Upgrade Details for Dynamics GP | Interesting Findings & Knowledge Sharing

Sivakumar puts links to Upgrade Details for Dynamics GP all in one place. Make sure to say thanks for this resource.

Going Vertical with Dynamics GP - Mad Mark, the GP Road Warrior

You can tell that I’m back from vacation because I’ve got a new article up. Over at my Mad Mark column on the Microsoft Dynamics Community site, I’ve got a look at Going Vertical with Dynamics GP with an example for media related industries.

DynamicsBlogger: Analytical Accounting: Dimension Code Macro

Janakiram M.P. ads more Analytical Accounting knowledge with a new Accounting: Dimension Code Macro.

Keeping Report Writer in Synch with Word Templates - Video - Dynamics GP Support and Services Blog

Dave Dusek has a new video looking at Keeping Report Writer in Synch with Word Templates over at the Dynamic GP Support and Services blog.

Dynamics GP Land: Reconcile to GL Oddity

Christina Phillips found another oddity in the GP Reconcile to GL functionality. I’ve found plenty of them too which is why I push The Closer so much. Frankly, it not only does more, it’s better quality product for reconciling subledgers to GL.

Support Debugging Tool Build 15 update released - Developing for Dynamics GP

Build 15 of the Support Debugging Tool is now live. If you’re not using the SDT to support your organization you are missing out, period. Check out David’s Support Debugging Tool Build 15 update released for the details of the new version.

The Dynamics GP Blogster: Defaulting "Include Totals and Deposits" in Sales Transfer Entry with the Support Debugging Tool

Today Mariano looks at Defaulting "Include Totals and Deposits" in Sales Transfer Entry with the Support Debugging Tool

Exporting Data to a Text File | dynamicsgpinsights.com

Steve Priest, writing at Dynamics GP Insights, gets cozy with GP developers looking at Exporting Data to a Text File from Dexterity.

Zero Dollar Checks and Dynamics GP—Why? | dynamicsgpinsights.com

Writing at Dynamics GP Insights, Christina Phillips examines Zero Dollar Checks and Dynamics GP—Why?

The Dynamics GP Blogster: Reconciling unchanged bank statements

Yesterday, Mariano showed us how to Reconcile unchanged bank statements.

Payables HATB With Aging Interesting Findings & Knowledge Sharing

Sivakumar follows up his AR HATB series with a series of SQL code to generate Payables Historical Aged Trial Balance reports. We’ve had some other folks who generated similar code but I love having options.

Payables HATB With Aging By Due Date (using GL Posting Date)

Payables HATB With Aging By Due Date (using Document Date)

Payables HATB With Aging By Payment Terms (using GL Posting Date)

Payables HATB With Aging By Payment Terms (using Document Date)

Customer Videos that support the Dynamics GP Story - Inside Microsoft Dynamics GP

I love success stories and I love applying the lessons to new scenarios so checkout these Customer Videos that support the Dynamics GP Story from Inside Microsoft Dynamics GP.

Receivables HATB | Interesting Findings & Knowledge Sharing

Sivakumar dropped a huge win on the Dynamics GP community last week with SQL code designed to replicate the Receivables Historical Aged Trial balance.

This is one of the most common requests I see and it’s nice to have a common starting point.

He give a number of versions that I’ve linked to here:

Receivables HATB With Aging By Due Date (using GL Posting Date)

Receivables HATB With Aging By Due Date (using Document Date)

Receivables HATB With Aging By Payment Terms (using Document Date)

Receivables HATB With Aging By Payment Terms (using GL Posting Date)

Weekly Dynamic: Fix Bonus Depreciation

I’ve covered a couple of times how Microsoft Dynamics GP lets companies deal with bonus depreciation. What happens if year end comes an goes and you missed taking bonus depreciation? Hopefully the accountants will catch it when preparing the tax return and now you’ve got to fix in GP.

Some of the obvious solutions won’t work because once you’ve closed the year, resetting the year’s depreciation only works in the current year, not last year.

This came up recently and this is best solution I’ve come up with.

• Set the date in GP back to the previous year

• Open the Tax book for an item that didn’t get bonus depreciation.
• Change the LTD depreciation to be the depreciation as of year end from the tax return for that asset PLUS the YTD depreciation.

For example: 1,200 asset, depreciation with bonus should have been $700 as of 12/31. YTD is $50. New LTD would be $750.

• GP will book the transaction as of the GP date and will reflect the date of the change in the Financial Detail window

Bonus depreciation is tax only so this shouldn’t change the ledger. Bonus depreciation should only apply to assets placed in service during the year, not all assets. Don’t forget to change the GP system date back when you’re done.

I haven’t found any way to get GP to recalc the bonus depreciation and after I thought about it, you really want GP to reflect what was on the tax return right or wrong.

Friday Fun: Not Your Average Accounting Update [VIDEO]

Greg Kyte

Greg is an MBA, a licensed CPA, and a working comedian. He has worked as an accountant in both public practice and in industry.

Follow Greg on Twitter here: http://twitter.com/#!/gregkyte
More about him here: http://gregkyte.com/Videos.html

H.T. to CPA Trendlines

Light Summer Reading

If you’re looking for some light summer reading, don’t miss these short stories highlighting Dynamics GP.

The Dynamics GP Blogster: SmartList Builder and creating Calculated Fields with Extender data

I missed this post of Mariano’s looking at SmartList Builder and creating Calculated Fields with Extender data

Oops. Well, at least now you know that I’m human and not a bot.

Risk Management: How to Mitigate Risk During an Audited Upgrade with Microsoft Dynamics GP - Part 2 | MSDynamicsWorld.com

Gloria is back with part 2 of Risk Management: How to Mitigate Risk During an Audited Upgrade with Microsoft Dynamics GP at MSDynamicsWorld.com

Weekly Review: Calculate Tax in the GL

If all the other tax options in Microsoft Dynamics GP aren't enough for you there is another option that is not enabled by default. Users can calculate tax directly in a GL transaction.

To use this feature, we first have to turn it on. On the Administration navigation page, under Setup, pick Company, Company and press the options button. (Alternatively, Dynamics GP Menu->Tools->Setup->Company->Company, Options). Check the box marked "Calculate Taxes in General Ledger" then Ok your way out of there.



Now select Financial navigation page and pick General under Transactions, Financial. The GL entry window now has a new button marked "Tax Entry" in the lower left. Clicking this opens up the Tax Entry Window.



The tax entry window is for the whole transaction line, not just the tax. Enter a transaction line account and amount. Select the tax detail. GP will calculate the tax amount. Optionally you can add a distribution reference. Clicking process creates 2 line items in the GL, a transaction line and a corresponding tax line. You still have to add the offset line to make the transaction balance in the GL.


The cool part about this is that you can add tax to just one line of a journal entry and let GP do all the calculations for you.

Originally Posted by Mark at 8/03/2009 09:00:00 AM

Hidden Reporting Tools Rundown | dynamicsgpinsights.com

Writing at Dynamics GP Insights, Christina Phillips digs into Hidden Reporting Tools Rundown.

Specifically she looks briefly at the Letter Writing Assistant and SmartList Export Solutions. Both of those items are well covered in the Microsoft Dynamics GP 2010 Cookbook if you’re looking for more information.

DynamicsBlogger: Sales Orders Import: Location ID does not exist

Janakiram M.P. is on a roll and back with Sales Orders Import: Location ID does not exist when using econnect.

DynamicsBlogger: Integration Manager crashes

Janakiram M.P. looks at Integration Manager crashes in a new post. I hate when people rubber neck at an Integration Manager crash.

Copy Cell Contents in Microsoft Excel | Interesting Findings & Knowledge Sharing

Sivakumar reminds us of features around Copying Cell Contents in Microsoft Excel

The eOne Dynamics GP and CRM Blog: SmartPost on the Shelf

eOne has new product to facilitate automatic posting of transactions in Dynamics GP. Checkout SmartPost on the Shelf for details.

The Dynamics GP Blogster: SSRS: The deployment has exceeded the maximum request length allowed by the target server

Mariano looks at an SSRS error where The deployment has exceeded the maximum request length allowed by the target server.

iSolutions - Advanced Apply for AR Cash Receipts within Dynamics GP

iSolutions announces their new Advanced Apply for AR Cash Receipts within Dynamics GP.

Six Ways to Stretch Your Payment Terms - Working Capital - CFO.com

CFO.com looks at Six Ways to Stretch Your Payment Terms. For those of you paying attention you’ll see that number 4 is accomplished in Dynamics GP using Vendor Priority.

SQL Script for Vendor EFT Information | Interesting Findings & Knowledge Sharing

From Sivakumar comes a SQL Script for Vendor EFT Information

Rounding Account On Multicurrency Payables Trx via eConnect | Aaron Berquist - High Dynamic Range

Over at High Dynamic Range, Aaron Berquist shows us how to deal with Rounding Account On Multicurrency Payables Trx via eConnect.

DynamicsBlogger: Import Inventory BOM

Continuing his import series, Janakiram M.P. looks at importing Inventory Bill of Materials with Table Import and adds a nice FAQ.

 

 

DynamicsBlogger: Import Kits

Janakiram M.P. shows us how to Import Kits using table import in his new post.

Troubleshooting issues caused by customizations - Developing for Dynamics GP

David Musgrave digs into techniques for Troubleshooting issues caused by customizations

FRx Replacement: How to list your existing FRx reports in Excel | FRxBuzz

Jan Harrigan shows us How to list your existing FRx reports in Excel for those of you looking into FRx replacement options.

Weekly Dynamic: Negative SOP Line Distributions

It’s not brain surgery that when you sell an item using Sales Order Process, the sales account comes from the sales account set on the inventory item. What’s interesting is that if you enter a negative quantity, the account used is not sales, but the sales return account from the item. Sure, its intuitive when I say it now but it’s not so obvious when you’re trying to figure out where the posting account is coming from.

Microsoft Dynamics® GP ISV Spotlight – Imagetag – AP Workflow Process

I.B.I.S. has another webinar coming up, this one is a Microsoft Dynamics® GP ISV Spotlight looking at Imagetag and the AP Workflow Process
Checkout the link for details.

How to calculate Aging Buckets based on documents shown on a Receivables Statement - Developing for Dynamics GP

David Musgrave shows us How to calculate Aging Buckets based on documents shown on a Receivables Statement

Weekly Review: Disable Map Integration

We've covered map integration in GP before but what if you want to turn it off completely instead of just choosing between local MapPoint and web based MapPoint? Well that's easy to do too.

Simply pick User Preference from the Shortcut Bar. In the Mapping section select "Do not display MapPoint buttons. I'm not sure why you would want to turn off maps but you can and it's easy.

Microsoft Dynamics GP 2010 Cookbook Kindle Edition!

I’m thrilled to announce that the Microsoft Dynamics GP 2010 Cookbook is now available in a Kindle Edition!

This makes it even easier to drag around your copy of the Microsoft Dynamics GP 2010 Cookbook for easy reference.

Sage re-branding: a risky endeavor | ZDNet

Dynamics competitor Sage is re-branding. ZDNet and others have coverage. In short, they are dropping product names for the 40 odd products they’ve acquired and are moving to numbers to try to build the overall Sage brand.

My take is:

• This doesn’t fix the inability of Sage customers to move up from one product to another without re-implementing. Every time someone has to re-implement the door opens for someone else to move in.
• Customers will be confused. We still see this with Dynamics after a lot of years and money spent on rebranding and it was a much smaller rebranding effort than what Sage is attempting.
• Customers won’t care. You can call it whatever you want but if it’s been MAS 90 for 10 years for a customer, it will be MAS 90 for the next 10 years unless of course it becomes Dynamics GP because they’re too focused on branding and not enough on delivering.
• The individual products have good brand awareness, Peachtree, MAS90, FAS, etc. I’m not sure that “Sage” does. They’ve got a lot of products to rebrand.
• This opens the door for FUD. I’m pretty confident that we wouldn’t do it but I could see someone telling prospects that Sage is killing the Peachtree that they love. Again, I’m not saying that it’s right, just that it will happen.

Meet You There! - Inside Microsoft Dynamics GP

The folks from Microsoft are going to Meet You There!. I’m going to meet you there.

Where is there you ask? Why Las Vegas of course for the GPUG Summit November 7-11.

Securing Word Template Documents in Dynamics GP 2010 when using Word 2010 - Video - Dynamics GP Support and Services Blog

The Dynamics GP Support and Service Blog has a new video up looking at Securing Word Template Documents in Dynamics GP 2010 when using Word 2010

Given the fraud possibilities of fake invoices and other documents, this is an important topic.

The Dynamics GP Blogster: SSRS: GL Trial Balance Summary report returns no data

Marian looks at an issue where SSRS: GL Trial Balance Summary report returns no data

Dynamics GP Land: Troubleshooting Tips and Tricks

Christina Phillip is back with some Troubleshooting Tips and Tricks for Dynamics GP. These are great reminders.

Dynamics GP Land: Management Reporter Report Distribution Lessons Learned

Christina Phillips looks at Management Reporter Report Distribution Lessons Learned in her new post.

Dynamics GP - Learn & Discuss: Fixed Assets Suffix

Vaidy dig into Fixed Assets Suffixes in his new post. My thoughts on the subject were covered back in my March Asset Numbering post.

Book Giveaway! | I.B.I.S. Inc.

In support of their fantastic webinar series (I should, I present as part of it) I.B.I.S. is giving you a chance to win a copy of the Lite edition of the Cookbook or David and Chris’ fabulous Microsoft Dynamics GP 2010 Reporting book.
Checkout the Book Giveaway! post for details.

BI Focus 2011

If you have an interest in Business Intelligence with Dynamics GP or if you use FRx or Management Reporter you need to take a look at the BI FOCUS 2011 event from GPUG going on in Dallas in August.

This event is designed around getting the information you need out of Dynamics GP. There will be sessions on PowerPivot, FRx, Management Reporter, SSRS, Sharepoint and more.

Getting data in to Dynamics GP is great but the value comes with getting information out.

Recommending to apply the Dynamics GP 2010 June hotfix release if using Project Accounting - Dynamics GP Support and Services Blog

From Pam Peterson of the Dynamics GP Support and Services Blog, on of the official GP blogs, comes a Recommendation to apply the Dynamics GP 2010 June hotfix release if using Project Accounting

There are at least 15 hot fixes for Project Accounting that are resolved in the June update. Check out her post for more details.

About Dynamics, Development and Life: Microsoft Forecaster 7.0 Service Packs Download Links

Jivtesh catches us up on Microsoft Forecaster 7.0 Service Packs Download Links in his new post.

Use Dynamic SQL To Generate a Dynamics GP Login Macro | Aaron Berquist - High Dynamic Range

Aaron Berquist has written a post showing how to Use Dynamic SQL To Generate a Dynamics GP Login Macro.

In his example, he cites having to login to 150 companies to trigger the completion of 3rd party install as ‘sa’.

Thanks for the nice work Aaron.

Weekly Dynamic: You are not allowed to enter a blank project and cost category

If users see the error: “You are not allowed to enter a blank project and cost category” when trying to enter a shipment invoice, there is a simple fix for this. This is a user level setting in Project Accounting so it can behave differently for different users.

The setting is controlled in Project under Setup | User. Select a user and pick Purchasing Invoice. Check Allow blank Project and Cost Category to allow invoicing without requiring a project. A similar setting is found under Purchase Order button to control P.O.’s the same way.

Welcome

I want to publicly welcome all of the new I.B.I.S. associate consultants who started this week. I’m thrilled to have the opportunity to work with all of you and to get the chance to learn from you. It’s going to take a lot of work on my part to stay ahead of you.

The Dynamics GP Blogster: Violation of PRIMARY KEY constraint 'PKSY60100'

Mariano digs into a Violation of PRIMARY KEY constraint 'PKSY60100' and finds that the Dynamics DB has the wrong owner.

Why Choosing the Right Partners is Key to Microsoft Dynamics ISV Success

New at MSDynamicsWorld, Paul Soski looks at ISV’s, Microsoft Partners and Why Choosing the Right Partners is Key to Microsoft Dynamics ISV Success

Helpful tips when modifying Word Templates in Microsoft Dynamics GP 2010 - Video - Dynamics GP Support and Services Blog

The Dynamics GP Support and Service Blog points us to a great video with Helpful tips when modifying Word Templates in Microsoft Dynamics GP 2010

http://www.youtube.com/watch?v=yiUcC1yMCLQ

Weekly Review: Horizontal Scroll Arrows

This is an old tip but still worth mentioning. For companies with account numbers longer than the entry screen, you can add horizontal scroll arrows to allow users to scroll back and forth to see the whole account number. To turn this on, select User Preferences from the shortcut bar. Check the Horizontal Scroll Arrows box under the Options header. That's all there is to it.
Originally Posted by Mark at 7/20/2009 09:00:00 AM

RunAs Radio | Steve Wright Improves the Performance of Analysis Services!

On the latest RunAs Radio podcast, Steve Wright looks at improving the performance of Analysis Services.

All of you Analysis Cube for Excel junkies should check this out.

Dynamics GP - Learn & Discuss: Smartlist Favorite Visibility

Vaidy back covering questions he is seeing about Smartlist Favorite Visibility.

Using FRx or Management Reporter for Nonprofit Financials | FRxBuzz

Jan Harrigan is back with a new look at Using FRx or Management Reporter for Nonprofit Financials.

Extending Microsoft Dynamics GP Manufacturing: Six Add-Ons for Process and Industry Needs | MSDynamicsWorld.com

Frank Hamelly is back at MSDynamicsWorld.com with a look at Extending Microsoft Dynamics GP Manufacturing: Six Add-Ons for Process and Industry Needs.

Using SmartList Builder With A Linked Server - It Can Be Done! | Aaron Berquist - High Dynamic Range

Aaron Berquist demonstrates Using SmartList Builder With A Linked Server - It Can Be Done!

This is actually very cool and worth a look.

Happy Cookbook Birthday!

Yesterday the Microsoft Dynamics GP 2010 Cookbook turned one (1) year old!

I can’t believe that it’s only been a year. If you don’t have your own copy of the Cookbook or it’s Lite little brother, now is the time to get yours.

Management Reporter versions | Victoria Yudin

Victoria Yudin has a nice look at the various Management Reporter versions

Collins Dynamics GP Blog: 5 Easy Dynamics GP Maintenance Tips

Collins Computing appears to be as backup obsessed as I am in their 5 Easy Dynamics GP Maintenance Tips 

Risk Management: How to Mitigate Risk During an Audited Upgrade with Microsoft Dynamics GP | MSDynamicsWorld.com

MSDynamicsWorld.com digs into the fun of Risk Management: How to Mitigate Risk During an Audited Upgrade with Microsoft Dynamics GP in a new article.

Confessions of a Young Consultant: Make Peace, Not War | Microsoft Dynamics AX, CRM & GP Blog

Kelsey Andrich continues her look at what its like to be a Dynamics GP consultant in Confessions of a Young Consultant: Make Peace, Not War | Microsoft Dynamics AX, CRM & GP Blog

Credit Card Information not populating in Cash Receipts Window » Summit Group Software Blog

Sheila Ochoa of the Summit Group looks at an issue where Credit Card Information not populating in Cash Receipts Window

Microsoft Dynamics GP – Here we go again…more payroll tax changes! FUTA rate decreases! » Summit Group Software Blog

Gina Hoener of the Summit Group looks at more payroll tax changes, FUTA rate decreases.

If you use GP Payroll check out this post.

Microsoft Dynamics GP 2010 Reporting | Q Factor’s Blog

They like Chris and David’s Microsoft Dynamics GP 2010 Reporting book at Q Factor’s Blog.

You will too.

Recent Updates to Payables HATB Script | Interesting Findings & Knowledge Sharing

Sivakumar has updated his Payables HATB Script.

Congrats to MVP’s

Congratulations to new Microsoft Dynamics GP MVP, Jivtesh Singh. A number of us have pushed for Jivtesh to be a Dynamics GP MVP but sometimes the process takes a while so it’s great to see it happen.

Also congrats to Frank and Mariano on re-awards of their MVP status.

Weekly Dynamic: Process Monitor

Microsoft Dynamics GP includes a Process Monitor for users to figure out what’s going on. For example, if a user fires off a pile of batch postings and then runs a report, the report can be slow to appear to appear because it will run after the postings finish.

To check what processes are running in Dynamics GP pick the Microsoft Dynamics GP menu then Process Monitor.