SmartConnect, Variables & Quotes

Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo!

This tip is about eOne Solutions’ SmartConnect again, and while I am integrating into Dynamics GP ultimately, this tip is purely about a quirk with SmartConnect that is easy to miss.

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Object reference not set to an instance of an object

Today’s #TipTuesday is about one of the many things this error message could relate to, and it’s in the context of Dynamics GP and SmartConnect/eConnect integrations (not development, where it can also occur regularly for many other reasons). This error came up when I was attempting to preview my data in the Data Source section of the SmartConnect map and I couldn’t move past it until I figured out the cause.

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Fixed Asset Labelling

Today’s #TipTuesday comes about from a question on the GPUG forum about Asset tags and an issue a user was having with asset numbering not tying back to the asset tags (getting out of sequence I believe was the issue).

This isn’t about that specific piece but a more general tip around Asset ID numbering vs. Asset tagging and use of the Asset Label field. There is no right or wrong answer here, but I do lean towards utilizing the Asset Label field if your organization wants to track the physical asset label of an item, even if you currently use the Asset ID number for that label. More on that after this first section!

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SmartConnect Define Company

Today’s #TipTuesday is actually a tip for those Dynamics GP customers using eOne Solutions’ SmartConnect. Do you have a situation where you want your users to select which company to integrate into themselves, instead of defining a single company on a map? Well, you can… and what I’ll show you also opens up the possibility of integrating to multiple companies in one map, if you want to.

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Mass Update CPY Basic Personal Exemption

Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption amounts or that somehow the wrong amounts are in there. So, today’s #TipTuesday is a short one: what’s the quickest (& safest) way to update this if it was wrong on multiple people?

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What’s included in those SQL rpt roles?

Today’s #TipTuesday is a security tip to help you identify what exact permissions the SQL fixed database roles have, that start with rpt*. If you’re granting access to some of your windows users or groups, you want to know what they can get into, right?

The purpose behind the rpt* roles is generally for SSRS (SQL Reporting Services) reports that ship with Dynamics GP since users running those reports are outside of GP, not tying into GP permissions. There are plenty of other posts out there about GP & SSRS, so I am not going to get into that here. Instead I am going to show you a SQL query I’ve used to see what permissions are granted to what role, login, user or group in SQL.

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Cdn Payroll T4 XML & Multiple Employers

Today’s #TipTuesday is too late for 2018 filings but hopefully those this applies to will file it away for next year. The post is as a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file for multiple employers.

TL;DR version: it does that out of the box although the UI doesn’t make it seem like it would! Since some people may stumble across this post and use other ERP systems, this post is specific to Dynamics GP and the Canadian Payroll module.

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Fun with XML, the end

(At least I hope it’s the end, LOL!). Here are the various parts to my mini-series so far, which is the story behind all of this (part 1), the technical deep dive into the SQL query (part 2), a bit about namespaces in the FOR XML (part 3) and finally a bit about validating an XML file against an XSD schema (part 4).

So, what is this post about? This is taking a step back to describe the process itself. The part 1 story tells you what I’m doing, and ultimately I am all about the process. It’s one thing to create some code in order to create an XML file, but ultimately the best solution for an ongoing, repeatable process is to think about the end to end steps from the point of view of the user. This is about the “solution” that I created, which may give you some ideas on either the thought process behind it, or ideas on how to mimic the same thing yourself for a process of your own on something else.

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Additional menu in GP windows

Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when you use Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had forgotten about how security worked, as it relates to Extender. I can’t say 100% that this applies generically to all Additional menu items but I believe it does. Someone can comment if I’m incorrect here!

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When did that G/L Account get added?

This phrase was uttered in the office recently, by the person who is tracking final changes to the year end Financial Statements. Her statements were out of balance, which turned out to be a new G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!”

Yes, there must be a way! Cue the SmartList-based Home Page Reminders. This is the subject of today’s #TipTuesday post.

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