I’m going to file this post under “I’m glad I was late writing it” because in the time that we were notified of a tax change, to the time Dynamics GP tax update code was ready for download, to yesterday’s news that Ontario has cancelled their planned update, things have changed!
This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what you see.
Continue reading “Navigation Pane Options”
Today’s #TipTuesday is a recap of the User Preferences window. Last week I was doing some upgrade testing with some staff and I realized some users weren’t aware of how to personalize some elements of their Dynamics GP environment. So, this is a brief recap of what kinds of things are in the User Preferences window.
At the end of April, I thought I would do an experiment. I kept track of nearly every email that I received as a part of the MVP program for the entire month of May. I deleted nothing. However, some emails such as calendar invites are auto-deleted in Outlook once you accept or decline the invitation, so I may be missing a few. (I know you can change that behaviour in Outlook but I didn’t want to change my normal settings for the sake of an experiment!)
As a Microsoft MVP, depending on how many Distribution Lists (DLs) you subscribe you, you may get a LOT of emails. I was curious to keep track of exactly how many on a random month. May was that month!
There is no “one” reference point since every MVP will customize what DLs they subscribe to, if any, and what other forms of communications their product group prefers to use. For this post, my reference point, I subscribe to 2 DL’s in Business Solutions, which for the sake of NDA I will call “the primary one” we are all told we should follow and one for my own product group, Dynamics GP. Those in Business Solutions will know what I mean.
There are 7 different DLs in Business Solutions, not including ones marked as “Retired”. I also subscribe to 1 Data Platform DL, out of 16 in that award category. There is absolutely no way to effectively keep up with the information if I chose to subscribe to more, let alone what I already subscribe to, so, I must limit myself to a handful of DLs to keep sane!
Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists.
Microsoft has creating a “living” document that has embedded links to SQL views that you can run and tweak in your own Dynamics GP environment to create custom smartlists with. The document says it is for Smartlist Designer but the reality is if you create these SQL views, you can also use them in eOne’s Smartlist Builder if you have the product instead.
I’ve got to admit, this tip has been on my list for a LONG time, and relates to a pet peeve of mine with the configuration of tax schedules. Here is this week’s #TipTuesday for you!
Did you know that you don’t need to have separate tax schedules for a “purchasing” tax and a “sales” tax if they are fundamentally the same? Perhaps this doesn’t happen in the USA but in Canada, most jurisdictions have HST (Harmonized Sales Tax) that are the same whether you are buying or selling.
Recently I’ve noticed that every time I open an Excel document from my OneDrive sync folders, I’d be prompted with one of two messages/warnings.
One was “Upload Pending” and the other was “SERVER FILE UPDATED. A newer version is available” with a Reopen Document prompt. This has been happening in nearly every single document I open from my OneDrive folders. It is super annoying!
Today’s #TipTuesday post is one for those who modify reports in Report Writer (mostly) or anyone who has an alternate Dynamics.set file they wish to launch in their Dynamics GP environment.
A quick review of the terms here: the Dynamics.set file is a launch file that displays the # of products/dictionaries installed on a given workstation, the list of products (product # followed by product name) and then the pathnames to the Code, Forms and Reports respectively for each of those dictionaries, in that order. Back in 2010, I wrote a series about Report Writer and the first post was some detail around the Dynamics.set, how to read it, etc.
This wasn’t going to be a “Tip” post but it’s Monday night as I write this, so it’s now becoming this week’s #TipTuesday. Funny how deadlines work! 🙂
Late last week, I was working on some upgrade tasks as my firm is going through an upgrade from Dynamics GP 2013 to GP 2016. One of the tasks on my checklist was to review the Unassigned Security Report for new features and update security roles as needed. However, I ran into an issue.
This is a short post and a weird one! Tonight I was setting up my sample data to test some scenarios for a blog I’m working on. Earlier this week, I came across a situation with the Unassigned Security Report in Dynamics GP and I wanted to write a blog about that. Stay tuned for that!
Cue the testing. As with many blogs I write, there is an element of testing and setting up scenarios to get the facts correct, get the necessary screenshots and generally ensure I’m not missing something when I write. Tonight was no different.