Excel – where did my workbook go?

Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on their computer, I realized what the problem was. It turns out someone accidentally “hid” the workbook and then saved it for the next unsuspecting user. To the user, it was akin to voodoo, something appears to “open” but nothing is visible.

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SmartList Export: Excel cannot open error

Today’s #TipTuesday is one a client ran into a little while ago, and is worth sharing how you may find out what is causing the issue. The TL;DR version is a strange character somehow was input into an invoice comment and it caused an issue when that record (with that field) was exported to Excel from a Dynamics GP SmartList. Exporting to Word instead of Excel showed where the character was to be able to edit the data to remove it.

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Testing email functionality

Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips around how to test it. As you may have read in my post last week, I made some mistakes in testing that have led to this post. Long story short: I neglected to edit all the tables that had live email addresses when I did some testing. There are some other things I could have also done to prevent compounding the problem, and all of that is what I intend to cover in this post.

The background to this post is the standard non-Workflow related email for emailing documents to customers or vendors. While some of what I’m about to say may apply to Workflow emails, I am going to be explicit here and say I didn’t not document all of the places where Workflow may contain data and it’s not covered here. The only mention of Workflow is in relation to valid Series settings in the SY04902 table.

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Owning up to your mistakes

It’s been a while since I wrote a non-technical post, so I thought I would share a situation that happened to me earlier this week and how I dealt with it. At the risk of coming across as a complete moron to whomever reads this, when many would simply never mention it again, I am a believer that sharing things helps others. The gist of this post is not about the mistake itself but how to own up to them, or more specifically, how I own up to them.

There are many articles about how social media makes it seem like everyone around you is doing great, the sky is always blue and the sun is always shining and how that tricks people into believing your own life is somehow abnormal or inferior. The same goes with reading or hearing about the work of people successful in their given field, you’d often think “Wow, they’re perfect, I’ll bet they never make mistakes!”. I am fortunate not to have much to complain about, but I do share both good and bad things for just that reason – to show I’m human, and to be human is to be imperfect. I make mistakes. We all make mistakes. I have learned from other people sharing their rough moments and perhaps someone will learn something from mine.

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Fixed Assets GL Posting Flow Part 8

Today’s #TipTuesday is the finale of my series on Fixed Asset transactions in Dynamics GP and what G/L accounts get used where. Today is where I will walk through the rest of the catch-all set of scenarios around what kinds of asset changes impact the G/L.

The previous posts so far are:

  1. Additions with & without YTD/LTD amortization
  2. Depreciation/Amortization
  3. Retirements in the 1st year of ownership
  4. Retirements after the 1st year of ownership
  5. Different retirement types & impact on Gain/Loss Account
  6. Retirements with proceeds and sale expenses
  7. Account changes & Mass Change impact on G/L
Continue reading “Fixed Assets GL Posting Flow Part 8”

Fixed Assets GL Posting Flow Part 7

Today’s #TipTuesday is a continuation of my series on Fixed Asset transactions in Dynamics GP and what G/L accounts get used where. Today is the second-last of the series, where I will walk through a catch-all set of scenarios around what kinds of asset changes impact the G/L. Half of the scenarios are here, and the rest I’ll cover next week.

The previous posts so far are:

  1. Additions with & without YTD/LTD amortization
  2. Depreciation/Amortization
  3. Retirements in the 1st year of ownership
  4. Retirements after the 1st year of ownership
  5. Different retirement types & impact on Gain/Loss Account
  6. Retirements with proceeds and sale expenses
Continue reading “Fixed Assets GL Posting Flow Part 7”

Fixed Assets GL Posting Flow Part 6

Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today is the last of the “retirement” scenarios I plan on covering and it is: proceeds (cash, non-cash), sale expenses and their impact on the resulting retirement journal entry.

The previous posts so far are:

  1. Additions with & without YTD/LTD amortization
  2. Depreciation/Amortization
  3. Retirements in the 1st year of ownership
  4. Retirements after the 1st year of ownership
  5. Different retirement types & impact on Gain/Loss Account
Continue reading “Fixed Assets GL Posting Flow Part 6”

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