Excel tip – “corner” copy

Today’s #TipTuesday post is a little Excel tip. It’s one of those things that I assume most people know it, and then I work wth someone and watch them use Excel and end up teaching it to someone. I call it corner copy but I’m sure there’s some official name!

There are 2 parts to this tip really: one is the copy via double clicking on the lower right corner and the bigger tip is the little pop-up window that gives you options on how that command is executed. That little pop-up window is the *gem* of this tip in my opinion as it appears in numerous instances of doing things in Excel.

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Dynamics GP & Office 365

Today’s #TipTuesday is a post about Office 365 and Dynamics GP and is specific to email functionality such as emailing Purchase Orders, EFT Remittances and Sales Documents. Rest assured that most other functionality other than email seems straight-forward and works no matter what (like exporting from Smartlist). (At least that’s my experience although there may be exceptions I am unware of!)

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Excel Paste Special – Operations

Today’s #TipTuesday is an Excel tip. Did you know there are some funky Paste Special options beyond the basics like Paste Values, Paste Formats etc.? I find if you were to ask most Excel users what Paste Special is, the majority will answer “pasting values instead of formulas”. While that’s definitely true, there are also Paste Operations.

There are random circumstances where I’ve found this to be useful in a pinch and today was one of them. I was working on some Fixed Assets stuff, and my data had asset cost and accumulated amortization both as positive values. I wanted to do some Pivot Table analysis with it, to validate some Net Book Value info, without fussing with formulas. Paste Special Operations to the rescue!

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SQL Alerts with HTML email body

Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I had wanted to change the emails I get when there were issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something was ok or not. I had to open the attachment to see if there were errors. I wanted to find something better.

What I’m writing about today is what I’ve pieced together from various searches and unfortunately, while I got the pieces from various other blogs, I’ve changed so many things and re-worked this so many times, I no longer even have the references of those that helped me get to the point of what I’m sharing today. I wish I could link to them to thank them.

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SmartList stuck on My Reports pane

Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post on the Microsoft Dynamics community forum and someone asked me if I kept the scripts I used to fix this issue.

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eConnect Distributions: Double Trouble?

Today’s #TipTuesday post is yet another integration-related post. In my case, it’s about Payables Transaction Entry and distributions doubling up. This tip will (or should) also hold true for other eConnect nodes that have optional GL distributions as most behave in the same default manner I describe below.

I was building a Payables Transaction integration for the first time in a long time. In my case, I am passing in GL distributions so I was mapping both the “PM Transaction Insert” node as well as the “PM Distributions” node. All was going super smoothly and the integration was a success, until I looked at the resulting transaction!

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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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