Project Accounting: Update Budget Lines – the good and the ugly

The other day a client asked me if there was a way to mass-add a new cost category to all projects at once.  I actually didn’t know there was a new function to do this starting with GP 10, but a quick google search resulted in a post from Mark Polino describing this exact thing.

Wow.  That doesn’t happen every day… I was thinking of the alternatives I would explain the client, but was really happy to see this added functionality.

Until… today, after the client used the new window, and rolled down a new cost category to every project they have, they found a problem. Uh oh!

This particular article relates to the Project Accounting module in Dynamics GP, and the Update Budget Lines window under the Routines menu.
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Report Writer Series: Keys, Restrictions, Sorting, Grids

Here, at long last, is my next-to-last blog post in the Report Writer series. It’s not that I’ve covered everything you could possibly know about Report Writer, not by a long shot, but what I’ve found is some of the basic information I’ve shared thus far wasn’t as easy to find as the more advanced stuff was.  Do you want to know about using VBA with Report Writer? Editing package files? Adding Extender fields to a Report Writer report? There are many things like these that are already covered by the Dynamics GP community. In my last article I will summarize my series and include a few links to other Report Writer resources if you haven’t found them already!

Now onto this article… This one is a bit of a hodge-podge of things, there is no particular reason why these are all lumped together in one!  The items here probably deserve more in-depth discussion but for the purposes of this blog I just wanted to highlight a few key things about them rather than dig deep into their usefulness.

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Report Writer Series: Custom Reports

The next in my series of blog posts about Report Writer is a brief article on Custom reports.

Why would you create a custom report in Report Writer?  (really… why?) I’ve done it a handful of times, and don’t particularly recommend it (with all due respect to David Musgrave 🙂 ) but there are a couple simple reasons why it makes sense sometimes.  The types of reports you would create with it would need to be extremely simple due to the fact there is no end user option for sorting or filtering results and no parameter input.
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Canadian Payroll – Transmission Header Incorrect Length error

This is a repeat of an article I wrote in November 2011 with updated information.

Issue #2 in that blog was regarding permissions during the Generate Cheques routine and the message “There is an error in the Transmission Header – Incorrect Length”.

At that time, the fix seemed pretty obvious and it worked during testing on Windows 7 machines.  I wrote about it, forgot about it, and moved on.  Months later I learned the client doesn’t use Windows 7 on the machines that they use payroll for (those machines happen to be older Windows XP machines) so the error never came up again and I had completely forgotten about it.
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Free Stuff for GP!

You read that correctly!  Microsoft has decided to change the way they work with some of their utilities and tools.  Previously there were charges to get access to tools or utilities like Customer Modifier and Customer Combiner (and Vendor, Account, Item etc.).  On the partner side, we had to purchase those outside of the normal ordering processes (they weren’t “modules” like ordering something like Integration Manager was).  They want to streamline that to eliminate some of their Direct Billing policies and that means Dynamics GP customers win!
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Some Canadian Payroll & Project Accounting gotchas!

Recently, a client of mine experienced a couple of weird things when we started to configure another Dynamics GP company for them with Canadian Payroll and Project Accounting in action.  One of them is definitely something to look out for if you use the Canadian Payroll import processes; the second is more of a head-scratcher type of error where you don’t know what the real problem is.

I call these things “gotchas” – I’m not sure that translates into all languages but generally means to me at least, something that “GOT” me, that I wasn’t expecting or didn’t think to look out for.
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