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.
Continue reading “SmartList Export: Excel content error”
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.
Continue reading “GP Upgrades – process overview”
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!
Continue reading “GP Upgrade Tips series intro”
WOW, it’s been *some time* since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned!
This is a super easy tip that I learned today. I also learned I’m a super lazy PowerPoint creator. I create PowerPoint presentations by copying the last presentation I did and duplicating a bunch of slides that have the layout I like. 40 slides in, I realize every darn slide has the same Presenter’s Notes in it. DOH!
Continue reading “Remove all notes in PowerPoint”
Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on their computer, I realized what the problem was. It turns out someone accidentally “hid” the workbook and then saved it for the next unsuspecting user. To the user, it was akin to voodoo, something appears to “open” but nothing is visible.
Continue reading “Excel – where did my workbook go?”
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.
Continue reading “SmartList Export: Excel cannot open error”
This post is purely to save someone else (or my future self) the frustration of troubleshooting their Thunderbolt dock if they reinstall Windows and then can’t get the dock working.
Continue reading “Thunderbolt dock problem? Try this.”
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.
Continue reading “Testing email functionality”
Today’s #TipTuesday is a continuation of my series on Fixed Asset transactions in Dynamics GP and what G/L accounts get used where. Today is the second-last of the series, where I will walk through a catch-all set of scenarios around what kinds of asset changes impact the G/L. Half of the scenarios are here, and the rest I’ll cover next week.
The previous posts so far are:
Continue reading “Fixed Assets GL Posting Flow Part 7”
- Additions with & without YTD/LTD amortization
- Retirements in the 1st year of ownership
- Retirements after the 1st year of ownership
- Different retirement types & impact on Gain/Loss Account
- Retirements with proceeds and sale expenses