The March DynamicAccounting.net podcast is up in the nick of time. A corrupt recording delayed it to the very end of the month here but it’s up. Make sure you check it out.
You, Me and Dynamics GP
The premier information site for Microsoft Dynamics GP
31 March 2010
Formatting Dynamics GP Phone Numbers in a SQL Query
In a new post up at Dynamics GP Land Steve Endow looks at Formatting Dynamics GP Phone Numbers in a SQL Query.
GP 2010: Unified Communications
Today, Inside Microsoft Dynamics GP looks at Unified Communications coming in Microsoft Dynamics GP 2010.
System Requirements for Microsoft Dynamics GP 2010
System Requirements for Microsoft Dynamics GP 2010 are now up at Inside Microsoft Dynamics GP. GP 2010 gets closer to release every day.
"Welcome to Dynamics"
At Developing for Dynamics GP, David Musgrave shows us how to bring back the old audible "Welcome to Dynamics" message without using any VBA. Of course, you could also make it say almost anything you want. [Mwaaaahhaaa, evil laugh]
SQL Views – Inventory In All Locations
Real Life Dynamics User brings us a SQL view to show inventory in all locations.
[H.T. to DynamicsGP.ie for the link]
Dynamics GP E-Reconcile
My colleague Amy Walsh has coverage of the electronic reconcile functionality in Dynamics GP in her new post Dynamics GP E-Reconcile up at DynamicsCare.
Top 10 Ways to Get the Most Out of Convergence 2010
I’ve got a new article up at MSDynamicsWorld.com. It’s titled the Top 10 Ways to Get the Most Out of Convergence 2010. Since all of you are smart, informed Dynamics GP users I assume you are going to Convergence 2010 in Atlanta so I thought I would share some ways to get the most out of your tip. If you are still undecided, check out the article to see how you could be adding value to your Dynamics GP solution.
30 March 2010
Checkboxes in Crystal Reports
Victoria Yudin is back with a terrific new post looking at how to create Checkboxes in Crystal Reports and using 1099 verification as an example.
The Smartlist Builder GoTo won't open my window
Patrick Roth of Developing for Dynamics GP covers what to do when The Smartlist Builder GoTo won't open my window.
Dynamics GP 2010 Recurring Cash Receipts Batch
Still catching up from last week, I see that Inside Microsoft Dynamics GP has a look at the new Recurring Cash Receipts Batch feature in Dynamics GP 2010. If you’ve been paying attention you’ve seen that there are a ton of new features and improvements in GP 2010, not just the top 5 or 6 you see on new feature lists.
Microsoft Dynamics GP Architectural Foundations Series
Mariano Gomez has started a new series with information from Tim Brookins’ whitepaper on the foundations of Dynamics GP. Makes sure to check out the start of the series at Microsoft Dynamics GP Architectural Foundations Series – Introduction.
Where, Oh, Where Has My Budget Gone?
We closed out yesterday with a look at new Budget features in GP 2010 so let’s start today looking at locking down budgets from a new article by Christina Phillips of Dynamics GP Land: Where, Oh, Where Has My Budget Gone?.
29 March 2010
General Ledger Budget Transactions in GP 2010
I’m slowly catching up and I see that Inside Microsoft Dynamics GP has a look at a new feature to formalize budget changes in their new post General Ledger Budget Transactions.
Creating Branching Logic Fields in Report Writer
In a great new post, Mariano Gomez looks at Creating Branching Logic Fields in Report Writer. He’s also right that sometimes Report Writer is the right solution. I had a client that needed one custom report. It simply wasn’t worth the effort to spin up Crystal or SSRS for one report so I wrote it in Report Writer.
Customer Statements with Multicurrency Information
Veeyeskay gives us a look at some interesting finding on Customer Statements with Multicurrency Information.
[H.T. to Mohammad Daoud for this link]
[H.T. to Mohammad Daoud for this link]
A Guide to Microsoft Acronyms from the Dynamics GP 2010 Launch Event
In a funny but true post, Anya Ciecierski of Cal Busines Solutions gives us A Guide to Microsoft Acronyms from the Dynamics GP 2010 Launch Event .
Cannot change the XXX account at the Summary Level
A the Great Plains Guy site, David Maryland looks at errors that can occur when trying to change accounts during PO/Receipt/Invoice 3 way matching in the post Cannot change the XXX account at the Summary Level.
Management Reporter Blog
Inside Microsoft Dynamics GP asks if you knew that there's a cool Management Reporter Blog. We did and we linked to the site back in December and in February. But in case you missed it, make sure to follow the links.
Little and Often
On one of my favorite sites recently, Wendii of Manager Tools looks at tackling administrative tasks with small bites and high frequency. How does this apply to Dynamics GP? It’s exactly the same advice that I give clients for things like Bank Reconciliation, Fixed Asset processes and account balancing.
It’s much easier to balance a bank account daily, process fixed assets to the GL when they are created and do a quick balance of subledgers to the GL daily. Problems are found quickly, month end work is significantly reduced and delegating tasks is simpler because the size of the task is smaller day to day.
Quit making mountains out of mole hills. Catch up those big administrative routines and start working through them daily.
It’s much easier to balance a bank account daily, process fixed assets to the GL when they are created and do a quick balance of subledgers to the GL daily. Problems are found quickly, month end work is significantly reduced and delegating tasks is simpler because the size of the task is smaller day to day.
Quit making mountains out of mole hills. Catch up those big administrative routines and start working through them daily.
Real Life Dynamics User
Make sure that you check out the Real Life Dynamics User blog. Ron Wilson is off to a great start and I always want to encourage Dynamics GP bloggers.
[H.T. to Victoria Yudin]
Weekly Dynamic: Integration Manager Option
When using integration managers sometimes things don’t come in as expected. For example, vendor information integrates but the addresses don’t. In cases like this it’s important to check the Options tab on the Destination settings. Often the source recordset is incorrect or not set at all. Simply point the record set to the correct source file and everything works.
25 March 2010
Weekly Review: Access SQL Reporting Services from GP
No, I can't show you how to use SQL Reporting Services (SRS) in a short blog posting. I can however show you how to access your SRS setup from Dynamics GP.
No, I can't show you how to use SQL Reporting Services (SRS) in a short blog posting. I can however show you how to access your SRS setup from Dynamics GP.
Pick Tools-Setup-SQL Reporting Services. You'll need the System Password if one has been set.
There are two simple URL entries here.
Enter the Report Manager URL, this is where you edit and manage SRS reports.
No, I can't show you how to use SQL Reporting Services (SRS) in a short blog posting. I can however show you how to access your SRS setup from Dynamics GP.
Pick Tools-Setup-SQL Reporting Services. You'll need the System Password if one has been set.
There are two simple URL entries here.
Enter the Report Manager URL, this is where you edit and manage SRS reports.
- Enter the Report Server URL, this is where you access and run reports from.
- This setting allows SRS reports to be accessed from the Report List window.
24 March 2010
Dynamics GP 2010: Home Page Cues
Inside Microsoft Dynamics GP looks at the new Home Page Cues coming in GP 2010.
23 March 2010
Consultant’s Dilemma — Firing Bad Clients
Mobile guru and long time (non-Dynamics GP) consultant James Kendrick takes a look clients, namely, the good, the bad and the ones you should fire in his new article Consultant’s Dilemma — Firing Bad Clients .
James’ article and a WebWorkerDaily article he references provide food for thought for any consultant.
Dynamics GP 2010: Microsoft Dynamics Online Connect
There has been a lot of coverage on the blogs of the Online Connect feature in Dynamics GP 2010, now you get coverage from the source at Inside Microsoft Dynamics GP in the post: Microsoft Dynamics Online Connect.
Dynamics GP 2010: Rapid Migration Tool - Peachtree Migration
I’m doing a bunch of training over the next week so I’ve got some blog catch up to do.
Over at Inside Microsoft Dynamics GP they’ve got coverage of the new Rapid Migration Tool - Peachtree Migration.
Over at Inside Microsoft Dynamics GP they’ve got coverage of the new Rapid Migration Tool - Peachtree Migration.
22 March 2010
Weekly Dynamic: Receivables Scheduled Payments
Last week we looked at Payables Scheduled Payments and this week we’ll take a look at the other side of the coin, Receivables Scheduled Payments. This feature allows companies to setup payment schedules, with or without interest, for existing receivable transactions.
The screen works the same way, a schedule number and description are used to track this receipt schedule. The original document is selected along with the first payment and date. Then the schedule is setup with interest, number of payments, first invoice date and due date. Finally the AR, Receivables offset and Interest income accounts are set.
The process credits the original invoice and creates a series of smaller invoices representing the Scheduled Payments. This means that it makes sense for the Receivables offset account to be a contra account off receivables. This will also show then how much of AR has been converted to scheduled payments.
Click the Calculate button to calculate the payment and the Amortization button to view the amortization.
Posting Scheduled Payments and replacing the original invoice is controlled in Routines and the dates can be controlled so that not all scheduled payments are created at one.
The help contains specifics for situations like advanced principal payments and amortizing because of that.
18 March 2010
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
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
17 March 2010
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 GPPayroll
. Inside Microsoft Dynamics GP has the details.
16 March 2010
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.
15 March 2010
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.
12 March 2010
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.
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.
11 March 2010
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
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
10 March 2010
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 aConsulting Engagement? looks at the line between support and consulting at Microsoft.
09 March 2010
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.
08 March 2010
Implementing Landed Costs in mid stream
Ian Stewart has a new post up looking at issues when Implementing Landed Costs in mid stream.
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.
- In IM, select Tools->Options and note the location of the default IM database
- Close the window and click File-Export Integration
- Select the integration and click Export
- The export will ask for a file, enter or navigate to the IM.mdb file where the original integration is housed.
- When prompted, name the new Integration and provide new names for each source.
- When this is finished, make changes to the sources without worrying about affecting other integrations
05 March 2010
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.
04 March 2010
Dynamics GP 2010: Excel Report Builder Report Publishing
Inside Microsoft Dynamics GP lets us know that anyone can publish Excel reports if they have the right database role in Dynamics GP 2010.
Support Debugging Tool Portal
The Support Debugging Tool is one of my favorite tools because it makes advanced features more accessible. Now the Support Debugging Tool has it’s own portal. Think of it as one location to point folks too for all things related to the Support Debugging Tool for Dynamics GP.
Differentiating Companies in Microsoft Dynamics GP
David Musgrave reminds us of the benefits of coloring different companies with the Support Debugging Tool. This is a feature that I’m a big fan of.
Weekly Review: Favorites in Lookups
Smartlist Favorites are great when you want to come back to a set of data that you've used before. They are also useful in regular lookups. For example, if you regularly use a certain set of accounts, you can create a Smartlist favorite with those accounts. Then, when you hit the hourglass to lookup accounts, pick the arrow in the upper left and hit Favorites. All your Smartlist favorites are there to better control your lookups. Simply pick the one you want and you have a much smaller list of accounts to work with.
This is not limited to accounts. It works throughout the system with Accounts, Vendors, Customers, just about anything you can lookup in a Smartlist.
Originally Posted by Mark at 9/18/2006 10:36:00 PM
03 March 2010
Dynamics GP 2010 Sneak Peek
I.B.I.S. is providing a pre-launch Sneak Peek seminar for companies who want an early look at Dynamics GP 2010 before it’s May launch date. These are in person seminars in Charlotte and Atlanta on March 18 and March 25 respectively. You can find all the details on the registration page.
DEXVBA.ini Switches
Fellow MVP Leslie Vail has a look at switches in the DEXVBA.ini file in Dynamics GP.
Dynamics GP 2010: Excel Report Totals
Excel Report Totals is next new feature in the spotlight at Inside Microsoft Dynamics GP.
02 March 2010
New Podcast on Dynamics GP Business Intelligence
The February DynamicAccounting.net podcast made it up right before the end of February. I was waiting until after the MVP Summit so I could add anything I learned there (and was allowed to share) in the podcast. February’s episode takes a look at Business Intelligence in Microsoft Dynamics GP along with some of the cool stuff coming.
FRx Training Manuals from FRx Buzz
Jan Harrigan has a new follow up training manual for FRx. The new manual is FRx in 8 hours – Intermediate, a sequel to the Basic version. Jan’s an expert at all things FRx and if you want a handy FRx resource to carry around this is a great place to start.
Dynamics GP 2010: Preventative Maintenance Generation for Contracted Equipment only
Continuing their look at new Dynamics GP 2010 features, Inside Microsoft Dynamics GP looks at the ability to control preventative maintenance and ensure that
field maintenance is only done on equipment covered by a maintenance contract.Welcome Guest Blogger Bob McAdam
For those of you who missed is guest post yesterday, my friend and fellow consultant Bob McAdam had his first guest post here on DynamicAccounting.net. Bob had a great look at Navigation Lists. If you missed his post, make sure to check it out.
01 March 2010
Fixed Asset Cube Webinar
It’s not too late to register for tomorrow’s webinar on I.B.I.S.’ Fixed Asset cube.
If you have been curious about the Fixed Asset Cube or just want a look, this is the place to do it. The webinar is free and open to anyone.
Auto Generating Customer IDs in Dynamics GP
Mariano Gomez has a great look at code to auto generate Customer IDs.
Localisation of Dynamics GP
Ian Stewart has a great new post up covering the localization (or localisation) of Dynamics GP. Check it out at DynamicsGP.IE
Dynamics GP 2010: Kit Item Support in Field Service
Inside Microsoft Dynamics GP takes a look at Kit item support in Field Service, new in GP 2010.
Leveraging Navigation Lists in GP v10.0
My transition from Dynamics GP customer back into the GP partner world with Tribridge occurred just after Dynamics GP v10.0 emerged on the scene in the summer of 2007, and since my previous employer was running GP v9.0 and not upgrading anytime soon, I had a lot of catching up to do in order to get up to speed on all things new. In the process of doing so, I found the new Navigation Lists within Dynamics GP v10. My initial thoughts centered on how they could possibly co-exist with SmartList, the reputable and trustworthy query tool most everyone already utilized.
Three years later while at GPUG Summit 2009 just outside Chicago, I stumbled across more users than expected that had either never used the no-longer-new Navigation Lists or hadn’t even heard of them! I had time during presentations or in discussion groups at the Summit to elaborate a little about what I liked/disliked about them, but still believe the pros far outweigh the cons here and more time and energy is certainly warranted for this area of Dynamics GP v10...so here goes.
Three years later while at GPUG Summit 2009 just outside Chicago, I stumbled across more users than expected that had either never used the no-longer-new Navigation Lists or hadn’t even heard of them! I had time during presentations or in discussion groups at the Summit to elaborate a little about what I liked/disliked about them, but still believe the pros far outweigh the cons here and more time and energy is certainly warranted for this area of Dynamics GP v10...so here goes.
SmartList isn’t headed to an early grave by any means, but Navigation Lists in Dynamics GP v10 are useful, easy to learn, and even have their own, third party-friendly Builder available. They’re not perfect yet, but my thought process has always been that if a positive spotlight was placed on them and more GP users knew about the power they possess, Microsoft (and others) would continue to build upon them and make Navigation Lists in Dynamics GP even better in the future. Here are a couple of functions I admire most that SmartList simply cannot compete with:
1) As long as SmartList (introduced originally as ‘Explorer’) has been in the box, the ‘Search’ button has never offered more than four data filters per query. Most of the time this is sufficient, but anyone who has used SmartList before has encountered a time when a fifth or even sixth filter would have been handy. With Navigation Lists, if you require more than four filters, you can have more than four, which means filtering in Excel doesn’t have to be your primary fall-back plan. An example of six data field filters against the ‘Customers’ primary list and saved as my own, modified list is shown:
2) SmartList queries can be shared with other GP users across all companies, within a specific company, or within a specific User Class if the author so chooses, but that opens the door to potentially uninvited edits, which are never fun to discover. Navigation List queries don’t have this issue, however, allowing for authors to not only decide which GP users can see their creation but also determine which of these users can write to a saved Navigation List and which ones can simply read.
a) A Navigation List can be ‘Private’ (author only) or ‘Public’ (shared) within the ‘Sharing Details’ window
b) If Public, Users can be added - ‘bmcadam’ and ‘sa’ have permission to make edits as the ‘Write’ box adjacent to their respective User ID is checked, but ‘malstott’ and ‘dbrooks’ only have read permissions as the ‘Write’ box adjacent to their respective User ID is not checked
c) The ‘Everyone’ option is always available for Public list distribution
d) If Public, Roles can be added, too - users tied to the ‘Accounts Payable’ Role only have read permissions as the ‘Write’ box is not checked. Roles, a hard-coded, validated list within Dynamics GP v10, are not user-defined as User Class IDs are and have been over the years, thus they’re easier for all to manage
These functions, additional search filters and more robust sharing capabilities, are just a couple of items within Dynamics GP v10 Navigation Lists that make them worthwhile to learn more about and utilize. While I’m optimistic that more improvements can and will be made in this area, I’m still somewhat perplexed with the number of users I’ve encountered that haven’t discovered the power and simplicity of this superb functionality. Perhaps pieces like this, accompanied by some enthusiastic knowledge sharing, will help get the word out to users while also informing Microsoft that new, exciting functionality is always welcome, not to mention highly encouraged!
Bob McAdam is a Manager at Tribridge in Tampa, spending the majority of his time working in the GP delivery area with existing customers. He is also an active contributor to the Dynamics GP User Group (GPUG). Bob has been fortunate enough to be involved with Dynamics GP as both partner and customer since 1998. One sincere 'hat tip' goes out to friend & former colleague Mark Polino for all his blogging encouragement.
Dynamics GP 2010: Cash Receipts Batch Entry
Amy Walsh takes a look at the new Cash Receipts Batch Entry feature in the Dynamics GP 2010 beta, up now at DynamicsCare.
Copy and Paste Issues in Remote Desktop
Many folks use Dynamics GP over a Citrix or Terminal Server connection. At Dynamics GP Land, Steve Endow takes a looks at the problem of copy and paste breaking between the server and the local machine. Usually, stopping and restarting the RDPClip service will work but sometimes you just have to disconnect and reconnect.
Weekly Dynamic: Amortization vs. Straight Line Depreciation
Folks often have questions about the difference between Amortization and Straight Line Depreciation in the GP Fixed Assets module. This is how the various calculations work:
For Amortization:
For Straight Line:
Since Amortization doesn't consider the life of the asset, only the cost, users need to calculate the life of an asset when using amortization, unlike depreciation.
[H.T. to Xen Osorio who clarified this beyond the help documents in a Partner newsgroup post.]
For Amortization:
Amortization Code | Calculation |
| Daily | Amortization Amount * 365 (or 366 if leap year) |
| Weekly | Amortization Amount * 52 |
| Monthly | Amortization Amount * 12 |
| Quarterly | Amortization Amount * 4 |
| Yearly | Yearly Depreciation Amount = Amortization Amount |
| Percentage | (Cost Basis - (LTD Depreciation - YTD Depreciation)) * Percentage |
| Rate | (Cost Basis - Salvage Value - Special Depreciation Allowance) * Rate |
For Straight Line:
| Depreciation Method | Calculation |
| Straight-line Orig Life | (Cost - Salvage Value - Special Depreciation Allowance) ÷ Original Life in Years If the Original Life includes days, the days will be converted to a fraction with days as the numerator and 365 as the denominator. For example, if the number of days is 146, the fraction would be displayed as 146/365. |
| Straight-line Rem Life | (Cost - Salvage Value - (LTD Depreciation Amount - YTD Depreciation Amount)) ÷ Remaining Life in Days This calculation determines the daily depreciation rate, which must be multiplied by the number of days in the year. This method is used when you select the Switch to Straight-Line option. |
Since Amortization doesn't consider the life of the asset, only the cost, users need to calculate the life of an asset when using amortization, unlike depreciation.
[H.T. to Xen Osorio who clarified this beyond the help documents in a Partner newsgroup post.]
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