Poor man’s dashboard?

A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible.

Simple question, not so simple answer. I admit it never occurred to me, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.

So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.
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How YTD CPP & EI factor into Tax calcs

This is about something completely boring but perhaps useful to someone who is verifying Dynamics GP Canadian Payroll vs the Canada Revenue Agency’s payroll deductions online calculator.

I’ve always said, I know how the Canadian Payroll module works, but I am not a Payroll expert. I’m an accountant, not a payroll or HR person; there is a wealth of knowledge someone certified in payroll matters knows that I’ll never know!
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Dynamics GP on Microsoft Azure – Part 6

Pretty soon I’ll have to be more creative with the blog post titles! Part 193 …. geez.

More stuff I’m learning: it’s way easier to install and configure Active Directory Domain Services on Azure than installing SQL Server 2014 fresh on a Windows-only VM. Seriously… I’m on my 3rd attempt to install SQL Server!

If you’ve read my last post, part of the What’s Next was creating a standard VM, installing A/D on it and installing SQL Server on it. This is not and never will be anything close to a production machine, so the significant faux-pas of having SQL Server on a Domain Controller seems like an acceptable risk to me. Since I have test & development licenses, instead of paying by the minute for the license, I figured I should be able to start with a standard Windows O/S VM on Azure and go from there.
Continue reading “Dynamics GP on Microsoft Azure – Part 6”

Dynamics GP on Microsoft Azure – Part 2

As I sat up til nearly 1:00am last night (er, this morning) playing with the new Azure VM, I was thinking “this is going SO smoothly!”. I should have known it wasn’t going to be that easy. 🙂

See yesterday’s “Part 1” post for the introduction to this journey I’m on, which covers why I’m doing this, going from a new subscription to provisioning a SQL server VM. At the end of yesterday’s post, I stopped at “I’ve provisioned my VM”. After that I tried some things, and ran into a problem.
Continue reading “Dynamics GP on Microsoft Azure – Part 2”

Don’t forget about your reminders!

As most of my blog topics start, this begins with fairly standard question from a client asking why their taxes are not defaulting on their Purchase Order in Dynamics GP.

This situation is something I see a lot of in various clients:

  • Something isn’t working
  • They try to troubleshoot it themselves but can’t find the answer
  • They are getting more and more frustrated at the “randomness” of GP by the minute (their words not mine!)
  • They email me with the equivalent of a “WTF?” with screen shots showing me when something works fine and when it doesn’t, assuming it’s completely randomly doing something just to piss them off.

The answer nearly always ends up with some variation of one of these:

  • Someone did something they shouldn’t have done
  • Someone didn’t do something they should have done

Sound familiar?
Continue reading “Don’t forget about your reminders!”

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