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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.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

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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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com

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:

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

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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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com

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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com

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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.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, MCBMSP, MCTS, MCBMSS
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com