Dynamics Blogger

Dynamics GP Workflow interface has been simplified ever since GP 2013 was launched. The functionality continued to improve on each version release. The ability to setup and configure workflows within native GP interface has reduced several steps in the process. I got a call this morning from my client who's a happy customer using Dynamics GP workflows extensively in his organization for more than an year ever since I implemented GP for him. The problem is none of the workflow notifications are popping up in users inbox. Strange. After taking control of his screen through a remote connection, I quickly went with the series of troubleshooting steps. 1. What is the mail server used by client? Office 365. 2. Did the workflow email sender account password change recently? Yes. they did change the password recently. So, I went to Workflow setup window through Microsoft Dynamics GP | Administration | Workflow Setup and have him update the password twice. 3. After saving the...

For those who doesn’t know what an ISV is, ISV stands for Independent Software Vendor that makes and sells software products which is added to platforms. Dynamics GP ISVs’ develop and sell extended applications to existing functionality of Dynamics GP or build industry verticals on Dynamics GP. In this article, I focus on the level of Dynamics GP ISVs’participation in Dynamics community and why it is required. Let me go back to a couple of my implementation experiences. Way back, I implemented Dynamics GP Financials for a client which is a large money exchange house. Their primary requirement to have Dynamics GP in house is to conduct an efficient automated bank reconciliation besides other core requirements which are not required for this example. I found the various bank reconciliation solutions offered by the standard Dynamics GP out of the box doesn’t fit well to this client as the client records the bank entries at the General ledger only. So I needed the functionality that can ...

Multicurrency is one important area and understanding it’s treatment in Project Accounting module of Dynamics GP is essential for a successful PA Implementation. Multicurrency is assigned in Billing currency ID in PA Originating currency is assigned for the contract first for it to be assigned to all projects under the contract. Later, the same currency is rolled on to projects. Currency for the contract and the currency for any or all of the projects under the contract cannot be different. Example: If Currency for Contract A is USD, Currency for Project A1 under contract A cannot be assigned to CAD and instead uses USD. Change orders are not supported by Multicurrency. In other words, change order tracking will be disabled if an originating currency other than functional currency is used in Contract as well as Project. Profit Types of Billing Rate and None are the only profit types that can be used on Multicurrency billing proj...

This article is a continuation of another article Integration Manager crashes published in July. I observed that the Integration Manager is hanging specially in GP2010 even in normal GP client. The behavior is such that after running an integration, the Dynamics GP screen fails to open up and dynamics.exe continue to be seen as active under processes in Windows Task Manager. Killing this process serves no good. Possible Resolutions 1. I cannot be specific on the resolution as I have not personally experienced the error so far. 2. When we upgrade GP2010, GP2010 is installed as a separate instance and GP10 instance continue to exist and so is the case with Integration Manager for GP10. 3. In some cases, this IM instance is left installed and the same instance will be used to run the integrations on GP2010. This can lead to errors. Always ensure latest IM is installed with the required service packs. 4. It is recommended to uninstall GP10 and old IM instances from the computer ...

Someone was asking me recently how to remove Analytical accounting completely from Dynamics GP 10 or 2010 for all companies. Here comes the detailed mechanism to do that. 1. Go to Add/Remove Programs 2. Select Microsoft Dynamics GP 10.0 (or Microsoft Dynamics GP 2010) from the list of programs and click change 3. Click Add/Remove Features 4. You’ll see Analytical Accounting is marked in select features window. Click Do not Install feature in AA Click Next and click finish. 5. Download the following scripts from Partner source or Customer source SQL Script 1 SQL Script 2 6. Run the above scripts in SQL Server Management Studio against DYNAMICS database. 7. Run the following statement against DYNAMICS Database in SQL Server Management Studio Delete DB_Upgrade where PRODID='3180' Delete DU000020 where PRODID='3180’ IMPORTANT: Please take backups of both databases and application folders prior to the uninstall process. ...

When I had the first look at the management reporter, I’m quite impressed with its clean interface. I still remember when I wanted to install this piece of application on my Lenovo T410 ThinkPad, I was at home. I thought it is another windows executable straight installation. I was wrong and quickly realized it requires an active domain presence to even install it unlike other Microsoft applications which strictly ask for domain, but still allow us to install on a computer enabled with domain not necessarily asking us to be connected to the network. One such example is Dynamics AX. Not necessarily all customers working on Dynamics GP own a domain network as they feel comfortable with a workgroup environment. Neither Dynamics GP nor the traditional FRx software forced them to upgrade the network to a domain till date and both of them proudly tell the customer to feed them with a domain and happy with wherever they are dumped. Thanks to their simplicity and modesty. However, FRx, sho...

I updated the Historical Inventory Trial Balance Smart list Builder report to version 1.1. In this version, the following changes are made to the earlier version 1.0 . Added Excel Report Builder Report in addition to SLB Report. So, You can easily explore the results in Excel directly instead of exporting to excel every time. Added GL Balance as a calculated field which is a Net Balance field of Debit and Credit amounts on GL side of the report so as to easily compare against Extended cost field on Inventory side Added Account Description field to the Inventory and Inventory offset accounts. In Excel Report Builder for GP 10, we can arrange the fields using columns option so I have arranged the fields in Excel report but for smart list, I suggest to arrange fields globally by going to smart list options in System setup. This is not an issue in GP 11 though as we have options in GP 11 for the same. Separate Report is provided for...

In Analytical Accounting, the dimensions and corresponding codes are always linked to the General ledger accounts. Analytical transaction are triggered only when a GL distribution is being made in any of the modules of GP which is supported by AA. Hence, We cannot post to AA without actually posting to GL Accounts. What if we have a situation to enter AA negative balances? We know that AA does not support entering negative balances. In this post we will see in which scenarios we will encounter the possibility of entering negative balances and how we can achieve this functionality through a workaround while respecting the business logic of AA. Scenario A client is migrating their balances to GP and as part of the migration, the account framework is changed to a new structure. As part of the new structure, they would like to maintain their employee loan balances in AA linked to 1 main GL Account for Employee Loans & Advances. In their old system on the contrary, each of the emplo...

I remember those days past a year or so when I created Twitter account where I started syndicating the GP blog posts and later did a lot experiments like Facebook group, MSdynamicswire.com website and network creation.  dynamics blogger.com is another new addition that is created recently quarter ago. Although not all experiments are successful, yet, I derive some learning out of each experiment and I enjoy it. Now comes another experiment that is Dynamics Blogger YouTube video channel. I realized presenting your thoughts in a video format is much easier than writing long sentences. However, I must say I also realized how tough it is to create a video of your own but I’m confident I’ll learn it the hard way in due course of time. Here comes the latest videos on the channel. Dynamics GP 2010 Auto Login – This video shows few steps to activate this feature Excel And Dynamics GP Export Solutions in Smart list – This video shows how to use export solutions in smart list w...

Macro to enter new dimension codes in Analytical accounting module is provided below. TypeTo field aaTrxDimCode , ' CODE '   MoveTo field Inactive  # 'FALSE'   MoveTo field aaTrxDimCodeDescr   TypeTo field aaTrxDimCodeDescr , ' CODE DESCRIPTION1 '   MoveTo field aaTrxDimCodeDescr2   TypeTo field aaTrxDimCodeDescr2 , ' CODE DESCRIPTION2 '   MoveTo field aaNode   MoveTo field 'Lookup Button 3'   ClickHit field 'Lookup Button 3' NewActiveWin dictionary 'Analytical Accounting'  form aaTreeNodeLookup window Main   DblClickHit field '(L) TreeView' item 1  # ' NODE ' 1 NewActiveWin dictionary 'Analytical Accounting'  form aaTrxDimensionCodeMnt window Main ActivateWindow dictionary 'Analytical Accounting'  form aaTrxDimensionCodeMnt window Main   MoveTo field 'Save Button'   ClickHit field 'Save Button' ...

Sometimes we might not be that lucky to get through with our imports through Integration Manager remotely. A remote session will kill the ongoing Integration and leave the Dynamics GP running despite the crash. I’ve made interesting observations that will save your time next time you encounter the same for some reason. 1. Integration Manager crashes while doing the integrations using terminal server or Citrix like environment. Or for that matter applications like Team viewer, LogmeIn so on. 2. It will crash only when we try to do the integrations using Integration Manager standard destination adapter that requires Dynamics GP session to be on. This doesn’t happen for IM eConnect adapter. 3. This happens when the integration tries to open another GP window during the course of Integration. Troubleshooting 1.There is no proven solution to the above problem. 2. However when it happens, the first thing to do is to go to Task Manager and kill Dynamics.exe process that keeps runn...

While importing sales documents in Dynamics GP through Integration Manager or eConnect, We encounter the following error message. Microsoft.Dynamics.GP.eConnect:  Number = 287  Stored Procedure taIVTransactionLineInsert  :  Description = Location ID/Site ID (TRXLOCTN) does not exist in Site/Location Setup - IV40700 When we see this error, Our immediate focus would be on Quantities/Sites window where the Item number should be assigned to the relevant site ID in import. However, In some cases the integration fails despite assigning the site to the item number. Reason for this error would be due to the presence of Kits. If any of the line items contain Kits and we receive this error, We shall go to the Kit components and check if the components are assigned to the respective sites in import. In one of my imports earlier, I’ve struggled for 4 hours struggling to find which item was not assigned to the site. After constant trials, I found the problem lies in the kit...

Importing Kits is another exercise that is difficult to integrate with Integration Manager as there is no such adapter available. What if we have thousands of Kits to be created in GP. In such cases, Using Table import is a wise option to import thousands of kits in split of seconds. Kits Import is a straight import in GP as the Kit Master is the only table tat we should be looking at. Follow the steps below to import the kits. Make sure Kits are defined with the item type Kit and the Kit components as items with Sales Inventory types in Item master as a prerequisite for Kits Import. Prepare the CSV file with the following fields. Make sure to remove the label Headers in the file after preparation of fields. Item Number – Fill this field with Kit parent code. Sequence Number – Fill this field with Sequence number 16384, 32768 so on for each component line item. Component Item Number – Fill this field with the ...

In my earlier post I’ve covered how to import Inventory BOMs. In this post, I’ll publish a couple of FAQs’ which are very critical for the import. 1. I’ve successfully imported the Inventory BOM into both BOM Header as well as Component Tables. When I go and check the BOM Master record in GP, I could only see my Header record but no components are visible? A. Make sure You’ve assigned constant value of 5 for all your components BM Comp state field. Value 5 stands for Saved status. 2. I’ve successfully imported the BOM into the relevant tables. When I go and check the BOM Card in GP, I could see the header as well as components below it. But when I lookup for Bill Number in Bills and Items lookup, I could not see any of Bill numbers imported? A. Make sure you’ve provided the date values in creation date and modified date fields. If these fields are left blank, the BOM will not be visible in Lookups. 3. I’ve successfully imported the BOM into the relevant tables. When I go and ...

Integration Manager for Dynamics GP doesn’t provide the ability to import the Inventory Bill of Materials (BOM). To overcome this limitation and to import Inventory BOMs’ into GP, We can make use of table import method instead. Importing Bill of Materials requires two tables BOM00101, BOM00111. To import the BOMs’ (Cards | Inventory | Bill of materials) using Table Import, Follow the steps below Prepare 2 CSV Files for the import. One is BOM Header and the other file is BOM Components. BOM Header must have the following fields. Item Number – This is the parent code and must be an inventory item existing in the inventory. This is called Bill Number Bill Status – Status of the Bill. Set it to 1 as constant. Status of 1 accord Active status for the BOM Status Ord – Assign constant value of  1 for active bills. BM Stock method – Assign 1 for Build if necessary, 2 for st...

I did not test this product yet as I do not have one copy because Matt Landis at Dynamics Small Business (Landis Computers) is offering a free copy exclusive to partners at the convergence event and I’m not there at the event physically though I’m virtually present following the lovely updates, thanks to Twitterati. My first reaction when I saw Matt post on his blog on this smart product was speechless. I don’t know if he is using Google search for real but I’d say it outsmarts the Google search engine at least for retrieving Dynamics GP records. Ok. For those who didn’t get a chance to look at this smart search, I’d provide a brief introduction. Smart search for GP is an enhancement add in developed by Landis Computers (Dynamics Small Business) that will allow you do a search (smart search) for any keyword and get the results from all the GP modules with nicely organized tabs. As Matt tells us on his blog, the records are returned within a bit of seconds for a sizeable data. Now, L...

I fervidly brought up a recent support issue , I thought I must also post the good side of Microsoft support. This time, It is another Partner / Customer appreciation of the Microsoft Dynamics GP Technical support.It’s an appreciation call for the guys at Fargo / Redmond from Michael Johnson for their timely help by quickly (within 24 hours) mobilizing to produce a fix for his problem in Contract Administration. To get to know more, Read from the man himself, Michael Johnson on his blog .

Are you listening and doing something positive on Jennifer Kuntz? One could understand how much pain and frustration she had when you see her blog post taking a lot time in detailing her horrible experience with Dynamics GP Technical Support and her time in writing a comment on my blog post stressing further that no one yet has even contacted her. I’m posting her comments to my post on this here for the sake of readers. You are correct, I have not posted an update, the issue continues to be unresolved.I received an email shortly after I posted (unrelated, just a coincidence) further explaining that they will escalate the case I opened up since everyone seems confused on how to fix the Partner source website (it’s not Ops, it’s not VOICE, hmmm). I got the usual survey request after the case was closed as well where I indicated my displeasure – and that resulted in an email from Microsoft yesterday to me (“I noticed we were unable to meet your expectations”….) and asked if I was st...

FRx 6.7 Service Pack 12 for Microsoft Dynamics GP is now available on Customer source for download. The upgrade path for SP12 is from SP9. For more information on the release news, click here .