Upload Pending issue in Excel with OneDrive

Recently I’ve noticed that every time I open an Excel document from my OneDrive sync folders, I’d be prompted with one of two messages/warnings.

One was “Upload Pending” and the other was “SERVER FILE UPDATED. A newer version is available” with a Reopen Document prompt. This has been happening in nearly every single document I open from my OneDrive folders. It is super annoying!

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Mystery Window! Export Data (Solved!)

This is a short post and a weird one! Tonight I was setting up my sample data to test some scenarios for a blog I’m working on. Earlier this week, I came across a situation with the Unassigned Security Report in Dynamics GP and I wanted to write a blog about that. Stay tuned for that!

Cue the testing. As with many blogs I write, there is an element of testing and setting up scenarios to get the facts correct, get the necessary screenshots and generally ensure I’m not missing something when I write. Tonight was no different.

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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.

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Web Client & Account Level Security

So, I learned some interesting and unfortunate news today. You see, I’ve been troubleshooting an odd issue with the GP 2016 Web Client. We’re in the early stages of upgrading from Dynamics GP 2013 to GP 2016. The news? The GP Web Client doesn’t play nicely if Account Level Security is enabled in a given company.

What’s somewhat fascinating to me is no one I’ve talked to has ever heard of this yet we are on the 4th version of the web client with GP 2018! I guess that tells me that Account Level Security is not widely adopted by clients using Web Client.

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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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Transaction Descriptions & POP to PM MS Connect Suggestion

Time for one of those obscure issue blogs, that won’t affect very many people, but the odd person might find this very useful to clarify what they are or are not seeing happen (and give me a couple of years, I’ll forget, and find my blog post!).

This story starts at a client, who requested that the Transaction Description prints on a cheque/EFT remittance. Sounds easy right? Well, the client found out at some point when first using GP that any descriptions in POP transactions they typed in were not updating PM tables, therefore no descriptions for the reviewers or vendors. So, they called their VAR for help.

Cue the VAR, who at some point early in their original implementation with Dynamics GP 2010, added an Extender window on the Invoice Match Entry window, for A/P Clerks to type in a transaction description, and a SQL trigger on the POP30300 table, to update the PM20000 table with that description after posting completes. Last year, during an upgrade to Dynamics GP 2013, I was new to this client and the issue came up during testing because (of course) the trigger wasn’t upgraded/replaces after the upgrade, no one knew it existed, and the descriptions stopped populating PM tables again.

When the client noticed the problem, I made a note to look into this in the future. First of all, they didn’t need an Extender window when there is an out of the box Reference field in all the POP transaction windows! Second of all, why should we be using a trigger on something so basic? It warranted looking into further to see why this was needed in the first place. (I understand the end goal of the description pushing down to payables but the smelled like something that should just occur out of the box, no trigger, no add-on windows…)
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Mgmt. Reporter Quirk – Tree Filters & Unit Restrictions

I’m just catching up on my “to blog” folder and finding a few Dynamics GP or Management Reporter topics that I intended to write about a few months ago. This is another one that actually may end up being more than one post, as I think there are multiple “quirks” going on here.

This one just doesn’t make sense to me and describing it to someone on the Microsoft Partner Technical forums, they said it should work based on how I described it but they cannot reproduce the issue. This is all based on CU14, Mgmt. Reporter 2012 for the record.
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Dynamics GP Word Template Error & Compatibility Mode

A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque!

I did my modifications – pretty basic ones. I changed the title, I altered the size of a couple of header boxes to line some things up and removed some fields that the client didn’t need. (Who really needs Document Amount, Discount Amount, Net Amount and Amount Paid anyway?). Overall, pretty basic stuff, and nothing I hadn’t done before at other clients.
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