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 word or phrase, it would be “emotional roller-coaster”. This year had more ups and downs that I’ve had in a long while. My life is fairly simple overall and I don’t tend to vary emotionally much (I don’t think) but 2018 reminded me that no one is immune to things affecting your mental health, no matter how strong a person you are otherwise.

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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 searches! I guess it’s safe to say that users still continue to have issues restoring GP from time to time (my #1 post year after year), FRx will never die (always in the top 3 year after year) and ROE field information is apparently universally sought after!

Here are the top 10 posts from 2018:

  1. Restore Issue on GP 2015 drove me nuts! (August 2015, last year rank #1)
  2. Tips for dates in Dynamics GP (January 2018)
  3. Canadian Payroll some ROE fields demystified (August 2011, last year rank #2)
  4. Write off small customer balances (January 2018)
  5. Microsoft Treehouses (March 2018)
  6. Upload pending issue in Excel with OneDrive (May 2018)
  7. GP 2018 R2 Intelligent Cloud (October 2018)
  8. FRx with Dynamics GP 2015 (April 2015, last year rank #4)
  9. Big news, I’ve changed jobs! (January 2018)
  10. GP Tech 2018 Day 1+ (August 2018)

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 in fact, but I didn’t get into the Clear Companies script.

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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, I’ll have a post about the other option which is clearing entries.

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Backout or Correct Journal Entry

Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing or correcting journal entries without utilizing this. The best part about this is the control – a user cannot backout the same entry twice and the original entry plus the new entries are forever linked with the history of any backout and correction. Doing these types of corrections manually means there is always room for error, always questions of “did this ever get corrected?”, etc.

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Getting a list of write-offs follow up

Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow up where I’ll walk through in fairly high level detail a way that should be a lot more reliable as it’s based on the apply table(s) in Dynamics GP.

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Getting a list of write-offs

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use the Write Off Documents routine I describe in the blog linked above. The key is this is looking only for documents with a “write-off” amount.

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