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Posts Tagged ‘Dynamics GP’

GP 2010 R2: Email and Word Templates

Monday, August 8th, 2011

We still love the Word Templates in GP 2010. The main issue, however, was that not all reports were available as a template.  Users spoke, and the developers listened!  With GP 2010 R2, a new tool called the MS Word Template Generator is available.  Any report available in Report Writer can now be processed through the Word Template Generator.  Here are the basic steps:

1) Report Writer generates a data file (an XML file)

2) The Word Template Generator creates a template based on the data file

3) The template is imported into GP and can be edited as necessary (there’s an add-in for WORD that allows you to view and select GP fields).

4) When you print the report, choose Template instead of Standard

 

A few of the benefits of Word Templates:

1) Users are able to re-format templates in a familiar environment (Word)

2) Templates can be assigned to specific customers

3) No more multiple reports dictionaries for multiple companies!  Reports can be assigned to specific companies.

 

GP2010 R2 has new email capabilities, as well.  Any report window that has a Print button now also has an Email button. Users can generate a custom message, add data fields from the transaction window, and send!  The report is static, in an HTM format, and can be viewed using a web browser by GP users and non-users.

Thinking about moving ahead to GP2010 R2?   Gilchrist Scott is offering discounted rates for upgrades scheduled in August. Contact us soon to talk about upgrading. (207) 761-2133.

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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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GPUG Meeting: Mark Your Calendars

Thursday, July 28th, 2011

GPUG (GP Users Group) offers the ability to collaborate with other people in similar positions and business situations.  This meeting is organized by ecomaine and Planet Dog. It provides a great chance for GP users to meet with other local businesses who are benefiting from the power of Dynamics GP. 

 

 

Details 

When:  September 21, 9 am - 12 noon

Where:

ecomaine

Conference Room R3

64 Blueberry Road

Portland, ME

 

RSVP to kate@planetdog.com  

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Recurring Payables Batches

Tuesday, July 19th, 2011

Have you discovered this time-saving trick -  Recurring Payables Batches?  If you enter any transactions that recur on a predictable schedule, with the same amount, payees, and terms (think: Rent, Parking, Insurance), then this will be your new favorite time-saver. 

a.       Go to TransactionsàPurchasingàBatches.  Enter a Batch ID that suits the recurring transactions, something like MONTHLY.

b.      Select Payables Trx Entry as the Origin

c.       The Frequency field determines how often this batch will be posted.  For a  recurring batch, select one of these options:

                                                               i.      Biweekly (once every two weeks)

                                                             ii.      Semimonthly (twice a month)

                                                            iii.      Monthly

                                                           iv.      Bimonthly (once every two months)

                                                             v.      Quarterly (once every three months)

                                                           vi.      Miscellaneous (Use the Days to Increment field to specify frequency)

d.      Enter the posting date that corresponds with the next time you will need to record these transactions. 

e.      Select the correct Checkbook ID.

f.        Enter Alt-R or click on the Transactions button.

g.       Any transactions you enter and save in this batch will be saved in the WORK table until posted, when they will be moved to OPEN until paid.  There will now be transactions dated for the next recurrence in the WORK table.  You can go back into the Payables Batch Entry window, open up your MONTHLY batch, and the transactions will be there with the appropriately incremented posting date. 

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Dynamics GP Events you do NOT want to miss – Get them into the Budget Now!

Friday, July 15th, 2011

Convergence 2012 – March 18-22, Houston, TX

GP Partner Connections 2011 – November 6-8, Caesars Palace, Las Vegas

 

DYNAMICS CUSTOMERS:

Convergence 2012:

The Customer event that cannot be matched…..  Convergence is the place to be if you’re a Dynamics Customer, Partner, ISV or Consultant.  With more learning opportunities than you can possibly jam in, you cannot afford to miss this conference.  Get this in the budget now and save your spot at this event where thousands of Dynamics users share tips and tricks and best practices for using Dynamics to gain the intelligence you need to meet your business goals. 

Sign up now to get email notifications on conference agenda, travel, and registration information. 

http://www.microsoft.com/dynamics/convergence/houston12/

Need more convincing?  Check out our March 2011 blog:  Convergence 2011 - Premier Microsoft Dynamics event

 

DYNAMICS GP PARTNERS

Partner Connections 2011:

If you’re a Dynamics GP Partner, ISV, Consultant, or Technical Sales Engineer and pride yourself on being the best in this changing field of applying business requirements to software and technology, you do not want to miss this event!

The agenda is a mix of workshops, roundtable discussions, general sessions, classroom training, and of course… fun in Vegas.

Register by October 1, 2011 and it’s only $499

http://dynamiccommunities.com/GPPartnerConnections/conference.html

 

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Time-saving Tricks in Dynamics GP

Monday, June 20th, 2011

Grouping tasks into similar groups is a basic organizational tool.  For us bookkeepers, that means on any given day we will enter a pile of bills, record cash receipts, and generate sales invoices – each task requiring multiple entries with repetitive keystrokes and mouse-clicks.  I find any little trick to make these transactions go more quickly is a welcome addition to my toolbox.  Here are some of my favorite tips that increase efficiency:                    

1)       In any date field in Dynamics GP, users have the option of clicking on the calendar and navigating to the desired date or using the keyboard to manually enter the date.  If the desired date falls within the same month and year as your user date, you can just enter the DD portion of the MM/DD/YYYY format and the year and month will be completed by the system.  For example, if your user date is 06/20/2011, and you are entering a transaction dated 06/10/2011, all you need to type in the date field is 10, tab out of the field, and voila!  The date will read 06/10/2011. 

 

2)      Similar to tip #1, if the desired transaction date is within the same year as the current user date, all you need to type is the MMDD portion (skip the slashes!) and the YYYY will be completed by the system.  For example, if the user date is 06/20/2011 and your desired transaction date is 02/25/2011, all you need to type is 0225 and the date will read 02/25/2011. 

 

3)      Ever notice long it takes to load up the Checkbook Register Inquiry window?  Try this:  Enter the date range first, THEN select the Checkbook ID. 

 

4)      Keyboard shortcuts!  The less I have to move back-and-forth between keyboard and mouse, the faster every transaction gets entered. 

a.       Alt-R is the magic keystroke to open the Payables Transaction Entry window from the Payables Batch Entry window

b.      Alt-S opens the Cash Receipts Entry from the Receivables Batch Entry window, then use Alt-Y to open the Apply Sales documents window.

One of the best resources for new tips and tricks is from other users.  I highly recommend a GPUG (GP User Group) membership. GPUG’s community uses a variety of tools to share information, tips and tricks and best practices.  If you want to get the most out of Dynamics GP, GPUG is a great place to learn how.

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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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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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