Showing posts with label Customizations. Show all posts
Showing posts with label Customizations. Show all posts

Monday, November 25, 2013

Maps Reporting using SSRS

One of the challenges that I been trying to achieve is having my reports graphically designed to show data on “Maps” and that always been the toughest part customers might request.

Few days back I been researching with my colleagues on how the “Sales By States” KPI works in Dynamics GP that dynamically pulls the sales of each state on the US map and discovered the “Map” feature in SSRS!

We have been able to download the “.shp” file for Jordan map from one of the online free GIS providers and integrated this will SSRS, and then created the following report in SSRS in few minutes, saved this report in SSRS and been able to print this report from GP business analyzer:

image

This article is just to show that this is doable for users to give it a try.

Happy reporting!


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Thursday, October 24, 2013

Cards Auto Numbering for Vendors, Customers and Items – Free Addon

We at Dynamics Innovations has developed a product for Dynamics GP allows end users to control the generation of the ID for customers, vendors and items, the tool is free and  available for use immediately, just drop me a mail and I will be sending the tool for you, once you get the DLL, please follow steps below to activate the product:

1. Copy sent DLL to GP\AddIns Folder.

2. Login first time with “sa” user to generate the needed database objects.

3. Open SQL and adjust the parameters to fit your needs:

a. You need to find a table called “DI_NextNumbers”, open the table.

b. Fill the prefix you need to use, length that includes the prefix, next number you wish to use.

Go to vendor card for testing and find the additional menu, same package works for customers and items if you wish to activate:

clip_image002


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Tuesday, April 23, 2013

Dynamics GP 2013 Upgrade–Customized GL Inquiry Report

Guys,

If you are planning to upgrade to GP 2013, please consider to analyze your customizations carefully as there might be some changes between the application versions, I been in a situation were we upgraded from GP 2010 R2 to GP 2013 and the customer has a customized report for GL Transaction Entry Inquiry Report, the report didn’t work properly as the core table of the Report has been changed.

This is the only thing I found so far, but I wanted to let you know that you might need to plan redoing the customizations of this report upon upgrading to GP 2013.


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Mask a Field in Dynamics GP

I got an interesting question from one of the community followers and I saw that it should be published for community, the question was a request to have a special mask for the item number field, the user wanted to have the item number automatically has Dashes “-“ for each 3 letters to look like this >> “AAA-AAA-AAA” so the user will fill only 9 “A”s and the system to automatically add the “-“ in between and below how I covered this:

1. Go to Cards>> Inventory>> Item

2. Click on Tools>> Customize>> Modify Current Window which will open the modifier and allow you to modify the screen, click on the Item Number field and go to the “Properties” panel on the right:

image

3. Double click on “Field” option to get the following form:

image

4. Click on Open to go deeper with the Item Number format Options in Data Type Definition and then click on the button next to Format:

image

5. The format is currently set to be one of the out of the box formats that limits the length of the string to 30 characters, we will need to create a new format:

image

6. Customize the format as needed, for our example we will formatting the field as below:

image

7. Start clicking OKs to start all dialog windows, and save then get back to Dynamics GP and go to Cards>> Inventory>> Item:

image

8. Notice the change over all forms that has the item number field there!

image

Hope that this helps.


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Saturday, January 12, 2013

Dynamics GP - Change a form field to “Required” field

I got many requests from my customers on how to make this happens and I used to create a package and send it to the users for import.

However with the new Licensing structure, everybody owns the modifier as a part of the starter pack! Therefore anyone can do the following steps to activate this:

  1. Open the Form.
  2. Go to Tools>> Customize >> Modify Current Window
  3. Select the field and switch “Required” to true as shown below:

image

Hope that this helps!

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Sunday, December 9, 2012

Printing Barcodes for Fixed Assets

One of my customers has requested to prints barcodes for his assets, and therefore I have created this simple methodology, take a look into the steps below:

Go to the Asset General Information form (Cards >> Fixed Assets >> General), and note the Additional menu on the form:

image

The system will prompt you to select the printer:

image

Barcode will be printed!

image

To get this please go and download the following ZIP file:

http://di.jo/files/Asset Label Printing.zip

It has two files:

  • “IDAutomationHC39M.ttf”: place this file inside “C:\Windows\Fonts”
  • “Asset Label Printing.dll”: Place this file inside your Dynamics GP Folder >> AddIns

NOTE: we have added a little DI.JO inside the barcode, just e-mail me to send you a package without this, it was added to count the number of users!

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Tuesday, July 10, 2012

Dynamics GP Excel Paste Now on Microsoft Pinpoint

 

The tool was approved for publishing yesterday, you can now find it by searching the applications directory:

http://pinpoint.microsoft.com/en-jo/applications/microsoft-dynamics-gp-excel-paste-12884944257/reviews

I expect a small review from you all to support the tool Smile

image

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Saturday, June 16, 2012

Dynamics GP Journal Entry: Paste From Excel–Free Add-in

This morning, I been in my company with the team and been discussing what kind of innovations we should think of next, specially after delivering the first version of data level security for partners out of the kitchen for Quality Assurance and testing!

While reviewing articles published by the community leaders, we have noticed an article by Mark Polino discussing a product enhancement to have the ability to paste from excel into General Transaction Entry form, and we liked the idea and started the development!

Below is our outcome:

Paste from Excel

And in writing, you will need to request a DLL from Dynamics Innovations by sending a mail to me (temporary until publishing the file) you just need to click on the below link and download the tool, then place the DLLs in your AddIns folder:

http://www.di.jo/GPExcelPaste.aspx

Go to excel and create a new excel to look as the below:

image

Copy data from this excel and get back to Transaction Entry window of Dynamics GP, go to additional >> Paste From Excel, or press on CTRL + F and enjoy!

Update: While testing the tool we have noticed the below:

1. Distribution reference column is required, you will need include the column while copying even if the column was empty.

2. Tool was not accepting empty cells in credit and debit columns, it was modified to work.

3. Tool has been merged with paid version and published over the company website.

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Tuesday, February 28, 2012

Mass Item/Vendor Link

 

I got a request from one of my customers to have the ability to link multiple items with a vendor without the need to add them one by one and I have created this using the .Net toolkit, the screen will look like the below:

image

The user can filter items from the list on the left panel, click on insert and process! The system will link the selected items with the selected vendor!

I am willing to publish this tool soon, will update the article with the download link once doing some fine tuning on the utility.


Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Sunday, January 29, 2012

Crystal Report: Sub Report did not show up on client machine

 

I been in a situation where I had to create a report with sub-report in crystal and the report worked perfectly on my machine.

while implementing the report on the client machines I noticed that the sub-report is always empty on all machines and even on the server.

I tried everything with no luck, I even recreated the report with no luck as well, after deep investigations in the issue I have noticed that both Main Report and Sub-Report are using commands and both has the same identical name “command”, changing the command name in the sub-report to “command_1” resolved my issue!!!

Hope that this does not happen to you and helps reducing research time!


Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Thursday, December 22, 2011

Dynamics GP Workflow–Task Approval Page redirects to local server URL even if the used URL was published!!

 

Looks like the folk at Microsoft forgot to remove the local URL when redirecting from Task Approval page to the actual document behind “This workflow task applied to:”:

image

So if your workflow was published over the internet and you users tries to open a document, the system will redirect them to the local server and not to the website as shown below:

image

To workaround this, I had to use SharePoint Designer or any available scripting tool to change the redirection of the below hyperlink in (C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\Dynamics.Workflow.TaskApprovalPage.aspx):

<a href="<%=this.DocumentUrl%>" id="A1" target="_blank"
     title="<%=this.WindowLinkTitle%>">
     <%=this.DocumentUrlText%></a>.

Into the below modified one:    


<a href="Dynamics.Workflow.GP.PurchaseOrderViewer.aspx?org=1&workflow=f01d80eb-d355-460c-8cb6-b2a2162a078b&PoNumber=<%=this.DocumentUrlText%>" id="A1" target="_blank"
     title="<%=this.WindowLinkTitle%>">
     <%=this.DocumentUrlText%></a>.

And it worked Smile Hope that this helps.


Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Monday, October 31, 2011

Dynamics GP Data Level Security

 

I am getting requests about this subject almost from all my customers, therefore we at Dynamics Innovations have decided to develop an add-on for Dynamics GP to fulfill this request a month ago and my development team is currently in the process of developing the final touches on the utility.

The add-on is basically works on creating new Dynamic lookup that replaces traditional Dynamics GP lookups, the same lookup is used for all kind of data inside Dynamics GP and the rows are filter dynamically at runtime based on user privileges which to be setup by creating a specific view for each user/role per each business entity and the system will display only data from the linked view:

image

By achieving this, the system administrator will be able to customize columns names and columns to be displayed by using SQL views or direct SQL queries and rows to be displayed, and the lookup will automatically filter rows using "like/contains" operator based on the user selection and based on the clicked column:

image

The data load were enhanced to load data into .Net data grid that pulls rows from database directly into the user interface, 250,000 records were pulled within less than 7 seconds:

image

In addition to the lookup functionality we have developed a routine that validates user inputs inside GP texts and will make sure that the user selected data is a part of the user query:

image 

The development team is currently working to enhance the navigation buttons as it might violates our security setup.

We been able to automate all the above processes and hanged with a couple of issues, the first is reports and the other is the smart list, and been able to handle smart list security by linking users view with smart list views using smart list builder, so each user will have his smart list configured, not an easy task but doable.

The last part is our challenge for the time being, we cannot figure out a solution for filtering report writer reports using available algorithms, we tried to pass restrictions fields to the reports using VBA but this wasn't a sustainable solution, we still didn't give up but we might not be able have this done.

 

UPDATE: The tool has been released and published over the company website without affecting the Reports, we left this for the IT people to manage, download your copy now from the link below:

http://www.di.jo/GPDLS.aspx


Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Monday, February 28, 2011

Undefined Symbol Errors When Upgrading from a version to another

 

This morning, a customer reported the following error while printing their checks remittances:

Undefined Symbol F01343D00789 Sequence Num

image

Last week I have upgraded this customer from Microsoft Dynamics GP Version 10.0 with Service Pack 4 to Microsoft Dynamics Version 2010 with Service Pack 1, when the customer sent me the package, I found that the package they sent is mapped to a table called "PM_Payment_WORK" while the original reports is mapped to "pmRemittanceTemp" then I figured out the reason behind this, this was due to the enhancements applied to this feature in GP 2010.

To resolve this, the hard way of doing this is by re-implementing the customizations on the original report. However there is always a workaround!

Below the steps I followed:

  1. I exported the report to a package file.
  2. I opened it using Notepad.
  3. Pressed CTRL+H to find and replaced PM_Payment_WORK to pmRemittanceTemp.
  4. Saved and imported the report.
  5. Regenerated the report and found 2 missing fields, replaced the missing fields with an alternative from the new table and it worked!

Enjoy fixing your reports without re-implementing your customizations!

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Friday, February 25, 2011

Add Purchase Order Line Account Number to PO Workflow

My customer requested to setup the workflow step based on the account (expense or inventory) assigned to the line items, this account is loaded from the e-requisition module when generating the purchase order and it represents the cost center of the requested item.

They wanted to have this for their projects which is currently managed using an account segment, unfortunately the workflow does not integrates the line account number where I had to find another alternative solution.

image

One of the fields I found in the workflow was “Requested By” which was unused by most of users nor was used by e-requisition module, so I created a trigger to copy account number from the original field to the requested by field and created the workflow on the requested by field.

Below the trigger I used:

-- =============================================
-- Author:        Mohammad R. Daoud
-- Create date: 24-02-2011
-- Description:    Trigger to copy Account Number to
-- requested by field in PO Details
-- =============================================
CREATE TRIGGER POP10110RequestedBy
   ON  POP10110
   AFTER INSERT
AS
BEGIN
DECLARE @PONUMBER    VARCHAR(500)
DECLARE @ORD        BIGINT
DECLARE @INVINDX    BIGINT
DECLARE @REQSTDBY    VARCHAR(5000)

SELECT @PONUMBER = PONUMBER, @ORD = ORD, @INVINDX = INVINDX FROM INSERTED

SELECT @REQSTDBY = LEFT(LTRIM(RTRIM(ACTNUMST, 20))) FROM GL00105 WHERE ACTINDX = @INVINDX

UPDATE POP10110 SET REQSTDBY = @REQSTDBY WHERE PONUMBER = @PONUMBER AND ORD = @ORD

END
GO

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

Monday, January 31, 2011

Item Lookup – Display Item Description Instead of Item Short Description

I got several requests to replace Item Short Description in Items Lookup with Item Description, below is the package:

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
me@mohdaoud.com
www.mohdaoud.com

Friday, December 17, 2010

Slow Login Performance for GP 10.0 SP5 and GP 2010 SP1

If you have updated to GP 10.0 SP 5 or GP 2010 SP1 you might already notice the slow performance during login, this is mainly related to the newly added “Dynamics Online Services” dictionary that adds records in the menu table with removing old ones as detailed in this article for David Musgrave and this article for Vaidy Mohan, the temporary solution for this is deleting the records in the menu table that's related to this dictionary.

To avoid the manual deletion of the records in this table, you will need to create an SQL job that automatically deletes unwanted records from this table, follow steps below to start:

1. Open SQL Server, navigate to SQL Server Agent >> Jobs, right click and select “New Job”:

image

2. Name this Job and click on “Steps”:

image 

3. On steps click on “New”, select your company and paste the following command then click on OK:

DELETE FROM DYNAMICS.dbo.SY07110 WHERE CmdParentDictID = 6499

image

4. On the new job screen click on schedules and schedule the task to run daily:

image

5. That’s it, you are ready to go, right click the job and select “Start Job”

image

Make sure that the job was successfully executed:

image

Enjoy!

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
me@mohdaoud.com
www.mohdaoud.com

Friday, December 3, 2010

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

Have you ever wanted to apply your vendors transactions automatically without having to move between all your vendors? I been in a situation with a new client that works on Dynamics GP since 2001 and they never applied their vendors payments to their invoices.

Working on this manually is a real nightmare and the user will keep working on this for ever before being able to finalize, therefore I have wrote script below that generates Macro to set this up, follow steps below to get the macro:

1. Open SQL Server and create new query.

2. Select your company database.

3. Paste code below ** “at the article footer under the signature” and run.

4. Script will generate a macro:

image

5. Copy macro text and paste it into a new notepad document.

6. Save it under “.Mac” extension.

7. Go to “Transactions >> Purchasing >> Apply Payables Documents”.

8. Go to “Tools >> Macro >> Play” and select the file you just saved:

image

Enjoy watching your transactions during the apply process.

Regards,
--
Mohammad R. Daoud - CTO
MVP, MCT, MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

 

** SQL Code:

/** SQL Code:            **/
/** By Mohammad R. Daoud **/
/** Dynamics GP MVP      **/
/** www.mohdaoud.com     **/
/** +962 79 999 65 85    **/
/** 02-12-2010           **/
DECLARE @VENDORID		VARCHAR(500)
DECLARE @DOCTYPE		VARCHAR(500)
DECLARE @DOCTYPEDESC	VARCHAR(500)
DECLARE @DOCNUMBR		VARCHAR(500)
DECLARE PMAPPLY CURSOR FOR 
SELECT VENDORID, CASE WHEN DOCTYPE = 4 THEN 1 WHEN DOCTYPE = 5 THEN 2 WHEN DOCTYPE = 6 THEN 3 END AS DOCTYPE, CASE WHEN DOCTYPE = 4 THEN 'RETURN' WHEN DOCTYPE = 5 THEN 'CREDIT MEMO' WHEN DOCTYPE = 6 THEN 'PAYMENT' END AS DOCTYPEDESC, DOCNUMBR FROM PM20000 WHERE DOCTYPE IN (4,5,6) AND YEAR(DOCDATE) BETWEEN 2001 AND 2017 ORDER BY DOCTYPE, DOCDATE ASC
OPEN PMAPPLY
FETCH NEXT FROM PMAPPLY INTO @VENDORID, @DOCTYPE, @DOCTYPEDESC, @DOCNUMBR
WHILE @@FETCH_STATUS = 0
BEGIN 
Print '##################################'
Print 'CheckActiveWin dictionary ''default''  form ''PM_Apply_To_Maintenance'' window ''PM_Apply_Document'''
Print 'NewActiveWin dictionary ''default''  form ''PM_Apply_To_Maintenance'' window ''PM_Apply_Document'''
Print 'MoveTo field ''Vendor ID'''
Print 'TypeTo field ''Vendor ID'' , ''' + LTRIM(RTRIM(@VENDORID)) + ''''
Print 'MoveTo field ''Document Number'''
Print 'MoveTo field ''Document Type'' item ''' + @DOCTYPE + ''' # ''' + @DOCTYPEDESC + ''''
Print 'ClickHit field ''Document Type'' item ' + @DOCTYPE +  ' # ''' + @DOCTYPEDESC + ''''
Print 'MoveTo field ''Document Number'''
Print 'TypeTo field ''Document Number'' , ''' + LTRIM(RTRIM(@DOCNUMBR)) + ''''
Print 'MoveTo field ''Auto Apply Button'''
Print 'ClickHit field ''Auto Apply Button'''
FETCH NEXT FROM PMAPPLY INTO @VENDORID, @DOCTYPE, @DOCTYPEDESC, @DOCNUMBR
END
CLOSE PMAPPLY
DEALLOCATE PMAPPLY

Tuesday, November 30, 2010

Copy Dynamics GP Business Alerts Between Companies

Have you ever wanted to copy your business alerts from a company to another? Fabien Peyaud created stored procedures posted @ Dynamics GP.ie blog, checkout the article here.

Regards,
--
Mohammad R. Daoud - CTO
MVP, MCT, MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

Saturday, November 27, 2010

Printing Barcodes using Dynamics GP

Looks like David Musgrave hacked into my laptop and saw my draft article about Barcode Printing using Dynamics GP!

A couple of weeks ago I got a request to print barcodes from Dynamics GP, I wanted to publish my experience but couldn’t due to the workload I currently have! However, I did this using one of the below sources:

http://www.idautomation.com/fonts/free/#Download_Free_Barcode_Font

Barcodes Inc. also will work:

http://www.barcodesinc.com/free-barcode-font/

David explained how to add the Barcode font to the report with all related details using VBA, find out David’s article here.

Regards,
--
Mohammad R. Daoud - CTO
MVP, MCT, MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

Sunday, September 26, 2010

Dynamics GP PM Apply Details & GL Distribution

Victoria Yudin posted an interesting article about this subject, checkout her post here.

Regards,
--
Mohammad R. Daoud - CTO
MVP, MCT, MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85 
mohdaoud@gmail.com
mohdaoud.blogspot.com

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