Canadian Payroll Mid-Year Update 2021

A week or so ago, the mid-year update for Dynamics GP was dropped. For Dynamics GP Canadian Payroll users, there are only tax changes in 1 jurisdiction – New Brunswick. In addition to the CPY updates, there are a number of other fixes in this update. As is typical with the mid-year update, it is more than just Canadian Payroll updates, it’s a full service pack.

For all of the details on the other changes, please refer to Terry Heley’s blog post. There are simply too many updates listed to summarize!

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GP Upgrades – know your environment part 2

In my last post in this Dynamics GP upgrade series, I talked about getting to know your environment. The importance of understanding some of the moving parts cannot be understated, if you are “in charge” of your environment in any meaningful way. Reading this series won’t allow you to bypass utilizing a partner or consultant for some things, but hopefully it gives you more background to understand different parts of the environment, and perhaps fill some knowledge gaps.

In this blog post, I will continue on the Know Your Environment angle, continuing from where I left off. I covered most of the core Dynamics GP “Microsoft” elements of a given environment but ignored ISVs plus many other parts of the environment to be aware of. Overall this part of the upgrade series may still take more than 2 posts to adequately cover!

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GP Upgrades – know your environment

This is the 3rd post in my series about GP Upgrades. Today’s topic is what I refer to as “getting to know your environment”, as part of the planning process around your upgrade. If you are planning an upgrade, it’s important to understand where the moving parts are, and at least to have what I refer to as a “conversational” knowledge of your GP system, even if you aren’t familiar with the nitty gritty details. This is too long a section for one post so I will be breaking it up into smaller pieces.

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SmartList Export: Excel content error

Last year, I wrote a post about a relatively common SmartList Export error, the “Excel cannot open the file” error. Today, I was working on a client upgrade and cleaned up a ton of minor issues with some Canadian Payroll smartlists they use.

In writing this post, I have also developed a quick hatred for SmartList Designer, as you will read later in the post.

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GP Upgrades – process overview

Last week I posted the first in a series I am writing relating to Dynamics GP upgrades. This week’s topic is an overview of what the process looks like for many organizations, from the point of view of upgrades I’ve done or been involved with. At the end of this post I’ve included a Context section to further clarify what my background is which will heavily shape the recommendations and approaches I discuss through this entire series.

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GP Upgrade Tips series intro

I’m finally ready to get back into a regular blogging rhythm and will be starting a series around Dynamics GP upgrades. I’ve presented on this topic a few times and what I plan on covering is how I approach and manage upgrades. What this series will not be about are the technical “how to upgrade” aspects. There are plenty of other articles out there covering the actual upgrade process and technical elements, so I don’t feel the need to repeat that here.

I am working with a client on their upgrade now so a lot of the things I cover will be fresh in my mind as they are in the “test upgrade” phase right now, and not “going live” for a few more weeks now. This also may result in the topics being a little bit random, vs. a specific order of events style of posting!

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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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