda, the GP CSI’s site is a process for using the credit card functionality in Dynamics GP to support receiving wire transfers from customers.Check out the full post at Do you get wires or EFT payments from Customers?

Changing Dictionary Context when using Passthrough Dexterity sanScript For Dynamics GP Part 2

David Musgrave is back continuing his series to help developers use Dexterity. Check out David’s new post Changing Dictionary Context when using Passthrough Dexterity sanScript Part 2.

Help Turn the Microsoft Dynamics GP 2010 Cookbook into a Bestseller

All of the reviews coming in for the Microsoft Dynamics GP 2010 Cookbook have been fantastic. MVP’s and bloggers are loving it and it’s getting 5 star reviews on Amazon. If you use Dynamics GP, you’ll love it too and I could use your help. The Cookbook has cracked the top 25,000 on Amazon, not bad for a book with a pretty narrow focus. Even better, it hit #81 of the top 100 books in it’s category. This category is filled with Microsoft Office and SharePoint books so cracking the top 10 would be a huge win for Microsoft Dynamics.
You can help by buying the book from Amazon this week. Let’s see if we can crack the top 10 in the category and really freak out the office authors.

Default Distributions in Payables

Belinda the GP CSI has new blog post up looking at Default Distributions in Payables. I agree with Belinda on this. If you are not using defaults with your vendors you are wasting time. I see plenty of companies who don’t have this information because their previous system didn’t support it. Often companies don’t take the time to add this at implementation and they never go back to add this timesaver.

Pitfalls of Outside Project Managers on Management Accounting Research

My MSDynamicsWorld article on the Pitfalls of Outside Project Managers has been featured on the Management Accounting Research site as well. If you haven’t read it, take a look. While you’re at it, check out all of my MSDynamicsWorld articles.

Service Pack, Hotfix, and Compliance Update Patch Releases for Microsoft Dynamics GP 2010

From David Musgrave, “We are please to announce that the Service Pack, Hotfix and Compliance Update Patch pages for Microsoft Dynamics GP 2010 are now available on PartnerSource and CustomerSource as your one stop shop location for all updates available for GP 2010.”

More details are available on David’s post.

 

Advanced RMA Entry R2 - Available for Download/Evaluation for Dynamics GP

Michael Johnson has an evaluation of a new RMA solution he’s been working on available for download. Get the details on Michael’s post : Advanced RMA Entry R2 - Available for Download/Evaluation. If Michael’s been working on it, it’s going to be a fantastic product.

Dynamics GP - Learn & Discuss: Microsoft Dynamics GP 2010 Cookbook - A Treasure from Mark Polino

My book, the Microsoft Dynamics GP 2010 Cookbook, is getting great reviews. Michael Johnson likes it, Vaidy seems to really like it and I’m betting you will too.  Get the book at Amazon.com. There is also an ebook version from the publisher (make sure to click the ebook tab to get the right pricing).

You Can’t Deny security to some Windows in Dynamics GP

Leslie Vail has a new post up looking at internal windows which can’t controlled via GP security. Make sure to take a look at You Can’t Deny security for some Windows!

Avoid a Dynamics GP "Rookie Mistake"

Belinda the GP CSI has a great post up on the rookie mistake of goofing up the GL distributions in an AP or AR transaction. Point new users to Belinda’s post: What do I call the "Rookie Mistake"?

The Girl with Dynamics GP Tattoo

Dwight Specht is seeing Dynamics GP everywhere. Now he’s seeing it in the movie The Girl with the Dragon Tattoo. (The foreign language, subtitled film not the upcoming Hollywood big budget version). I’m in the middle of the book so I’m reluctant to watch the movie until I’m done but it’s available on Netflix streaming. I have been trying to convince fellow blogger and I.B.I.S. employee Amy Walsh to become the Girl with the Dynamics GP tattoo. So far no luck.

Need to give a quote to a non-Customer in Dynamics GP?

For some reason my RSS to Belinda the GP CSI was broken so I’m catching up on some of her posts. It’s fixed now and Belinda has a great look at using Dynamics GP’s Prospect functionality to give a quote to a non-Customer.

Dynamics GP Backup? I don't need no stinking Backup!

Belinda the GP CSI has a look at something near and dear to my heart, back ups in Dynamics GP. Make sure you check out Belinda’s post: GP CSI: Backup? I don't need no stinking Backup!

I Travel Too Much

I spent 200 nights last year in Hilton hotels.Now Dilbert has called me out. Thank goodness I don’t travel as much as Paul Randall and Kim Tripp!

Don’t Miss the Dynamics GP GL Best Practice Webinar

Don’t miss today’s Best Practice webinar for General Ledger being given by my friend and colleague Lisa Price. Fire up your PC at 11am and make sure that you are getting the most out of Dynamics GP’s general ledger.

Changing Dictionary Context when using Passthrough Dexterity sanScript Part 1

David Musgrave is starting a new series designed to help developers understand Dexterity pass through scripts. The first installment is Changing Dictionary Context when using Passthrough Dexterity sanScript Part 1.

Solving Install Problems with The Closer

Dwight Specht has a nice look at the solution to some Install Problems with The Closer over at DynamicsCare. He seems to like The Closer as much as I do.

Avoiding VBA Circular References when using a Dynamics GP Lookup

Patrick Roth looks to keep you from chasing your tail by Avoiding VBA Circular References when using a Dynamics GP Lookup.

eConnect Integration Service for Microsoft Dynamics GP 2010

Mariano has a nice look a the new eConnect Integration Service for Microsoft Dynamics GP 2010.

Free Addon Add's Dynamics GP Click-To-Dial Functionality With Most IP Phone Systems

The folks at Landis Computer have enhanced their very nice Dynamics GP Productivity Pack to now include the ability to dial phone numbers directly from GP for various IP phones. More information is available on their blog post Free Addon Add's Dynamics GP Click-To-Dial Functionality With Most IP Phone Systems.

Attaching a PDF File to a Payables Transaction

Leslie Vail is back with a look at how to attach a PDF file to a Payables Transaction.

Getting Rid of the CEIP Notice

Leslie Vail looks at how to turn off the Customer Experience Improvement Program nagging reminder in her new blog post Goodbye CEIP Program!

Weekly Dynamic: Count of Fixed Assets Added

Continuing a look at metrics to analyze GP transactions, this week’s Weekly Dynamic looks at a count of Fixed Assets added by week. As with other metrics, this can also show past data in Microsoft Dynamics GP for trends.

The code is below and it’s available for download at: http://www.box.net/shared/vopqx25elb

--Select Fixed Assets Added by week
--Could be switched to month but you'll need to use either the FA Calendar Month or the Fiscal month if you don't use a calendar year
select Case  
 when datename(weekday,dateadded) = 'Friday' then dateadded
 when datename(weekday,dateadded) = 'Saturday' then dateadd(Day,6,dateadded)
 when datename(weekday,dateadded) = 'Sunday' then dateadd(Day,5,dateadded)
 when datename(weekday,dateadded) = 'Monday' then dateadd(Day,4,dateadded)
 when datename(weekday,dateadded) = 'Tuesday' then dateadd(Day,3,dateadded)
 when datename(weekday,dateadded) = 'Wednesday' then dateadd(Day,2,dateadded)
 when datename(weekday,dateadded) = 'Thursday' then dateadd(Day,1,dateadded)
 else '01/01/1900' end as WeekEndDate, count(Assetindex) as FAAddedCount
	from fa00100
Group by
Case  
 when datename(weekday,dateadded) = 'Friday' then dateadded
 when datename(weekday,dateadded) = 'Saturday' then dateadd(Day,6,dateadded)
 when datename(weekday,dateadded) = 'Sunday' then dateadd(Day,5,dateadded)
 when datename(weekday,dateadded) = 'Monday' then dateadd(Day,4,dateadded)
 when datename(weekday,dateadded) = 'Tuesday' then dateadd(Day,3,dateadded)
 when datename(weekday,dateadded) = 'Wednesday' then dateadd(Day,2,dateadded)
 when datename(weekday,dateadded) = 'Thursday' then dateadd(Day,1,dateadded)
 else '01/01/1900' end 
order by 1

 

Surf Background This Week

I’m at the beach this week so I’ve gone with a surfer theme for the blog. Don’t worry, I’ve got plenty of Dynamics GP items already teed up. Hmmm…maybe I should have gone with golf.

July Newsletter

The DynamicAccounting.net July Newsletter went out yesterday. If you missed it, you can catch it online. Quit stealing you’re neighbors newsletter and sign up for your own. It’s free, environmentally friendly and you’ll look smarter reading it. Subscribe with the form on the right side of DynamicAccounting.net.

What happened to the Integration Manager "Save As" function?

Over at the Dynamics GP Blogster, Mariano takes a look at What happened to Integration Manager "Save As" function?. I was looking for this feature the other day when I actually WANTED to use the same source for multiple integrations and it wasn’t there.

I covered how to use Export and Import to copy and integration back in March here: http://msdynamicsgp.blogspot.com/2010/03/weekly-dynamic-copy-integration-with.html.

Calling all Dynamics GP users, Join the Crusade

In Touch with Dynamics (GP) is on a crusade to get Management Reporter to output iXBRL tags for UK tax reporting. This is a requirement starting 4/1/2011. Don’t think that this is just a U.K. issue like driving on the wrong side of the road or thinking “kidney” and “pie” go together. We’ve been through similar issues when the AICPA changed the taxonomies for XBRL reporting and FRx choked.

This is a product issue and Management Reporter is going to have to figure out how to keep up with things like this. This is also a community issue, don’t think that you won’t see requirements like this soon in the United States.

Here is how you can help:

• Go to https://connect.microsoft.com/dynamicssuggestions
• Sign in and click on the big Search Existing button
• Find a suggestion titled "iXBRL Reporting output required in Management Reporter for HMRC online tax reports in UK - by Andyha11"
• Open this suggestion and then click on the green voting arrow (pointing upwards) to register your vote.

Go, do it now. I’ll wait…………[Hum theme from Jeopardy in your head]…………………………Great you’re back now!

Thanks again for your help.

Welcome to the Dynamics GP Jungle, Grab Your Machete

My new MSDynamicsWorld article is up. A blog post by Execupundit and big shot blogger Michael Wade inspired me to apply his jungle camp metaphor to maintaining Dynamics GP. So put on your Indiana Jones hat, sharpen your machete and give it a read.

Weekly Review: Uninstalling FRx

FRx is one of the flakiest pieces of software in the GP suite. Integration Manager often competes for this prize but FRx is still the repeat champ.
The original inspiration for this post was hung FRx installation. In shame I finally slinked over to tech support. First step, uninstall FRx. It's more complicated than you think to really get rid of it so here are the steps. Backup any existing Sysdata directories before you start please. I don't want to hear any whining!
To Uninstall FRx:
1) Uninstall the app via Add/Remove Programs or Programs and Features
2) Delete the FRx installation directory
3) Delete/Rename the FRx.ini file in the Windows Directory
4) Delete the registry key HKEY_LOCAL_MACHINE | Software | FRx Software (Backup the registry first or roll the registry dice. It's your machine.)
5) Blow that screwed up install of FRx a big kiss goodbye before you do a reinstall.
Originally Posted by Mark at 5/09/2007 09:54:00 AM

Getting Table and Field Data out of Dexterity Dictionaries in Dynamics GP

David Musgrave has a new post up today with Dexterity code that can be used with the Support Debugging Tool to pull out a list of all of the table and field names and basic characteristics from a Dynamics GP installation. The table data is essentially the same as the information in my GP table references but the field data is new.

Emulating Microsoft’s embrace and extend style I’ve run this on a full GP 2010 install with only the Support Debugging Tool as an add on. I’ve added the information to my table reference for GP 2010 so you can have both table and field information in one place.You will have to download it to get the field reference. The field information is too big for the Excel app online. I’ve updated the link in the Downloads area as well.

This means that I’m leaving the classic GP 2010 table reference available as an online reference but the downloadable version now includes fields as well.

A Word About ISV Solutions for Dynamics GP

MSDynamicsWorld has a nice article up with a look a the power of ISV solutions for Microsoft Dynamics GP. The article titled ISV Solutions – The Jewels in Microsoft Dynamics Strategy looks at how ISV solutions help Microsoft compete against companies like SAP and Oracle who try do everything themselves.

I was reminded again of the power of the Microsoft Dynamics ISV’s when I saw this request on the Dynamics GP forum:

“We are looking for an ISV software solution that integrates seamlessly with MS Dynamics GP for the Animal Management Industry. Specially, we are looking for a poultry breeding/egg commercial software designed to track and manage the live inventory throughout the entire life cycle for poultry (layers) and commercial egg and if possible capable to handle other animals (turkey, swine, cattle, and so on). Everything from animal groups, animal statistics, facility management, expenses, equipment, feed scheduling and inventory. “

I have no idea if this solution exists but the fact someone expects that it should tells me volumes about how sophisticated and broad the ISV solutions for the various Microsoft Dynamics solutions really are.

The Microsoft Dynamics GP 2010 Cookbook is Loose!

I got the word from the publisher today, the Microsoft Dynamics GP Cookbook is now available!

You can get it from Amazon:

or directly from Packt Publishing at:

https://www.packtpub.com/microsoft-dynamics-gp-2010-cookbook/book

Barnes and Noble has the book listed but seems to be a bit behind in showing it as available and Borders doesn’t have it yet.  If you have a Kindle or and iPad, hit up the publisher’s site and grab the PDF format of the book with the eBook tab at https://www.packtpub.com/microsoft-dynamics-gp-2010-cookbook/book.

If you use Dynamics GP in your organization, you need this book, period. It’s as simple as that. You get a 100+ recipes for improving your use of Dynamics GP for 1/3 of the price of a consulting hour. This should be a no brainer for expensing in any accounting department that uses Dynamics GP.

Dynamics GP Table Names from Leslie Vail

We’ve all tackled the “How do I find the right table?” question in Dynamics GP at various times. This time Leslie Vail takes a whack at it in her post Dynamics GP Table Names. Leslie mentions that she is also tackling it for GPUG in an online class this Thursday. Make sure to check that out at http://www.gpug.com/events/GPAcademyGPData070810.

Use Extender Views, not Tables, in Dynamics GP

At the eOne Dynamics GP and CRM Blog, Martin reminds us of the power of Extender views for reporting on Extender data. I covered Extender views and adding Extender data to existing SmartLists in my recent Extender webinar.  I also mentioned that you don’t have to accept the default views created by Extender, you can, ahem…extend them as well by adding additional tables to the views.

Check out Martin’s Never, Never Look at the tables post to get a sense of the passion he has for the power of Extender.

Multi-Language Dynamics GP

It looks like the Microsoft Dynamics GP UK Blog is another fan of Multilingual GP. Multilingual GP really seems to be coming on as THE package for Dynamics GP localization  translation. It now supports 22 different languages.

Update: Corrected localization.

Completely Removing a Posted SOP Invoice From Dynamics GP

Steve Endow demonstrates a technique for Completely Removing a Posted SOP Invoice From Dynamics GP using (mostly) the interface.

Technology Requirements for Microsoft Dynamics GP 2010 Features

At Developing for Dynamics GP, David Musgrave points us to the various Technology Requirements for Microsoft Dynamics GP 2010 Features.

Failed to check in resources into Dexterity

Patrick Roth has a nice look at issues when checking in a dictionary while Developing for Dynamics GP in his new blog post Failed to check in resources into Dexterity DSCCS.

Microsoft Dynamics GP 2010 and Office Web Components

Mariano Gomez has a nice look Microsoft Dynamics GP 2010 and Office Web Components. The web components are used to manage the Dynamics GP Home Page so it is an important topic.

The Excel Web App and its missing API

I’m doing lots of work with the various Office Web apps. I find them to be great compliments to the  regular Office apps but not yet ready as Office replacements. Think, export from Dynamics GP to Excel then collaborate on the data via the web.

Chris Webb look at some of the shortcomings and things he would like to see in the web app in The Excel Web App and its missing API.

Microsoft Dynamics GP Snack Time

Amy Walsh has done a great job of covering Dynamics GP training snacks over at DynamicsCare. Now Inside Microsoft Dynamics GP is showing that All Snacks are Now Available. These snacks are low calorie, easy to consume short Dynamics GP videos so try a snack today.

Weekly Dynamics: Count Purchase Orders in Dynamics GP

Last week we looked at counting Payable Transactions in Dynamics GP by week. This week, we are moving on to counting Purchase Orders. The idea behind this series is to give managers a sense of the transaction volume and timing to better manage this function. For AP, a transaction is pretty much a transaction. Not so for P.O.’s. A hundred line P.O. can takes much longer to create than a 10 one line P.O.’s so the measures of volume are number of P.O.’s, number of P.O. lines and number of invoices matched.
There are 2 views in here, one for P.O.’s  and one for Invoice matching along with 3 queries, P.O's, P.O. Lines and Invoice Matching. As before, all of these are by week with a week starting on Friday. Simply reorder the days in the view to changes the week starting date.

Buy the Microsof Dyamics GP 2010 Cookbook

This is also available for download at http://www.box.net/shared/39q0rmbz09
--View for Purchase Order Receipts
--View is needed to combine work and history Receipts
Create view Metrics_PORec as
select Case 
when datename(weekday,receiptdate) = 'Friday' then receiptdate
when datename(weekday,receiptdate) = 'Saturday' then dateadd(Day,6,receiptdate)
when datename(weekday,receiptdate) = 'Sunday' then dateadd(Day,5,receiptdate)
when datename(weekday,receiptdate) = 'Monday' then dateadd(Day,4,receiptdate)
when datename(weekday,receiptdate) = 'Tuesday' then dateadd(Day,3,receiptdate)
when datename(weekday,receiptdate) = 'Wednesday' then dateadd(Day,2,receiptdate)
when datename(weekday,receiptdate) = 'Thursday' then dateadd(Day,1,receiptdate)
else '01/01/1900' end as WeekEndDate,poprctnm ,
        receiptdate,
        'work' as status
    from pop10300
    where poptype=1
union
select  Case 
when datename(weekday,receiptdate) = 'Friday' then receiptdate
when datename(weekday,receiptdate) = 'Saturday' then dateadd(Day,6,receiptdate)
when datename(weekday,receiptdate) = 'Sunday' then dateadd(Day,5,receiptdate)
when datename(weekday,receiptdate) = 'Monday' then dateadd(Day,4,receiptdate)
when datename(weekday,receiptdate) = 'Tuesday' then dateadd(Day,3,receiptdate)
when datename(weekday,receiptdate) = 'Wednesday' then dateadd(Day,2,receiptdate)
when datename(weekday,receiptdate) = 'Thursday' then dateadd(Day,1,receiptdate)
else '01/01/1900' end as WeekEndDate,poprctnm,
        receiptdate,
        'hist' as status
    from pop30300
    Where Poptype=1
--------------------------------------------------------------------------------------------
Go
--Get Count of POs Received by Week End Date
--Uses Metrics_PORec view
Select WeekEndDate, count(poprctnm) as PORecCount
from Metrics_PORec
Group by WeekEndDate
Order by WeekEndDate
Go
----------------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------------
--Get Number of PO's created per week
--Use where clause on WeekEndDate to limit range
--PO's are best viewed in conjunction with PO Lines
Select
Case 
when datename(weekday,docdate) = 'Friday' then Docdate
when datename(weekday,docdate) = 'Saturday' then dateadd(Day,6,docdate)
when datename(weekday,docdate) = 'Sunday' then dateadd(Day,5,docdate)
when datename(weekday,docdate) = 'Monday' then dateadd(Day,4,docdate)
when datename(weekday,docdate) = 'Tuesday' then dateadd(Day,3,docdate)
when datename(weekday,docdate) = 'Wednesday' then dateadd(Day,2,docdate)
when datename(weekday,docdate) = 'Thursday' then dateadd(Day,1,docdate)
else '01/01/1900' end as WeekEndDate, count(ponumber) as POCount
            from pop10100
group by
Case 
when datename(weekday,docdate) = 'Friday' then Docdate
when datename(weekday,docdate) = 'Saturday' then dateadd(Day,6,docdate)
when datename(weekday,docdate) = 'Sunday' then dateadd(Day,5,docdate)
when datename(weekday,docdate) = 'Monday' then dateadd(Day,4,docdate)
when datename(weekday,docdate) = 'Tuesday' then dateadd(Day,3,docdate)
when datename(weekday,docdate) = 'Wednesday' then dateadd(Day,2,docdate)
when datename(weekday,docdate) = 'Thursday' then dateadd(Day,1,docdate)
else '01/01/1900' end
Order by WeekEndDate
Go
---------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------
--PO Lines Per Week
--Get the number of PO lines per week
--PO Lines are an indicator of volume. In many cases you could have only a few PO's with lots of line items
--to enter
SELECT
Case 
when datename(weekday,docdate) = 'Friday' then Docdate
when datename(weekday,docdate) = 'Saturday' then dateadd(Day,6,docdate)
when datename(weekday,docdate) = 'Sunday' then dateadd(Day,5,docdate)
when datename(weekday,docdate) = 'Monday' then dateadd(Day,4,docdate)
when datename(weekday,docdate) = 'Tuesday' then dateadd(Day,3,docdate)
when datename(weekday,docdate) = 'Wednesday' then dateadd(Day,2,docdate)
when datename(weekday,docdate) = 'Thursday' then dateadd(Day,1,docdate)
else '01/01/1900' end as WeekEndDate, Count(pop10110.POnumber) as POLineCount
FROM         POP10110 INNER JOIN
                      POP10100 ON POP10110.PONUMBER = POP10100.PONUMBER
Group By
Case 
when datename(weekday,docdate) = 'Friday' then Docdate
when datename(weekday,docdate) = 'Saturday' then dateadd(Day,6,docdate)
when datename(weekday,docdate) = 'Sunday' then dateadd(Day,5,docdate)
when datename(weekday,docdate) = 'Monday' then dateadd(Day,4,docdate)
when datename(weekday,docdate) = 'Tuesday' then dateadd(Day,3,docdate)
when datename(weekday,docdate) = 'Wednesday' then dateadd(Day,2,docdate)
when datename(weekday,docdate) = 'Thursday' then dateadd(Day,1,docdate)
else '01/01/1900' end
Order by WeekEndDate
Go
----------------------------------------------------------------------------------
----------------------------------------------------------------------------------
--PO Invoice Match View
--View needed to merge work and history transaction. This isn't absolutely necessary.
Create View POInvMatch as
select Case 
when datename(weekday,receiptdate) = 'Friday' then receiptdate
when datename(weekday,receiptdate) = 'Saturday' then dateadd(Day,6,receiptdate)
when datename(weekday,receiptdate) = 'Sunday' then dateadd(Day,5,receiptdate)
when datename(weekday,receiptdate) = 'Monday' then dateadd(Day,4,receiptdate)
when datename(weekday,receiptdate) = 'Tuesday' then dateadd(Day,3,receiptdate)
when datename(weekday,receiptdate) = 'Wednesday' then dateadd(Day,2,receiptdate)
when datename(weekday,receiptdate) = 'Thursday' then dateadd(Day,1,receiptdate)
else '01/01/1900' end as WeekEndDate, poprctnm,
        'work' as status
    from pop10300
    where poptype=2
union
select
Case
when datename(weekday,receiptdate) = 'Friday' then receiptdate
when datename(weekday,receiptdate) = 'Saturday' then dateadd(Day,6,receiptdate)
when datename(weekday,receiptdate) = 'Sunday' then dateadd(Day,5,receiptdate)
when datename(weekday,receiptdate) = 'Monday' then dateadd(Day,4,receiptdate)
when datename(weekday,receiptdate) = 'Tuesday' then dateadd(Day,3,receiptdate)
when datename(weekday,receiptdate) = 'Wednesday' then dateadd(Day,2,receiptdate)
when datename(weekday,receiptdate) = 'Thursday' then dateadd(Day,1,receiptdate)
else '01/01/1900' end as WeekEndDate, poprctnm,
        'hist' as status
    from pop30300
    Where Poptype=2
Go
----------------------------------------------------
--PO Invoice Match Query
Select WeekEndDate, count(poprctnm) as POInvMatchCount
From POInvMatch
Group by WeekEndDate
Order by WeekEndDate
Go