-
Transaction Descriptions & POP to PM MS Connect Suggestion
Time for one of those obscure issue blogs, that won’t affect very many people, but the odd person might find this very useful to clarify what they are or are not seeing happen (and give me a couple of years, I’ll forget, and find my blog post!). This story starts with a client, who requested…
-
Why Edit Lists are important
A few years ago, I had an idea for a post about batches and why I recommend them but I never followed through on the idea. I had written a short post last year about Transaction vs. Batch posting but that’s as close as I got to elaborating on my blog thought. I was reminded today…
-
Multiple instances of GP & applying service packs
I recently purchased a new laptop and loaded it up with 16 GB of RAM so it could handle having multiple instances of Microsoft Dynamics GP on it. Two of the instances are of GP 2016. One of the wrinkles of having test machines with multiple instances of the same version of GP is ensuring service packs are…
-
Dynamics GP Word Template Error & Compatibility Mode
A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque! I did my…
-
Year End Close & the Inactive Account Myth
This was a blog I was planning on writing earlier this year but the topic had slipped my mind. Earlier today I was browsing the forums at GPUG and one thread reminded me of this topic so I figured today’s a good time to get this post written while it’s fresh in my mind. The…
-
Transaction vs. Batch Posting
I was working with a new Dynamics GP user recently, and one of the issues that they asked me about was an error they received when they tried to post a cash receipt transaction. Error: “You cannot post. The transaction is assigned to a batch.” Many users would have seen this before and know immediately what the…
-
Restore issue on GP 2015 drove me nuts!
I lost an evening that I’ll never get back over something so stupid I wish I had just stopped to think about this issue a little more. The situation was this: I just upgraded a client from GP 2010 to GP 2015. I didn’t upgrade the test companies, because it’s a waste of time right? So…
-
GP & Lowercase Database IDs
Some days I feel like I’m on a game show, where troubleshooting is a contest… “I’ll take strange GP errors for $400 Alex!”. Today is one of those days! One of my clients imports in SOP and Payables transactions via eConnect and then uses Postmaster Enterprise to post the batches. Today one of the QA…
-
GP 2015 is released!
Right on time, Microsoft announced the release of Dynamics GP 2015 yesterday (December 1, 2014). Awesome! Tons of new features and continued advancement in the integration of data and possibilities for applications. As always, watch the Dynamics GP team blog for the most up-to-date information and new feature announcements. I’m excited for a number of…
-
Project Accounting mystery COGS account
A while back, a long-time client of mine told me about an issue they were having that they couldn’t explain. No problem, I said, let me have a look. I come from the school of “everything has a reason, things don’t just happen by themselves”. Well…. The issue On Receivings Trx Entry, the COGS account…
-
Full vs Light User licenses
This is short and sweet – as I don’t usually post “sales” types of things and don’t intend to start now! It’s somewhat of a tale of two client scenarios, and advice to those who hear certain things from their clients and are in a position to recommend license options. I’ve got two clients right…
-
Project Accounting – Misc Log eConnect issue
My last post about the good and the ugly of the Update Budget Lines feature had a continuing theme to it. I was telling the story of the client who mass-updated 650+ projects with a new cost category only to find the budget sources set to Specific didn’t get populated with the default “specific” GL…
-
Project Accounting – Update Budget Lines, the good, the bad 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 simultaneously. I 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…
-
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…
-
Why does the JE description say “Receivings Transaction Entry”?
A question similar to this came up in a forum recently, essentially the question was “Where can you change the description of a transaction from a Dynamics GP Receivings Shipment or Shipment/Invoice”? The short answer is, that it’s very well hidden but it is there, and most users don’t see it and generally, it stays…
-
How secure are your passwords?
A recent scenario at a client got me thinking about security – or lack thereof – that exists at some clients for various reasons as well as the flip side of ridiculous security that was going too far the other way. The Background I’ve been documenting the configuration of a third-party reporting & budgeting tool one…
-
Bug month! Issues with Project Accounting employee vendors & EFT
It must be “bug month” for me, as I have another issue. One is reported as a bug – kind of – and the other, reading between the lines, will not be considered a bug when all is said and done. The Issue There are 2 actual problems but both are caused by the same thing…
-
Excel Report Builder – bug in SQL views created
I’m not sure why, but I always seem to find the obscure bugs in GP, the ones that don’t affect many others. I guess it’s called a gift. 😄 Today, I found another one that affects GP10 (although has been resolved – I can’t verify that yet) and a slight variation of the same for…
-
Client Updates & Archiving old service packs
What usually is a typical service pack install client visit started on the wrong foot. I am installing SP2 for GP2010 plus related hotfixes for a client, and the last time I was here was in January for the year-end tax updates. While I was doing my usual preparation, before I even started the process of installing…
-
Fun with changing a server name!
I write this with a little embarrassment at the solution to a problem I had. Earlier this week I renamed a server I’m using for GP2010 to prepare for a new network and improve my network naming conventions. I’ve changed server names before at clients and the steps and places I need to make updates are…
-
Adopting new GP2010 features
I’m behind on my blogging this week! Usually, my weekends are my writing time, but instead of writing blogs, I was doing my own month-end and billings for January. One of the clients I sent an invoice to emailed me today via the new GP2010 EFT Remittance email functionality with my remittance advice for their January…
-
What happens when you hit the max Journal Entry Number
This falls under the category of “Who knew?”! There is a long story as to why I even tested this in the first place, but it’s not very interesting so I will spare everyone the details! Suffice it to say I’m evaluating some requirements for a client planning to add a significant volume of transactions…
-
The cost of inefficient processes
Last week I sat with a user at a not-for-profit agency. This user is an older semi-retired gentleman who has a fairly strong accounting background and is supposed to be working 3 days a week. They converted to Dynamics GP in October 2010 after using Simply Accounting for years. The Executive Director called me to…
-
The Support Debugging Tool is my new best friend
I have known about the Support Debugging Tool for a while but have never had to install and use it at a client location. I took advantage of a recent client upgrade from GP9 to GP2010 to install it on all of the workstations while we rolled out GP2010. It has already paid dividends! One…
-
Remember me! New GP2010 feature
In GP2010, a new feature was introduced to remember the user and company. I’ve seen a few blog posts about this; however, I have also seen some incorrect information being posted about this topic which I hope to clear up. What is it? There are two parts to this: Remember User and Password which automatically…