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Posts Tagged ‘Dynamics GP 2010’

What can a Dynamics GP Light User do?

Monday, August 1st, 2011

There’s been so much buzz about Dynamics GP Light Licenses lately, and why shouldn’t there be?  When you have the ability to access data, turn it into business intelligence and deliver insight to your team, we would be putting our head in the sand by not asking about it.

 

Understanding and complying with Microsoft’s licensing rules requires some education, but it’s not complicated when limited to Dynamics GP.   

 

What can a Dynamics GP Light User do?

·         Perform real-time analyses with refreshable Excel reports

·         Access the library of key metrics via SQL Server Reporting Services – Charts, Metrics, KPI’s

·         Gain insight using Analysis Cubes

·         View financial statements with Management Reporter

 

How does the Light User access this information?

·         Using a web browser, Light Users access information through SharePoint, including:

o   Role Center Dashboards

o   External Lists

o   Business Portal Applications such as Time & Expense and Requisition Management

o   Workflow Approvals

o   Enterprise Search

 

Why buy a full Microsoft Dynamics GP User License when you can get a Light License and real time data for under $200? (What CAN’T a GP Light User do?)

·         A GP Light User can NOT log into the GP Application or perform any tasks within the program.

 

How do you know when you need a Light License in order to be in compliance?

·         GP Light Users are perfect for a non-GP User who is accessing a report, query, or application that uses the Dynamics databases, for example:

o   Executive Centers and Dashboards

o   Excel Reports (Smartlist Builder and Microsoft Excel Reports)

o   SSRS, Crystal, and other reporting tools

o   Visual Studio, Access, or other development applications that produce or update GP data

o   Workflow in Dynamics GP

o   Business Portal’s Order Management and Requisition Management

o   Payroll and HR Self Service suite

 

Still not sure?  Contact us today to get the answers you need to take advantage of the price and opportunity to deliver intelligence rather than meaningless data.

 

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New Users and Dynamics GP

Friday, June 17th, 2011

While brainstorming about an interesting topic for my next Gilchrist Scott blog post, I got a call about setting up new users.  Seemed very straight- forward at the time. 

Step 1: Log into Dynamics GP, go to Tools ->Setup->System->User and enter an ID and Password.  You can enter a class if your company is using that.

Step 2: Once that part is done, you’d then go to Tools ->Setup->System->User Access and grant them access to each of the companies you want them to be able to get into. 

Step 3: Grant Security so that based on the work that they do, they will only be able to access those areas that have to do with the duties that they perform.

Well, we did this process together, and then tested the users.  Perfect!  We were able to log in as each user and all was working very well.

The part that was not so straight-forward? When they tried to log in as these new users on another machine.  They weren’t able to get these users logged in.  They kept getting the error Your login failed.  Attempt to login again or contact your system administrator.”  Typically this means that you just entered the password incorrectly.  But while performing the definition of Insanity – “Performing the same steps over and over again, and expecting different results,” we found that we weren’t typing in the wrong password, because when we went back to the original machine that we setup the users on, the same password worked.

Now we needed to figure out what was different about these two machines that would play a role in these strange happenings.  There were several things that could have been contributing to the problem, so we decided to start with the most obvious first.  Any ideas?  Well, I took a look at the ODBC connection.  This is what is used to get Dynamics GP to be able to talk to the database where all your data is stored. 

When I looked at the connection, what I found was that the initial workstation was setup with an IP address (numbers that identify the server) and the other was setup using the server name as it appears on the network.  This was causing the issue for the Id’s and passwords.  The ODBC connections all need to be setup identically or there may be issues such as this.  It happens because the when the password is saved it gets encrypted based on the way the connection is setup, and if you try to access that new user on a workstation where the connection is not setup exactly the same as the workstation that created it, the decryption will not work to extract the password and allow the user in.

As usual with troubleshooting issues that come up, always be sure to look at the obvious first.  Just because something seems simple doesn’t always mean it is. 

Here’s to happy connections!

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How can Business Ready Licensing (BRL) for Dynamics GP save you money?

Monday, June 13th, 2011

At Gilchrist Scott, LTD, we know how important the relationship between clients and their Microsoft Dynamics Business Partner is.  You have made the wise decision to invest in Microsoft Dynamics GP. Now is the time to ensure that you are taking full advantage of all the Microsoft Dynamics features and capabilities to enable confident decision making, drive business productivity, and reduce operational costs.

 

BRL (Business Ready Licensing), was introduced in 2006 to help Dynamics customers get more value from their existing and new solution.  The bundle offers a wide range of functionality to support your business process.  Prior to 2006, customers purchased their solution using Module-based Licensing, adding new modules as needed.  This placed the value in the functionality, whereas BRL places the value in the number of users so customers don’t have to worry about which modules to buy initially.  You own the entire bundle, and may activate unused functionality as needed.  

 

With the special  promotional offers out there, many of our clients are able to move to BRL at a fraction of the cost that it was even a few short months ago. This will enable existing clients to access dozens and dozens of new modules, and freeze their annual enhancement at their current list price.

 

If your company is interested in a License Model Transition, now is the time to do it.  Microsoft’s year-end promotions offer this transition at a deeply discounted rate, but only until June 24th.  Please contact us now to discuss!

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Microsoft Dynamics GP Payroll Tax Update Round 2 is now Available

Wednesday, January 26th, 2011

We are pleased to inform you that Microsoft has released the US English version 10 FICA changes round 2 tax update.  Versions 9.0 and GP 2010 to follow this week.

This is a 2 part install, the code (.exe file) and the tax table update.  This is all noted in the documentation as well, you will need both.Once you install the code update, the new Dynamics version is 10.0.1685 

Also under Tools | Setup | System | Payroll Tax, the last tax update and code update should be 1/20/2011 once both are installed.

After further testing, there are no changes to Payroll integration to Payables, so no extra install.

PDK will still be releasing a chunk file shortly.  Integration manager and eConnect should work and will be included this field in the next service pack.  However, the 941 report is still not calculating properly for line 6e.  This is scheduled to be fixed in the next round due out in mid-February.

The 941 Prep report and the 941 Schedule B Prep report should all print correct numbers after the update (excluding line 63).  Those are two areas besides posting journals (and check history if you drag out new fields) that customers can verify numbers against.  The actual 941 form, due to it not being final, will be updated in a later code release.  Waiting for the final form at this point from IRS, still in draft format.

·         Install location
U.S. Payroll Tax Update for Microsoft Dynamics GP 10.0 (Round 2) 
This page contains the latest U.S. Payroll Tax Update for Microsoft Dynamics GP 10.0.
https://mbs.microsoft.com/customersource/downloads/taxupdates/usgptu10.htm?printpage=false
  

Round 3 targeting for mid – February is looking at the following changes

Illinois, Maine, Maryland

Please give us a call at 207.761.2133 ext 302 if you have any questions or are in need of assistance with this update.

 

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Dynamics GP Payroll Year End Update - 2010

Tuesday, November 16th, 2010

Watch for Dynamics GP (Great Plains) - US Payroll year end update tentatively scheduled for 11/18/10.

Form Changes included in the year end update will include W-2, Hire Act (ends 12/31/10), W-3, and Payables 1099-INT.

Microsoft Payroll and Technical Support experts are recommending all Dynamics GP Payroll users install the year end update. We recommend you do this before the year-end crunch. It’s best to get the year-end update out of the way rather than waiting until you’re ready to process W-2’s.

GP Update Target Release Dates for Version 9,  10 SP 5,  GP 2010 SP 1
US Payroll Year End - 11/18/2010
Canadian Payroll Year End - 12/16/2010
US Payroll Round 1 2011 tax update - 12/16/2010
Business Portal W4 form change – 12/16/2010

Watch for the 2011 Tax update with the following changes (known so far):
Earned Income Credit phased out
Social Security limit remains unchanged from 2010
State changes: California, Kentucky, Minnesota, New York City

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Free Dynamics GP 2010 Seminar hosted by Gilchrist Scott

Monday, September 13th, 2010

Looking for people and process improvements?

Learn how to maximize your Dynamics GP investment:

 FREE Dynamics GP2010 Seminar

 

With the release of Microsoft Dynamics GP 2010 comes even more  seamless integration to Office, reporting options, key performance indicators, shortcuts and reminders, and a new Management Reporting tool.

Gilchrist Scott is hosting a seminar to offer insight to these productivity enhancements

 Don’t miss out – seating is limited!

 What: Microsoft Dynamics GP 2010 Seminar

 When: Tuesday, October 5th, 2010, 9-11 a.m.

 Where: Gilchrist Scott, 30 Milk Street, Portland, ME

Cost: FREE

RSVP: aberglund@gilchristscott.com or 207.761.2133 ext 203

 

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Introducing Management Reporter for Microsoft Dynamics ERP

Thursday, June 24th, 2010

Management Reporter for Microsoft Dynamics ERP is now available for Microsoft Dynamics GP 2010.  I like to think of Management Reporter as the ‘New and Improved FRx’!  A lot of the same functionality found in FRx exists within Management Reporter as well as a lot of additional functionality.  Some of the highlights include:

 

v  Report Library – organize your reports in folders! 

v  Insert Graphics – you have the ability to insert graphics within Management Reporter. 

v  Show negative numbers in red font.

v  Column page breaks – control where the column page breaks are placed.

v  Format override in Rows.

v  Custom page numbering.

v  Security on Library, Folder, and Report Definitions.

v  Report Groups!

v  Inline Notes!

v  Undo/Redo functionality!

v  Add footnotes to reports!

v  Migrate your existing FRx report catalogs and building blocks to Management Reporter!

To find out more about Management Reporter for Microsoft Dynamics ERP visit the following URL: http://www.microsoft.com/dynamics/en/us/products/management-reporter.aspx

Or contact Gilchrist Scott at info@gilchristscott.com for a demo!

 

 

 

 

 

 

 

 

 

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What’s New in Microsoft Dynamics GP 2010 – Foundation Enhancements

Wednesday, June 2nd, 2010

Foundation Enhancements will be the final entry of my ‘What’s New in Microsoft Dynamics GP 2010’ series.

Below are some of the awesome changes:

Emailing

·         Email Functionality

With the new e-mail functionality in Microsoft Dynamics GP you can embed documents into the body of an email or send as an attachment!

Home Page

·         View Reminders as Cues

You can choose to view pre-defined reminders as text or cues on your home page.  A cue is an icon that increases or decreases in height to indicate the number of records in a particular reminder category.

·         View Reporting Services Metrics!

·         Create your own metrics on your home page!

Lookups

·         Set a default view for many lookup windows!

Define and save a default lookup view for your master records.  This is available for Item, Account, Employee, Customer, Vendor, and Salesperson lookups!

Microsoft Dynamics Online Connect

Connect displays a series of slides that allow you to perform self-help support, get information and perform training from the Microsoft Dynamics GP home page!

Navigation Pane

Now you have control over which series buttons and associated lists for modules display for users!

Right-click menu enabled

You can right-click in a text or numeric field to see a shortcut menu which contains options from the Edit menu!

Security

·         Display security roles and tasks

Restrict roles and tasks assigned to a user instead of viewing all tasks, roles, and items!

·         Copy user security settings

Save time and improve accuracy by copying one user’s security settings to another!

·         Automatically log on to GP and a company

Users now have the option to log on to GP and a specific company automatically!

Word Templates

Predefined Word templates for several document types based on the standard reports in GP.  Create your own or modify an existing template, and then assign the template to a company!

 dynamics-gp-2010-logo3

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