This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what you see.
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Tag: Tips
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 window.
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 creating a “living” document that has embedded links to SQL views that you can run and tweak in your own Dynamics GP environment to create custom smartlists with. The document says it is for Smartlist Designer but the reality is if you create these SQL views, you can also use them in eOne’s Smartlist Builder if you have the product instead.
Tax Schedule Tip
I’ve got to admit, this tip has been on my list for a LONG time, and relates to a pet peeve of mine with the configuration of tax schedules. Here is this week’s #TipTuesday for you!
Did you know that you don’t need to have separate tax schedules for a “purchasing” tax and a “sales” tax if they are fundamentally the same? Perhaps this doesn’t happen in the USA but in Canada, most jurisdictions have HST (Harmonized Sales Tax) that are the same whether you are buying or selling.
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 # of products/dictionaries installed on a given workstation, the list of products (product # followed by product name) and then the pathnames to the Code, Forms and Reports respectively for each of those dictionaries, in that order. Back in 2010, I wrote a series about Report Writer and the first post was some detail around the Dynamics.set, how to read it, etc.
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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 is going through an upgrade from Dynamics GP 2013 to GP 2016. One of the tasks on my checklist was to review the Unassigned Security Report for new features and update security roles as needed. However, I ran into an issue.
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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’s really just explaining what the Web Client User Only tickbox is for and what happens if you mark that on a user that already has a SQL login.
Forcing a SQL login in Web Client
Here’s my next #TipTuesday post, which is somewhat of a follow up on another post a few days ago about Web Client & Account Level Security. In that article, I described a couple of bugs that are really authentication related that prevent using Account Level Security (ALS) in the Web Client. That bug is predicated on one assumption: that you’re using the default Windows authentication to log into Web Client.
Upgrade your company names!
Today’s #TipTuesday post is a play on words, an upgrade tip. If you are upgrading Dynamics GP, during your test upgrade phase, consider renaming (slightly) your company names in your test environment.
Why?
Every single report you print from Dynamics GP will (by default, at least) have the company name print on it. The vast majority of reports will look identical to your pre-upgrade environment, most times at least. That means you can’t tell the reports apart after you print them out.
So… my tip is to rename my companies. This saves me handwriting on every single report printout which environment I printed this from! Easy peasy!
This screenshot is an example from my current company’s upgrade. We are upgrading on 2 new servers which will be a new production server and a new test server. So, on the ‘future’ production server, all of my companies are renamed with an abbreviated name + “Upgrade P” for production and “Upgrade D” for dev environment.
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.