Frank in his daily tip posted an article on how to add a fixed asset without depreciation, check his article here.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
Great article by Dynamics Corporate Performance Management blog on the main features added to Management Reporter, worth checking their article, below some of the interesting features:
64-bit support
• Many companies are upgrading their systems to 64-bit. Management Reporter was built using in 64-bit environments. The IT department won’t need to maintain a separate machine just for Management Reporter as they may need to do for FRx.
Improved stability
• The FRx code base was close to 20 years old and the design experience was closely tied to report generation. Management Reporter is more stable. Each area of the application (designing, processing, and viewing) is isolated, making it easier to identify exactly where issues are.
Improved performance
• Processing takes place on the server, not the client. This frees up the client to continue designing reports instead of locking it up until the report has finished generating.
SQL Server support
• No more Microsoft Access databases! This means no more corrupted spec files, no need to rebuild indexes to ensure new accounts are picked up. This results in fewer calls to IT or your partner to “fix” the issue. As a result, end users are much more productive.
Improved multi-user environment
• With the switch to IIS and SQL Server, there is no need to create shares for the sysdata and io_data. All of the building block, company information and generated reports are in a SQL database. Administrators can see all reports that are being generated at any given time since all processing is done on the server.
Active directory support
• Once users are added to Management Reporter, any changes made to passwords, etc. by users are automatically rolled forward. There is no need to “manage” users in Management Reporter unless a user needs to be disabled or given a new security role. This also means fewer login screens for the user.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
While searching for performing such operation, I have created a small sample that worked perfectly!!
This method uses Form.Open method to load lookup form and AddHandlers to handle the selection events, below steps I used to fulfill this request, in the example below, I am developing a customer and vendor statements for one of my clients:
1. Create the form that will load the lookup, the form will look like the below:
2. Add the needed form to the Customer Maintenance form as a menu:
This could be done by adding the following lines of code in the AddIns file under “Sub Initialize()”:
'Customer Statement
Dim CustomerStatementMenu As New System.EventHandler(AddressOf CustomerStatement_Menu)
Dynamics.Forms.RmCustomerMaintenance.AddMenuHandler(CustomerStatementMenu, "Customer Statement")
3. We need add handler to the “Select Button” on the customer lookup form just below the above lines:
'Customer Lookup
AddHandler Dynamics.Forms.CustomerLookup.CustomerLookup.SelectButton.ClickBeforeOriginal, AddressOf CustomerLookup_Handler
4. Handling the menu item for customer will call Customer Statement Menu sub as the below, make sure to define the customer statement form public to get the access later on:
Dim CustomerStatementForm As New CustomerStatement
Private Sub CustomerStatement_Menu(ByVal sender As Object, ByVal e As System.EventArgs)
CustomerStatementForm.Show()
End Sub
5. Now we will need to handle the Select button event to get the selected customer, we’ll need to add two global variables, one as a Boolean to make sure that the lookup called by our application called “CalledByApplication” and the other to specify from where the lookup called and where to return the result –From or To-:
Private Sub CustomerLookup_Handler(ByVal sender As Object, ByVal e As System.ComponentModel.CancelEventArgs)
If CalledByApplication Then
If CalledBy = "From" Then
CustomerStatementForm.CustomerFrom.Text = Dynamics.Forms.CustomerLookup.CustomerLookup.CustomerNumber.Value
ElseIf CalledBy = "To" Then
CustomerStatementForm.CustomerTo.Text = Dynamics.Forms.CustomerLookup.CustomerLookup.CustomerNumber.Value
End IfCalledByApplication = False
CalledBy = ""
End If
End Sub
6. Now in our form at the lookup button event, add the following lines of code:
CalledByApplication = True
CalledBy = "From"
Dynamics.Forms.CustomerLookup.CustomerLookup.Open()
Viola, your application will call the GP lookup! Hope that helps.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
For companies that has allot of checkbooks inside the company premises and would like to have additional features in Banks Management Module, they might need to take a look to the following features in Cash Book Management Module:
1. Checkbook Level Permissions:
2. Setup per checkbook:
All posted payments and deposits could be posted automatically from “AP/AR/GL” or placed in batches for review.
3. Payment Form:
Note that you can pay for customers, vendors and miscellaneous (GL Direct), in addition, you could print checks directly from here.
4. Deposits Form:
You can also receive payments from Customers, vendors or miscellaneous, note that payments and deposits are integrated with the Analytical Accounting Module.
5. All Transactions are saved in the same batch:
6. Cash Receipts could be printed directly from the system:
7. All deposits could be posted once:
8. Automatic and manual reconciliation are available:
9. Reminders on Manual Payment and Cash Receipt:
Very nice module, worth testing if you are interested.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
Last few days, I been working to activate the US payroll based on our local laws, I used to hear allot about the payroll module and how it couldn’t be used in Middle East due to US taxes and regulations, and specially after getting a major changes in the taxation roles in Jordan, the good thing is I been able to process salaries on the US payroll module by following steps below:
1. Disable all the US taxes where located.
2. Setup the “Basic Salary” as a pay code in “Microsoft Dynamics GP menu >> Tools >> Setup >> Payroll >> Pay Code”.
3. Link the pay code to the employee in “Cards >> Payroll >> Pay Code”:
4. Setup the Social Security and all other deductions as deductions in “Microsoft Dynamics GP menu >> Tools >> Setup >> Payroll >> Deduction” and then link it to the employee:
5. Setup any Allowances needed in “Microsoft Dynamics GP menu >> Tools >> Setup >> Payroll >> Benefit” and link it with the employee:
6. Now go to “Transactions >> Payroll >> Transaction Entry” and select your employee to generate the payroll:
This was a simple workflow to cover the payroll process in the Middle East, hope that this helps.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
Have you ever wanted you cash receipts deposits to be posted automatically? If yes, then you might need to install and activate Analytical Accounting module (Not sure why the option is there!?) and go to “Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Analytical Accounting >> Options” and check “Post Cash Receipt deposits automatically in BR” where cash receipt deposits will be posted directly in Bank Reconciliation.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
While preparing my luggage for a personal trip to Lebanon, I been checking my mails just before leaving where I shocked receiving a mail from MVP Support informing me that I got awarded the MVP certificate for Dynamics GP 2010.
Holding such certificate is a pleasure and a great motive to keep up with the product technologies and community activities, I would like to take this opportunity to express my keen thanks to Microsoft, my MVP lead Baransel Dogan and all my blog readers who where the reason behind getting such recognition.
Regards,
--
Mohammad R. Daoud - CTO
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
mohdaoud@gmail.com
mohdaoud.blogspot.com
