Journal Entry (number) has been entered in another window in Dynamics GP

Omar Kloub looks at an error where Journal Entry (number) has been entered in another window

Weekly Review: Unit Allocations in Project Accounting

Feature Pack 1 for Microsoft Dynamics GP 10 added Cost Allocations to the Project Accounting module. I covered the basics in Part 1 so go there for the overview. I was a little stumped by the way unit based allocations worked so this post should provide at least the basics to get started with allocating project costs based on units.
For starters, when you setup a unit based allocation, you don't set an amount. You can only base it off of the units on another cost category. This means that it works like a variable allocation account in that the WHOLE amount will be moved off the base project and on to the allocated projects. If you are using % or Amounts to allocate, you could leave some amount on the base project by moving say 50% to another project.
With Unit based allocations, you set a cost category on the allocate "TO" side to base the allocations off of. If you allocating to other cost categories within the project, unit allocations will move the whole thing since there is only one instance of a cost category per project. But when allocating across projects, the system looks at each projects % of the units charged and allocates accordingly.
For example, you want to allocate travel costs based on time worked to two projects. The TO cost category for basing time would be a labor based cost category. If travel costs were $1,000, Labor for Project A had 20 hrs and Project B had 80 hrs, Project A would get 20 units and $200 in costs and Project B would get 80 units and $800 in costs. No costs would be left in the base project.
Contrast this with a % or $ based allocation where you could say that you want $200 on Project A and $700 on Project B leaving $100 sitting in the base project. This scenario isn't possible with Unit based allocations. But, with Unit based allocations you don't need to know the split, you can just let the system figure it out.
It's also pretty easy to setup a control project to hold depreciation or travel costs and use Unit based allocation to ensure that no costs stay in those projects.
Where it gets a little strange is that you can mix and match the cost categories that you want to use to allocate. So one line in an allocation setup could allocate based on time and a second line based on copier usage, completely different things. Unit allocations treats a unit as a unit for the allocation calculation. It doesn't distinguish between types of units. Obviously something like "number of copies" could have significantly higher usage and lower cost than "brain surgery consulting hours". Consequently, you'll want to be careful when setting up your unit allocations or you could make a mess.
This is a new feature in GP and the documentation is a little thin so it possible that I've missed something. If I did, feel free to leave a comment and I'll make corrections.


Originally Posted by Mark at 10/20/08 09:00:00 AM

The Dynamics GP Blogster's best articles of 2010

Mariano highlights the The Dynamics GP Blogster's best articles of 2010

Victoria Yudin's new book - Microsoft Dynamics GP2010 Implementation

Frank Hamelly has a review copy of Victoria Yudin’s new book Microsoft Dynamics GP 2010 Implementation. I’ve got one too and will be working through it over next week or two. If you haven’t looked at Victoria’s book you’re missing out.

Top 10 in Dynamics GP 2010

Writing at DynamicsCare, Amy Walsh shares her Top 10 features in Dynamics GP 2010 .

FastPath, Cookbook, Now

It’s almost too late but if you hurry you can still get FastPath’s Config AD, Audit Trail or other products with a 20% discount and a free Microsoft Dynamics GP 2010 Cookbook. You have buy by 12/31/10 so put down that leftover Christmas dinner and pick up the phone.

I picked Config AD as one of 10 products that MS should buy and incorporate into the core. It’s that good. Don’t wait for MS, they can take forever. Buy Config AD now and bring Active Directory integration and single sign on to your Dynamics GP implementation.

GP 9 Year End Update Causes Blank Report Writer Sections when using VBA

Steve Endow looks at an issue where GP 9 Year End Update Causes Blank Report Writer Sections when using VBA over at Dynamics GP Land.

The 16 Least-Used Productivity Enhancers in Microsoft Dynamics GP

In a new MSDynamicsWorld article, Frank Hamelly looks at The 16 Least-Used Productivity Enhancers in Microsoft Dynamics GP This is a great list and Frank and I are toying with the idea of doing something like this at Convergence.

FICA SS withholding information for Dynamics GP

The Summit Group has an alert out about problems with FICA SS withholding information for Dynamics GP. 

Tax Assist – Purchasing interface

On the I.B.I.S. Products Blog, Vanessa looks a the new Purchasing interface for Tax Assist.

Plan your Microsoft Dynamics GP Training: How Much and For Whom?

In a new excerpt from Victoria’s book, MSDynamicsWorld looks at how to Plan your Microsoft Dynamics GP Training: How Much and For Whom?

Weekly Dynamic: 2010 Top 10

For this Weekly Dynamic I decided to look at the top 10 most viewed Weekly Dynamic posts from 2010. After all, you’ve been busy, you might have missed something important!

1. Correcting entries that did not start in the GL
2. Copying an integration with a new source
3. Run AR aging from SQL
4. Set the System Date on Startup
5. Integration Manager Support
6. Picking Instructions
7. Portable Excel Reports Part 1
8. Payables Scheduled Payments
9. Portable Excel Reports Part 2
10. Counting AP Transactions

Merry Christmas

Why are you reading this? Go spend time with your family! Merry Christmas!

A Dynamics GP Partner Tragedy

Steve Endow looks at a recent case of perceived partner failure calling it A Dynamics GP Partner Tragedy.

I have to agree with Steve. There are plenty of passionate, knowledgeable partners out there.If you’re being neglected talk to your partner. If you don’t get the answers you’re looking for, look for another partner.

The cost of inefficient processes

Kuntz Consulting looks a The cost of inefficient processes. I think we’ve all seen things like this. I once trained a GL manager who learned accounting in in pre-Castro Cuba. He did manual accounting only with a computer. Talk about doing things the hard way.

Integration Manager Menu is Disabled inside Dynamics GP

Mohammad Daoud drills back into one of Mariano’s Newsgroup response to show how to solve a problem when Integration Manager Menu is Disabled inside Dynamics GP

I ran into this issue on a test machine recently. I guess I know how to fix it now and that’s what articles like this are all about.

GP Users Prepare for Increased 1099 Reporting Requirements from US Health Care Reform

Linda Rosencrance has a new article on MSDynamicsWorld.com looking at how GP Users Prepare for Increased 1099 Reporting Requirements from US Health Care Reform

Management Reporter Feature Pack 1 is now available!

In case you missed it Management Reporter Feature Pack 1 is now available!

Microsoft Dynamics GP Fixed Assets Year End Closing procedures

Gina Hoener from The Summit Group covers one of my annual hot button items, Microsoft Dynamics GP Fixed Assets Year End Closing procedures

Where Were You 10 Years Ago Today? - "Microsoft to Acquire Great Plains Software Inc."

The Microsoft Dynamics Partner Community Blog reminds us that it was 10 years ago today that MS bought Great Plains. Wow I feel old.

Add-In Initialization Error when launching Microsoft Dynamics GP 2010 - Follow up

Mariano follows up on his previous post on an Add-In Initialization Error when launching Microsoft Dynamics GP 2010.

10 ISV Products Microsoft Should Buy and Incorporate into Dynamics GP

I’ve got one last article up at MSDynamicsWorld.com for this year. I decided to highlight 10 ISV products so good that I think that MS should buy them and incorporate them into the product.

Take a look and tell me if you agree or want to add a few of your own to this list.

6 Underused Features of Dynamics GP

For my newest MSDynamicsWorld article I decided to highlight some of the most useful but underutilized features in Dynamics GP. Check it out to see if you are using these in your organization.

Mobile DynamicAccounting.net

The DynamicAccounting.net site has been updated to deliver a mobile version if you are using a mobile browser. You don’t have to do anything special, just navigate to DynamicAccounting.net on your Android, iPhone, Blackberry or Windows 7 phone and you’ll get the mobile version with an option at the bottom to go to the full site.

Happy mobile browsing!

Slow Login Performance for GP 10.0 SP5 and GP 2010 SP1

Mohammad Daoud lays out a temporary solution, screen shots and all, for Slow Login Performance for GP 10.0 SP5 and GP 2010 SP1

TaxAssist Post Date options

Vanessa is back with another new post, this time looking at TaxAssist Post Date options.

FIX SQL Orphaned Users (Create SQL Users exists in a restored database in SQL Users)

Mohammad Daoud has a new post with SQL code to FIX SQL Orphaned Users (Create SQL Users exists in a restored database in SQL Users)

Quick Tip: Choose Profile Dialog Opens in Dynamics

Patrick Roth spends some time looking at why the Choose Profile dialog opens in Outlook in Dynamics GP. His new post is Quick Tip: Choose Profile Dialog Opens in Dynamics.

Sync error message on Tech login for Field Service Anywhere

Vanessa Swatek has a new post up on the I.B.I.S. blog dealing with a Sync error message on Tech login f for Field Service Anywhere.

Dynamics GP 12 tips of Christmas

I groaned inwardly when I first read that In Touch with Dynamics (GP) was doing on a post on the Dynamics GP 12 tips of Christmas but the post has a nice set of year end tips once you get past the “true love gave to me” part.

An open operation on table XXX failed because path does not exist

 

Mariano looks at the error: An open operation on table XXX failed because path does not exist and what to do about it.

Weekly Dynamic: Identify SLB SmartLists

It’s often helpful to identify a SmartList Builder (SLB) SmartList to separate it from the defaults. That way if a change needs to be made you can readily identify the item as a SmartList Builder report to change or duplicate and change.

A simple way to do this is to include and identifier like [SLB] at the end of the SmartList Name. You could also put an identifier at the beginning if you want to group all SLB reports together.

Christmas Theme This Week

The blog get’s the star treatment in this week’s Christmas theme. Since I know readership will drop off significantly (and rightly so) Merry Christmas to all of you.

Should I remove Discontinued Items when closing the Inventory series?

Frank Hamelly is back with a nice look at whether or not you should  remove Discontinued Items when closing the Inventory series.

Solving Security Privileges Errors Using the Support Debugging Tool

Solving Security Privileges Errors is one of the coolest uses of the Support Debugging Tool for Dynamics GP. David Musgrave looks at to make this work in his latest post.

SmartList Builder "Display as a negative value based on field" option not working as expected

Mariano looks at and issue with the "Display as a negative value based on field" option not working as expected.

Why Christina Phillips Loves Management Reporter

Christina Phillips loves Management Reporter. In her latest post she tells us why you should too.

Weekly Review: Project Allocation

This came up again last week so this continues to be a timely tip.

Feature Pack 1 for GP 10 added the ability to allocate project costs across multiple projects. This feature exists natively in GP 2010. Here are a couple of scenarios where this could be useful.

Company sends employees to a region to work on multiple projects. Hotel, Airfare, Rental Car, etc. can be collected in a single project and then allocated to all the projects worked on during that time period.

Company needs to apply depreciation from a piece of equipment to multiple projects. Depreciation costs could be entered for one project and then allocated among the applicable projects.

In a nutshell, Project Accounting Allocations create a negative Miscellaneous Log transaction to move costs out of one project and positive Miscellaneous Log transactions to allocate costs to the other projects. This works across projects and contracts.

So let's take a quick look at the process.

First, setup a Project Allocation Schedule in Project Allocation Maintenance (Cards-Project-Project Allocation). Here you specify one or more From and To Projects, Cost Categories, Misc. Log Trx and Misc. Log Cost Categories. Available allocation methods are Percentage, Units and Amount. For Percentage or Amount type you'll need to add the percentage or amount. That's it for the actual setup. Keep repeating until you have all the allocation lines setup.

To process an allocation, go to Transaction-Project-Allocation. Select the Project Allocation ID (schedule) from one you created and use the insert button to move it to the right. You can run multiple allocations at once which is nice. You can limit allocation data by date range if you are allocatiing only this month's expenses for example. Pick a GL date and hit redisplay.

Transactions available to allocate will appear below along with the allocation result. So if you are allocating 10% you'll see the original amount and the resulting allocation amount. If there are no transactions of a type matching those set in the schedule, you won't even see those lines.

Click process and unposted Misc. Log transactions are created.

A couple of things to be aware of:

• If you don't set a FROM Misc. ID the cost will allocate to the TO projects but no Misc. Log trx is created to remove them from the FROM project.
• The FROM project information defaults after the first line has been completed. Very nice.
• If you set all your TO information but the method, the next line gets created and you can't go back and change the method, you have to delete and re-enter the line. Very bad.
• I'm still not entirely sure where unit amounts get set. The documentation photo shows them being entered in the Project Allocation Maintenance window but that doesn't work (and the documentation says it won't work). In playing with it, I can't tell if you change that in the actual allocation run. You cannot change the percentage or amount.
• I'm not sure if you could actually take a line item negative with an allocation. I haven't had time to test

The Project Cost Allocation is a big step in the right direction. I wish that there were more options for allocation similar to Variable Allocation in the GL. I'd like to be able to allocate travel costs based on the proportional value of the projects I'm allocating to for example. However, you have to start somewhere and this is a nice start, especially as a mid-cycle bonus release!

Originally Posted by Mark at 10/13/2008 09:15:00 AM

Are we “all in”? Navigate Into Success Looks at the Cloud

VJ looks at Microsoft Dynamics, specifically, Dynamics NAV, and the cloud in his new post Are we “all in”? . He counters another post by Sofware Advice's Hunter Richards who takes issue with Microsoft’s Cloud strategy for ERP.
My cloud thoughts around Dynamics are up at MSDynamicsWorld.com. I’ve talked to a bunch of folks at MS and I keep hearing that both GP and AX are racing to the cloud and not with existing solutions over Terminal Services or Citrix.  Just because you don’t see it or are unsure how they are going to do it doesn’t mean that it isn’t happening.

Build Your Excel Skill, Get CPE and a Free Book

If you’ve been wanting to hone your mad Excel skills as part of your GP toolkit and you need a CPE credit, Mr. Excel, Bill Jelen is doing a Webcast in conjunction with CFO.com looking at 12 Valuable Excel Formulas for Finance Executives. You also get a free copy of Bill’s book Excel Gurus Gone Wild: Do the impossible with Microsoft Excel.

It’s not free but I’ve met Bill Jelen and he’s the real deal. If you want to get better at Excel, a webcast with Bill, a copy of his book and a CPE credit isn’t a bad way to do it.

Using Debugger Setup Mode with the Support Debugging Tool

David Musgrave looks at Using Debugger Setup Mode with the Support Debugging Tool . This somewhat misunderstood feature highlights one of the problems with the Support Debugging Tool, there is so much in there! If you haven’t looked at the Support Debugging Tool, now is the time. Actually, yesterday was the time but you’ve already missed that so go with now.

ReQlogic Record Import for Microsoft Dynamics GP

Kelsey Andrich continues to pound out great ReQLogic related blogs around Dynamics GP. Her latest looks at ReQlogic Record Import for Microsoft Dynamics GP.

Do I have to use those "Z-" currency IDs in GP?

Mariano answers the question Do I have to use those "Z-" currency IDs in GP? with a great look at why the Z’s (or Zed’s to our Canadian, British and Australian friends) are still there. I confess to laziness in leaving the Z’s and just using Z-US$.

Register Now for Convergence 2011!

Ann Cowgill reminds us that its time to Register Now for Convergence 2011. I’m planning on being there. I’m busy working on more tips to keep pitchfork toting hoards crazy for tips at bay. I’ll tell this story a lot because it’s a great story. We have a client who worked to ensure that her wedding wouldn’t interfere with Convergence. That’s commitment.

What’s keeping you from registering? If it’s your wedding you still don’t get a pass. Birth of your child? Bring them along. Random drive by shooting? That may keep you from going but not from registering so register now before all the good hotels are gone.

How to display an image at the User Interface level

In a new post, Mariano looks at the limited options to display an image at the User Interface level in Dynamics GP.

How to receive Deadlock information automatically via email

Something that is confusing, even to some…air quotes..DBA’s, is the difference between locks and deadlocks in SQL server. If you are working with Dynamics GP running on SQL Server, locks are normal. Records get locks as users update them to prevent conflicts.

Deadlocks are something else entirely. Deadlocking occurs when two user processes have locks on separate objects and each process is trying to acquire a lock on the object that the other process has. Deadlocking is bad and has a detrimental affect on performance. They can can also be a pain to track down.

In a new article at SQLServerCentral.com Geoff Albin provides a method to receive Deadlock information automatically via email.. This is fantastic option to help track down intermittent deadlocks.

This Week’s Theme

I was late changing the theme this week. A select group of insiders will know why. For the rest of you, just enjoy the Milkshake.

Weekly Dynamic: Exporting Data for Other Systems

Recently I’ve had a number of requests for regular processes to get data out of Dynamics GP for integration to other systems. The export formats were all over the place including CSV, fixed length and pipe delimited (|).

In all cases there have been common elements to the exports, they want them to be user initiated. There have also been common elements to the solution, Microsoft Excel.

In one case I used SmartList Builder to create a SmartList with everything we needed to export, then I used a SmartList Export Solution to provide a button for the user to export the data to Excel and activate an Excel macro to format and save the file.

In another case, the client didn’t own SmartList Builder so I used a refreshable Excel report to get the data we needed an then used a macro to format the export.

With the power of Excel, getting data out to other systems becomes easy.

Nothing is certain but the UNDEAD and taxes! [VIDEO]

On an almost completely unrelated note, I’m waiting for my son to get home so that I can figure out how many XBOX points he has because I want the new Zombie Accountant game. I bought him the XBOX and the XBOX live subscription, I figure that he can pony up 80 points for me.

Perhaps a few of the Accountants in the audience might appreciate a break as well.

Overview below, this looks like fun.

In 2010, a terrifying zombie outbreak threatens to consume humanity and you fall victim to the undead curse, doomed to hunger for human flesh. In a startling turn of events, the army actually manages to contain and eliminate the threat. Life quickly returns to normal.

Except you’re still a zombie. And it’s tax season.

Complete tax returns as fast as possible without eating your coworkers! With any luck, you can still make it to zombie partner.

Dynamics GP Inventory Balance vs. Inventory Value

Amy Walsh looks a the difference between Dynamics GP Inventory Balance vs. Inventory Value.

Don’t forget that if you have issues balancing inventory, the Historical Inventory Trial Balance (HITB) report is designed to match the GL. Also don’t forget that The Closer from Reporting-Central has an inventory option designed to help you figure out why Inventory doesn’t balance to the GL.

If you’re out of balance go look at The Closer and tell them you saw it here.

Dynamics GP Slow Login on Terminal Server

Patrick Roth is back at Developing for Dynamics GP with a look at Dynamics GP Slow Login on Terminal Server.

Adobe PDF Converter error when sending report to PDF in Microsoft Dynamics GP

Mariano looks at an Adobe PDF Converter error when sending report to PDF in Microsoft Dynamics GP

Reversing the effect of erroneous PO Receipts

Frank Hamelly takes a minute to look at Reversing the effect of erroneous PO Receipts

Word Templates, Office 2010 and the Maintain Compatibility option

David Musgrave digs deeper into Word Templates, Office 2010 and the Maintain Compatibility option ultimately updating his advice on the Maintain Compatibility option.

Dynamics GP Land: SmartList and Year End. A love story.

Christina Phillips expresses her love for SmartLists and SmartList builder in her new post SmartList and Year End. A love story.

Weekly Review: Dynamics GP Security and the Account Entry Window

 

Just a reminder that in GP 10's (and GP 2010’s) role based security, the "Account Entry" window in the default user role gives access to the Account Entry window with only the account, description and the alias.

This window is typically accessed via the expansion arrow on the account number. It is NOT the window used to create or change an account in the chart of accounts. That is the Account Maintenance window. I can sure see how that could be confusing! So it's safe to give this window to most users.

Originally Posted by Mark at 10/06/2008 10:30:00 AM

Top 10 Secrets of a SQL Server Expert

Writing in TechNet, SQL Server guru Paul Randal looks at the Top 10 Secrets of a SQL Server Expert . If you support SQL Server in your GP environment you owe it to yourself to read this article.

Management Reporter – Get More Out of Security Using Reporting Tree and Report Library Security

The Dynamics Corporate Performance blog takes a look at Getting More Out of Security Using Reporting Tree and Report Library Security  in Management Reporter.

I.B.I.S., Inc. is Ready to Offer Enterprise Scheduler Benefits Compatible With Windows 7

I.B.I.S., Inc. has announced that Enterprise Scheduler is Compatible With Windows 7.  If you have employees that need to be scheduled like repair technicians or …ahem… consultants, Enterprise Scheduler is a great option. I should know, it controls my time every day.

Enabling a Report Writer document as a Word Template

Mariano Gomez has started a short series of posts on Enabling a Report Writer document as a Word Template

The Support Debugging Tool is Kuntz Consulting’s new BFF

The folks at Kuntz Consulting have a new BFF, that’s best friend forever for the adults in the room, it’s the Support Debugging Tool. Or may it’s their BFFLE, (Best Friend for Like Ever). Yes, I have a 14 year old daughter.

Check out their Support Debugging Tool post to find out why.

Multi-Currency Expense Entry in ReQlogic for Microsoft Dynamics GP

Welcome Kelsey Andrich to the DynamicsCare blog. She is out with a great post on Multi-Currency Expense Entry in ReQlogic for Microsoft Dynamics GP. That’s a pretty big chunk to bite off with one of your first posts.

Dynamics GP 2010 and Concur Travel and Expense

Amy Walsh looks at Dynamics GP 2010 and Concur Travel and Expense in her newest post.

Dynamics Report Writer is the Best Report Writer in the World continued

David Musgrave continues to show off what VBA can do when added to report writer in his latest Dynamics Report Writer is the Best Report Writer in the World cont.post.

I know that he is simply pushing the absurd with his headline but the future of Dynamics GP reporting is not Report Writer. If it was, we wouldn’t have seen World templates and we wouldn’t hear the groans that we do when users understand that Word templates are still constrained by Report Writer. And of course Accountable wouldn’t be able to sell their fantastic Forms Printer product.

I’m not here to bash Report Writer. Users do that for me every time I mention it. It’s nice to see someone finally putting some time in to push RW to it’s limits but even some of the folks who are now coming to Report Writer’s defense regularly abandon it for Crystal and SSRS. I’m simply practicing what I preach.

Microsoft Dynamics GP 2010 Reporting RAW

My friends and colleagues Chris Liley and David Duncan are working on a Dynamics GP book titled Microsoft Dynamics GP 2010 Reporting due in May 2011. You can buy the RAW version of this book today at https://www.packtpub.com/microsoft-dynamics-gp-2010-reporting/book

What’s a RAW version? A RAW version lets you read the book as it’s being written, warts and all. It’s a fascinating way to see a book develop and it’s considerably cheaper than the finished product. David Duncan and I were talking about his upcoming book on Friday and it’s going to be a great product. I can’t wait. I think I’ll have to get the RAW version myself.

Tool for Improving "Mark All" Speed in Contract Administration

Aaron Berquist has built a Tool for Improving "Mark All" Speed in Contract Administration.

Quickly Add Users to POWERUSER Role in Dynamics GP 2010

Aaron Berquist gives us a SQL Script to Quickly Add Users to POWERUSER Role in Dynamics GP 2010. This is really designed for use in test systems, not production.

Save the Date for Convergence 2011!

Ann Cowgill reminds us to Save the Date for Convergence 2011! .

How big of a deal is Convergence? I have a client who scheduled their wedding to ensure they could make Convergence 2011. That is dedication! Make sure your trip to Convergence makes it into your company’s 2011 budget.

Mass “Auto Apply” for Payables Management in Microsoft Dynamics GP

Mohammad Daoud has put together a combo SQL/GP Macro combination to Mass “Auto Apply” for Payables Management in Microsoft Dynamics GP.

Creating a Custom Serialization Assembly for eConnect for Microsoft Dynamics GP 2010

Chris Roehrich  looks at Creating a Custom Serialization Assembly for eConnect for Microsoft Dynamics GP 2010 over at Developing for Dynamics GP.

Checklists for 2010 year-end processes in Microsoft Dynamics GP

Armanino Consulting points us to the Checklists for 2010 year-end processes in Microsoft Dynamics GP available on Customersource.

Dynamics GP Online Services

Amy Walsh digs into Dynamics GP Online Services over at DynamicsCare.

Give the Microsoft Dynamics GP 2010 Cookbook

So we’ve seen so far that if you buy from FastPath between now and December 31 you can get a 20% discount and a free Microsoft Dynamics GP 2010 Cookbook. If you upgrade your GPUG membership to a premium membership you can also get a free copy of the Microsoft Dynamics GP 2010 Cookbook. Finally you can of course buy your own on Amazon.com.

If you’re a partner, let me encourage you to buy some Cookbooks for your customers to show your appreciation for their business this year. It’s not too late and you can get a bulk discount from the publisher at https://www.packtpub.com/article/packt-special-offer.

Vote in the Facebook Poll

In case you missed Dave Musgrave’s assertion that Report Writer is greatest reporting tool ever, you can still vote on that assertion in our Facebook poll at http://www.facebook.com/DynAcctNet?v=app_20678178440&ref=ts.

For the record, Dave and I have agreed to disagree.

Weekly Dynamic: POP Document Inquiry

When using the Purchase Order Processing Document Inquiry window there are three boxes on the window and at least one box has to be checked to return any results. By default the Open Purchase Orders, Historical Purchase Orders and Receipts Received boxes are all unchecked.

It’s a pretty simple to build a customization that could check one or more of the boxes but you can also use a macro to check the boxes making easy for a regular user to set this up.

To create macro for this:

1. Pick Microsoft Dynamics GP > Tools > Macro > Record
2. Name the Macro POPDocInquiry and save it.
3. Pick Inquiry > Purchasing > Purchase Order Documents
4. Check the three boxes
5. Pick Microsoft Dynamics GP > Tools > Macro > Stop Record
6. On the Shortcut Bar, Right Click > Add > Macro
7. Pick your macro and add a keystroke shortcut.

Now, instead of picking  Inquiry > Purchasing > Purchase Order Documents to access this window, simply use the Shortcut or the Keystroke shortcut and the window opens with the boxes checked.

Morning Theme This Week

I’m off again on the 5:30am flight Monday less than 48 hours after I got home on Saturday so it’s a morning theme this week. I’m going to need some caffeine!

Yay or Nay? The Dynamics GP Setup Checklist

Like me, Christina Phillips has mixed feelings about the Microsoft Dynamics GP Setup Checklist. Check out her post to figure out if checklists are for you.

Tool for Improving "Mark All" Speed in Contract Administration

Aaron Berquist drops a new blog on the community with a couple of great posts including a Tool for Improving "Mark All" Speed in Contract Administration . This is a great start Aaron. I’ve subscribed to get updates.

Payroll Audit Summary SmartList

Christina Phillips walks us through creating a Payroll Audit Summary SmartList using SmartList Builder.

Support Debugging Tool Build 14 released

One of my favorite tools, the Support Debugging Tool has gotten an update to release 14. It’s free but you have to get it from your partner so go ask!

Forecaster 7 and the amazing expanding Z_RAW table

In Touch with Dynamics (GP) looks at Forecaster 7 and the amazing expanding Z_RAW table

Weekly Review: Update Your Payroll Tax Tables

If you are using Dynamics GP's payroll module it's important that you update your payroll tax tables on a regular basis. This is normally a download from Microsoft and it's pretty easy to do. It's part of the year end checklist but people don't always pay attention and updates happen more frequently than annually.
The basic steps are:

1. Log in as a system administrator (typically SA or Dynsa) and open Help>U.S. Payroll Updates>Check for Tax Updates.
2. Select Automatic (need internet connection) or Manual (download the TX.cab file and save to GP install folder. For manual, specify the file location.
3. Click process to start update
4. Verify. Open Tools>Setup>System>Payroll Tax and validate the date. I believe the current update as of this post is 8/15/08.

There are lots of specific instructions at this link.

If you're not comfortable doing this or you are unsure that this is getting done, check with your partner or MS support. Be aware that the Microsoft folks like to sneak in a payroll tax update before year end as part of a service pack. I've never liked that idea but it happens pretty consistently so you might as well prepare for it. Also, if your version is too old to be supported by an enhancement plan, you won't be seeing payroll tax updates.

Just in case you are sitting there saying "This could never happen to me", this Weekly Dynamic came from an I.B.I.S. Help Desk case that illustrates that this CAN happen to you if you don't pay attention. A member of the I.B.I.S. Help Desk dropped this note to our consultants:
I’m working with a customer right now who’s used GP payroll for years and has more than one CPA in the accounting department and they have not updated their tax-rate table since 2006. As you know, state and federal tax authorities have no sense of humor when it comes to under payment.

Get out and update those tax tables today!

Originally Posted by Mark at 9/22/2008 10:47:00 AM

Make a GREAT list – checklist for Field Formatting (common things to check)

Devon Southall gives us her criteria to Make a GREAT list – checklist for Field Formatting (common things to check) when building a SmartList.

Custom Stored Procedure to copy Dynamics GP business alerts from one company to another

Have you ever wanted to copy Business Alerts from one GP company to another? Well Fabian makes its easy with a Custom Stored Procedure to copy Dynamics GP business alerts from one company to another.

Dynamics GP 2010 “DIY” Fixed Assets Excel Report

Amy Walsh has a new take on Fixed Asset reporting with a Dynamics GP 2010 “DIY” Fixed Assets Excel Report

Professional Services Tools Library Promotion

Microsoft is running a promotion on the Professional Services Tools Library.  No you don’t get free Microsoft Dynamics GP 2010 Cookbook but maybe you should!

What you do get is:

• 25% OFF the Professional Services Tools Library Suite
• 15% OFF the Professional Services Tools Library 3-Pack

Check out the link for details but hurry. This ends 12/27/10.

Microsoft Dynamics GP - More than just Program Files!

Mariano digs into all the parts of Dynamics GP in his latest post Microsoft Dynamics GP - More than just Program Files!

How to Setup Word Templates in Dynamics GP 2010

Amy Walsh looks at How to Setup Word Templates in Dynamics GP 2010. Make sure you check it out.

GPUG Has Cooked One Up for You!

New from GPUG, if you move up to a premium membership  between now and January 31 you get a free copy of the Microsoft Dynamics GP 2010 Cookbook. Get the details at We've Cooked One Up for You!