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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 change the panes in it anymore, and the one pane that was visible was maximized without the little icon to shrink it back to normal size. I’ve seen this at other clients too from time to time and have no idea what causes this, but it’s random and annoying!

Here are a couple of ways to fix this issue.

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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 restrictions that are redundant: an “A to Z” type of restriction. My guess is the user thinks they *have* to put a restriction of some sort in the window for the report to work. However, it doesn’t work that way…

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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” situation whether it makes sense for your organization or not. In any case, here is my take on currency setup & symbols and a couple of my tips I follow when configuring currencies.

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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.

If your Dynamics GP environment doesn’t have multicurrency enabled, this post is of no value to you! However, for everyone else, when you transact in another currency, this tip may be useful and lead to fewer errors in data entry or analysis.

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Tips for refreshing a test company

Today’s #TipTuesday is not an application tip but a technical one.

Most Dynamics GP clients have one or more test companies or test environments. I’d be willing to wager that many have some standard scripting that is run when a test company is refreshed and may even automate it in a SQL stored procedure or job. There are at least 2 standard Microsoft scripts that should be run all the time: changing the db_owner to ‘DYNSA’ and the standard script to update company database references in the refreshed company db.

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Account Maintenance Options

Today’s #TipTuesday is a “back to the basics” tip. I wanted to cover off a few areas in G/L Account Maintenance that are often overlooked or that users are unaware of.

The first one, Allow Account Entry, is a favourite of mine because too often I’ve seen organizations with reconciliation issues that were caused by “rogue” journal entries posted directly to accounts that shouldn’t ever be posted directly to.

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