Tag: #tip

  • Excel tip – copy & paste unique values

    Here’s a cool little Excel tip for #TipTuesday. Have you ever had a column of information in Excel and wanted to get a distinct / unique list of values from one of your columns of data? I learned a new thing last week doing just this, and, surprise, it wasn’t “create a pivot table with…

  • Flash Fill in Excel

    Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where users could use this in a pinch in GP from an exported Smartlist, at the end of this post! Flash Fill came out in Office 2013 (as far as I…

  • GP Utilities user permissions

    Today’s #TipTuesday post is about GP Utilities and what permissions are required. For those going through any service pack install or upgrade, there might be a lot of workstations that need to be updated! In our case, we just upgraded the Dynamics GP environment and wanted all hands on deck to help with installs, including…

  • Start/Stop SQL by Batch File

    Today’s #TipTuesday post is for anyone who might be running more than one local instance of SQL Server. I often have at least a couple of instances on my laptop, as historically I would want to have the ability to mimic some client installs, as close as I can. While I am no longer a…

  • Send Message to Users

    Today’s #TipTuesday post is a simple one, and it’s about user notifications. In Dynamics GP 2013 R2, the “Send Users Message” feature was introduced as an easy way to send a notification to users who are logged in or to add a task to the users’ reminder list in Dynamics GP. How to use it…

  • Budget Transactions vs Budget Upload

    Today’s #TipTuesday is a brief post about Budget Transactions. Introduced in GP 2010, Budget Transactions were a feature to add more control over budget changes in Dynamics GP. Here is a brief post on how it works. Why would I use this? In the past with Dynamics GP, before GP 2010, changing a budget meant…

  • Retained Earnings account is inactive error

    Today’s #TipTuesday post comes from a GPUG forum question that someone posted recently, answered by Victoria Yudin. It’s a good example of what I like to post as “tips” because it’s pretty small but useful to know. The question essentially was about getting an error about an inactive Retained Earnings account when trying to run…

  • SSRS 2016 Report Builder Permissions

    Today’s #TipTuesday is around the permissions required for either creating reports or publishing reports in SSRS. These are permissions as they relate to Report Builder 3.0 at least, as I haven’t tested that the same is true via Business Intelligence Development Studio (BIDS). I assume the same applies but haven’t tested that myself so YMMV.…

  • Getting rid of Day in Mgmt. Reporter date format

    Today’s #TipTuesday I *swear* I’ve blogged about before but for the life of me, I cannot find it in my posts. So… I’m documenting it here because I ran into this again after our latest Dynamics GP upgrade and had to search for my documentation to find the details of the fix. This tip is…

  • Lookup window tips

    Today’s #TipTuesday contains some Lookup window tips. After last week’s tip on finding a shortcut to the Available to Promise window, I realized some hidden gems on Dynamics GP Lookup windows are often overlooked. What’s a “Lookup” window? Simply stated, these are the windows behind any magnifying glass icon in Dynamics GP. The primary purpose…

  • Hidden shortcut on Item lookup window

    I wrote this on a plane because I realized I was heading on vacation and hadn’t yet written a #TipTuesday post. I’m on a roll now and didn’t want to skip a week!! So, this is pretty short, and maybe everyone else knows about this but it was new to me so I thought I…

  • Remote Desktop & Multiple Monitors

    Today’s #TipTuesday has nothing to do with Dynamics GP. I was working from home the other day and was connecting to the office via Remote Desktop Services. I have a small tip to share with those who do the same and have multiple monitors at home. Remote Desktop Connection options Before clicking on Connect after…

  • Navigation Pane Options

    This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what I can see. How to customize it By default, the navigation pane will show 4-5 panes, as pictured below. Depending on what I have installed in my environment, there may be more “panes” I have as icons below that.…

  • User Preferences tips

    Today’s #TipTuesday is a recap of the User Preferences window. Last week I was doing some upgrade testing with some staff and I realized some users weren’t aware of how to personalize some elements of their Dynamics GP environment. So, this is a brief recap of what kinds of things are in the User Preferences…

  • Sample SQL Views for Smartlists

    Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists. Microsoft has created a “living” document that has embedded links to SQL views that an admin can run and tweak in their Dynamics GP environment to create custom SmartLists. The document says it is…

  • Launching GP with alternate Dynamics.set file

    Today’s #TipTuesday post is one for those who modify reports in Report Writer (mostly) or anyone who has an alternate Dynamics.set file they wish to launch in their Dynamics GP environment. A quick review of the terms here: the Dynamics.set file is a launch file that displays the number of products/dictionaries installed on a given…

  • Unassigned Security Report & Superuser roles

    This wasn’t going to be a “Tip” post but it’s Monday night as I write this, so it’s now becoming this week’s #TipTuesday. Funny how deadlines work! 🙂 Late last week, I was working on some upgrade tasks as my firm was going through an upgrade from Dynamics GP 2013 to GP 2016. One of…

  • What does Web Client User Only do?

    Today’s #TipTuesday post is another Web Client/User Setup post. This one is a bit simpler than my last few, and it just explains what the Web Client User Only tickbox is for and what happens if that is marked on a user that already has a SQL login. For organizations upgrading and adding the Web…

  • Forcing a SQL login in Web Client

    Here’s my next #TipTuesday post, which is somewhat of a follow-up to another post a few days ago about Web Client & Account Level Security. In that article, I described a couple of bugs that are authentication-related that prevent the use of Account Level Security (ALS) in the Web Client. That bug is predicated on…

  • Upgrade your company names!

    Today’s #TipTuesday post is a play on words, an upgrade tip. When upgrading Dynamics GP, during a test upgrade phase, consider renaming (slightly) the company names in the test environment. Why? Every single report printed from Dynamics GP will (by default, at least) have the company name printed on it. The vast majority of reports…

  • Reset Home Page

    Today’s the next instalment in my #TipTuesday series. This tip is about the home page in Dynamics GP. Wouldn’t you know it? I was trying to think of what I was going to write about for today’s post and a user had an issue with their home page. It was stuck. They couldn’t add or…

  • Unnecessary restrictions in report options window

    Today’s #TipTuesday post is about Dynamics GP Report Options windows. In most reports in Dynamics GP, there are options windows for handling parameters for reports, whether that be inputting a range of customers, GL accounts, vendors, transaction references etc. Over the years, I have repeatedly seen examples where customers have put in redundant restrictions: an…

  • Currency symbols in Dynamics GP

    This is another post in my #TipTuesday series. Today’s topic is a commentary on currency IDs as well as a tip on currency symbols. I doubt everyone will agree with my thoughts on the items below as there are different approaches to configuring Dynamics GP. I think this also has elements of an “it depends”…

  • View options for multicurrency

    Today’s #TipTuesday is another multicurrency tip. This is a simple one but I have still seen many customers with transactional errors simply because the user’s settings are such that it’s easy to mistakenly enter a transaction in the wrong currency. This post is going to be relevant to those organizations whose Dynamics GP environment has…

  • Multi-select serial numbers

    Today’s #TipTuesday is a short one. This one is about multi-selecting Serial Numbers in Dynamics GP. Yes, this minor feature added in GP 2015 allows a user to select multiple serial numbers instead of clicking and inserting one at a time. In my example below, I’m specifically selecting random, non-sequential numbers. To do this, use…