-
Originating fields in SmartList
Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what one may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, users will be able to extract *some* sub-ledger information from their GL to supplement their account analysis. What are…
-
eConnect Distributions – double trouble
Today’s #TipTuesday post is yet another integration-related post. In my case, it’s about Payables Transaction Entry and distributions doubling up. This tip will (or should) also hold for other eConnect nodes that have optional GL distributions as most behave in the same default manner I describe below. I was building a Payables Transaction integration for…
-
SmartConnect, Variables & Quotes
Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo! This tip…
-
Object reference not set to an instance of an object
Today’s #TipTuesday is about one of the many things this error message could relate to, and it’s in the context of Dynamics GP and SmartConnect/eConnect integrations (not development, where it can also occur regularly for many other reasons). This error came up when I was attempting to preview my data in the Data Source section…
-
Fixed Asset Labelling
Today’s #TipTuesday comes about from a question on the GPUG forum about Asset tags and an issue a user was having with asset numbering not tying back to the asset tags (getting out of sequence I believe was the issue). This isn’t about that specific piece but a more general tip around Asset ID numbering…
-
SmartConnect Define Company
Today’s #TipTuesday is a tip for those Dynamics GP customers using eOne Solutions’ SmartConnect. I often have a situation where I want users to select which company to integrate into themselves, instead of defining a single company on a map. What I’ll show in this post also opens up the possibility of integrating data into…
-
Mass Update CPY Basic Personal Exemption
Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption (“BPE”) amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption…
-
What’s included in those SQL rpt roles?
Today’s #TipTuesday is a security tip to help administrators identify what exact permissions the SQL fixed database roles have, that start with rpt*. When granting access to some of Windows users or groups, admins want to know what they can get into, right? The purpose behind the rpt* roles was for SSRS (SQL Reporting Services)…
-
Cdn Payroll T4 XML & Multiple Employers
Today’s #TipTuesday is too late for 2018 filings but hopefully, those this applies to will file it away for next year. The post is a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file…
-
Fun with XML, the end
(At least I hope it’s the end, LOL!). Here are the various parts of my mini-series so far: The story behind all of this (part 1) The technical deep dive into the SQL query (part 2) A bit about namespaces in the FOR XML (part 3) A bit about validating an XML file against an…
-
Fun with XML, part 4
The last of the “technical” parts of this mini-series is about how to validate an XML file with a parser, against an XSD schema. This would complete the list of things I learned in this journey to create a T5 XML file, that I didn’t know before I started. For those interested in the previous…
-
Fun with XML, part 3
The fun continues! Today’s post is about the namespaces. I was unable to figure this out for the longest time and ended up giving up, manually pasting in the values I needed for submission. It was only in prepping this post that I came up with a way to get the namespace attributes in the…
-
Fun with XML, part 2
Today’s post is a continuation of the mini-series I started on Feb 28th. Read the first part here which contains the story behind this. In this post, I’ll be getting into the technical details of what I learned. This is about the guts of the XML itself, in SQL, where I ended up writing this…
-
Fun with XML, part 1
This is going to be a short series of posts (short series, not short posts!) about my journey with creating an XML file for T5 filing with the Canada Revenue Agency (CRA for short). So many things happened in the last couple of weeks on this, that there were plenty of lessons learned to share…
-
Additional menu in GP windows
Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when using Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had…
-
Prepaid Visa Card rip-off
Recently, I was given a Visa gift card from a friend, which ultimately was given to her by someone else. She’d been holding onto it for over a year, with no particular need to use it and owed me for something so offered it up since she had no cash with her at the time.…
-
When did that GL Account get added?
This phrase was uttered in the office recently, by the person who is tracking final changes to the year-end Financial Statements. Her statements were out of balance, which turned out to be a new GL Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way…
-
SmartList Options
Today’s #TipTuesday is about the SmartList Options window, a hidden gem! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools. What is it? First of all, this window is found on the Administration…
-
Changing Password Managers
Back in October last year, I posted a couple of articles around my recommendations and use of Two-Factor authentication. (Here’s part 1 and part 2 for those articles.) In my part 2 post, I indicated that I was also using a password manager and was using LastPass at the time. I have recently switched to…
-
My write-off doesn’t add up!
Or does it? Today’s post is the first #TipTuesday of 2019 and a little bit of an obscure one at that. The short version is if using the write-off feature while applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance (HATB). In…
-
Keeping up with the MVP firehose
It’s January, which means we’re coming to the end of another contribution year for those of us Microsoft MVPs that are up for renewal on July 1st. By the end of March, we need to have submitted our contributions, and new this year, answered the four magic questions on the MVP site. This is the…
-
New Year’s Resolutions 2019
Well, it’s that time of year again, and time to look back at 2018 and plan for the new year. This is the 9th year where I’ve been writing these resolution posts and it’s always fun to look back at what I thought the last year would bring. If I could describe 2018 in one…
-
Top 10 Blog Posts from 2018
I took a look at last year’s top 10 list and 4 “new” posts made it to the top 10 with the oldest post being from August 2011. This year, 7 posts made the list from 2018, and 3 repeats. It’s always interesting what topics or posts have staying power or something relevant to today’s…
-
Clear Companies script & custom tables
This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year…
-
Quick Journals
The last couple of #TipTuesday posts have been around some older “new” features – copy journal entry and backout/correct journal entry. Today I thought I would write a quick tip post around one of the lesser-known options for creating journal entries in Dynamics GP: quick journals. Next week for my last #TipTuesday of the year,…
