Wednesday, November 25, 2009

Changing the Column Names in Smart-List

If you normally exports data from Smart-List to excel and do not like the names of the default smart-list columns, you might need to take a look to THIS post by Mark Polino @ DynamicsAccounting blog before changing the columns headers in your excel.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Posting Transactions that has document date in unopened period.

First, checkout below a conversation between me and one of my clients:

Client : “We need option to void invoice recorded at a vendor account with a date in unopened period.”

Me     : “Unfortunately the only available option is to open the year!”

Client : “Let us wait until year end, but the question is why would GP allow this in the beginning??

In fact, GP allows such operation, it allows setting the Document Date to unopened period and the posting date to the current period, which logically couldn’t be correct.

image

The big problem right now is when trying to void this invoice, using “Void Open Payables Transactions” form, GP will not allow to have the Void Date before Document Date, neither having the Void Date in an unopened period check messages below:

image

image

Today, Frank Hamelly in one of his great tips pointed us to a “free” tool developed by the MBS team to prevent such operation, the tool is called “Document Date Verify Tool”, just contact MBS Professional Services and they will send it to you.

Summery about the tool from its documentation:

“When a document date is entered in the following windows, a check will be performed to determine if the document date is in a fiscal period. If the date does not fall within a valid fiscal period, a message will be issued and the user will not be allowed to continue until the date is in a valid period.

 

Payables Transaction Entry

Receivables Transaction Entry

Invoice Entry PM

Manual Payment Entry

SOP Entry

IV Transaction Entry

Cash Receipts Entry

POP PO Entry

Receiving Entry

POP Invoice Entry

 

This customization will also do a validation if the period is closed. If the Document Date falls in a period that is closed, a message will be issued that will allow the user to correct the date or continue on leaving the date.”

Hope that helps.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Monday, November 23, 2009

Integrating Microsoft Dynamics GP With SQL Reporting Services

Interesting method in GP 10.0 to have customized reports developed on SQL Reporting Services launched from GP, follow steps below to complete the installation:

1. First you need to run the Reporting Services setup wizard from GP CD2:

image

2. After having the wizard installed, we need to define the reports and web services path in “Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Reporting Tools Setup”:

Fields need to be set as documented in Help:

Report manager URL

Enter the Report Manager URL for SQL Server Reporting Services. Report Manager is a report server administrative web page that enables you to manage (create, edit, delete) data sources.

The URL should follow this general syntax:

http://<<server>>/<<ReportsFolder>>/Pages/Folder.aspx

If you do not know this information, contact your system administrator.

Report Server URL

Enter the Report Server URL for SQL Server Reporting Services. This is the location of the reporting server site that hosts the Web Service. You specified this location when you installed SQL Server Reporting Services.

The URL should follow this general syntax:

http://<<server>>/ReportServer/reportservice.asmx

image

3. Go to Administration tab and find “Custom Report List”:

image

4. Enjoy having your reports in the list:

image

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Sunday, November 22, 2009

Different Errors for One Reason!!!

Sometimes you finds your self in a very deep technical investigations looking for the cause of a very stupid error message or behavior that does not represents the actual cause of the message, such as situations below:

1. “All Call Stack in use. Cannot Start Script” When opening GL Transaction Entry From.

callstackserror

2. Smart-list has no objects and tree view that holds the smart-lists is empty.

https://community.dynamics.com/forums/p/25304/43005.aspx

3. Smart-lists returns no data, smart-lists are exist but no data are shown in the lists.

http://www.eggheadcafe.com/forumarchives/greatplains/Feb2006/post25875635.asp

4. On checkbook reconciliation, no data is presented on transactions preview to be reconciled.

Go to Reconcile Bank Statement>> Select your checkbook>> Click on Transactions>> No data!!

5. Smart-list exports unknown letters when exporting non-English characters to Excel.

6. Integration Manager integrates question marks “???” instead of the original non-English text upon importing any kind of transactions.

All the above point became well known behaviors to the collation conflict for non-Unicode characters, the simple solution for all the above errors is to Set the language to English under “Advanced” tab in Regional and Language options.

Hope that helps.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Saturday, November 21, 2009

Smart-lists and Reminders

Mark post a good article about creating Reminders in Microsoft Dynamics GP, checkout his post here.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP Manufacturing for Chemicals Industry

Nancy Phillippi, Custom Information Services post a great article at the ERP Software Blog about Microsoft Dynamics GP Manufacturing and Chemicals Industries, checkout the article HERE.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Selecting the right ERP Partner!!!

Julie Stankey, Socius at the ERP Software Blog posted an interesting article about selecting the right partner under the subject “8 Tips for Picking the Right ERP Software Partner Without Pulling Your Hair Out”! points are summarized below:

Do your research on prospective partners

Conduct an interview

Determine training and support options and resources

Discuss implementation resources and availability and the experience of personnel

View a demo, but not before you’re ready.

Request an initial estimate and require revisions as requirements are determined or changed

Request references.

Steer clear of RFPs (regardless of what you’ve heard). 

Checkout the complete blog post with the details for each point HERE.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP – CRM Integrator

Anya Ciecierski, CAL Business Solutions posted more information about the Microsoft Dynamics GP – CRM Integrator, checkout the complete article HERE.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP VS QuickBooks

Ann Haucke posted a good article about the first 3 differences you will face when migrating from QB to GP, checkout the complete post HERE.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Batch Approval

Frank posted an article about batch approval setup, check out his post here.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Add Distribution Reference Field to Smart-lists and Reports

Another post from Liane McIlraith about the distribution reference field of Journal Entry and how to include this field in smart-lists and reports, checkout the complete post below:

http://www.rosebizinc.com/gpblog/2009/11/confusing-nametitle-of-distribution.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Remove Discontinued Items

Liane McIlraith highlighted the risks behind the Remove Discontinued Items in Inventory yearend closing below:

Yearend Close window

Checkout the post below':

http://www.rosebizinc.com/gpblog/2009/11/removing-discontinued-items-during.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Client Relationship!!!?!

Very much interesting posts by Dwight Specht at The Death Of Reason blog, about the relationship between the consultant and the client, by his words:

“I came down hard on consultants who hide behind the phrase “I did my job” when, at the end of the day, we have a seriously damaged client relationship.  But, in that post, I ignored one precious and important fact of life:

Some people are assholes.  And some of them are your clients.”

Checkout below his both posts about this subject:

http://thedeathofreason.wordpress.com/2009/08/25/i-did-my-job-yeah-but-we-suck/

http://thedeathofreason.wordpress.com/2009/08/26/what-to-do-when-you-have-an-incorigble-client/

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP Inventory Average Costing

Mariano has explained the whole cycle of inventory average costing techniques under the name “Why is my inventory-related transaction posting so slow?”, checkout his post below:

http://dynamicsgpblogster.blogspot.com/dyn-why-is-my-inventory-related.html

I used to hear “Microsoft Dynamics GP does not calculate items average cost correctly” here in Middle East! Those are consultants who does not understand the cycle and answer “No” for things that they cannot understand! For those who believe in this, I suggest you must go and read the following interesting Knowledgebase Article pointed at Mariano post in addition to the post above:

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb$en-us$923960&wa=wsignin1.0

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP White Papers

WAQAS posted the location of an interesting white papers, detailed below:

Creating a Dynamics GP DSN Manually on 64-bit Windows

Strategies for Multi-Entity Environments in Microsoft Dynamics GP 10

Help Achieving Compliance Objectives in Microsoft Dynamics GP 10

White Paper for Microsoft Dynamics GP and Microsoft SQL Server 2008

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Microsoft Dynamics GP Manufacturing Costing Implementation for Chemicals Manufacturing In 3 Days!!!

Yes indeed, last week I been in manufacturing implementation with one of my existing clients, they wanted to implement BOM and Manufacturing order processing modules of the GP Manufacturing, they had every thing ready (Bill of materials, Standard Costs, and all other related issues).

Their policies are clear, to use Periodic costing for all material and overheads. First day I did imported the Bill of Materials, virtual routings (as the client is handling the overheads as items with variables in the bill of materials), and finally adjusted the initial standard costs for all items using macros.

Manufacturing setup in the second day took no longer than 2 hours to adjust all the parameters and defaults, then I started testing the functionality, I tested as much as requested and compared the results with their current calculations and all was completely matched.

As the client accountants and IT department were all professionals and aware of all GP processes (they are GP customers since GP 7.0!) the training delivered within 6 hours of the third day and the guys started the manufacturing process directly.

Well it could not be considered a “manufacturing implementation” as they only implemented the financial side of the manufacturing (BOM and MO modules), but it was the fastest implementation I ever made!

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Multilingual Checks

Waqas detailed how to install multilingual checks and activate Arabic checks in his post below:

http://waqasb.blogspot.com/2009/11/computer-check-in-arabic-language-in.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Debug Integration Manager Process

Another interesting post from WAQAS, about integration manager debugging, check it out below:

http://waqasb.blogspot.com/2009/11/integration-manager-10-debugging.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Level of posting from Series

Waqas Butt who was active the last few weeks detailed the level of posting to GL in post below:

http://waqasb.blogspot.com/2009/11/level-of-posting-from-series-option-in.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

What’s new in Microsoft Dynamics GP 11?

Good post by Bryn Forrest at InterDyn blog about this subject:

http://interdynaka.blogspot.com/2009/11/whats-new-in-dynamics-gp-110.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Wednesday, November 18, 2009

Automatically Set the Correct Distribution Accounts when Creating Inventory Transfer

I got a good question from one of my friends, they have allot of daily transfers between their inventories and they used to set the line item distribution for the transfer transaction manually, which is not practical.

To automate this I used one of Frank tips and followed steps below:

First of all, you will need to validate your inventory setup, and check the Segment ID for sites, in this Example, the segment ID for sites is Segment 1:

image

Now I have the following accounts setup in my COA (Chart of Accounts):

1. Account 000-1300-00 is the main inventory account.

2. Account 001-1300-00 represents “Warehouse” site account.

3. Account 002-1300-00 represents “North Regional” site account.

image

In item card, I set the inventory account for “100XLG” Item to the main inventory account “000-1300-00”:

image

Now you need to adjust the Account for Segment in the Site Card to the corresponding account number as shown below, in our example, the corresponding GL account for Warehouse site is “001-1300-00”, so segment 1 of this account is “001”:

image

And the same for the other site:

image

Go ahead and proceed with Inventory Transfer Entry and enjoy having the distribution filled automatically:

image

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Tuesday, November 17, 2009

Inventory Site Segment

Frank posted another great article about inventory site segment.

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Smart-list: Change the default Go To

New tip from Frank, change the default Go To for smart-list, check his post below:

http://gp2themax.blogspot.com/2009/11/gptip42day-changing-default-goto-in.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Understanding the Difference Between the 4 Microsoft Dynamics ERP’s

Houston Neal posted a great topic about differences between the 4 Microsoft Dynamics ERP’s, check his blog post below:

http://www.softwareadvice.com/articles/manufacturing/understanding-the-difference-between-gp-nav-sl-ax-1111709/

Good job Houston!

On the other hand, this subject now is under discussion, check the community posts about this:

Mark Polino: http://msdynamicsgp.blogspot.com/2009/11/differences-between-dynamics-products.html

Jivtesh:http://www.jivtesh.com/2009/11/comparing-dynamics-gp-nav-ax-sl.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Saturday, November 14, 2009

Substitute Items

Frank completely covered this subject, checkout his blog post below:

http://gp2themax.blogspot.com/2009/11/gptip42day-item-substitution.html

Good job Frank, keep it up!

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Friday, November 13, 2009

Dynamics GP Work, Open and History

Checkout Leslie post on this subject:

http://dynamicsconfessions.blogspot.com/2009/11/moving-from-work-to-open-to-history.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

Dex.ini New Switches!

Guys,

Checkout Leslie post on this subject:

http://dynamicsconfessions.blogspot.com/2009/11/dexini-switches-part-3.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

FRx Installation Error (Setup has experienced an Error)

Vaidy faced error while installing his FRx on windows 7, checkout his post below:

http://www.vaidy-dyngp.com/2009/11/frx-installation-error-windows-updates.html

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

My Trip to “Palestine”

It was long time since my last post, that was due to my trip to http://www.expotech.ps/, I spent a very nice 8 days in Palestine having fun in Ramallah and joining conferences in Expotech.

Expotech was the first 3 days of my trip! But the remaining days was @ a village in Ramallah called Kharbata, very much away of the available technologies! I spent the remaining days just enjoying the countryside time of tranquility and self-composure, you all guys must get out of your Technology for a week and visit one of the villages around for relaxation week.

Anyway.. as expected, I am still catching up the work and following what I missed and might be slow in posts :(

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com

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